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Forum 2024 Title Partner
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Vericast
Booth B541
Vericast provides marketers a simple, data-rich approach to influence consumers and drive meaningful commerce. We power smarter activations for 15,000+ clients, leveraging our proprietary technologies and solutions portfolio to deliver messages to audiences with precision and scale.
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Forum 2024 Presenting Partner
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Adrenaline
Booth P631
Adrenaline is an end-to-end brand experience company serving the financial industry. We move brands and businesses ahead by delivering on every aspect of experience. From branding strategies for renaming to construction of physical spaces, our services are comprehensive, connected, and bound one goal: creating brand experiences that drive business value.
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LEVEL5
Booth B431
LEVEL5 is a complete design-build solution that works exclusively with financial institutions in the development and implementation of growth strategies. Our unique service model marries site selection (market analysis and real estate procurement) with design-build (design and construction) to maximize business performance and return on investment.
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Total Expert
Booth P641
Total Expert is a purpose-built customer engagement platform trusted by more than 200 financial institutions. By combining a system of intelligence that provides real-time data insights with a system of action that automates outreach, we help you deliver the perfect customer journey and drive growth in any market.
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Q2
Booth B531
Q2 is a financial experience company dedicated to providing digital banking and lending solutions to banks, credit unions, alternative finance, and fintech companies in the U.S. and internationally. With comprehensive end-to-end solution sets, Q2 enables its partners to provide cohesive, secure, data-driven experiences to every account holder – from consumer to small business and corporate. Headquartered in Austin, Texas, Q2 has offices throughout the world and is publicly traded on the NYSE under the stock symbol QTWO.
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NCR Voyix
Booth B331
NCR VOYIX is a leading global provider of digital commerce solutions for the retail, restaurant and digital banking industries. NCR VOYIX transforms retail stores, restaurant systems and digital banking experiences with comprehensive, platform-led SaaS and services capabilities.
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Forum 2024 Platinum Sponsors
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Alkami
Booth B441
Alkami Technology, Inc. is a leading cloud-based digital banking solutions provider for financial institutions in the United States that enables clients to grow confidently, adapt quickly, and build thriving digital communities. Alkami helps clients transform through retail and business banking, digital account opening, payment security, and data analytics and marketing solutions.
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Apiture
Booth B421
Apiture delivers award-winning digital banking solutions to U.S. banks and credit unions. The Apiture platform meets a wide range of needs, from leveling the playing field with larger institutions to supporting growth through innovative data intelligence and embedded banking strategies.
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Deluxe
Booth B341
Deluxe, a Trusted Payments and Data Company, champions business so communities thrive. Our solutions help businesses pay, get paid, and grow. For more than 100 years, Deluxe customers have relied on our solutions and platforms at all stages of their lifecycle, from start-up to maturity. Our powerful scale supports millions of small businesses, thousands of vital financial institutions and hundreds of the world’s largest consumer brands, while processing approximately $3 trillion in annual payment volume. Our reach, scale and distribution channels position Deluxe to be our customers’ most trusted business partner.
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EVERFI from Blackbaud
Booth B523
EVERFI® from Blackbaud® is an international technology company driving social impact through education to address the most challenging issues affecting society ranging from financial wellness to mental health to workplace conduct and other critical topics. Founded in 2008, EVERFI’s Impact-as-a-ServiceTM solution and digital educational content have reached more than 45 million learners globally. In 2020, the company was recognized as one of the World’s Most Innovative Companies by Fast Company and was featured on Fortune Magazine’s Impact 20 List. The company was also named to the 2021 GSV EdTech 150, a list of the most transformative growth companies in digital learning. Blackbaud acquired EVERFI in December 2021. To learn more about EVERFI, please visit everfi.com or follow us on Facebook, Instagram, LinkedIn, or X/Twitter @EVERFI.
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Kasasa
Booth B451
Kasasa is a financial technology provider committed to driving real growth for community banks and credit unions to help them recapture market share. Since 2003, their branded retail products, world-class marketing, and expert consulting services have helped their clients attract, engage, and retain consumers nationwide.
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Quantum Metric
Booth L12
Quantum Metric is the customer-centered digital analytics platform for today’s leading organizations. Providing a simplified approach to monitor, diagnose and optimize the digital journeys that matter most, the QM platform offers in-depth customer understanding, quantified and tied to core business objectives. QM captures insights from 40% of world internet users, supporting brands to get to the heart of the customer.
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Forum 2024 Gold Sponsors
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360 View
Booth B241
360 View is the CRM Platform developed specifically for financial institutions. Our solution offers the best 360-degree view of your clients empowering you to make smarter decisions and grow your relationships. Our platform includes CRM, marketing automation, analytics, profitability, and goal and incentive tracking.
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Altair
Booth P732
As the pace of innovation accelerates, Altair is driving the future of convergence toward a smart, connected everything with comprehensive, open-architecture solutions for data analytics & AI, computer-aided engineering, and HPC for 37+ years. Regardless of where your organization is on its data journey, Altair RapidMiner offers a path to modernization for established data analytics teams as well as a path to automation for teams just getting started. Whether your organization requires an end-to-end data science platform or point solutions, Altair RapidMiner enables you to deliver the right tool at the right time to your diverse teams.
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Americaneagle.com
Booth P851
Americaneagle.com is a leading website design, development, and digital marketing agency. With 800+ professionals worldwide, we are a trusted digital partner for banks and credit unions. Some of our financial clients include First Service Credit Union, Townebank, Sunflower Bank, Hughes Federal Credit Union, and many more.
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Amsive
Booth B354
Amsive is a data-led performance marketing agency that enhances ROI through innovative customer acquisition, engagement, and communications solutions. A full-service partner with both digital and direct-native expertise, Amsive designs audience, creative, and channel strategies that amplify growth with best-in-class in-house execution for every solution. To learn more, visit Amsive.com.
