Become a sponsor or exhibit at The Financial Brand Forum
Forum 2022 Presenting Partner
Click logo to learn more about sponsor
Vericast
Booth B541
Vericast is marketing technology solutions provider with industry-leading analytics and insight that influence where more than 120 million households eat, shop, save and borrow. To learn more about how Vericast is reimagining marketing solutions, visit www.vericast.com
Close
Salesforce
Booth B531
Salesforce is the #1 cloud-based software provider that helps banks and credit unions find more prospects, win more deals, and wow customers with amazing service. Customer 360 for Banking, our complete suite of products for banks and credit unions, unites sales, service, marketing and IT teams with a single, shared view of customer information. With Customer 360, banking providers can grow customer relationships and increase employee productivity with seamless, digital-first engagement. Banks and credit unions build solutions on the Salesforce platform that connect customer journeys and deliver automated, intelligent, and real-time experiences that delight their customers.
www.salesforce.com/solutions/industries/financial-services/banking/
Close
Forum 2022 Partners
Click logo to learn more about sponsor
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 their experience across digital and physical channels, from strategy through implementation. We create brands people love and engage audiences with story-led design and insights-driven marketing; and we design and build transformative brand experiences across branch networks, leading the construction of physical spaces that drive business advantage and make the brand experience real.
Close
Total Expert
Booth P641
Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement solutions for banks and credit unions. Total Expert unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle. Total Expert turns insights into actions to increase loyalty and drive growth.
Close
Forum 2022 Platinum Sponsors
Click logo to learn more about sponsor
NCR Digital Banking
Booth B451
NCR, a global technology leader, delivering industry leading financial solutions for digital, ATM/ITM, crypto and branch channels—giving us the unique ability to connect physical and digital interactions to create seamless experiences for financial institutions and the consumers and businesses they serve.
Close
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 and loan origination, multi-payment fraud prevention, and data analytics and engagement solutions.
Close
Marquis
Booth P621/K5
Marquis, a financial services market leader, provides MCIF, CRM and marketing automation software and expertise to assemble, analyze and act on data. We give you confidence and insights to make informed decisions, achieve your vision and deliver measurable results.
Close
MX
Booth B421
MX, the leader in modern connectivity and financial data enhancement, helps organizations everywhere connect to the world’s financial data and turn raw, unstructured data into their most valuable asset to deliver intelligent and personalized money experiences. MX connects more than 16,000 financial institutions and fintechs, providing the industry’s most reliable and secure data connectivity network. Additionally, MX powers 85% of digital banking providers, as well as thousands of banks, credit unions, and fintechs, with a combined reach of over 200 million consumers. To learn more, follow us on Twitter @MX or visit www.mx.com.
Close
Paymentus
Booth B431
Paymentus(NYSE: PAY) is a leading provider of cloud-based bill payment technology and solutions. Our omni-channel platform provides consumers with easy-to-use, flexible and secure electronic bill payment experiences through their preferred payment channel and type. For more information, please visit www.paymentus.com.
Close
Apiture
Booth P651
Apiture delivers innovative digital banking solutions to U.S. banks and credit unions of all sizes, and we proudly give smaller community banks and credit unions just as much attention as our larger clients. Our flexible, highly configurable solutions meet a wide range of needs, from leveling the playing field with larger financial institutions to enabling unique, digital-only brands. Through our API-first strategy, our clients can meet demand for comprehensive online and mobile banking services while preserving a seamless user experience.
Close
AT&T Business
Booth B551
Technology is complex, and transformation is fast. But when it comes to connectivity and communication, AT&T Business has you covered. We combine our leading portfolio with continuous innovation and investment in our networks to give you what you need to move your business forward. With experience across industries, we understand your business demands, and deliver the right insights, guidance, and highly secure solutions for you. From 5G to fiber, edge to cloud, AT&T offers new and innovative financial technologies that will open up opportunities for financial institutions to create amazing new experiences for their customers and employees.
Close
Forum 2022 Gold Sponsors
Click logo to learn more about sponsor
360 View
Booth P831
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.
Close
Acxiom
Booth B222
Acxiom is a customer intelligence company that provides data-driven solutions to enable the world’s best marketers to better understand their customers to create better experiences and business growth. A leader in customer data management, identity, and the ethical use of data for more than 50 years, Acxiom now helps thousands of clients and partners around the globe work together to create millions of better customer experiences, every day.
Close
Claritas
Booth P742
Claritas’ unmatched knowledge of American consumers yields the most adopted segmentation in the industry and offers solutions that give marketers the ability to identify their ideal audiences, deliver precise multichannel marketing engagements and leverage measurement tools to optimize media spend.
Close
Prisma Campaigns
Booth B142
Prisma Campaigns helps banks and credit unions boost loyalty and share of wallet through marketing automation. Prisma allows marketers to create powerful and personalized offerings to their customers by leveraging their data and unifying messages across different channels. Future-proof your financial institution with campaigns that drive true value.
Close
New Ground
Booth B151
New Ground is the industry leader in creating Branded Spaces for financial institutions, corporations, and retailers. For over 100 years, we have designed and built over 15,000 projects, including headquarters, operations centers, retail branches, prototypes, and branch roll-outs. We offer a completely in-house team of dedicated professionals for every project.
Close
eGain Corporation
Booth B242
Infused with AI, eGain’s knowledge-powered software automates digital-first experiences for enterprises and government agencies. Pre-connected with leading CRM & contact center systems, the eGain platform delivers quick value and easy innovation with virtual assistance, customer self-service, and modern agent desktop tools. Visit www.eGain.com for more info.
Close
Kasasa
Booth B463
Kasasa® is an award-winning financial technology and marketing services company that provides reward checking accounts consumers love, the first ever loan with Take-Backs™, relationship-powered referral programs, and ongoing expert consulting services to community financial institutions. Together we can Take Back Banking™.
Close
The Cargo Agency
BoothP722
We’re Cargo—the authority on B2SB (that’s business to Small Business) Marketing®, Advertising, Strategy, and Storytelling. Our bag? Connecting Big Business to Small Business to Drive Business. Because our mission is to drive your business, forward.
