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Forum 2020 Partners
Click logos to learn more about sponsor
Adrenaline
Booth P631
Part retail experience design and implementation firm, part branding and creative agency, part market analytics consultancy…we’re the holistic end-to-end solution provider you didn’t know existed, specializing in the financial services industry. We create brands and translate them into physical and digital spaces.
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Harland Clarke
Booth B541
Harland Clarke is a leading provider of customer engagement solutions that help connect businesses and people how, when, and where it matters. The company offers payment tools such as checks and cards; and marketing services such as deposit and loan acquisition programs, digital marketing, performance analytics and promotional products for businesses. For more information, visit www.harlandclarke.com.
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MX
Booth B531
MX is the leading digital transformation platform for financial institutions, built on the belief that transformational growth starts with making data easily accessible and actionable. MX powers more than 2,000 financial institutions and the top digital banking providers to improve the financial lives of more than 30 million people.
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Temenos
Booth B051
Temenos, the world’s leader in banking software, is partnering with banks and other financial institutions to transform their businesses and stay ahead of a changing marketplace. Over 3,000 firms across the globe rely on Temenos to process both the daily transactions and client interactions of more than 500 million banking customers. For more information visit www.temenos.com.
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Forum 2020 Platinum Sponsors
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Alkami
Booth B441
Alkami Technology, Inc. is a leading provider of cloud-based digital banking solutions. Alkami’s solutions deliver bold and innovative digital capabilities to U.S. banks and credit unions. The Alkami Platform enables clients to personalize the digital banking experience for their consumers and businesses and build a thriving and engaged digital community. Alkami’s clients benefit from a system architecture of continuous innovation on a single multi-tenant code base for all clients.
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AT&T
Booth B331
Sense and adapt like never before. Achieve smarter, more trusted interactions with Edge-to-Edge solutions from AT&T Business. Integrate our unique ecosystem of technology and expertise with our highly-secure global network to obtain near real-time intelligence from every corner of your enterprise.
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Backbase
Booth P621
Backbase is a fast-growing fintech software provider that empowers financial institutions to accelerate their digital transformation and effectively compete in a digital-first world. We are the creators of the Backbase Omni-Channel Banking Platform, a state-of-the-art digital banking software solution that unifies data and functionality from traditional core systems and new fintech players into a seamless digital customer experience. We give financials the speed and flexibility to create and manage seamless customer experiences across any device, and deliver measurable business results. We believe that superior digital experiences are essential to stay relevant, and our software enables financials to rapidly grow their digital business. More than 100 large financials around the world have standardized on the Backbase platform to streamline their digital self-service and online sales operations across all digital touchpoints. Industry analysts Gartner, Forrester and Ovum recognize Backbase as an industry leader in terms of omni-channel banking platform capabilities, and award the company high marks for its deep focus on customer experience management and unparalleled speed of implementation.
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inLighten
Booth P341
inLighten is the leading provider of digital media solutions for financial institutions. inLighten’s solutions include traditional and interactive digital signage, self-service tablets and kiosks, video walls, check-in and queuing systems, on-hold and environment audio and more.
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NCR
Booth B451
NCR is a leading global technology company that brings unexpected value to every interaction between customers and businesses. #1 globally in ATM software and powering 8 of the 10 highest-rated banking apps, our digital-first solutions run the entire bank, enabling secure, meaningful, “always on” experiences for FIs and their customers.
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Pannos Marketing
Booth P741
Community banks, meet your strategic marketing partner. Pannos understands consumer behavior and how to build a relationship with your unique audience. From branding and fully integrated campaigns to custom websites and digital media, we create customized, never cookie-cutter, solutions that help you stand out and drive growth.
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Q2 eBanking
Booth P651
Q2 is a secure, cloud-based digital banking solutions company headquartered in Austin, Texas. Our digital banking solutions for deposits, money movement, lending, leasing, security and fraud enable financial institutions to deliver a better financial experience to their account holders. To learn more about Q2, visit www.q2ebanking.com
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SilverTech
Booth P732
SilverTech is a digital marketing and technology company that redefines how businesses understand and engage with their customers. Here, you’ll find a mix of consultants, analysts, creatives, engineers, marketers and other smart professionals. What do we all have in common? We get things done right, using real tech and real people to produce real results.
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Total Expert
Booth B431
Total Expert is a fintech software company that built the first enterprise-grade Marketing Operating System (MOS) purpose built for the modern financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement that is relevant to each unique customer.
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Forum 2020 Gold Sponsors
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360 View
Booth P831
360 View is the growth platform developed by bankers for financial institutions. Our solution offers you the tools to maximize your team’s performance—CRM, marketing automation, analytics, customer profitability, and goal and incentive tracking. Know your customers better and help your financial institution grow.
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Acxiom
Booth B222
Acxiom provides the data and technology foundation for the world’s best marketers. We enable people-based marketing everywhere through a simple, open approach to connecting systems and data that drives seamless customer experiences and higher ROI. A leader in identity and ethical data use for more than 50 years, Acxiom helps clients and partners around the globe work together to create a world where all marketing is relevant. For more information, visit Acxiom.com.
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AdQue
Booth B152
AdQue is the most powerful and simple-to-use digital signage solution designed specifically for financial institutions. AdQue offers innovative digital signage, video walls, customized interactive touch screens, concierge check-in tablets, overhead music, on-hold messaging, and visual content designed for all your marketing goals. Our strong content and technology background make AdQue your choice for reliable solutions.