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ARGO
Booth P722
ARGO delivers mission critical application software focused on customer journey-centric solutions for acquiring customers, nurturing and converting leads, expanding engagement, fulfillment, and retaining / servicing customers. Through advanced technology, AI, and UI/UX, our solution suite automates consumer and business loan origination and decisioning, fulfillment, relationship expansion, real-time fraud detection, and teller payments in an Omni-channel world.
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Bond Brand Loyalty
Bond generates growth for clients by going beyond relationships—building unbreakable bonds between people and brands—based on intelligent connections and engaging experiences. Guided by Loyalty Science from advanced research and practical commercial application through the Bond Behavioral Institute and enabled by technology through its proprietary cloud Synapze platform, Bond serves clients globally with customer experience, engagement and loyalty solutions—enabling brands, customers, employees, partners, and the communities they serve to experience the benefits of growth. Headquartered in Toronto, Bond has more than 800 people and eight offices across North America and Europe.
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Backbase
Booth P841
Backbase is on a mission to re-architect banking around the customer. Backbase created the Backbase Engagement Banking Platform – a unified platform with the customer at the center, empowering banks to accelerate their digital transformation. From customer onboarding, to servicing, loyalty, and loan origination, our single platform — open and frictionless, with ready-to-go apps — improves every aspect of the customer experience.
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CI&T
Booth B024
CI&T is a global digital strategy, design, and engineering partner for some of the world’s largest financial institutions, including JPMorgan Chase, Wells Fargo, and Charles Schwab. We implement complex end-to-end solutions for personalized customer experience, digital products, payment services, cloud management, data, and analytics.
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Claritas
Booth B322
Claritas is a data-driven marketing company providing an all-in-one solution suite that enables marketers to enhance ROI by pinpointing ideal audiences, executing precise multichannel marketing engagements, and optimizing media spend across channels. Learn more at www.claritas.com
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Coconut Software
Booth P842
Coconut is online appointment scheduling software built for financial institutions. We make it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences. The result? Shorter handle times, higher NPS, and more products sold.
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CUSG
Booth P832
CUSG is a credit union service organization offering leading edge products and services in the areas of martech, HR performance, and financial empowerment. The organization is home to numerous national brands, including Love My Credit Union Rewards, Save to Win, MemberXP, Compease, Performance Pro, and The Learning Center.
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Digital Onboarding
Booth P621
The Digital Onboarding platform motivates people and businesses to use their accounts and open additional products. Help them enroll in direct deposit and update default payment methods, adopt eStatements, retrieve account numbers, accept offers, and more. Guide them through system conversions and M&As. Become the primary financial institution.
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Effectiv
Booth B212
Effectiv provides a real-time fraud and risk management platform for FIs and fintechs. Effectiv enables AI-driven solutions for onboarding, transaction monitoring, underwriting, authentication events, and more. Cut fraud losses, reduce the cost of managing risk and decrease the time spent on manual reviews.
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EmpowerFi
Booth B351
The industry leader in strategy-infused, data-driven marketing – EmpowerFi™ helps credit unions transform their use of data, strategy, and automation to improve marketing performance, increase engagement, and enhance efficiency. From vibrant marketing campaigns, to robust predictive analytics, no-code automation, and fully-optimized CRM, EmpowerFi™ provides a collection of fundamental MarTech stack solutions.
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Epicosity
Booth P742
We’re Epicosity. We grow financial institutions. And you can take that to the bank. We’re a full-service team of marketing experts who grow financial institutions all over the country. Epicosity specializes in insights, strategy, media, video, web development. We understand what you do and who you’re trying to reach. We speak your language— and theirs—by living at the intersection of storytelling and science. It’s here that we build your brand to grow your business in the fearless pursuit of making you stand out from the crowd.
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EXL
Booth P613
EXL is a leading data analytics, AI, and digital operations and solutions partner to improve business outcomes and unlock growth. By bringing together deep domain expertise with robust data, powerful analytics, cloud, AI, and machine learning, we create agile, scalable solutions and execute complex operations for the world’s leading corporations.
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Galileo
Booth P821
Galileo Financial Technologies, LLC and certain of its affiliates collectively comprise a financial technology company owned and operated independently by SoFi Technologies, Inc. (NASDAQ: SOFI) that enables fintechs, financial institutions, and emerging and established brands to build differentiated financial solutions that deliver exceptional, customer-centric experiences. Through modern, open APIs, Galileo’s flexible, secure, scalable and fully integrated platform drives innovation across payments and financial services. Trusted by digital banking heavyweights, early-stage innovators and enterprise clients alike, Galileo supports issuing physical and virtual payment cards, mobile push provisioning, tailored and differentiated financial products and more, across industries and geographies.
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Glia
Booth B511
Glia redefines how businesses interact with customers. Glia Interaction Platform unifies Digital Customer Service, traditional call center, and automation with a ChannelLess™ Architecture, empowering 450+ financial institutions with the ideal mix of interactions and on-demand adaptability. The ability to easily shift volume between channels drives revenue, efficiency, and loyalty simultaneously.
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Greenlight Financial Technology
Booth B051
With Greenlight for Financial Institutions you can engage the next generation of customer and grow your reach with kids and teens through our turnkey, co-branded youth money management program. Featuring Greenlight’s popular money app, the program includes immersive, financial literacy games that helps kids and teens earn, save and spend wisely before graduating to a membership at your financial institution.
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Haberfeld
Booth B242
Haberfeld works with community financial institutions nationwide to significantly grow primary banking relationships, resulting in additional low-cost deposits, recurring non-interest income, and loan volume. Partners add 2x more checking openings through a complete strategy that aligns frontline execution with data-driven marketing. Clients gain more ROA/ROE compared to peers, have lower cost of funds, and better manage margin compression.