Close
Silver Tech
Booth P732
SilverTech is a full-service digital marketing and technology company that is redefining how businesses engage with and understand their customers. With 25 years helping major brands in financial services grow with digital – we’ve proven our advanced digital competencies in web design and development, content management, digital transformation, and digital marketing.
Close
Amsive
Booth B563
Amsive is a data-centric, omnichannel, marketing services agency that delivers market share growth with innovative customer acquisition and engagement solutions. Amsive operates as a full-service agency that brings marketing to life by shaping strategy, identifying audiences, developing impactful messaging, and executing omnichannel communications while measuring and analyzing results.
Close
image.worksp
Booth B141
Since 1995, hundreds of financial institutions nationwide have benefited from image.works’ fresh approach to marketing. Here, we focus on results – working one-on-one with clients to provide effective direct mail and digital marketing solutions. Plus, we offer FREE copywriting on most projects, unlimited proofs and custom designs at no extra charge!
Close
EVERFI
Booth B221
EVERFI makes it easy for Financial Institutions to bridge the gap between them and their communities by delivering white-labeled, digital financial education programs to local school districts, consumers, and more.
Close
![](https://financialbrandforum.com/wp-content/uploads/2022/07/CU_solutions_group_-NO-TAG-300x45.png")
CU Solutions Group
Booth B131
CU Solutions Group serves the credit union industry through technology, marketing, performance and strategic advisory solutions, and is home of the well-known membership enhancement program Love My Credit Union® Rewards. The organization is dedicated to helping its clients serve, grow and remain strong. Learn more at CUSolutionsGroup.com.
Close
LexisNexis Risk Solutions
Booth B351
LexisNexis® Risk Solutions harnesses the power of data and advanced analytics to provide insights that help businesses reduce risk and improve decisions. We provide unique consumer and small business insights that help financial institutions develop customer acquisition and credit risk strategies for profitable portfolio growth. Learn more at risk.lexisnexis.com
Close
CUVA Publishing
Booth B513
Content! Videos, blog posts, memes, cartoons and infographics. For your credit union’s social media, print and digital marketing. Private licensing rights. New content daily. Financial wellness. Lifestyle. Cryptocurrency education and rewards prog.
Close
PWCampbell
Booth P841/K11
PWCampbell can elevate your brand at every level. For over a century, we have designed, built, transformed, and branded thousands of branches nationwide. We are experts in experience design, with dedicated disciplines in technology solutions, interior design, graphic installation, furniture, and branded environments. Our team works closely with you to execute a consistently branded environment, whether it be one branch or an entire network, that drives recognition, builds loyalty, and increases profits and growth.
Close
Viant Technology
Booth P913
Viant® is a leading people-based advertising software company that enables marketers and their agencies to centralize the planning, buying and measurement of their advertising investments across most channels. Viant’s self-service Demand Side Platform (DSP), Adelphic®, is an enterprise software platform enabling marketers to execute programmatic advertising campaigns across Connected TV, Linear TV, mobile, desktop, audio, in-game and digital out-of-home channels. Viant’s Identity Resolution capabilities have linked 115 million US households to more than 1 billion connected devices and is combined with access to more than 280,000 audience attributes from more than 70 people-based data partners. Viant is an Advertising Age 2021 Best Places to Work award winner and the Adelphic DSP is featured on AdExchanger’s 2021 Programmatic Power Players list.
Close
La Macchia Group
Booth B232/K7
Anybody can build a box, but how do you make your branch come to life as an exciting expression of your brand and online experience? By delighting visitors at every turn – physically and digitally. La Macchia Group strategically locates, designs, and builds banks and credit unions across the country that elevate the customer journey with new and engaging experiences. This focused approach delivers unforgettable environments that attract new customers and grow wallet share with existing customers. From high-impact digital “welcome walls” to video touch tables that onboard and educate – we leverage data and powerful digital content to create seamless retail financial journeys.
Close
Mills Marketing
Booth P711
Mills Marketing is a full-service marketing agency that provides SMART and BOLD solutions for financial institutions. We are a knowledgeable, passionate, and experienced marketing agency in the financial industry. And we’ve been doing it for over 40 years.
Close
Segmint
Booth B213
Segmint, an Alkami Company, empowers financial institutions and financial technology providers to easily understand and leverage data, interact with customers, and measure results. Derived from billions of transactions, Segmint provides fast and accurate customer insights through advanced data tagging, categorization, and contextualization. Its insights enable all functions of an organization to inform strategies including competitive analysis, risk, marketing, customer experience, and product innovation. For more information, visit www.segmint.com.
Close
Strum
Booth B241
A 31-year financial industry leader (previously Weber Marketing Group) in driving client growth results in naming, branding, advertising, analytics marketing technology, and growth strategies. We create distinct brands and campaigns that win market share and increase ROI performance.
Close
Haberfeld
Booth P941
Haberfeld works with financial institutions nationwide to significantly increase core relationship acquisition, engagement, and growth. Clients add more recurring non-interest income (without raising fees), loan volume and low-cost core deposits through a strategy that aligns effective branch execution with targeted, ROI-focused marketing.
Close
Statflo
Booth B561
Statflo provides the leading compliant business text messaging platform that enables Financial Institutions to have productive, two-way conversations with their customers over text messaging. With seamless integrations to existing CRM/core systems, full customer context, and rich shareable content, customer-facing teams have all the tools they need in a single platform to engage, retain, and grow their customer base.
Close
Extractable
Booth B021
Silicon Valley-based Finalytics.ai is the first credit union platform to apply real-time big data, and machine learning in a way that can address the unique needs of prospective and current members. Its “segment-of-one” experience is based on individuals’ unique identities, orchestrating their financial journeys using dynamic segmentation and content to address their needs. This allows institutions to compete more effectively, drive consumer acquisition, and improve retention. Visit https://finalytics.ai/ to learn more.