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Anderson
Booth P613
Anderson is a full-service marketing agency that helps companies acquire new customers, grow profitable customer relationships, and retain their best customers. As one of the top direct and digital advertising agencies in the country, Anderson serves a nationwide roster of clients from a wide variety of industries. For over 30 years, we have specialized in helping these clients build their brands and grow market share through a channel-agnostic approach driven by actionable data and customer insights.
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Banzai
Booth B021
Banzai is your complete financial literacy tool. From youth simulations to adult coaches Banzai has everything a financial institution would need to build a culture of financial literacy.
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Bluespire
Booth B142
Bluespire is a full-service digital marketing agency focused exclusively on complex, highly regulated industries. We are tech geeks and marketing peeps fluent in results. We are truly a blend of creative and modern delivery technology savvy. It’s in our DNA, we were born that way. Connect with us at info@bluespiremarketing.com.
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Cardtronics
Booth B263
Cardtronics is the trusted leader in financial self-service, enabling cash transactions at approximately 290,000 ATMs across 10 countries. Financial services providers rely on Cardtronics to deliver superior service at their own ATMs, on Cardtronics ATMs where they place their brand, and through Cardtronics’ Allpoint Surcharge-Free Network.
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Claritas
Booth P742
We help companies find customers. We know your next customer. Let us introduce you. With 3,000+ clients, 120M unique household behavior profiles including financial and investment behaviors, 2000+ privacy-compliant digital audiences and methodology honed over decades, we provide smarter targeting. You can craft a story that leads to sales using our unique research combined with demographics and lifestyle/media behaviors to understand your best customers, identify cross-sell opportunities, measure market penetration and find new customers across all channels.
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CleverTap
Booth P842
CleverTap is the leading customer engagement and retention platform that helps brands maximize user lifetime value. Consumer brands around the world representing over 8,000 apps—including Vodafone, Star, Sony, Discovery, Fandango LATAM, Carousell, and Gojek—trust CleverTap to help them improve user engagement and retention thereby growing long term revenue. CleverTap is backed by leading venture capital firms including Sequoia India, Tiger Global Management, Accel, and Recruit Holdings, and operates out of San Francisco, Seattle, London, Singapore, and Mumbai.
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Coconut Software
Booth P731
Coconut Software is a leading provider of customer engagement solutions, empowering modern banks and credit unions across North America. Through their multi-channel appointment scheduling and data driven insights platform, they work to help companies bridge the gap between digital and physical channels and improve operational efficiencies. Currently serving top institutions including Vancity, United Federal Credit Union, and Servus Credit Union, Coconut Software works to provide a seamless experience for both financial institutions and their customers. Visit our website: www.coconutsoftware.com.
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CU Solutions Group
Booth B131
CU Solutions Group is a credit union service organization that offers products and services in the areas of technology, marketing, HR performance and strategic advisory. The company has more than 100 investors comprised of credit unions, credit union leagues and credit union system organizations. Headquartered in Livonia, Mich., the organization has strategic partnerships with Sprint, Intuit TurboTax®, GSTV and AffirmX.
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CUNA Mutual
Booth P832
We’re a leading insurance, financial services and technology company focused on helping people achieve financial security through all life stages. We offer consumer and commercial insurance, retirement and investment solutions; and business solutions including data and analytics, lending capabilities and marketing services. We help protect and grow the assets of businesses – primarily credit unions and other financial institutions.
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DEI Incorporated
Booth P751
DEI Incorporated is a nationally recognized, award-winning architectural/construction company specializing in creating unique environments specifically for financial institutions. As a turnkey design/build firm, DEI coordinates all aspects in designing and building your facility – from Strategic Planning through Substantial Completion.
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Diamond Communication Solutions
Booth P711
Diamond Communication Solutions, a division of OSG, is a full-service partner in the creation, production and development of data-driven, highly personalized communications in print and digital response media. Serving a wide range of credit unions and banks, Diamond delivers targeted, relevant, accurate and dynamic solutions in critical communications, direct marketing and fulfillment.
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Doxim
Booth B213
Doxim is customer communications and engagement technology leader for financial services. The Doxim Customer Engagement Platform is a suite of integrated SaaS solutions that enables banks and credit unions to communicate effectively throughout the entire customer and member lifecycle, drive wallet share, and address key digitization and operational efficiency challenges. Doxim’s suite includes account opening, CRM, business analytics, campaign management, ECM, document composition, processing and omnichannel document delivery solutions. Secure, compliant, and integrated, Doxim’s platform delivers value to over 1,800 clients across North America. Learn more at www.doxim.com
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Environics Analytics
Booth B352
Environics Analytics is the premier marketing and analytical services company in North America. We help financial institutions become more customer-centric through a deeper understanding of markets, identifying opportunities, and helping them engage their customers. To learn more and to turn data and analytics into strategy, insights, and results, visit environicsanalytics.com.
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Epicosity
Booth B42
Epicosity is an ideas company that specializes in finance marketing, blending traditional services with a strong digital footprint. We’re thinkers. We’re dreamers. We’re storytellers, with a digital edge. We excel in creative development, digital strategy, video production, website development, PR and media buying and planning. With clients in 23 states and five countries (and counting), we have expertise in a variety of industries, including bank and financial institution marketing.
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Episerver
Booth B413
Our platform helps you automatically create customer-centric experiences, with best-in-class CMS, robust commerce and advanced personalization.
