Oracle Financial Services provides solutions for retail banking, corporate banking, payments, asset management, life insurance, annuities and healthcare payers. With our comprehensive set of integrated digital and data platforms, banks and insurers are empowered to deliver next generation financial services. Our intelligent and open digital solutions enable customer-centric transformation, support collaborative innovation and drive efficiency. Our data and analytical platforms help financial institutions drive customer insight, integrate risk and finance, fight financial crime and comply with regulations.
CRMNEXT, Inc. is the leading global CRM solution provider in financial services. A Gartner Magic Quadrant company, CRMNEXT, Inc. picks up where traditional CRMs leave off. It eliminates the artificial barriers between human and digital channels, automating processes to enable world-class, omnichannel customer interactions from a single, unified platform; pioneering support for both advanced digital banking and a new "universal banker" approach to customer service and sales. With more than one million bankers and one billion customers globally, CRMNEXT, Inc. effectively recalibrates banks’ potential to grow engagement, quality, profitability, service and innovation. For more information contact firstname.lastname@example.org or visit www.crmnext.com.
Medallia, the leader in Experience Management cloud technology, ranked #15 in the most recent Forbes Cloud 100 list. Medallia’s vision is simple: to create a world where companies are loved by customers and employees alike. Hundreds of the world’s largest companies and organizations trust Medallia’s cloud platform to help them capture customer and employee feedback everywhere they are, understand it in real-time, and deliver insights and action—from the C-suite to the frontline—to improve business performance. Medallia has offices worldwide, including Silicon Valley, New York, Washington DC, London, Buenos Aires, Paris, Sydney, and Tel Aviv. Learn more at www.medallia.com
SigFig’s mission is to reimagine financial services, making it more customer-centric and accessible. We combine design, data science, and technology to help empower consumers to achieve their financial goals. Through partnerships with some of the world’s largest and most innovative financial institutions, we are powering the future of banking and wealth management.
Sitehands, the world’s first IT Field Services Marketplace, has revolutionized the way IT field services are delivered. Having grown from CS Technology, Sitehands has a 26-year history as a change agent and implementor of technology infrastructure transformation. Today, Sitehands is changing the way people engage IT field services in 107 countries with a global network of 15,000+ vetted and certified technicians. Our unique platform model provides accountability, real-time updates and transparency for every field service transaction. We ensure our customers receive consistent and quality IT field service support - whether across town, across the country or across the globe.
BREAKFAST BRIEFING SPONSOR
Apiture delivers a core-agnostic digital banking platform to banks and credit unions looking to build a better experience for their users. We believe that legacy technology should no longer be a barrier to innovation and that is why our 500+ customers trust us to provide the most modern digital banking experience to their users every day. Learn more about Apiture Digital Banking and the future we’re building at www.apiture.com.
EXECUTIVE DINNER SPONSOR
Q2 is a secure, cloud-based digital banking solutions company headquartered in Austin, Texas. Our digital banking solutions for deposits, money movement, lending, leasing, security and fraud enable financial institutions to deliver a better financial experience to their account holders. To learn more about Q2, visit www.q2ebanking.com.
2River Consulting Group provides AI and data analytics solutions to help Financial Services companies take advantage of the data all around. Not every company or business unit has access to an army of data scientists. 2River's approach focuses equally on technology and change-management to ensure our Financial Services clients successfully adopt and integrate data analytics to drive growth and manage risk. We call it 'Analytics for the Rest of Us'.
Horizn is the #1 Digital Adoption Platform designed exclusively for Banks and Financial Service companies. Horizn equips BOTH bank employees and their customers with the knowledge needed to dramatically improve the customer experience and dramatically accelerate digital adoption rates. The award-winning platform combines a proprietary microlearning and simulation methodology for banks like RBC, U.S. Bank, Lloyds, BMO, Wells Fargo, KeyBank, and M&T Bank.
Micronotes is the leader in AI-driven marketing automation for financial institutions. The company’s fast, automated and cloud-based digital marketing automation platform applies machine learning to customer data to improve engagement and effectively cross-sell financial services through digital service channels. Privately held, Micronotes is based in Boston.