Close
Kane Graphical
Booth B132
Kane Graphical maximizes the growth potential of our clients through strategic development of marketing solutions and branding. For over 40 years, we have successfully connected customers to financial institutions with the right message through memorable, branded experiences that span across all delivery channels. Contact Mitch Kane, CEO, at 773-842-5548.
Close
CUNA Mutual Group
P832
With our deep roots in the credit union industry, we have a unique view into the lives and financial needs of consumers. We are focused on helping millions of people strengthen their financial future.
Close
ARGO
Booth B231
ARGO software automates customer journey engagement across the customer journey stages, including digital marketing, for early customer engagement to Omni-channel fulfillment to servicing for digital, branch, and call center channels.
Close
Strategy Corps
Booth P721
Strategy Corps works with hundreds of financial institutions nationwide to deliver mobile and online consumer checking solutions that enhance customer engagement and increase fee income. This includes two premier products – CheckingScore, an analytical tool that ranks each customer’s total financial productivity, and a customizable BaZing mobile rewards app that delivers thousands of local merchant discounts and name-brand national retailer offers to their mobile phone, among other protection benefits.
Close
Glia
Booth B251
Glia is reinventing how businesses support their customers in a digital world. Glia’s Digital Customer Service (DCS) solution enriches web and mobile experiences with digital communication choices (from messaging to voice to video), on-screen collaboration, and AI-enabled assistance. To learn more visit glia.com.
Close
Level5
Booth B352
LEVEL5 is a unique design+build company, creating and executing growth strategies for best-in-class financial institutions. We build on time, on budget, and on a level all our own.
Close
Finastra
B122
Finastra is building an open platform that accelerates collaboration and innovation in financial services, creating better experiences for people, businesses and communities. Supported by the broadest portfolio of financial services software, Finastra delivers technology to financial institutions of all sizes across the globe, including 90 of the world’s top 100 banks
Close
Kentico Software
P731
Kentico is the award-winning digital experience platform that combines content management, digital marketing, and commerce. Available on-premises or in the cloud, Kentico is an easy-to-use solution for modern websites. It provides personalized experiences and integrates seamlessly into any technology stack. Kentico empowers companies and brands to increase customer engagement, deliver personalized content to the right audience, and optimize performance to win more clients. Its advanced capabilities, short time to value, and ease of use are backed by market-leading support and a global network of implementation partners.
Close
Siteimprove
Booth B252
Siteimprove’s enterprise platform empowers financial marketing teams to optimize their content for digital accessibility, user experience, and marketing performance, so they can expand their financial brand’s reach, exceed their marketing goals, and work towards a future with purpose. Over 7,000 companies use Siteimprove to optimize their content for every outcome—and the experts have taken notice. Forrester Consulting found that our customers get 275% ROI when using Siteimprove and we’re consistently recognized as a G2 leader across the board.
Close
Deluxe
Booth B322
Deluxe data-driven marketing helps marketers find more profitable customers faster than their competition. Our actionable data analytics and campaign solutions help connect the right audience at the right moment, with a great strategy and flawless execution to give our clients the competitive edge they need to grow their market share.
Close
Glassbox
Booth B051
Glassbox empowers organizations to create frictionless digital journeys for their customers. Our digital experience analytics platform works in real time across mobile apps and websites to accelerate loyalty and growth. Through AI-driven visualization and analytics tools, Glassbox helps teams to prioritize customer experience and digital product enhancements from a single collaborative system. Teams across the organization, from IT and product management to marketing and compliance, can understand user struggles, visualize the customer journey and optimize every step. Hundreds of enterprises across multiple industries choose Glassbox for easy, secure and private cloud-based deployments.
Close
SavvyMoney
Booth P761
SavvyMoney is an award-winning fintech company who works with over 850 financial institutions. SavvyMoney provides an integrated credit report and score solution right into financial institutions’ online and mobile banking. Consumers get actionable advice about their credit score and report, and saving opportunities from pre-qualified loan offers. SavvyMoney’s Pre-Approved Marketing technology also transforms pre-screen lending into a fully automated digital consumer experience that accelerates the application process for consumers. SavvyMoney’s analytics platform provides financial institutions with user credit score trends, market share analysis, and targeted lending campaigns.
Close
Epicosity
Booth P821
Epicosity is a unique global agency that blends traditional services with a strong digital footprint for brands with purpose. Epicosity has deep experience in brand development, media planning/placement, and ever-evolving digital and social strategies. With almost 40 team members and clients across half of the U.S. and 4 countries, our agency has expertise in a variety of industries, including higher education, financial services, government, healthcare, agriculture, and more. Our mission is to awaken the champions of the new economy. Your brand deserves nothing less. But our promise is a bit more straightforward – to always bring the very best of our expertise, energy, and effort, every day.
Close
CSI
Booth P963
As a leader in the fintech and regtech industries, CSI combines customer-first service with industry-leading solutions tailored to an organization’s unique needs. Delivering dynamic, scalable products that leverage the latest trends, CSI is committed to empowering its partners to compete successfully. Learn more about CSI’s innovative solutions at www.csiweb.com.
Close
Aunalytics
Booth B413
Aunalytics is a leading data platform company delivering Insights-as-a-Service for enterprise businesses. Its Daybreak(TM) for Financial Services offering is designed for mid-sized banks and credit unions. The solution empowers community financial institutions with advanced analytics and valuable business insights to improve customer relationships, strategically deliver new products and services through data-driven campaigns, and drive competitive advantage with Aunalytics’ side-by-side digital transformation model.
Close
Pannos
Booth P741
At Pannos, we create results-driven marketing for financial institutions. 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.
Close
Fintel Connect
Booth B511
With Fintel Connect, banks of all sizes can access the power of influencer and affiliate marketing in a scalable, cost-effective, and compliant way. Our technology is designed specifically for financial services, and we’re committed to driving real value for banks and their customers.
Close
Yext
Booth K12
Search has never been more important. However, while the world of consumer search has innovated over time, enterprise search has not!
