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2019 Fall Meeting
Omaha, Nebraska
September 3-6, 2019
VENDOR INFORMATION
Business Track - Commercial/Retail
360 View (Inbusiness Services)
Showcase Table - 21
Presentation Room - Ballroom E
Presentation Time - Thursday 10:45 - 11:20
Contact: Joyce Colin VP National Sales Rep
360 View is the growth platform developed specifically for banks, providing all the tools necessary to maximize your team’s perfor-mance. Our solution goes beyond CRM, allowing you to gain insight into customer profitability, automate marketing campaigns, use ana-lytics to capitalize on cross-sell opportunities and track goals and incentives, all while providing richer relational experiences that are personalized to every customer’s unique needs. Through compre-hensive customer profiles, real-time reporting, marketing automa-tion and data-driven insights, we empower growth for your organi-zation. Our customizable platform allows you to tailor 360 View to match your unique workflows and processes, including custom dashboards, reporting, marketing programs and more!
Business Track - Commercial/Retail
Alkami Technology, Inc.
Showcase Table - 20
Presentation Room - St Nicholas B
Presentation Time - Wednesday 1:50 - 2:25
Contact: Mary Casler Marketing Manager, Events
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 bank-ing 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 cli-ents.
Business Track - Risk/Fraud/Finance
Arctic Wolf Networks
Showcase Table - 1
Presentation Room - St Nicholas A
Presentation Time - Thursday 11:20 - 11:55
Contact: Lindsay Lightheart Marketing Specialist
About Arctic Wolf: Arctic Wolf Networks provides SOC-as-a-service that is redefining the economics of security. AWN CyberSOC is anchored by Conci-erge Security Engineers and includes 24x7 monitoring, custom alerting and incident investigation and response. There is no hard-ware or software to purchase, and the end-to-end service includes a proprietary cloud-based STEM, threat intelligence subscriptions and all the expertise and tools required. For more information about Arctic Wolf CyberSOC visit www.arcticwolf.com.
Business Track - Technology
Banc Intranets
Showcase Table - 17
Presentation Room - Herndon
Presentation Time - Thursday 11:20 - 11:55
Contact: David Daniel EVP
Banc Intranets, LLC is the premier leading provider of Enterprise Content Management solutions used to deploy Intranets, Directors Portals, and Learning Management Solutions to financial institu-tions. Our products are developed by financial industry experts who understand the need for global access to information, regulatory compliance, and the highest level of security for confidential com-munications.
Business Track - Risk/Fraud/Finance
BankTEL
Showcase Table - 2
Presentation Room - St Nicholas A
Presentation Time - Wednesday 2:30 - 3:05
Contact: Jeff Howell Sales Executive
BankTEL Systems is the industry leader in compliant financial accounting software solutions. We help financial institutions cut costs, improve employee productivity, eliminate paper trails, and automate their internal processes.
Business Track - Technology
Benchmark Technology Group
Showcase Table - 27
Presentation Room -
Presentation Time -
Contact: Joey Jackson VP Cash Automation [email protected]
Benchmark Technology Group is your one-stop shop for branch automation. For over 30 years, Benchmark has assisted banks in migrating to new technologies and business models to offer the consumer best-in-class service and convenience. We have exper-tise in branch cash handling solutions and offer project services that can assist with RDC software conversions, branch software up-grades and installations and more. Contact us today to experience the Benchmark difference and help plan the implementation of your branch transformation.
Business Track - Risk/Fraud/Finance
Fusion CRS Solutions
Showcase Table - 10
Presentation Room - St Nicholas A
Presentation Time - Wednesday 1:50 - 2:25
Contact: Terry Nelson President & Co-Founder [email protected]
We help banks increase revenue and reduce costs through highly advanced, next generation collection and recovery software togeth-er with professional support services. Through our software solution and services our customers streamline and consolidate collection and recovery operations, increase resource productivity, and pro-duce far superior reporting. We work with our customers to understand their specific collection and recovery operational improvement needs. Through our profes-sional services, we then tailor and configure Fusion CRS to meet those needs. With our unique combination of highly advanced, easi-ly configurable software and very experienced resources, we are able to help our customers achieve their collection and recovery improvement goals and results.