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Hootsuite
Booth B513
Hootsuite has led the social media space since 2008. Since then, social media has become a non-stop engine of online culture, connectivity, and commerce. As your one-stop shop for all things social — from smart social marketing and engagement tools to AI-powered social commerce and customer care solutions – we’re committed to helping you start new customer relationships and stand out from the crowd. With over 200,000 paying customers around the globe, we’ll help you tell your stories, grow your audience, and help you run at the non-stop pace of online culture — wherever it goes next.
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image.works
Booth B222
When you partner with image.works, you get an extension of your team. We focus on results. Since 1998, we’ve delivered effective digital marketing and direct mail solutions to hundreds of clients. Plus, we offer free copywriting on most projects, unlimited proofs and custom designs.
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Infusion
Booth B521
Our data-driven strategy and pay-for-performance model set us apart. We work with banks and credit unions to unlock new insight into growth opportunities using data from $10B+ tracked programs. Since 2007, over 300 of your peers have benefited from working with us to execute marketing programs targeting these opportunities.
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inLighten
Booth P141
inLighten is the leading provider of digital signage solutions for the financial industry. To deliver a compelling viewer experience in all kinds of environments, inLighten has developed a complementary line of products and services. inLighten’s solutions include traditional and interactive digital signage, video walls, self-service kiosks and tablets, on-hold and environment audio, check-in and queuing systems and more. Over 2,500 institutions in the U.S. and across the world engage their audiences with inLighten products each day.
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interface.ai
Booth B131
interface.ai, a market-leading provider of Intelligent Virtual Assistants for financial institutions, blends deep banking expertise with advanced AI to revolutionize customer and employee interactions, ushering in the era of Interactive Intelligence for Banking.
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Jack Henry
Booth P711
Jack Henry™ is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and services that reduce the barriers to financial health – with the purpose of empowering people and communities to gain the financial freedom to move forward.
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Kane Graphical
Booth B231
Kane Graphical has been designing and fabricating merchandising displays and compliance signage for 45 years. We specialize in indoor and outdoor marketing campaigns, custom signage, regulation needs, and wall murals that enforce your branding and marketing efforts. And customers love our branch surveys and assessments, which provide strategies to boost customer engagement.
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Kasisto
Booth B142
Built by Kasisto, KAI is the leading digital experience platform for the financial services industry. Kasisto’s customers include J.P. Morgan, Westpac, Standard Chartered, TD, and Nedbank, and credit unions such as Meriwest and Indiana University Credit Union – and many more. These financial institutions chose KAI for its proven track record in driving business growth and improving customer experiences.
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KlariVis
Booth B551
KlariVis® is the only cloud-based, core-agnostic enterprise dashboard and analytics solution built for bankers, by bankers. The KlariVis platform compiles and aggregates high-value, actionable data across disparate systems into an intuitive, interactive dashboard that provides financial institutions of all sizes with timely insights that empower teams, drive profitability, and improve productivity at every level of the organization.
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La Macchia Group
Booth B132
La Macchia Group is a design/build firm with expertise in strategic planning, real-estate, branding, content, and technology integration. As an end-to-end partner, La Macchia Group delivers exceptional member experiences and solid ROI. Since 2002 the company has focused on the financial services industry and has completed over 1000 projects nationwide.
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LexisNexis® Risk Solutions
Booth P623
LexisNexis® Risk Solutions leverages its industry-leading big data computing platform with vast information assets, proprietary advanced linking technology, and a sophisticated analytics platform to drive decision intelligence for our customers, enabling businesses of all sizes to turn their data into actionable insights to improve decisions and time-to-results.
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SilverTech
Booth B032
SilverTech is a digital experience agency redefining how businesses connect with their customers. Founded in 1996, SilverTech delivers digital strategies and solutions that connect user experiences with innovative tech to maximize results. With services such as digital consultation and strategy, website design and development, content management implementation, custom application development and full-service digital marketing, SilverTech provides an unexpectedly enjoyable experience to solving even the most complex business problems. SilverTech has worked with national and global brands such as BankPlus, Credit Union of Texas, Fulton Bank, Georgia United Credit Union, Intrust Bank, Kinecta Federal Credit Union, HomeStreet Bank, and NBT Bank.
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MANTL
Booth P463
MANTL is a fintech firm offering omnichannel account origination software for banks and credit unions. Consumer Deposit Origination by MANTL is among the fastest and most performant solutions on the market, empowering net-new prospects to open accounts in under three minutes, enabling existing account holders to open additional accounts with just one click, and reducing fraud by as much as 67%. Commercial Deposit Origination by MANTL is a first-of-its-kind solution that reimagines account opening for businesses of all sizes by automating up to 97% of application decisions. MANTL’s customers have raised billions in core deposits to date.
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Marquis
Booth B251
Marquis has a passion for performance and plays to win for over 700 banks and credit unions nationwide. We are experts in marketing and compliance customer data platforms (CDP) software, analytics, and solutions. We offer various products, including CRM, journey orchestration, conversational analytics, strategic consulting, cloud services, website design, and digital communication tools, all designed to give clients every advantage.
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Mastercard
Mastercard Data & Services encompasses Mastercard’s offerings beyond the transaction. We deliver the technology and data capabilities to help retailers innovate, grow, and stay ahead of the competition in today’s digital world. By harnessing the power of our real-time, anonymized, and aggregated transaction data, powerful software platforms such as SessionM (loyalty), Test & Learn (analytics), Dynamic Yield (personalization), and wealth of expertise, we empower retailers to discover new retail insights and opportunities, recommend targeted actions and predict results, improve performance over time, and execute programs and campaigns at scale. Our services drive efficiency and value and help customers make smarter decisions with better outcomes.