StreetShares' full business lending solution empowers retail bankers with a 100% digital customer experience, expedient underwriting, and fast funding. Bankers can lend to their business customers in just a few weeks with complete solutions that cover every aspect of a banker's business lending needs: technology, compliance, and consultative know-how. Banker built and military grade for retail bankers and their business customers to leverage decades of large-bank lending and technology implementations. It is easier than one thinks to dramatically improve their client experience, build a strong business, and sleep well at night with customized solutions that address all needs. Come see what we did for USAA Federal Savings Bank and others. StreetShares is a FinTech company based in Reston, Virginia, since 2013 and is dedicated to bringing trusted digital finance to America’s retail bankers.
Act-On Software is the leader in Adaptive Marketing solutions that empower marketers to achieve the purposeful and personalized engagement that their business needs to thrive. Act-On makes customer data actionable, enabling marketers to strategize better business outcomes, drive more relevant multi-channel marketing, and generate higher customer lifetime value–all with the fastest time-to-value.
Agent IQ makes banking personal again. Decades of focus on automation and self-service has distracted us from what financial institutions do better than anybody - help individuals optimize their finances and achieve their financial goals. By enabling personal relationships to once again flourish, we allow bankers to deliver on their passion. At Agent IQ we believe that augmenting the human banker is a better approach than replacing the human banker. We call this Augmented Intelligence. Pragmatic application of state-of-the-art Artificial Intelligence and Machine Learning offers the promise of unprecedented scale while keeping the focus on human empathy, creativity and personality.
Ansarada is an AI-powered deal making platform provider focused on helping companies and their advisors thrive amid their most important business events, such as mergers and acquisitions, capital raises, IPOs and audits. Ansarada’s platform draws on more than 25,000 business-critical events worth over $2 trillion to deliver the most sophisticated deal making platform on the market.
Cornerstone Advisors’ multidisciplinary team brings deep industry expertise in financial services with an inside perspective that comes from having worked alongside banks and credit unions for over 17 years. Our independent insights and firsthand experience affords us a unique view on how to best help financial institutions stay competitive and excel in today’s financial services industry. Complementing our advisory engagements is our Cornerstone Research practice, which offers financial institutions and service providers actionable insights to stay at the forefront of the industry with industry renowned reports, data and studies.
Consumers rateshop. That will never change. Datatrac provides tools that help prospective borrowers and depositors see your competitive advantages so they choose you over the competition. Datatrac’s marking toolkit includes competitive comparison widgets for your website and digital lobby displays, Facebook apps, digital ads and landing pages, lead generation and much more. Datatrac is an independent, unbiased research firm that specializes in the banking industry. Datatrac provides financial institutions and consumers with analysis tools and intelligence to make mutually beneficial decisions about new loans and deposits.
Econocheck delivers bottom-line benefits to financial institutions by strengthening customer relationships and providing new fee income streams. Since 1973, thousands of financial institutions have profited from Econocheck’s data-driven retail and small business checking strategies, direct response insurance programs, and identity protection services. Our customized solutions offer the enhanced services valued most by consumers and businesses — identity & data security, cell phone protection, credit monitoring, entertainment discounts, health savings, and financial management tools — while providing our partners with recurring revenue and measurable gains in customer retention. Listening, delivering, partnering, growing – the Econocheck way for over 40 years.
Founded in 1979, EPX is a full-service credit card, debit card, stored value, and electronic check (ACH) payment transaction processor with over $18 billion in annual processing volume. Leveraging its unmatched expertise in processing security allows EPX to offer merchants the most secure and cost-effective payment processing services. As a wholly owned subsidiary of North American Bancard, a leader in the electronic payment processing industry, EPX continues its cutting-edge research and to build, implement, and support industry-leading payment processing solutions that facilitate PCI compliance, merchant protection, and drive consumer confidence. For more information, please visit www.epx.com.
An industry pioneer with over 45 years of experience, Franklin Madison enhances the value of its partners' customer relationships by developing and marketing loyalty solutions. Leveraging its expertise in customer engagement, product development and targeted marketing, we provide insurance programs that help generate increased member loyalty and significant incremental revenue.