Close
Razr
Booth B121
To create meaningful engagement, you must move beyond a single card approach to loyalty. RAZR offers a fully-integrated, configurable enterprise platform. You achieve a solution to drive loyalty across multiple products and services. Enterprise loyalty, card rewards, customer journey mapping, onboarding, and collateral creation, all through the lens of behavioral science.
Close
Relay Network
Booth P613
Relay Network is the innovator of SaaS feed technology, with over 10 years of experience helping financial institutions more meaningfully engage with every customer. Using Relay Feeds, companies are deepening customer relationships and driving unparalleled engagement. Relay helps maximize the value of the relationships our clients have cultivated.
Close
CCG Catalyst Consulting Group
Booth B263
At CCG Catalyst We Are Leading experts from BaaS Consulting to Bank Technology Evaluations and Negotiations. We direct our bank and fintech clients on the direction of the industry and lead them through the disruption. For over 20 years we have been collaborating with our clients to bring market knowledge, opportunity and vision. We form a relationship to guide them through the velocity of change that ignite the future of our industry. CCG Catalyst has worked with a diverse number of Financial Institutions and brings innovative strategies to solve their toughest challenges.
Close
FI Navigator
Booth P661
FI Navigator delivers an unprecedented data and analytics platform to the U.S. banking vertical’s vendors, advisors and financial institutions. The FI Navigator data and analytics client base includes many of the top vendors and advisors to the U.S. banking vertical.
Close
Agent IQ
Booth B422
Agent IQ offers a digital platform, supercharged with AI, that improves communication and engagement between financial institutions and their customers, leading to happier, more loyal, and more profitable relationships. We help create relationships in the digital world that are just as personal as in the physical world, but even more enhanced.
Close
Kasisto
Booth B152
KAI is the leading digital experience platform for the financial services industry. Kasisto’s customers include J.P. Morgan, Westpac, Standard Chartered, TD, and Manulife Bank, and credit unions such as Fairwinds and Excite – and many more. These financial institutions chose KAI for its proven track record in driving business growth and improving customer experiences. The platform is engaging with millions of consumers around the world, all the time, across multiple channels, in different languages, and is optimized for performance, scalability, security, and compliance. KAI is built with the deepest conversational AI portfolio in the financial industry and is tightly integrated into the fintech ecosystem through partnerships with proven technology providers such as FIS, NCR, Q2 and others. Kasisto is headquartered in New York City, with offices in Silicon Valley and Singapore. Kasisto Singapore Pte Ltd is a wholly-owned subsidiary of Kasisto. For more information visit kasisto.com
Close
PWCampbell
Booth P841/K11
PWCampbell can elevate your brand at every level. For over a century, we have designed, built, transformed, and branded thousands of branches nationwide. We are experts in experience design, with dedicated disciplines in technology solutions, interior design, graphic installation, furniture, and branded environments. Our team works closely with you to execute a consistently branded environment, whether it be one branch or an entire network, that drives recognition, builds loyalty, and increases profits and growth.
Close
Silvertech
Booth P732
SilverTech is a full-service digital marketing and technology company that is redefining how businesses engage with and understand their customers. With 25 years helping major brands in financial services grow with digital – we’ve proven our advanced digital competencies in web design and development, content management, digital transformation, and digital marketing.
Close
OSG
Booth P752
A leader of customer engagement management and payment solutions, OSG’s digital-first approach helps clients integrate modern channels with traditional services across all touchpoints. OSG’s 25+ years of experience provides us with the unique ability to leverage industry expertise with our commitment to innovation, delivering measurable benefits to our clients.
Close
Lewis Communications
Booth P842
Lewis is The Business Growth Engine. Every facet of our company is built to help you grow: the teams we’ve created, the bespoke products we’ve developed, and the way we work alongside your leadership team. Our unique process helps financial institutions maximize the return on every marketing dollar.
Close
Forum 2022 Silver Sponsors
Click logo to learn more about sponsor
Kadince
Booth B032
Kadince software helps financial institutions streamline the tracking and management of their community involvement efforts, CRA data, marketing compliance approvals, and customer/member complaints.
Close
Onovative
Booth B412
Onovative, an automated marketing and communication software provider, put controls back in the hands of bank marketers. Onovative’s affordable marketing software for planning, automation and execution empowers you to manage data for strategizing throughout the consumer lifecycle and engaging with consumers through multiple channels. With software that integrates directly with your existing core banking systems, Onovative helps banks drive results by bolstering growth with their current account holders and within their markets.
Close
Tacpoint
Booth B164
Tacpoint is a creative agency specializing in brand design, User Experience(UX) design, User Interface (UI) design, and B2B enterprise platforms. Since 1999, we have been working with industry leaders including Visa, Salesforce, Cisco, and SoFi to transform customer experiences.
Close
The Redmond Company
Booth B043
Redmond is your Premier Design/Build Partner, completed 800+ financial projects. Services: Prescriptive Analytics, Market Analysis, Trade Area Analysis, Branch Deployment Studies, Site Identification and Acquisition, Brand Integration, Architecture and Construction. Redmond uses these tools and others to identify the optimal location for your next branch.
Close
![](https://financialbrandforum.com/wp-content/uploads/2022/07/Travelers_logo-300x61.jpg"){kind=logo}
Travelers
Booth P954
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.
Close
Momentum
Booth P713
Momentum is a design-build firm that takes a people-centric approach to helping credit unions and community banks thrive.
Close
Adventure House
Booth P912
Elevate your next product launch or campaign by integrating creative video and animation to reinvigorate your marketing strategy. Turn complexity into creativity, transform the same old story into something sensational, and get out-of-this-world results that stand apart from your competition.
Close
JRNI
Booth B362
An enterprise platform for scheduling and managing personalized customer experiences and engagement at scale.
Close
CU Direct
Booth B212
Origence, a CU Direct Brand delivers the ultimate origination experience. For 25 years, we have helped lenders increase loan volume, create efficiencies, and fuel growth through our automotive, lending, and strategic solutions. Today, our next generation technology solutions and services span across indirect lending, consumer loan origination, digital retail, analytics, marketing and CRM, auto shopping, identity theft solutions, consulting, and outsourced loan processing. We help financial institutions optimize the customer experience, leveraging integrated solutions to bring efficiency, productivity, and profitability to lenders. Visit www.origence.com for more information.