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McGuffin Creative Group
Booth P653
McGuffin Creative Group helps financial service marketers empower people to make better decisions around the pivotal moments in their lives. With smart creative, strategic thinking and nimble execution, we serve organizations investing to grow their brands, maximize market impact and connect with consumers seeking clarity in the midst of complexity.
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MeridianLink
Booth B213
MeridianLink® empowers banks to drive cost-effective growth with cloud-based lending, account opening, and data verification solutions from a unified data platform. For 25 years, MeridianLink has helped financial institutions identify growth opportunities, increase efficiencies, and mitigate security and compliance risks while powering an enhanced experience for staff and customers alike.
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Newgen Software
Booth B021
Newgen is the leading provider of a unified digital transformation platform with native process automation, content services, and communication management capabilities. Globally, successful enterprises rely on Newgen’s industry-recognized low code application platform to develop and deploy complex, content-driven, and customer-engaging business applications on the cloud. From onboarding to service requests, lending to underwriting, and for many more use cases across industries. Newgen unlocks simple with speed and agility.
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NewGround
Booth P741
NewGround International helps Groundbreakers plan, design, and build branded spaces. We prioritize people and maximize growth with our in-house team of experts through Strategy, Design, Build, and Interiors services.
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Nymbus
Booth P663
Nymbus delivers a full-stack, feature-rich, fully integrated cloud-based core banking platform to U.S. banks and credit unions, streamlining core processing and digital banking to bolster efficiency and drive growth.
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Opensense
Booth P611
Opensense is dedicated to offering banking and finance marketers consistent, beautiful email signatures on every employee email, across all email clients. Ensure professional brand representation, easily adhere to CAN-SPAM compliance, and elevate your corporate email presence.
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PWCampbell
Booth P651
PWCampbell is a full-service firm offering design-build, branch experience, and consulting services to the financial industry. Our vast experience lies within architecture, interior design, preconstruction, construction, branded environments, and award-winning technology solutions. Backed by over a century of experience, we have the passion and vision to take your project to the next level – keeping the entire process under one roof.
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Pannos Marketing
Booth B041
At Pannos, we create results-driven marketing for banks and credit unions. Our fully integrated campaigns, digital strategies and custom-built websites generate engagement—and new customers. Whether building from the ground up or just freshening up, our brand solutions are customized, never cookie-cutter and always audience-approved.
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Relay Network
Booth P763
Relay is a new, personalized B2C channel that offers the rich usability and familiarity of scrolling feeds with the timeliness of text. Over 100 banks and credit unions use Relay to establish personalized, digital connections with their customers that drive active accounts, revenue increases and digital adoption.
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StrategyCorps
Booth P822
Since 2001, StrategyCorps has worked with nearly 400 financial institutions on retail and business checking strategies, using our actionable, proprietary analytical solution and proven-to-win merchandising formula that features value-added checking products and dynamic pricing plans – all delivered with an unbeatable digital user experience and industry leading service and support.
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Strum Agency
Booth B232
Strum helps credit unions optimize growth and performance with breakthrough financial branding, naming, data-driven marketing campaigns and video storytelling. Strum Platform™ is a cloud-based marketing analytics technology that identifies the ideal lifestyle segments, improves data-driven marketing automation and tracks ROI results.
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Temenos USA, INC
Booth P751
Temenos is the world’s leading platform for composable banking, serving clients in 150 countries by helping them build new banking services and state-of-the-art customer experiences. Top performing banks using Temenos software achieve cost-income ratios almost half the industry average and returns on equity 2X the industry average. Their IT spend on growth and innovation is also 2X the industry average.
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Tyfone, Inc.
Booth B263
Tyfone is the creator of nFinia®, a dramastically better retail/commercial digital banking platform for community financial institutions, as well as several platform-agnostic, revenue-generating digital business solutions. Our highly configurable platform and broad ecosystem of third-party partners ensure our entire suite is scalable and extensible to meet the needs of any FI.
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Veritran LLC
Booth P613
We create the digital experiences your customers need.
We are an experienced financial technology innovator that believes in you and your digital journey pathway. We guide our clients forward, aggregate your multiple technology solutions into a unified digital experience, and accelerate your growth with sustainable, scalable solutions for both retail and business customers.
We have more than 50 million users generating over 50 billion annual transactions.
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Verizon Business
No booth
At Verizon, we build the networks that Americans rely on and provide communications and network services around the world. Verizon was formed on June 30, 2000 and is one of the world’s leading providers of technology and communications services. Headquartered in New York City with offices worldwide, Verizon offers voice, data and video services and solutions on its award-winning networks and platforms, delivering on customers’ demand for mobility, reliable network connectivity, security and control.
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WIPFLI, LLP
Booth P661
Wipfli ranks among the top 20 accounting and advisory firms in the nation. Business today is more fluid than ever. Helping firms achieve their goals takes imagination, discipline and a process that delivers results today while anticipating tomorrow’s demands.
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WordCom
Booth B413
WordCom is a full-service marketing agency that produces quality targeted campaigns that get results for financial institutions. Whether you want to attract new accountholders or keep those you have, we’ve got the experience and expertise to help you reach your goals. Since our inception in 1981, we’ve focused on building lasting relationships with clients and developing custom, results-oriented marketing programs that help them succeed.
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Forum 2024 Silver Sponsors
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ActiveProspect
Booth B053
ActiveProspect is an Austin-based SaaS company on a mission to make consent-based marketing the best method for customer acquisition. Our comprehensive product suite empowers companies across industries to take real-time action on their leads, protect themselves from litigation by documenting proof of consent, and save money by providing new levels of data insights and control.
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ampliFI Loyalty Solutions
Booth B154
ampliFi Loyalty Solutions is an innovative fintech organization that delivers all-inclusive solutions to drive loyalty. With over 20 years of experience, 2,000+ clients and 25 million card on file, we strive to deliver high-quality loyalty experiences for cardholders and financial institutions to drive engagement and revenue. As an industry-leading digital platform provider for loyalty, we amplify engagement through a data-driven approach, sparked by leading-edge products, rooted in cultivating long-lasting relationships.