Business Track - Risk/Fraud/Finance
Guardian Analytics
Showcase Table - 25
Presentation Room - St Nicholas A
Presentation Time - Thursday 10:45 - 11:20
Contact: Dave Schneiderman Director of Channel Sales
Guardian Analytics is the pioneer and leading provider of behavioral analytics and machine learning solutions for preventing banking fraud and anti-money laundering. Hundreds of financial institutions have standardized on Guardian Analytics’ innovative solutions to mitigate fraud risk and rely on the company to stop the sophisticat-ed criminal attacks targeting retail and commercial banking clients. With Guardian Analytics, financial institutions build trust, increase competitiveness, improve their customer experience, and scale op-erations.
Business Track - Image/Printing
High Cotton USA
Showcase Table - 3
Presentation Room - Washington City
Presentation Time - Thursday 11:20 - 11:55
Contact: Jeffrey Reeves Business Development Manager
For over 55 years, High Cotton has delivered client communication solutions. We use the latest technologies to provide our customers peace of mind that their client communications, both electronic and paper, are secure, accurate and delivered on time.
Business Track - Commercial/Retail
Info-Pro Lender Services
Showcase Table - 4
Presentation Room - Cozzens
Presentation Time - Thursday 10:45 - 11:20
Contact: Mark Daniels Senior Vice President of Sales, Marketing, and Account Man-
agement [email protected]
Info-Pro takes “the complex” and make it easy. We collect and inte-grate data from the 25,000+ property tax authorities nationwide into a user-friendly software platform, enabling financial institutions to easily identify property tax delinquencies and pay escrow taxes.
Business Track - Technology
Integrated Legacy Solutions
Showcase Table - 5
Presentation Room - Washington City
Presentation Time - Thursday 10:45 - 11:20
Contact: Steve Paradine Regional Sales Director
Integrated Legacy Solutions (ILS) is the premier provider of data migration and image viewing products and services within the finan-cial services industry. With key leaders having more than twenty five years’ experience working with thousands of financial institu-tions to reformat and move their data and images from legacy ar-chives, ILS is able to offer leading edge, one-of-a-kind products and services for data migration, access, research and viewing.
Business Track - Commercial/Retail
Journey Technology Solutions
Showcase Table - 15
Presentation Room - St Nicholas B
Presentation Time - Wednesday 2:30 - 3:05
Contact: Arden Sustad Partner
Journey’s solutions Enable Community Banks and include: auto-mated board, enhanced management and peer group reporting as well as analytics with integrated profitability/attrition and optional aggregation. Our solutions are customized and cloud based. Jour-ney customers say: …we now have an analytics advantage…we no longer spend hours creating spreadsheets for management
Business Track - Technology
LSI
Showcase Table - 6
Presentation Room - Herndon
Presentation Time - Thursday 10:45 - 11:20
Contact: Benny Johnson Regional Vice President
Customers demand convenience in today's world. Banks utilize LSI's AlwaysLIVE Customer Service Support to provide overflow and after-hour support to their customers at a justifiable cost.
Business Track - Image/Printing
National Business Systems
Showcase Table - 7
Presentation Room - Washington City
Presentation Time - Wednesday 1:50 - 2:25
Contact: Bob Lane District Manager
National Business Systems, an OSG Company, is recognized as a leader in end-to-end document management services. From secure document storage and archiving to paper scanning and microfilm conversion; from data entry and database management to print and mail and electronic delivery, NBS offers complete document man-agement services.
Business Track - Commercial/Retail
Newgen Software
Showcase Table - 26
Presentation Room - St Nicholas B
Presentation Time - Thursday 11:20 - 11:55
Contact: Pat Howard Regional Sales Manager
Newgen offers a unified configurable solution built on our Business Process Management platform along with our Enterprise Content Management and Customer Communications Management solu-tions. We help over 240 banks streamline account opening, con-sumer and commercial loan origination, trade finance, payments, and compliance & reporting processes. The most common uses of our solution include: • Commercial, Small Business and Consumer Loan Applica-tions, Underwriting and Exception Tracking • Omni-channel Commercial and Consumer deposit account opening (Savings, Deposits, Checking, CD’s, Trust & Wealth Man-agement, etc.) for both online and in the branch. • All available on a single platform, with configurable work-flow and integration into other systems (Premier core, online bank-ing, and any other 3rd party solutions). One system to administer, integrate into, learn and maintain. • The flexibility of our platform allows it to meet all your bank’s needs, now and in the future.
Business Track - Risk/Fraud/Finance
Paladin fs
Showcase Table - 8
Presentation Room - Ballroom D
Presentation Time - Wednesday 1:50 - 2:25
Contact: Linda Stahl Business Development Executive
Paladin fs is exclusively focused on assisting community banks ne-gotiate fair market contract terms and pricing with Core, IT and fintech suppliers by leveraging the Paladin Blue Book™. Paladin has rebalanced the legacy status quo in critical Core and IT bank-ing contracts, helping financial institutions stand up to the industry supplier oligopoly, reduce business risk and improve profitability.