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EVERFI
Booth B221
EVERFI, Inc. is the recognized leader in financial literacy education and powers financial wellness solutions for over 900 of the country’s leading financial institutions. EVERFI uses scalable digital learning platforms to reach learners of all ages, helping our innovative partner institutions to reinvest in their communities. Founded in 2008, EVERFI has reached more than 25 million learners and counting. To learn how EVERFI can support your work, visit everfi.com.
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Finastra
Booth B122
Finastra delivers the broadest portfolio of financial services software in the world, including digital, core banking, lending and mortgage solutions. Our open platform brings parties together to collaborate, innovate, and build great customer experiences for our 4,200+ clients in the U.S. With Finastra, the future of finance is open. Visit www.finastra.com/communitymarkets
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Finn AI
Booth 822
Finn AI’s award-winning Virtual Assistants for banking deliver the best customer experience and a clear return on investment. As the world’s only banking-specific conversational AI platform, we work with innovative retail banks and credit unions around the world to deliver Virtual Assistants specializing in digital self-service and customer acquisition.
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Fiserv
Booth B251
As a global leader in payments and financial technology, Fiserv helps clients achieve best-in-class results through a commitment to innovation and excellence in areas including account processing and digital banking solutions; card issuer processing and network services; payments; e-commerce; merchant acquiring and processing; and the Clover® cloud-based point-of-sale solution.
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Formation
Booth P663
Formation is the global leader in developing scalable solutions for individualized offers at scale. It uses artificial intelligence (AI) and machine learning (ML) algorithms to constantly analyze the audience, fine-tune offers and automate offer deployment across both digital and physical channels. This approach enables offers to become smarter and more effective with each customer interaction, delivering unique experiences through 1:1 offer personalization.
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Go Local Interactive
Booth B112
Go Local Interactive is an agency specializing in localized digital marketing services for the financial industry. We create true partnerships with premier companies by providing the best digital marketing services that drive results. We’re experts in effectively implementing and tracking our customized solutions to the local level.
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Haberfield
Booth P941
Haberfeld is a data-driven consulting and marketing firm specializing in significantly increasing relationship acquisition, deposit growth and overall profitability for financial institutions nationwide. Clients typically double new retail and business account openings through Haberfeld’s system of activities.
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Harvest Savings & Wealth Technologies
Booth P932
Harvest Savings & Wealth Technologies provides enterprise-grade, digital savings and investment technology to banks, credit unions, trust companies, and other financial institutions. The firm’s technology was architected and engineered to deliver cutting edge, end-to-end digital solutions that unify and automate a bank’s savings, wealth and trust solutions. Harvest supports multiple custodial and trust systems. Harvest is a technology company and has no direct-to-consumer digital advisory offering. For more information, visit www.harvestsw.com.
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Hootsuite
Booth 821
Hootsuite is the leader in social media management, trusted by more than 18 million customers and employees at more than 80 percent of the Fortune 1000. Hootsuite’s unparalleled expertise, customer insights at scale, and collaborative ecosystem empower organizations large and small to strategically grow their brand, business, and customer relationships with social. To learn more, visit www.hootsuite.com.
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image.works
Booth B141
image.works provides efficient and effective marketing products exclusively to credit unions and banks. Since 1995, we’ve been writing, designing, printing and distributing marketing materials that bring results. With superior knowledge of the industry, image.works offers solutions for loan generation, onboarding, marketing automation, direct mail and more.
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Kane Graphical
Booth B132
Kane believes that branches are still an important part of the connection between its brand and its customers. With 40 years of innovation in visual merchandising, Kane can tailor a solution to align customer touch-points so that consumers’ experience of your brand is seamless and consistent across your branch network.
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Kasasa
B463
Kasasa is an award-winning financial technology and marketing technology provider that helps more than 750 community financial institutions establish long lasting relationships with millions of consumers through its branded retail products and marketing automation capabilities and is now reinventing lending through its latest patent-pending offering, Kasasa Loans™.
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La Macchia Group
Booth B232/K12
La Macchia Group’s business is building yours. Our multi-disciplinary team merges technology, brand, interior design and architecture to create the ultimate retail experience. With successful design-build projects constructed across the country, La Macchia Group utilizes market analytics to appeal to targeted demographics and creates customized retail environments that produce results.
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Level5
Booth B252
Level5 is a complete Design-Build firm, with a focus on the financial sector, helping banks and credit unions across the country, grow, expand and evolve through branch transformation, expansion, remodels and redesigns. LEVEL5 brings a data-driven approach to Design-Build, offering Consulting services in addition to its Real Estate, Design-Build and Innovation services.
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Marquis
B351
LexisNexis® Risk Solutions harnesses the power of data and advanced analytics to provide insights that help businesses and governmental entities reduce risk and improve decisions to benefit people around the globe. Our vast data resources combined with unparalleled linking capabilities helps lenders make more informed credit decisions that is inclusive of consumers with little to no credit history.
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Lob
P851
Lob automates direct mail for modern businesses. More than 5,000 companies use Lob’s APIs to move faster and create new growth opportunities. One in four U.S. households have received mail generated through Lob’s platform.
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Marquis
B321/K5
Marquis, a financial services market leader, provides marketing software and expertise to assemble, analyze and act on your data. We give you the confidence and insight to make informed decisions, achieve your vision and deliver measurable results.