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Anderson
Booth P852
Anderson is a full-service direct & digital marketing agency that helps companies acquire new customers, grow profitable customer relationships, and retain their best customers. We are a group of humble marketing experts who are obsessed with helping our clients build their brands through best-in-class creative and grow their market share through a channel-agnostic approach driven by actionable data and customer insights. We deliver superior Marketing ROI through strategies and actionable data science that inform the creative so we can connect to your consumer
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Array
Booth B122
Array is a leading financial innovation platform helping financial institutions get compelling consumer products to market – faster. Our embeddable products include credit monitoring and identity protection that increase digital engagement, provide non-interest income opportunities and promote financial wellness. FIs also leverage Array’s Offers Engine to unlock hyper-targeted credit product marketing.
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ASA
Booth B054
ASA Vault is an unlimited fintech App Store eliminating one to one fintech integrations. Privacy allows consumers to use fintech without having to register or share data they don’t want to. Security enables consumers to link bank accounts and make payments without sharing banking login credentials or payment information. Control gives consumers the ability to decide if and when every dollar leaves their account and what data to hide and what to share. The ASA network connects banking and technology at scale increasing engagement, loyalty, and business opportunities.
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Aunalytics
Booth B313
Aunalytics revolutionizes the way financial institutions harness the power of data to mold their strategic and operational decisions. Aunalytics empowers community banks and credit unions with valuable, AI-driven insights to increase deposits, improve customer relationships, and deliver new products and services.
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Banzai Inc.
Booth B314
Banzai is a Premier Financial Literacy content provider for Banks. Banzai has all the marketing tools that you need to create engaging, unique, high-quality content for your website and to partner with community organizations, non profits, schools, and social media.
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Beavercreek Marketing
Booth P924
We are a marketing, consulting, and content creation firm that specializes in providing financial institutions of all sizes with turnkey educational content. Beavercreek was founded out of South-Central Nebraska in 1981 and has grown to over 50 employees supporting over 3,000 financial institutions throughout North America.
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BranchXcel | CUXcel
Booth B114
We provide a top-tier branch market analysis tool, tailor-made and delivered by none other than our founder and acclaimed industry strategist. Beyond branch location and placement, we extend our assistance to comprehensive marketing services including digital marketing, rebranding, and more.
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Carvertise
Booth L4
Carvertise is a disruptive advertising company on a mission to revolutionize the way brands communicate with consumers outdoors. By leveraging a network of over 550,000 registered rideshare drivers, Carvertise is turning Uber, Lyft, and DoorDash cars into moving billboards for Planet Fitness Franchisees across the country.
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CD Valet
Booth B044
CD Valet is a new online marketplace connecting consumers with financial institutions to compare and open Certificates of Deposits (CD) with the most competitive rates and terms nationwide. Banks and credit unions can attract more deposits through CD Valet’s advertising, analytics and account opening solutions that enable them to design, price and promote CDs to a targeted market of ready-to-buy savers across the nation.
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CDW
Booth B023
IT Solutions & Services We design, orchestrate and manage customized services and solutions for organizations big and small. Let CDW focus on the IT business, so you can grow yours.
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Cennox
Booth P723
We support everything banking. Cennox specializes in centrally managed, end-to-end solutions for banks and credit unions across all things facilities, security and technology. From Branch remodeling and transformation projects to ATM’s, safes, security solutions designed to protect, and sales and service for all major OEM banking equipment and supplies, Cennox is the only partnership you’ll ever need.
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Chimney
Booth L1
With Chimney, account holders get a better experience and you generate more applications. Give your account holders the tools, information, and insights they need to find the right products and open more accounts. Chimney delivers modern white-label tools like Financial Calculators and MyHomeTracker integrated into website and digital banking app.
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Corporate Insight
Booth B152
Corporate Insight (CI) delivers competitive intelligence, user experience research and consulting services to the nation’s leading financial services, insurance and healthcare institutions. As the recognized industry leader in customer experience research for over 30 years, we have been the trusted partner to corporations seeking to improve their digital capabilities and user experience. Our best-in-class research platform and unique approach of analyzing the actual customer experience helps corporations advance their competitive position in the marketplace.
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Competiscan
Booth P961
Competiscan captures direct/digital marketing & lends insights to help clients win in the marketplaces they serve.
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Computershare
Booth P954
Computershare partners with financial institutions to provide integrated print and digital communications solutions. We help provide a better customer communications experience by transforming your communications and how they are delivered. We drive change in consumer behavior, enhance the customer experience, reduce costs, and maximize operational efficiency while ensuring regulatory compliance and security.
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Copper
Booth L4
Copper, a pioneering financial platform, offers a white-labeled solution tailored for financial institutions aiming to connect with the younger demographic. Our partnership program is designed to bring exposure to your brand while empowering the next generation with the knowledge and tools necessary for building robust financial futures. By collaborating with Copper, financial institutions can extend their reach to kids and teens, effectively nurturing their future customer base with essential financial literacy and management skills.
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Cook Solutions Group
Booth P764
CSG is the industry leader in Security, Retail Banking, & Managed Services. We take complex problems and provide simple solutions. We deliver the best customer service, combining technology and people, to ensure the best in customer experience. From ATM/ITM/TCR sales & service to enterprise security solutions with next generation technology.
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Creatio
Booth B361
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals, and marketplace add-ons. We help our customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Our customers enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Our platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. We believe in genuine care. We build sincere relationships with our clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting, and bringing value. Creatio is headquartered in Boston, MA. We have 700 employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group, and many others. Creatio partners with 700 GSIs and local integrators. Our culture is about genuine care for our clients and partners, passion, going the extra mile and staying positive.