IDology is a leading provider of multi-layered identity verification and fraud prevention solutions for organizations operating in a consumer-not-present environment. Founded in 2003, the Atlanta-based company delivers an innovative solutions suite and a fraud prevention platform that empowers organizations to assess overall transaction risk and improves the customer experience. IDology’s ExpectID suite enables businesses and government entities to leverage on demand features that minimize friction for legitimate customers, maintain compliance and decrease instances of fraud by staying ahead of evolving fraud tactics.
Next Caller provides real-time call verification to Enterprise businesses to help them streamline their authentication process. We confirm calls originate from the correct device, allowing you to reduce reliance on knowledge-based authentication questions and prevent fraud. By analyzing call metadata, Next Caller determines whether spoofing or other nefarious activity is occurring. This information allows Next Caller clients to expedite authentication for legitimate callers, or to be aware of potential fraudsters in real-time.
Panini is a trusted global leader in providing payment technology innovation. Panini's hardware and software platforms help customers fully realize the advantages and efficiencies available with the digital transformation of financial documents. With the widest variety of software partners and hundreds of thousands of check scanner installations around the world, Panini is the proven leader in check scanner innovation. Our products are suitable for distributed check capture, ID card reading, full page scanning, and a host of other payment processing applications.
Persistent Systems builds software that drives the business of our customers; serving software product companies and enterprises with software at the core of their digital transformation. Contact: email@example.com
Quest Analytics is a financial services company that specializes in combining analytical CRM software, best practice consulting, and relationship building training to help community banks and credit unions enhance their service and sale culture. Quest developed advanced analytics that identifies qualified opportunities to enhance a customer’s relationship and delivers them to frontline service and sales associates on a daily basis. Quest provides individual modules designed around the users role and responsibilities in a single platform, single sign-on solution. The key modules are: IQLeads, IQProspects, IQService and Teller Referral Assist. The IQProspects module is also available in a mobile app for the tablet and phone. Quest then provides sales and service training to help bankers communicate more effectively with customers and prospects to enhance relationships which attract, expand and retain retail and business relationships.
Shaw Systems has specialized in loan servicing software since 1967. Over 300 clients in eight countries have benefited from using our products. We offer an integrated servicing solution for loan and lease, and collections and recovery. Our software provides automation, flexibility, a user-friendly interface, and a scalable solution to support financial institutions. www.shawsystems.com
SmartVault is the all-in-one solution for online document storage and secure file sharing. Consumer-grade cloud apps put your firm and your clients at risk. SmartVault employs bank-level security practices to protect your documents and your business. With workflow automation, e-signature integration, and a branded client portal with built-in document storage, SmartVault is the leading solution that’s designed for business professionals.
Sterling ATM is the leading designer and manufacturer of ATM signage including surrounds, enclosures, canopies, and kiosks. We provide high-quality, innovative designs exclusively for ATM’s. Sterling is a full, turn-key vendor, focusing on design, manufacturing, and installation. Our material capabilities include LED, aluminum, fiberglass, and millwork. Our combined experience and creativity help you develop modern products to match your needs, whether custom or standard. Sterling has the proven experience to assist you. All production, from concept to finished product, are managed from our Salt Lake City plant, which has grown due to our commitment to our customers and their satisfaction.
Vee24 is the world leader in AI-enabled live customer engagement solutions offering text chat, voice chat, video chat, co-browsing, screen sharing, intelligent chatBOTs, and much more. We provide live help solutions to some of the world’s best known brands and have helped clients provide a superior customer experience while impacting their online sales conversion, average order value, and customer loyalty.
Bankers Digest has delivered weekly Southwest banking news to readers since 1942. The publicationóavailable in print and digitallyóis distributed to banking professionals in Arizona, Arkansas, Louisiana, Mississippi, New Mexico, Oklahoma and Texas. It covers all types of bank news: promotions, new hires, new branches, bank-related community activities, awards and recognition, mergers and acquisitions, and more. Bankers Digest also publishes features on topics of interest to the banking community. Plus, each issue includes a classified advertising section with job postings, as well as products and services available to bankers.