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Miller Zell
Booth P913
Miller Zell is a retail experience solutions company that partners with financial services to create the ideal in-branch experience. We offer design, implementation, strategy and support that fosters growth amid a complex and changing marketplace.
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Mills Marketing
Booth B561
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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Mogo Interactive
Booth B322
Mogo Interactive is a full-service media agency, specializing in branding, marketing strategy, and data management and analytics. Our world-class team uses advanced online ad tech and innovative tactics to deliver customized campaign messaging and drive measurable results for clients in the Financial Services sector, and beyond.
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NewGround
B151
NewGround is the industry thought-leader in strategy, innovative design and project management, and has been for over 100 years. We help financial institutions master the power of their space to create the next generation workplace and retail solutions.
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Ondot Systems
Booth 963
Ondot is a fintech company headquartered in Silicon Valley. Ondot provides more than 4,500 financial institutions with digital card services. From community issuers to top global banks, Ondot enables in-the-moment convenience, control, and transparency for credit and debit cards – leading to higher usage, lower cost, and reduced fraud.
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Origence
Booth B231
Origence delivers the ultimate origination experience. For 25 years, we’ve helped lenders increase loan volume and income, create efficiencies, and fuel growth through our automotive, lending and strategic solutions. Today, our next generation technology solutions and services span across indirect lending, mortgage and consumer loan origination, digital retail, analytics, marketing and CRM, auto shopping, vehicle service programs and identity theft solutions, advisory services, and outsource 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.
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PWCampbell
P841
PWCampbell is an industry leading design and implementation firm specializing in the financial industry. Founded in 1910, we provide retail branding, merchandising, digital marketing, planning, design and construction expertise to optimize branching efforts. We have the knowledge and expertise to develop and implement engaging, impactful and scalable solutions for every sized project.
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Sitecore
P722
Sitecore is the global leader in experience management software that combines content management, commerce, and customer insights. The Sitecore Experience Cloud™ empowers marketers to deliver personalized content in real time and at scale across every channel—before, during, and after a sale.
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SourceLink
Booth B563
SourceLink provides an industry-leading database, analytics and production solutions for financial services companies. SourceLink works with over 250 banks & credit unions (including 4 of the 10 highest-rated banks), and hundreds of lenders in the financial services sector. We utilize highly targeted marketing to execute coordinated, cross-platform digital and print campaigns. Let us help you communicate more effectively. Whether looking to acquire new customers or provide them with statements or compliance documents, communicating effectively will foster loyalty and win you more business.
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StrategyCorps
P721
StrategyCorps helps financial institutions nationwide connect better with customers by offering modern, mobile benefits that enhance customer engagement and increase fee income.
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Strum
B241
Strum is a 30-year nationwide leader in financial services branding, business intelligence analytics and data-driven strategy. With offices in Seattle, Boston and Atlanta, Strum has deep-knowledge brand, digital marketing and innovation insights having worked with market-leading firms to evolve their growth focus and amp up results.
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TimeTrade
Booth P752
TimeTrade helps retail banks and credit unions optimize engagement throughout the customer lifecycle. Our Intelligent Appointment Scheduling platform — including queue management, events and classes, and more — leverages AI to inform omnichannel strategies with real-time insights and deliver a more positive in-branch experience. Hundreds of forward-thinking financial institutions, including 10 of the top 20 largest banks in the U.S., use TimeTrade to deliver the personalized attention expected by today’s on-demand consumers. To learn more, visit www.TimeTrade.com.
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Zenmonics
Booth B511
Zenmonics is the preeminent provider of Banking Channel software for the global financial services marketplace. Zenmonics assures financial institutions stay continuously engaged with their customers. Their channelUNITED® platform provides an open standards, core-independent, true omnichannel solution that spans all self-service and assisted channels to meet your digital transformation needs.
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Forum 2020 Silver Sponsors
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Access Softek
Booth P933
Access Softek provides a complete omnichannel solution that helps financial institutions grow revenue, attract and retain users, and compete in their markets with innovative software built atop the foundational Four Pillars of digital banking: online banking, mobile banking, omnichannel lending, and omnichannel account opening. Our history of innovative digital banking firsts includes the first app-based mobile banking; the first triple play of app, WAP, and SMS banking; and continues with industry-leading use of AI and machine learning. Since 1986 we continue to unveil cutting-edge innovations to over 400 bank and credit union customers from our Berkeley, California headquarters.
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Agent IQ
Booth P812
Agent IQ is making banking personal again. We are solving the decline in personal relationship, communication, and guiding in banking through the use of direct banker to customer chat, conversational AI, and augmented tools. By enabling personal relationships to once again flourish, we allow bankers to deliver on their passion.
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Akuvo
Booth B211
We are an innovator in the field of data science, sourcing and integrating valuable market and business performance data, transforming it into cloud-based applications leveraging Business Rules Automation, Artificial Intelligence, Machine Learning and Natural Language Processing. We help credit union leadership access and leverage data in order to drive improved business results through enhanced marketing, lending, and risk management performance.
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American Eagle
Booth P931
Americaneagle.com, a leading web design, development and hosting company, employs 500+ professionals and builds digital solutions for banks, credit unions, and financial organizations of all types/sizes. With 20+ years of experience, Americaneagle.com supports top platforms including Sitefinity, Sitecore, and WordPress and builds websites that deliver a powerful digital experience.