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Curinos
Booth B164
Curinos is the leading provider of data, technologies and insights that enable financial institutions to make better, and more profitable, data-driven decisions faster. Curinos brings to market a new level of industry expertise across deposits, lending and digital experience solutions and technologies. Our mission is to help our clients navigate the present and prepare for the future, enabling them to transform their business ahead of the competition.
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Darwill
Booth B261
Darwill delivers custom marketing communications for the financial world. We are helping businesses like your increase direct mail response rates and grow databases through the use of highly targeted direct mail campaigns. Come talk to our experts to understand how to increase response rates, streamline your communications, optimize your marketing budget and make your life easier!
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Deep Target
Booth B042
DeepTarget enables credit unions and banks to grow deposits & loans, revenue, accountholder relationships & loyalty with Growth-as-a-Service™ or GRaaS™, a fully managed service for their patented DXP. Expert consultants utilize data from multiple data sources and AI insights for a seamless, meaningful communications experience wherever, whenever and however their consumers bank.
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D. Hilton Associates
Booth P861
D. Hilton Associates focuses on the full executive lifecycle from recruitment to succession. Our solutions include executive recruiting, compensation plans, retention and retirement strategies, and benefits implementation. We are recognized by Forbes as one of America’s Top 100 Executive Recruiting Firms. For more information and current nationwide job opportunities, visit www.dhilton.com.
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Doxim
Booth B153
Doxim is the customer communications management and engagement technology leader serving highly regulated markets, including financial services, utilities and healthcare. We provide omnichannel communications and payment solutions that maximize customer engagement and revenue, while reducing costs.
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ECONOCHECK
Booth B323
Econocheck delivers bottom-line benefits to financial institutions by strengthening account holder 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.
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eLead Promo
Booth B223
Since 2006, we have been differentiating ourselves in the brand-development industry by delivering value-added services that enable our clients to take their brand to the next level using premium promotional products and apparel. From company stores featuring a wide variety of branded apparel to brand management and design, our services allow clients to accelerate their brand and keep their team and clients engaged while increasing brand awareness and market share.
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Engagewear
Booth B412
Engageware is the only comprehensive provider of customer engagement solutions, enabling businesses and organizations to resolve their customers’ needs at the first interaction. Engageware’s end-to-end customer engagement platform is powered by conversational and generative AI to automate responses to routine questions, provide instant access to knowledge bases, and give organizations a holistic view of the customer journey. With the acquisition of Aivo, more than 700 organizations in the banking, financial services, retail, health, and education sectors rely on Engageware’s solutions to drive growth with increased sales and conversion, improve multi-channel customer experience, automate customer service, and reduce call center workload. Engageware’s platform allows synchronous channel handoffs and robust data and analytics to inform strategic business decisions that drive growth, efficiency, and stronger customer relationships.
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exagens
Booth P754
Exagens’ Behavioral Banking solutions fuse industry-leading behavioral science and AI to proactively engage & catalyze people to save, spend, borrow, and invest wisely with their FI. They’ve improved the financial lives of millions while simultaneously increasing sales, adoption and loyalty – improving financial institutions’ top line and delivering operational efficiencies.
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FI Navigator
Booth B223
FI Navigator is a web-based platform that provides FI and FinTech executives with unprecedented data and analytics on every institution’s profitability, growth, risk, customer offering, and technologies deployed.
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Flybits
Booth B113
Flybits empowers banks and credit unions to deliver personalized customer journeys across all business lines, at scale. By leveraging internal and external data within our no code experience design platform, combined with AI modelling, we help deepen customer relationships, enhance loyalty, satisfaction and drive significant business impact. Flybits is backed by leading fintech investors including Point72 Ventures, Mastercard, Citi Ventures, TD Bank Group and Information Venture Partner.
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Franklin Madison
Booth B461
An industry leader with over 50 years of experience, Franklin Madison builds financial security for individuals and families by delivering industry-leading insurance products and marketing services through its brand partners. Franklin Madison helps generate increased loyalty and incremental revenue for more than 3,500 financial institutions. Based in Brentwood, Tennessee, Franklin Madison has approximately 200 employees.
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Financial Supermarkets, Inc.
Booth P932
Celebrating 40 years, Financial Supermarkets, Inc. (FSI) is the nation’s leader for attractive, functional, and professionally designed in-store, on-site, and storefront financial centers. Financial institutions of all sizes partner with FSI to efficiently expand their branch network while maximizing touch-points with their customers/members.
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Greenpath
Booth B252
GreenPath Financial Wellness partners with banks and credit unions to measurably improve the financial health of communities. With award-winning financial counseling and innovative digital education tools, GreenPath has empowered people to manage their debt, buy and remain in their homes, and lead financially healthy lives for over 60 years.
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Harness
Booth B311
Harness partners with financial institutions to translate cardholder data into a competitive advantage. While they’re celebrated for convenience and trustworthiness, financial institutions are seeing these pivotal advantages start to slip away as cardholders move toward solutions more aligned with their values and community. That’s where we come in. Harness works as the missing link to help financial institutions deepen relationships with cardholders in a meaningful way, utilizing proven digital tools and data-driven insights to help propel engagement. In practice, we team up with financial institutions to help analyze and leverage cardholder spend data to create personalized card engagement programs that are easily implemented at scale.
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HC3
Booth B411
Headquartered in Birmingham, Ala., HC3 connects financial institutions to their customers. By outsourcing bank statements with HC3, financial institutions leverage document design, digital delivery, and print delivery. Through these solutions, banks and credit unions can make a statement that reflects their brand.