Close
Keeley Companies
B363
Our Financial Facility Group’s PDB process encompasses a three-step design process that centers on creating a trusted partnership with our clients. Fostering loyal partnerships is at the core of our mission. We believe in relationships based on culture, not simply transitions.
Close
Access Softek
Booth P933
Access Softek sets the standard for the omnichannel digital banking landscape, delivering innovative industry firsts to over 400 financial institutions from its Berkeley, CA, headquarters.
Close
IMN
Booth B044
iMakeNews Inc. (IMN) is a digital marketing company that delivers engaging email communications that educate and connect with banking customers and prospects. IMN offers a complete email marketing service with dynamic newsletters, extensive distribution capabilities, relevant content, and accurate behavioral analytics for every campaign.
Close
Leadfusion
Booth B461
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.
Close
Econocheck
Booth P942
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.
Close
Works24
Booth P814
Works24 is the leading provider of OnHold Messaging Services, Lobby Video Displays, Interior Digital Signage, Overhead Music, and Web Site Video to the financial industry. We provide a true partnership that makes it effortless for you to create content for your marketing programs while reinforcing your unique and professional image.
Close
Digital Onboarding
Booth B311
The Digital Onboarding engagement platform was built to turn account openers into fully engaged relationships. Email and text messages link customers and members to their personalized microsites. Self-service tools make it easy to adopt digital banking, enroll in direct deposits without HR, update default payment methods at merchants like Amazon and Venmo, and more. The platform helps people fully activate and use the products they just opened, and it helps institutions deliver relevant, personalized cross-sell offers that convert.
Close
Doxim
Booth B041
Doxim is the customer communications management and engagement technology leader serving financial and regulated markets, providing omnichannel document and payment solutions that transform experiences to strengthen engagement throughout the entire lifecycle. The Doxim Platform helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized communications and easy-to-use payment processes. The platform addresses key digitization, operational efficiency, and customer experience challenges through our suite of plug-and-play, integrated, SaaS software and technology solutions. Learn more at www.doxim.com.
Close
Ren
Booth P911
We provide institutions and individuals the technology and support services needed to stream-line administration so you can save time and focus on donor relations. We work hard behind the scenes to make you stand out in the crowded marketplace of charitable giving, and we strive to ensure that your experience is second to none. Our administration services enhance your donor relations.
Close
WordCom
Booth B053
At WordCom we are a partner, an extension of your team. For over 40 years we have provided solutions to our partners that help them grow and improve profitability. Our tools for success include customized data and tracking. Campaigns are multi-channel and consist of email, social, digital and direct mail.
Close
Bankjoy
Booth B024
Bankjoy delivers modern banking technology including online account opening, online banking, mobile banking, online loan application, conversational AI, statements and more. The company prides itself on creating beautiful products with advanced features, simple navigation, modern look and feel, and world class user experiences shaped by talking to users.
Close
Trellance
Booth P812
Trellance is a leading provider of business analytics and technology consulting for credit unions, helping them meet the needs of today’s digital consumer. With a suite of data science solutions, professional staffing and professional services, Trellance ensures credit unions increase efficiency, manage risk, and improve member experience.
Close
ZAG Interactive
Booth B211
ZAG Interactive is an award-winning, full-service digital agency specializing in strategy, marketing, design, development, ADA conformance and hosting for banks and credit unions nationwide. From website redesigns to integrated marketing campaigns, trust ZAG to bring your vision to life creatively, with passion and unparalleled professionalism.
Close
Unblu
Booth P714
Unblu provides financial institutions worldwide with the best technology to enrich the digital experience of their customers and members by extending their touch points and collaboration capabilities in a secure environment. 160+ financial institutions have implemented our conversational platform, from Banks, Credit Unions and FinTechs to Insurance and Tax-Relief firms.
Close
Zero-In
Booth B023
Zero-In is a New York City based digital experience agency focused on working with the world’s top brands to create engaging and immersive digital experiences. Zero-In has grown to become a global leader in customer engagement technology with solutions including digital signage, interactive displays, licensed music, guest wifi, and connected devices.
Close
Asa Financial
Booth B361
ASA partners with your core processor to bring you and your customers the newest and best Fintechs with one simple API integration. Our trusted Fintech network helps you retain current customers, gain new customers, and sell more of your products.
Close
eLead Promo
Booth B314
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.
Close
IDology
Booth P763
IDology, a GBG company, delivers innovative, multi-layered digital identity verification solutions to help businesses drive revenue, deter fraud and maintain compliance. Under their parent company GBG, IDology and Acuant recently united to form GBG Americas, the largest pure play identity verification and fraud prevention provider in the Americas.
Close
DocFox
Booth B163
DocFox is the leading provider of automated business and institutional account opening software, and is used by over 250 financial institutions worldwide including banks, credit unions, crypto companies, and fintechs.
Close
MeridianLink
Booth B312
MeridianLink® (NYSE: MLNK) is a leading provider of cloud-based software solutions for financial institutions, including banks, credit unions, mortgage lenders, specialty lending providers and consumer reporting agencies. Headquartered in Costa Mesa, California, MeridianLink provides services to more than 1,900 customers, including a majority of the financial institutions on Forbes’ 2021 lists of America’s Best Credit Unions and Banks. Further information can be found at www.meridianlink.com.
Close
GreenPath Financial Wellness
Booth B042
For over 60 years, GreenPath Financial Wellness has partnered with innovative organizations to offer financial education services nationally. We support over 600 financial institutions to deliver a full spectrum of financial empowerment programs and technologies to the people they serve.
Close
Larky
Booth P924
We help financial institutions create meaningful, lasting relationships with their account holders. Rather than waiting for account holders to log in or set foot in a branch, our platform proactively engages them through tailored push notification campaigns delivered through the mobile banking app. Because these campaigns produce 5x more engagement than traditional marketing, Larky is in a unique position to help financial institutions grow sales of their products and services.