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Apiture
Booth P4231
Apiture is a digital banking provider with a vision to create a better digital experience solution for financial institutions of all sizes. Apiture’s solutions include competitive retail and commercial digital experiences across channels including online, mobile, and device. They currently serve hundreds of banks and credit unions across the US.
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BakerHill
Booth P861
Baker Hill empowers financial institutions to work smarter, reduce risk and drive more profitable relationships. The company delivers a single unified platform with modern solutions to streamline loan origination and portfolio risk management for commercial, small business and consumer lending. The Baker Hill NextGen® platform also delivers sophisticated analytics and marketing solutions that support sound business decisions to mitigate risk, generate growth and maximize profitability. Baker Hill is the expert solution for loan origination, portfolio risk and relationship management, CECL and analytics for financial institutions in the United States. For more information, visit www.bakerhill.com.
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BKM Marketing
Booth 863
Banks hire BKM Marketing to drive growth using direct and digital marketing. We analyze your customer data and local markets to prioritize opportunities. We differentiate your offers and messaging. And we become your turnkey partner that creatively executes multichannel marketing, sales, and merger projects. Visit Booth P-863 to see award-winning projects developed for institutions like yours across the country.
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CRMNEXT
Booth B031
CRMNEXT is the leading CRM solution provider in financial services. A Gartner Magic Quadrant Challenger company, CRMNEXT enables financial institutions to grow deposits and revenue without growing costs. Through work simplification and automation, the platform delivers immediate results and empowerment for employees and customers, improving service quality and customer experience.
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Digital Banking Solutions
B363
DBS DX brings over 100 years of combined financial services experience to help financial institutions plan and execute every phase of a digital transformation, from creating a strategic roadmap to augmenting the institution’s tech stack, and transforming their website and digital marketing strategy.
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Digital Onboarding
Booth B311
Banks and credit unions invest $300+ to acquire a checking account yet 25%-40% of checking accounts are closed within the first year because customers and members fail to engage. Institutions rely on traditional tactics like brochures, direct mail, and phone calls which are ineffective at motivating new account openers to adopt services like digital banking, debit cards, bill pay, and direct deposit. The Digital Onboarding platform turns account holders into profitable relationships by making it easy for customers/members to adopt additional products and services. The Digital Onboarding platform instantly creates email and SMS reminders that drive to personalized, step-by-step digital guides which motivate customers/members to take action. In-depth reporting and machine learning help banks and credit unions automatically optimize campaigns for maximum performance. When customers/members actively use their checking accounts, they deliver $200+ in incremental annual profitability because they are 4x more likely to turn to the institution for additional services as their needs change. Engaging new account openers is one of the biggest opportunities to grow customer/member satisfaction and your P&L.
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Econocheck
Booth P942
Econocheck delivers bottom-line benefits to financial institutions by strengthening customer relationships and providing new fee income streams. Since 1973, thousands of financial institutions have profited from Econocheck’s data-driven retail checking strategies, direct response insurance programs, and identity protection services. Listening, delivering, partnering, growing – the Econocheck way for over 40 years.
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Enrich Financial Wellness
Booth P854
Enrich offers holistic financial wellness programs to employers, organizations, financial institutions, credit unions, and Financial Advisers. Our award-winning platform is tailored to address the unique needs of the average consumer, as well as the broader marketplace. Our goal is to help reduce the negative effects of financial stress by offering a highly customizable and dynamic platform that educates users on the most vital financial topics today.
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Finch
P952
Finch is digital marketing software that manages and optimizes campaigns through automation in paid search and shopping, and display across Google, Microsoft, Amazon, and display networks. The Finch Platform structures historical conversion data at a granular level, which enables the platform to execute very precise campaigns in accordance with our clients’ unique business/performance goals. Finch’s Client Success Managers collaborate with clients to define campaign goals. The Finch Platform’s Insights Reporting dashboard offers transparency into past, current, and future campaign progress. Our clients are able to understand the nuances of all their digital marketing campaigns (across multiple advertising networks) to drive actionable results from a truly data-driven perspective.
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Funnelback
B113
Funnelback for Finance is a flexible, pre-assembled website search experience built to drive application and loan volumes, new account opens and core deposits across your digital properties. Easily configurable out of the box, the extensible architecture can be fine-tuned to meet any marketing and IT needs.
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Glia
Booth B111
Glia creates digital-first moments that simplify and transform communications between businesses and their customers. Fortune 500 companies that have high-consideration sales and support experiences need to deliver choice, continuity, and speed to their customers. That is something we do better than anyone else. We know that digital-transformation is not easy for large organizations. That is why our digital communications platform is modular in its design and built to deliver value at each step of the journey. We do not believe in ripping out legacy systems – we believe in agile solutions that can truly transform the customer experience. Glia transcends the channel discussion to focus on what matters – customers. Join the journey.
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GoVision CRM
P764
GoVision CRM provides a customized Client Relationship Management software exclusively to financial institutions. Our customized approach alleviates the workload of your team and drives efficiencies of processes while creating valuable data. We’ve worked with financial institutions for over a decade and know what it takes to satisfy your members and your team.
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GreenPath Financial Wellness
B162
GreenPath Financial Wellness is a national 501(c)(3) non-profit organization that partners with banks and credit unions to improve the financial capability of communities by providing meaningful financial counseling and innovative digital content. With our partners, we are creating a world where it is easier to make healthy financial choices.
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IMN
B044
iMakeNews Inc. (IMN) is a digital marketing company that delivers engaging email communications that educate and connect with bank 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.