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Kadince
Booth B352
Kadince software helps financial institutions track, manage, and report their community involvement efforts and marketing compliance approvals. Managing community involvement data is often manual and time-consuming, but with Kadince, tracking, managing, and reporting this data is fast and easy. Now you can stop wasting time managing data and start making a bigger impact in your community.
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Kinetech Cloud
Booth B462
Kinetech provides banks and credit unions future proofed “Composable Solutions” for customer digital experience, back office systems, process automation, and workflow while accelerating your roadmap 3X. Incorporate AI/ Machine Learning, seamless 3rd party integrations and data management.
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Invo Solutions
Booth B033
Invo Solutions was founded in 2012 to develop the industry’s first in-branch video banking experience. Their staff combined more than 75 years of experience to solve a unique problem in the industry. Since, Invo has added features such as SMS texting, cobrowsing, appointment scheduling, and chatbot, as well as web and mobile video banking. Invo’s customer engagement platform created continues to bridge the gap between physical and digital channels, creating even more ways for customers to reach their financial institutions, solving for staffing shortages, and decreasing lobby wait times.
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Larky
Booth B112
Larky helps financial institutions proactively engage with account holders through tailored push notification campaigns. With an engagement rate that’s 7x better than traditional marketing methods, Larky helps you reach your audience in the right place and at the right time.
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LeadFusion, Inc. – San Diego, CA
Booth B254
We are a comprehensive pre-sales solution for banks and credit unions. Leadfusion’s CUSTOMERfirst platform powers every step of sales engagement, moving customers from initial interest through to the point of final conversion. Our CUSTOMERfirst solutions have helped consumers and small businesses make over one billion financial decisions.
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LemonadeLXP
Booth B321
LemonadeLXP is a digital growth platform that helps FIs and fintechs quickly create effective training and support tools to grow their digital banking business and maximize the ROI on their technology investments.
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Lightstream
Booth L9
LightStream is a full-service advertising and marketing agency that helps financial institutions thrive. Our depth of experience, flexible business model, and cost-efficient pricing can stretch your marketing dollars further and get better results.
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Milestone
Booth P943
Milestone excels in driving online growth for financial services, banks, and credit unions by integrating “Experiences” and “Discovery” natively into our platforms. Our solutions include an SEO-first CMS, Schema platform for organic search, and local search optimization. We take pride in being a trusted partner to financial services companies like US Bank, One Nevada Credit Union, IBC Bank, and more. Trusted by 2,000+ financial companies, Milestone is recognized as a MarTech leader with awards from Forrester, G2, and the 2022 Adrian Awards.
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Mills Marketing
Booth L8
Mills Marketing is the go-to agency for financial institutions across the country who are looking to re-brand, grow market share and strategize for better ROI. With a team of former bankers, PR specialists, social media experts and a compliance officer (yes, that’s right) on staff – we have the team – and the expertise to take your marketing from good to great. After all, we know banking – but we love marketing.
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Momentum
Booth P951
Momentum takes a people-centric approach to helping credit unions and community banks thrive with effective workplaces and branches.
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MX
Booth P931
MX Technologies, Inc. is a leader in actionable intelligence, enabling financial providers and consumers to do more with financial data. MX provides end-to-end solutions for financial institutions and fintechs to connect to, understand, and act on customers’ financial data. To learn more follow us on X and LinkedIn @MX.
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Origence
Booth B311
Origence is a credit union service organization (CUSO) providing financial technology that elevates the origination experience to increase loan volume, create efficiencies, and grow accounts. With Origence, financial institutions can originate consumer and indirect loans with greater levels of productivity and increased scale. For more information, visit www.origence.com and follow us on Twitter and LinkedIn.
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Pathward
Booth P854
Providing value added prepaid payment solutions including customizable gift cards. Pathward’s out-of-the-box prepaid solutions allow community financial institutions to build their brand and customer connections. Leverage our compliance expertise and oversight to add an additional product suite with minimal investment.
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Personetics
Booth P942
Personetics is the world leader in financial data-driven personalization and customer engagement. We enable financial institutions to forge deeper customer relationships by enhancing clients’ financial wellness and helping them make smarter decisions. With a reach extending to over 130 financial institutions globally, Personetics’ platform leverages transactions to achieve business impact.
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Prisma Campaigns
Booth B124
Prisma Campaigns offers a marketing automation solution that helps credit unions use their data to deepen member relationships. More than 50 credit unions rely on Prisma’s platform to deliver automated and targeted onboarding and cross-selling campaigns across all channels, including email, text, web, and mobile. Prisma became a CUNA Strategic Services preferred provider in 2021 and has received the endorsement of more than 17 credit union leagues as of mid-2023.
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Pulsate
Booth B123
Pulsate’s the leading provider of consumer engagement solutions for community FIs, helping them build lasting, profitable relationships in a mobile-first world. Their easy-to-use platform lets FIs create personalized campaigns to drive product sales and activation, encourage financial wellness and more – delivered through various channels embedded within existing digital banking environments.
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QSI
Booth B163
QSI is NCR’s #1 global financial partner. We offer core-integrated or traditional ITMs and ATMs, managed (outsourced) ATM deployments, and managed remote services for improving uptime and security. QSI has everything you need for branch technology and security.
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ReconMR
Booth L7
As a full-service market research firm, ReconMR helps credit unions of all sizes improve their member experience, develop new products and programs, segment and target members for organic growth, rebrand following mergers, and find the best ways to attract new members. Clients include SchoolsFirst, Nuvision, UFCU, and others.
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Schema App
Booth B312
Schema App is an end-to-end Schema Markup and Knowledge Graph solution for Enterprise marketing teams. We help organizations leverage Schema Markup to build a reusable knowledge graph for AI initiatives and stand out in search. We do this through our industry-leading platform and high-touch support services, ensuring our customers achieve agility, innovation, and measurable results through our partnership.