Close
Arkatechture
Booth B054
Arkatechture is a technology company empowering FI’s with a better understanding of their business through data. Their flagship platform, Arkalytics, is a reporting and data science solution tailored for Credit Unions & Community Banks. Integrate your data sources into a Data Lakehouse to build the foundation for analysis and innovation.
Close
PrintMail Solutions
Booth B162
Want to improve the ROI of your communications with customers and prospects? Over 300 financial institutions trust PrintMail Solutions and its digital marketing division, BankBound, for cost-effective customer communications and results-driven marketing. Stop by to see how!.
Close
Form Assembly
Booth B262
FormAssembly is a trusted enterprise data collection platform that empowers security-conscious organizations to drive mission-critical business initiatives and become better stewards of their data. Our platform helps customers of all skill levels build efficient data collection workflows while meeting the high security and compliance standards of regulated industries. Used by thousands of organizations, FormAssembly integrates seamlessly with other commonly used systems to streamline processes and drive business results.
Close
Banzai
Booth B161
Banzai is an award-winning financial education program that helps your students budget wisely. We fit all state’s curriculums and best of all, we’re completely free!
Close
inLighten
P921
inLighten is the leading provider of digital media solutions for the financial industry. inLighten’s solutions include traditional and interactive digital signage, video walls, self-service tablets and kiosks, check-in systems, on-hold and environment audio, speech privacy and more.
Close
”
Lightico
P951
Lightico is an award-winning SaaS platform that empowers businesses to accelerate customer
journeys. With the Lightico Digital Completion Cloud™, companies leverage no-code workflows to
collect customer eSignatures, documents, and payments, and authenticate ID in real time —
straight from the customer’s smartphone. As a result, businesses enjoy faster and shorter sales
and servicing cycles, boost NPS, and significantly improve their completion rates.
Close
The Stellar Financial Group
Booth B112
The Stellar Financial Group offers marketing solutions for Financial Institutions. We offer Deposit Account Acquisition, Overdraft & Privacy Mailings, and a Direct Auto Loan Recapture Program. Let The Stellar Financial Group become an extension of your marketing department to help you navigate the road to better results.
Close
Schlesinger Group
Booth B364
Schlesinger Group, a leading global data collection, research services, and ResTech company, delivers a broad range of qualitative and quantitative research solutions. Our global market research platform, Methodify, automates the process of gathering and sharing consumer research data offering streamlined processes for better experiences and outcomes
Close
Interface.ai
Booth B313
interface.ai is a market-leading conversational Artificial Intelligence solution for banks and credit unions. Our omnichannel AI assistants empower financial institutions to rapidly optimize their call center operations and provide a 24×7 “personal bank teller” experience that helps their customers through every step of their journey.
Close
Act-On Software<
Booth P861
Act-On Software is the world’s growth marketing automation leader, offering solutions that empower marketers to move beyond the lead and engage targets at every step of the customer lifecycle. Act-On makes customer data actionable so marketers can strategize smart solutions to grow their businesses and generate higher customer lifetime value.
Close
Woodridge Software
Booth P764
Woodridge is a team of US-based developers, designers, business analysts, and project managers focused on helping Financial Institutions improve their customer experience through digital transformation. We’ve worked globally with over 50 banks and credit unions to accelerate development efforts, build custom solutions, integrate fintech services, and improve development processes.
Close
Interface.ai
Booth P922
Prophet is a consultancy that helps clients unlock uncommon growth by developing new business models, reimagining brands and experiences, driving demand and customer engagement and empowering people to transform their organizations. The largest privately-owned firm of its kind, Prophet brings a unique blend of creative and strategy to identify paths to purposeful, transformative and sustainable growth. Based in San Francisco, with 15 global offices and more than 600 strategists, data analysts, marketers, digital experts and creatives, Prophet has worked with the world’s most successful companies, including AXA, CVS Health, The Home Depot, Samsung, T-Mobile, and UBS, partnering with them from ideation to in-market execution. Prophet.com
Close
Phase2
Booth P863
We are a digital agency rooted in technology, passionate about customer experience, and grounded in data and insights. Our leadership team has decades of digital, business, and industry experience. They are dedicated to transforming industries and our daily lives through technology.
Close
Burgopak
Booth B114
With a highly creative and experienced design and project management team, Burgopak designs to brief, to provide an engaging opening experience to your customers, creates a higher perceived value of your product with clever cardboard engineering, and makes your life easier by managing the process right from conception to completion.
Close
American Eagle
Booth P931
Americaneagle.com is a full-service, family owned digital agency that has been dedicated to providing web design, development and digital marketing services for over 20 years. With a team of 650+ professionals globally, we build powerful digital solutions for banks, credit unions, and financial organizations of all types/sizes.
Close
Social Assurance
Booth B034
Social Assurance’s marketing management and community development solutions 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.
Close
ampliFI
B031
ampliFI Loyalty Solutions is a financial services company delivering loyalty solutions to financial institutions to drive cardholder engagement, customer retention and organizational revenue. We help you to rethink what a loyalty program can do for you, inspire cardholder engagement and incentivize strategic user behavior with an innovative loyalty solutions platform.
Close
Coconut Software
Booth P952
Coconut Software is an enterprise appointment scheduling, lobby management, and virtual banking platform that is specifically built for financial institutions. Used by hundreds of North America’s leading banks and credit unions, Coconut augments the customer and staff experience while providing real time data and insights to better understand what’s really happening. Reach out to us today to learn more!
Close
Think Piece
Booth P953
Hi! We’re Thinkpiece. We take a different approach to market research. Rather than training researchers to be industry experts, we gathered a team of experts from the industries themselves and focused their expertise on research. Then we found analysts who are academics and sociologists. Together with a dedicated field management and operations team, our approach allows us to conduct research with you rather than for you. We’re a market research consultancy. And we’ve been applying our consultative approach to Fortune 500 companies focused on healthcare, financial services, technology, and business since 2013.