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JRNI
Booth B362
JRNI is the enterprise SaaS scheduling platform for optimizing the customer journey. The platform enables banks to facilitate powerful human-to-human experiences that increase conversion and customer loyalty. Innovators worldwide rely on JRNI’s scheduling engine to deliver intelligent actions across touchpoints — appointments, events, queuing — and optimize resources to deliver superior in-branch experiences.
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Kadince
Booth B032
We build software for financial institutions. Our community software helps with donations, events, volunteer tracking, and organizations. Our marketing software helps with projects, requests, and campaigns. Our feedback software helps with complaints, suggestions, and compliments. Our CRA software helps with loans, services, and investments. Stop by our booth to learn more!
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Keeley Companies
B312
The L. Keeley Financial Facilities group brings to the table a wealth of expertise, experience, and innovative solutions. L. Keeley is a proud plan-design-build firm offering the complete experience for financial institutions: strategic planning, architecture, and construction. Value added services include feasibility studies, market research & analytics, site selection & analysis, branding strategies, technological upgrades, and design development.
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Kiosk & Display
Booth K1
Kiosk & Display turns digital screens into windows of opportunity. We accomplish this by planning, implementing and supporting custom solutions that are made to engage your audience.
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Kronos Incorporated
Booth P763
Kronos is a leading provider of customer connection solutions, including both a sales and service module and appointment scheduling. Through streamlined processes, Kronos solutions enhance the conversations between representatives and account holders, and then provide the critical data managers need for targeted, proactive coaching. Visit www.kronos.com/banking.
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Leadfusion
Booth B461
Leadfusion increases revenue for financial institutions. Leadfusion’s CUSTOMERfirst® platform drives revenue by engaging consumers across channels and devices in the critical stages leading up to conversion. CUSTOMERfirst is the preeminent offering in the Financial Experience Management® category, delivering the seamless experience consumers expect from their preferred financial partner.
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Lightstream
Booth 262
Lightstream is a full-service agency that helps banks and credit unions across the nation accomplish more. We develop strategies that build brands, create and deepen relationships, and improve bottom lines. No retainers. No long-term contracts. No markups. Only results.
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Lucidpress
P921
Lucidpress ensures your financial institution’s brand stays consistent no matter where it goes or what collateral it’s on. Lockable templates that are extremely easy to customize empower your branches to localize and distribute their designs as needed without going off brand. Save your corporate team from mundane design requests and keep your brand consistent with Lucidpress — the brand templating platform trusted by over 7 million users worldwide.
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Lumin Digital
813
Lumin Digital provides digital banking solutions for credit unions. Through our cloud-native technology, the platform allows credit unions to provide exceptional experiences to their members by providing data and real-time updates that allow them to understand and cater to their members in a personalized way.
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Mailinglists.com
Booth B314
Mailinglists.com is the nation’s leading provider of top-quality UCC, B2B and B2C marketing data. Available information includes extensive demographic and psychographic elements, and output such as email addresses, mobile phone numbers, and many more . Data appends, social media display and IP targeting are also available. Visit us at booth 314!
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Matica Corp
Booth P864
Matica manufactures and markets solutions to issue ID cards, financial cards and passports for secure ID and payments applications. The company offers a comprehensive hardware and software product portfolio, from desktop systems to central issuance solutions for high volume applications covering markets such as financial, government, healthcare, corporate, education. maticacorp.com
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Methodify by Delvinia
Booth P923
Methodify by Delvinia is a research platform that connects brands to consumers, methods and technology to gain actionable insights in hours. For more information visit methodify.it.
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Momentum Inc
Booth P953
Momentum is a strategic design-build partner that takes a people-centric approach to helping credit unions and community banks thrive.
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Monsido Inc.
Booth B462
Monsido’s automated all-in-one platform delivers the insights you need to save time and optimize your website. Our intuitive software helps you address and fix issues like broken links, misspellings, outdated content, SEO errors, web and PDF accessibility errors, and much more.
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NGC
Booth 411
NGC is revolutionizing the world of gift cards and branded currency. From its innovative technology solutions to its world-class service, NGC is connecting retail brands with the corporate & consumer marketplaces through its gift card API, mobile payment applications, B2B and B2C gift card eCommerce platforms, physical and digital fulfillment options, and more. Operating out of its 92,000 square foot fulfillment center, NGC employees’ expertise coupled with its one-of-a-kind technology integrations source and deliver gift cards from over 400 U.S. and Canadian brands. They deliver physical and digital products across North America using the industry’s highest levels of security, quality, and speed. In November 2018, NGC acquired Benefit Mobile, and most recently, in January 2020, NGC augmented its software tech team by hiring 9 new developers and opening a technology office in Holland, MI.
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Lightstream
Booth B042
Nymbus provides the world’s most advanced financial services platform. From SmartCore®, SmartDigital™ and SmartMarketing™, our flagship digital technology solutions, to SmartLaunch™, our full-service and standalone digital bank alternative, the NYMBUS SmartBanking™ suite enables financial institutions to digitally transform their businesses.
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Onovative
B412
Onovative created Core iQ, the first all-in-one marketing platform for banks and credit unions, to replace legacy systems, putting control back in the hands of marketers. Core iQ unlocks data so marketers can automate onboarding and cross-selling programs, queue up targeted campaigns, send email, surveys, letters, and postcards, with one system.