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The Stellar Financial Group
Booth B162
Since 2000, The Stellar Financial Group has helped over 1,800 financial institutions grow retail market share, increase new accounts, recapture auto loans, build brand awareness, and educate account holders. We are committed to being a leader in the financial services arena by combining traditional, data, and digital marketing efforts to achieve better results for our clients.
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Social Assurance
Booth P941
Social Assurance’s marketing management and community development software platforms streamline compliance, social media, reputation management, archiving, sales enablement, and community involvement. Designed specifically for community banks and credit unions, these solutions are backed by full-service marketing services, including digital, to align measurable outcomes and impact.
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SOCi, Inc
Booth P922
SOCi is the leading CoMarketing Cloud Platform for multi-location enterprises. We empower financial services companies like Motto Mortgage, Estrella Insurance and, First Montana Bank to scale marketing efforts across all locations and digital channels in a way that is brand directed, locally perfected, and data connected. With SOCi, financial services companies can strengthen their digital presence across local search and social pages, while staying compliant in messaging, driving improved customer engagement and market leading results. To learn more about how SOCi can help fuel your localized marketing success, please visit us at www.meetsoci.com or message us at hello@meetsoci.com.
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Spectrio
Booth P934
Spectrio is the digital signage industry leader offering a best-in-class product suite that’s easy-to-use, reliable and scalable. We strategically work with businesses and organizations to customize solutions that meet their needs while providing superior service for our clients. The Spectrio Difference is coming alongside our partners to help them envision a desired future state and then making their potential a reality. No matter the size of your business or what industry you operate in, we’re here to help you transform your business into an exciting destination for customers and employees.
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Spiral
Booth P944
Spiral is the award-winning Impact-as-a-Service™ platform that enables banks and credit unions to grow deposits, attract new account holders, and boost digital engagement through community and environmental impact.
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Stratus
Booth B363
Stratus is one of the nation’s largest financial brand implementation companies in the United States. Trusted by some of the most well-known financial institutions in the country, our nationwide signage and lighting capabilities, interior refresh & remodel services, facilities maintenance programs, branded environments, and energy solutions help you maintain your brand’s position as an industry leader.
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Sterling ATM
Booth P721
Sterling ATM provides branding, design, manufacturing, installation, and project management services. Sterling’s specializations include ATM toppers, enclosures, eye-catching canopies, and a US patented backlit “LED panel” through the wall surround. Named the 2020 “Utah Manufacturer of the Year”, visit Sterling ATM’s booth to learn more about expanding your ATM branding!
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Systemax
Booth B262
Financial marketing & operations made easy! Systemax offers it all: collateral production, storage, online ordering & distribution, plus full-service marketing including strategy, execution, and everything in between. Elevate brand presence & achieve growth goals with Systemax. Let’s Brand Together.
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Travelers
Booth B031
Travelers is one of the largest providers of property and casualty insurance products in the U.S. With more than a 160-year history of industry-leading firsts, our success is built upon providing innovative insurance solutions. We offer a full line of coverage, the convenience of dealing with just one company and the benefits of special multi-policy pricing. Together, we can help provide value to your members and customers and revenue for your financial institution.
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Upgrade, Inc.
Booth B362
Upgrade partners with Financial Institutions for prime consumer assets and balance sheet solutions as a complement to internal goals and ALM strategies. Upgrade offers FI investors personal loans, cards, auto, home improvement and travel loans. These are all relatively short duration/high yielding assets that can be used for generating interest income and balance sheet management if organic production fluctuates. Upgrade also sweeps deposits to loan buying partners to help manage internal liquidity.
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UpContent
Booth L5
UpContent is an AI-powered curation solution that helps discover, collaborate, and distribute relevant third-party content to turn leads into loyal customers. Customers see 75% time savings and 2x their normal conversion rate. UpContent is used by thought leaders in the finserv industry for social media, email marketing, and original content creation.
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Verint
Booth L2
Verint® helps the world’s most iconic brands continuously elevate the customer experience (CX) and reduce operating costs. More than 10,000 organizations in 175 countries – including over 85 of the Fortune 100 companies – rely on Verint to deliver experiences that shine across contact centers, branches, back offices, and digital teams.
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Works24 Corporation
Booth P752
Works24 specializes in providing digital media marketing solutions to financial institutions. The array of products we offer focus on internal marketing to maximize communications to existing customers and prospects while on hold or while waiting in the lobby. Our products include OnHold messaging, digital signage, website video and overhead music.
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Wysh
Booth P713
Wysh’s innovative deposit solution, Life Benefit, helps Financial Institutions grow, retain, and differentiate their deposit offering by seamlessly embedding life insurance onto a consumer’s accounts. Worth 1-10% of the consumer’s account balance, Life Benefit encourages consumers to grow and maintain funds; thereby enhancing brand loyalty while strengthening FI’s balance sheet.
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Yext
Booth P953
Yext is the leading digital presence platform for multi-location brands, with thousands of customers worldwide. With one central platform, brands can seamlessly deliver consistent, accurate, and engaging experiences and meaningfully connect with customers anywhere in the digital world. From SEO and websites to social media and reputation management, Yext enables brands to turn their digital presence into a differentiator.
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YouGov
YouGov is an international research data and analytics group. We have been building an ever-growing source of connected consumer data for the past twenty years, creating the richest and most complete understanding of your customers’ complex lives. We call it living data. Understand what 26+ million registered panel members in over 55 markets are thinking, on over a million – and growing – datapoints. Re-contact and dig deeper to plan, activate and track marketing activity with certainty, at speed, every time. Living Consumer Intelligence.
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Zoot Enterprises
Booth B831
Zoot provides advanced origination, acquisition and decision management solutions for some of the largest organizations in the world. We work closely with our clients to deliver state-of-the-art solutions to solve their most demanding problems, and enable them to access hundreds of cutting-edge data sources in real time.
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