Close
Insight Financial Marketing
Booth P923
For 20 years, IFM has built and maintained the most extensive bank customer information analysis system in the US. Our sophistication has expanded across all bank data types delivering a wide range of profitable solutions from customer knowledge and cross-marketing leads to campaign management and professional services.
Close
Finn AI
Booth B261
Finn AI builds AI-powered virtual assistants for banks and credit unions to improve their digital customer experience. At Finn AI, we are on a mission to make banking easier and more convenient to use. We do that by providing intelligent, AI-powered virtual banking assistants that reduce customer effort, improve personalization, and increase efficiency of customer service operations.
Close
VIQ Home
Booth B113
Vertical IQ delivers actionable, convenient, and focused Industry Intelligence that quickly turns you into an industry expert. Created by bankers for bankers, covering over 97% of the US economy and Canada, Vertical IQ equips teams with the confidence and credibility to create memorable first impressions and sustain enduring relationships.
Close
The Plateau Group
Booth P811
The Plateau Group, Inc., itself and through it’s subsidiaries, underwrites and delivers integrated insurance and debt cancellation products and services for retail lending to help increase fee income and minimize risk. We support these goals with a comprehensive system including education, complete administrative support and ongoing program analysis.
Close
Franklin
Booth P961
People want to feel secure about their finances. But many people don’t have one of the most important pieces to that security – supplemental health and life insurance. With the right insurance, your financial institution can help them prepare for whatever life may throw their way. We can make online offers easy to find and simplify the application process. With Franklin Madison’s diverse suite of products and our Smarter Marketing approach, we can deliver the right messaging to the right consumers at the right time.
Close
Impact Deposits
Booth P813
Impact Deposits Corp. is a purpose-driven company that proactively builds mutually-beneficial relationships between community banks, nonprofits, and partners to accelerate positive economic and social outcomes. We bring a network of banks and depositors to help provide funding and investing for banks of all sizes. Our platform allows banks to easily accept new funds and manage their balance sheets with our reciprocal program and one-way funding/investing.
Close
nCino
Booth P934
nCino (NASDAQ: NCNO) is the worldwide leader in cloud banking. The nCino Bank Operating System® empowers financial institutions with scalable technology to help them achieve revenue growth, greater efficiency, cost savings and regulatory compliance. Transforming how financial institutions operate through innovation, reputation and speed, nCino is partnered with more than 1,500 financial institutions of all types and sizes on a global basis.
Close
Lumin Digital
Booth P853
Lumin Digital is a fintech company specializing in digital banking solutions. Through a fundamentally different approach to technology, service, and people, we’re creating the next generation of financial solutions each and every day. Lumin helps credit unions and financial institutions build and deploy next-gen digital experiences that help to continually serve, engage, and grow their membership base. While other platforms are partially adapted or retrofitted for the cloud, Lumin is 100% cloud-native. It was built specifically for the cloud environment, allowing us to more fully realize the advantages it offers. It’s a difference that financial institutions and their users will see and feel almost immediately. For more information, visit lumindigital.com.
Close
Sterling ATM
Booth P864
At Sterling ATM we combine experience and creativity to develop products that are exactly what your customers want. Make them affordable, deliver them on time and make sure they are built to last. As simple as that sounds, that is exactly what we have done to fuel our growth. In fact, as evidence of our growth, we were recently named the “Utah Manufacturer of the Year” by the Utah Manufacturer’s Association – quite an honor!
Close
6Sense
Booth B411
The 6sense B2B platform captures anonymous buying signals, predicts the right accounts to target at the ideal time, and recommends channels to boost revenue. Removing guesswork and wasted sales effort, 6sense empowers sales, marketing, and customer success teams to improve pipeline quality, accelerate sales velocity, and grow revenue predictably.
Close
Newgen Sofware
Booth P851
Newgen is the leading provider of a unified digital transformation platform with native process automation (BPM), content services (ECM), and communication management (CCM) capabilities. Globally, successful financial institutions rely on Newgen’s wide range of custom-fit applications, including online account opening, lending, trade finance, payments, and compliance & reporting. Financial institutions leverage these business applications to deliver a superior customer experience, bridge operational silos, enhance operational efficiency, and stay compliant.
Close
Infor
Booth P962
Infor is a global leader in business cloud software specialized by industry. Over 65,000 organizations in more than 175 countries rely on Infor’s 17,000 employees to help achieve their business goals. Visit www.infor.com.
Close
Array
Booth B423
Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs get compelling consumer products and features to market quickly. Array’s products help its clients drive more revenue and while increasing digital engagement and financial literacy for customers. The company has customers across multiple market segments serving millions of active users. Array was founded in 2020 by Martin Toha and Phillip Zedalis and its investors include Battery Ventures, General Catalyst, and Nyca Partners. To learn more visit www.array.com.
Close
Swivel
Booth P854
SWIVEL, is a financial technology and services company providing specialized, integrated transaction enablement solutions that remove friction for account holders, borrowers, and departments across financial institutions, as well as collections agencies and offices, while also mitigating risks associated with payments processing in the digital environment and moving funds in digital domains.
Close
Bankmarketingcenter.com
Booth B332
BankMarketingCenter.com is a web-based marketing portal that puts you in complete control of the ad production process for your bank, saving valuable time and money. You’ll have unlimited access to over four thousand successful marketing materials and millions of Getty Images. Over 350 banks of all sizes are now utilizing this technology and 24 State Bankers Associations have endorsed it.
Close
Micronotes
Booth P862
Micronotes.ai is a Fintech delivering cloud-based digital engagement solutions to financial institutions that want to start conversations, develop relationships, and build trust with new and existing customers and members.
Close
Qualtrics
Booth B421
Qualtrics, the leader in customer experience and creator of the Experience Management (XM) category, is changing the way organizations manage and improve the four core experiences of business– customer, employee, product, and brand. Over 11,000 organizations around the world are using Qualtrics to listen, understand, and take action on experience data (X-data™)–the beliefs, emotions, and intentions that tell you why things are happening, and what to do about it. The Qualtrics XM Platform™ is a system of action that helps businesses attract customers who stay longer and buy more, engage employees who build a positive culture, develop breakthrough products people love, and build a brand people are passionate about. To learn more, please visit qualtrics.com or chat live with us during the event.