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Payveris
Booth B161
Payveris is the creator of the MoveMoney Platform, an open API cloud-based platform enabling financial institutions to control, simplify, and extend digital money movement capabilities to any application or device while lowering user experience friction, significantly reducing operating costs and future-proofing the IT investment.
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Phase 5
Booth P912
At Phase 5, we help clients on their journey to customer centricity by bringing together expertise in marketing research, user and customer experience, innovation and design, and advanced analytics. This unique, collaborative approach drives business results by applying strategic insights to your product development, go-to-market and customer experience decisions. We are 30 professionals working globally from offices in Canada and the U.S. Partnering closely with our colleagues and clients, we’re smarter together.
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Prisma Campaigns
Booth P951
Prisma Campaigns is the agile marketing platform for Financial Institutions. By leveraging customer data, we deliver easy personalization at scale. Prisma executes relevant, personal and contextual messages across all channels, making your customers feel special.
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Raddon, a Fiserv company
B361
Raddon™, a Fiserv company, has been providing financial institutions with research-based solutions since 1983. Since we work exclusively with financial institutions, we understand the industry and can apply our practical know-how to the unique challenges and opportunities financial institutions face. We combine best practices in research and analysis with consulting and technology solutions to help institutions achieve sustainable growth and improve financial performance.
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Reflexis
B024
Reflexis One for Banking transforms branch banking experiences by optimizing network staffing and empowering employee productivity. Our cloud-based platform leads the industry providing; AI-powered forecasting, optimized scheduling, and employee self-service to empower branch staff. We have over 18 years of experience increasing sales, reducing costs, and enabling operational excellence for leading brands and over 275 clients, with more than 6 million associates worldwide.
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Relay Network
B212
Relay is solving the billion-dollar customer engagement challenge by giving businesses the power to create the easiest and most convenient customer interactions. Based on the belief that self-service tools fail because they are generic and put all the work on the customer, Relay proactively engages customers with personalized, simplified support in their neediest moments. Financial services companies can now solve their toughest customer engagement challenges and meet rising consumer expectations for efficient and effective service through mobile communications. Leading organizations that must now compete on customer experience use Relay – a Gartner Cool Vendor – to create more profitable, lasting customer relationships.
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Response Media
K2
Response Media helps our partners build and nurture personalized relationships with their clients. From targeted customer lead acquisition plans to platform-agnostic marketing automation strategies and implementation, Response Media leverages the power of CRM to increase AUM.
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Savvy Money
Booth B041
SavvyMoney provides a fully integrated credit report and score solution for online and mobile banking. Your customers get actionable advice about their credit score, report and saving opportunities from pre-qualified loan offers. SavvyMoney’s analytics platform provides your financial institution with users’ credit scores trends, wallet share analysis, and targeted lending campaigns.
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Saylent
Booth B261
Founded in 2006 with a focus on building solutions across the banking enterprise, Saylent interprets data so financial institutions can understand their customers and discover opportunities for growth. Saylent Engage analyzes customer data to find revenue-driving opportunities across the organization, and recommends available actions to address those opportunities. An automated solution, it draws on a constant flow of data to help you understand your customers, so you can give them the most valuable, actionable information.
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Segmint
P911
Segmint 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 the fastest and most accurate customer insights through advanced data tagging, categorization, and contextualization. Our insights enable all functions of an organization to inform strategies including competitive analysis, risk, marketing, customer experience, and product innovation.
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Sensibill
b313
Sensibill provides digital banking solutions that foster stronger relationships between financial institutions and their customers. The company’s AI-powered spend management tools help customers make sense of their purchase behavior and their cash flow, while unlocking revenue-driving insights for the banks that offer the solution. Founded in 2013 and headquartered in Toronto, Sensibill counts the largest banks in the U.S., the U.K., and Canada among its partners, and serves more than 10 million customers to date
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SilverCloud
Booth P713
SilverCloud is how forward-thinking banks and credit unions deliver automated support. With its robust, banking-specific content services, processes and technology, SilverCloud is trusted by over 200 banks and credit unions looking to grow efficiently and deliver a better experience. Banks and credit unions rely on SilverCloud to deliver personalized support and product experiences, reduce support costs, and elevate employee confidence and productivity, all while delivering an award-winning consumer experience.
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Siteimprove
Booth P922
Siteimprove offers the world’s most comprehensive cloud-based Digital Presence Optimization (DPO) software. Create higher quality content, drive better traffic, measure digital performance, and work towards regulatory compliance—all from one place. Find out why more than 7,000 organizations around the world are using the Siteimprove Intelligence Platform at siteimprove.com.
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SkyStem
Booth P962
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 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. ART’s key benefits include reconciliation automation, automatic reporting, real-time updates, fast implementation and your own internal server environment with access anywhere.
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Social Assurance
B034
Social Assurance provides tools for financial institutions to Market with Confidence within their communities. From compliant social media management and digital monitoring to marketing records and reporting, Social Assurance has both the resources and expertise to support successful marketing management. Additionally, our Community Management (CRA) tool provides financial brands with the resources they need to coordinate, track and report on community investment activities. From tracking services and donations to investments and loans, Community Management provides a single platform to support your entire organization.
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Spectrio LLC
B421
Spectrio is one of the nation’s leading end to end technology-enabled in-store marketing companies, providing professional content and managed services on a monthly subscription basis. Our suite of solutions, including On-Hold Messaging, Digital Signage, Interactive Kiosks, WiFi Marketing, In-Store Music, and Scent Marketing, enable our clients to engage, educate and entertain their customers, across all customer touch points.