Close
Lumin Digital
Booth B853
Lumin Digital is a fintech company specializing in digital banking solutions. Through a fundamentally different approach to technology, service, and people, we’re creating the next generation of financial solutions each and every day. Lumin helps credit unions and financial institutions build and deploy next-gen digital experiences that help to continually serve, engage, and grow their membership base. While other platforms are partially adapted or retrofitted for the cloud, Lumin is 100% cloud-native. It was built specifically for the cloud environment, allowing us to more fully realize the advantages it offers. It’s a difference that financial institutions and their users will see and feel almost immediately. For more information, visit lumindigital.com.
Close
Zebra Technologies
Booth B321
Zebra’s Reflexis for Banking suite enables you to automate and optimize modern branch operations. Reflexis for Banking is a mobile-first solution suite spanning branch workforce optimization, employee scheduling, branch execution management, secure internal communications, and appointment setting. Transform your bank’s performance with the power of Reflexis for Banking.
www.reflexisinc.com/industry/reflexis-solutions-for-banking/
Close
Smart Solution
Booth P944
Helping your financial institution grow, Smart Solution is a leading software provider, partnering with banks, credit unions, and other financial institutions to help them grow and adapt to the ever-changing marketplace. Universa is our integrated suite of core digital financial, processing and management solutions. We combine industry best practices and cutting-edge technology to create a browser-based, all-encompassing system for your Credit Union, Bank, Trust or other financial institution.
Close
Numerated
Booth P664
Numerated transforms the way financial institutions lend to businesses. Banks and credit unions use Numerated’s modern Loan Origination System to meet businesses’ expectations for digital convenience while driving significant gains in efficiency.
Close
Summit Direct Mail
Booth B331
Summit Direct Mail provides high volume printing and mailing services to the nations’ top financial brands. Our clients marry our high-volume direct mail services with custom Marketing Automation services to lift response rates using ringless, email, SMS, Personalized URL, and QR Codes.
Close
SigFig
Booth B111
SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience to leading financial institutions such as UBS, Wells Fargo, Citizens, Santander, and Scotiabank. Our customer-centric ecosystem empowers consumers with the experiences they need to achieve their financial goals.
Close
Alpharank
Booth B462
Alpharank’s “no code” AI SaaS optimizes lenders’ online business through improving the web visitors’ experience & delivering marketing campaign analytics in terms of dollars generated, not clicks. Through adding one line of text, lenders see a +50% increase in business in less than 6 months.
Close
Backbase
Booth B261
We’re giving banks a way to get closer to their customers like never before. Supercharge your entire customer lifecycle, move faster than competitors, and create 10x better banking experiences with the Engagement Banking Platform. Banking architectured around your customers.
Close
Forum 2022 Kiosk Exhibits
Click logo to learn more about sponsor
Salesloft
Booth K4
Salesloft is the provider of the #1 Sales Engagement platform, helping industry leading companies generate more revenue and deliver better experiences to their customers.
Close
Upstart
Booth K2
Upstart is a leading AI lending platform partnering with credit unions to expand access to affordable credit. By leveraging Upstart’s AI platform, Upstart-powered credit unions can increase approval rates and lower loss rates, while delivering the exceptional digital-first lending experience members demand. Over two-thirds of Upstart loans are approved instantly.
Close
SeeEverything
Booth K1
SeeEverything is a global provider of performance improvement and conduct risk management software solutions for financial institutions. Our solutions deliver visibility and actionable insights that improve customer experience, employee engagement, and increase sales and service performance.
Close
SkySystem
Booth K3
Headquartered in the heart of New York City, SkyStem delivers a powerful close and account reconciliation application for organizations seeking to streamline their financial processes. The company’s flagship solution, ART, is an enterprise technology that helps CFOs and Controllers shorten the month-end close and the time to issue financials by automating balance sheet reconciliations, managing month-end tasks, and providing insightful reporting. The web-based solution streamlines and eliminates up to 90% of manual activities while strengthening internal controls and corporate governance.
Close
Coveo
Booth K9
Coveo Relevance Cloud™ for Financial Services enables FSIs to efficiently improve financial wellbeing and empower employees through unified and personalized service experiences. Our industry-leading platform achieves these results by securely delivering the right information to customers and frontline employees the first time; preventing unnecessary service contacts and enabling employees to have more impactful customer conversations.
Close
Rakuten Advertising
Booth K6
Rakuten Advertising connects leading agencies, brands and publishers to active and engaged consumers around the world. With access to Rakuten’s diverse media properties and audiences, combined with an award-winning performance network and proprietary consumer research, Rakuten Advertising creates the right conditions to reach new customers and sustain long-lasting loyalty. Its foundation of advanced technology, data and strategic services positions Rakuten Advertising to offer a differentiated suite of marketing and advertising solutions, while constantly pushing the industry forward. It is a division of Rakuten Inc., one of the world’s leading Internet service companies. The company is headquartered in San Mateo, CA, with offices throughout EMEA, APAC, LATAM and North America.
Learn more at www.RakutenAdvertising.com.
Close
GoDaddy Poynt
Booth K10
GoDaddy Poynt is an all-in-one omni-commerce solution giving customers the ability to sell everywhere through seamlessly intuitive commerce experiences from e-commerce to physical stores. Our range of patented Android-based smart point of sale (POS) terminals, and Poynt OS powered third-party terminals, deliver advanced in-person capabilities that drive merchant and consumer engagement. Poynt also provides mobile app and web/desktop software for POS, invoicing and virtual terminals.
Close
Quilo
Booth K8
Quilo provides banks, credit unions and fintech lenders it’s fully digital lending platform that originates, underwrites, approves and services personal loans and can syndicate any individual loan to other participants which is proven to help lenders book more loans for more people with less risk.
Close