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Sterling ATM
Booth P924
Sterling ATM manufacturers and designs ATM surrounds, toppers, canopies and enclosure for the largest deployers of ATMs in the industry. We combine experience and creativity to develop products that are exactly what the customers want, make them affordable, deliver them on time and make sure they are built to last.
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Stratacache
Booth 862
STRATACACHE marketing technology delivers informative, personal in-branch experiences through an extensive array of technology — including digital signs, mobile sensors, touchscreen displays, computer vision technology and artificial intelligence. Our full solution offering and global delivery capability is proven to enhance the customer experience while driving brand relevance and in-branch services.
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Tacpoint, Inc
Booth B164
Est 1999, we at Tacpoint solve problems for leading brands and enterprises in financial services. Our team takes pride in crafting value-driven solutions through engaging digital experiences and products. With uncompromising efficiency and scalability, we help visionaries champion the digital arena.
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The MC Group
Booth B114
MC Group and Icon have merged to provide you with expanded capabilities and a broader selection of products and services. We can now provide you with comprehensive signage, construction, energy, and repair & maintenance solutions nationwide.
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The Redmond Co.
B043
Driving brand loyalty with innovative brand environment to enhance member experiences! 44 years’ experience specializing in financial institutions and consumer purchasing habits and retail design strategies. 800+ financial projects completed. Real estate consulting, brokerage, financial facility design, branding, construction services.
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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.
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Unblu
Booth P714
Unblu provide a Conversational Platform that allows financial institutions to provide an in-person experience to their customers over their digital channels helping to engage in a way that the customer desires.
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Vertical IQ
Booth P811
Vertical IQ is an innovative industry research solution that helps prepare bankers, accountants and other advisors of all types who advise small and medium-sized businesses (SMBs). With actionable content covering more than 500 unique industries, as well as 325 economic/industry reports for cities across the U.S., Vertical IQ quickly turns its users into industry experts, helping them land new business and retain existing customers. Vertical IQ’s industry research has been incorporated into the successful relationship management processes of organizations of all sizes. Learn more at www.verticaliq.com.
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VGM Forbin
Booth B033
VGM Forbin creates custom websites that provide both large and small financial institutions with the functional tools they need such as an updateable content management system, audit logs, and custom financial calculators. We utilize mobile-first design technology, provide original, optimized content, and comply with ADA regulation. Having worked with many financial institutions, VGM Forbin is knowledgeable in compliance guidelines for websites and FDIC advertising rules for web marketing. Our web experts provide a turnkey solution for your web marketing needs allowing you to focus on your expertise. Let VGM Forbin make your financial institution stand out among the competition on the web!
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WordCom Inc.
B163
At WordCom Inc. we are a partner; an extension of your team. We focus on servicing one industry, the financial industry. As the industry has changed so have we. Our mission is simple: providing the tools, data and the industry experts that enable success for those that we partner with. For 38 years WordCom has been providing cutting-edge solutions that allow our partners to grow, improve profitability and provide exceptional services and targeted data to existing customers as well as prospects. And, all these services are provided with NO CONTRACT. That means our reputation is only as good as our last job. Stop by our booth, #163, and take a closer look at the WordCom advantages with multi-channel marketing in digital, social and direct mail!
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Works24 Corporation
P814
Works24 specializes in digital marketing solutions. Their platform is the most intuitive industry leading “ease of use” platform on the market. Works24 understands what it takes to maximize the customers “wait time” and turn it into strategic communication. With 20+ years of serving financial clients and providing outstanding service others envy, it’s all about “time” and how you use it.
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ZAG Interactive
Booth P714
ZAG Interactive is a full-service digital agency, specializing in websites, campaigns and support for hundreds of banks and credit unions. Our integrated services include digital strategy, design, custom development, marketing, ADA conformance, hosting, and support. We’re also the proud winner of WebAwards for best bank and best credit union sites.
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ZAG Interactive
Booth B023
Zero-In is an agency passionate about creating exceptional retail banking digital experiences for the branch of the future. Our team provides a suite of digital media solutions for the financial services industry that allow banks to communicate with customers about products, services, rates and community events in places like teller lines, drive-thru lanes and waiting area lobbies. Services include: Digital Signage, Interactive Kiosks, iPads, Overhead Music, On-Hold Phone Messaging and Guest WiFi
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Forum 2020 Kiosk Exhibits
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IMPLAN
Booth K4
Created in 1976, IMPLAN (IMpacts for PLANning) is an economic modeling software. Many financial institutions use IMPLAN to calculate the jobs, taxes, and output they support in their communities every year.
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Rakuten Advertising
Booth K12
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. (4755: TOKYO), 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
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Trellance
Booth K4
Trellance is a PCI-compliant organization and the leading provider of data analytics and business intelligence solutions, professional services and consulting for credit unions. The company’s solutions and services, together with the patented common data model of its signature M360 product, are used by credit unions to find actionable insights, improve member experience and achieve portfolio growth. Founded in 1989, Trellance is headquartered in Tampa, Fla. and serves more than 1,500 organizations throughout the United States.
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Yext
Booth K8
Yext puts businesses in control of their facts online with band-verified answers in search. Yext delivers authoritative information straight from the business itself no matter where or how customers are searching. Yext’s mission is to provide perfect answers everywhere.
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