Business Track - Commercial/Retail
Peak Consulting
Showcase Table - 9
Presentation Room - St Nicholas B
Presentation Time - Thursday 10:45 - 11:20
Contact: Stephanie Murray Marketing Director
Peak Consulting LLC, www.peakconsultingllc.com Institutions are often too busy to fully utilize their entire core invest-ment. Because of this, they often struggle through processes while feeling that there should be an easier way. Peak Consulting has partnered with institutions of all sizes to help them better utilize their Fiserv Premier® core investment. Peak’s consultants are former Fiserv employees that have over 9,000 hours of onsite experience. Peak Consulting has a passion to deliver best in class customer services on deposit and lending solutions, with an attitude of putting the bank first. Our expertise can be used to improve daily tasks by eliminating manual procedures, utilizing new specifications from the most recent releases, finding revenue opportunities, or the roll out and management of new projects. Our combined experience has also led to the development of tools that add tangible value to the acquisition and conversion process, consolidating and simplifying the steps to make it easier to manage. Peak Consultants specialize in training, efficiency analysis, cost savings and revenue growth. For more information, please email Peak at [email protected].
Business Track - Image/Printing
Printmail Solutions
Showcase Table - 11
Presentation Room - Washington City
Presentation Time - Wednesday 2:30 - 3:05
Contact: Ian Franklin Executive Sales
At PrintMail (with our four fully-redundant locations), our focus is to securely handle financial account information, organize it into state-ments and deliver them to consumers faster, with greater accuracy, and more efficiently, than any institution can do on their own. For over 25 years, we have been the #1 provider of print and electronic statements for banks.
Business Track - Technology
Q2
Showcase Table - 22
Presentation Room - Ballroom E
Presentation Time - Wednesday 2:30 - 3:05
Contact: Hannah Poyo Marketing Events Coordinator
Q2 is a secure, cloud-based digital banking solutions company headquartered in Austin, Texas. Since 2004, it has been our mis-sion to build stronger communities by strengthening their financial institutions. Our digital banking solutions for deposits, money move-ment, lending, leasing, security and fraud enable financial institu-tions to deliver a better financial experience to their account hold-ers. Our bank and credit union customers, along with emerging fi-nancial services providers, also benefit from actionable data analyt-ics and access to open technology tools. To learn more about Q2, visit www.q2ebanking.com
Business Track - Technology
Q2 Centrix Solutions
Showcase Table - 23
Presentation Room - Ballroom D
Presentation Time - Thursday 10:45 - 11:20
Contact: Hannah Poyo Marketing Events Coordinator
Q2 is a secure, cloud-based digital banking solutions company headquartered in Austin, Texas. Since 2004, it has been our mis-sion to build stronger communities by strengthening their financial institutions. Our digital banking solutions for deposits, money move-ment, lending, leasing, security and fraud enable financial institu-tions to deliver a better financial experience to their account hold-ers. Our bank and credit union customers, along with emerging fi-nancial services providers, also benefit from actionable data analyt-ics and access to open technology tools. To learn more about Q2, visit www.q2ebanking.com
Business Track - Commercial/Retail
Quest Analytics
Showcase Table - 12
Presentation Room - Merchants
Presentation Time - Wednesday 1:50 - 2:25
Contact: Kraig Nellis Senior Sales Executive
Quest Analytics enables community banks to enhance their service and sales culture through our unique blend of 3 key elements: - Daily analytics of the core data and other data sources, to know the customer and to create actionable information to better serve the them - Software tools designed around the user’s role - Relationship building soft skills training for front-line associates focused on developing effective, client-focused conversations
Business Track - Technology
Rick Hebert and Associates
Showcase Table - 13
Presentation Room - Ballroom E
Presentation Time - Wednesday 1:50 - 2:25
Contact: Denise Butler Partner
More than expected, More from the core In-house or Serviced Financial Institutions Creative solutions Our engagements typically save over 30% Exceed expectations in every engagement Stop by the booth and ask about: Name, Address, Relationships CIF clean up Module implementation or troubleshooting Project planning and management integration Report Writer Training and Report Assistance
Business Track - Risk/Fraud/Finance
RLR Management Consulting
Showcase Table - 14
Presentation Room - Ballroom D
Presentation Time - Thursday 11:20 - 11:55
Contact: Paul Richardson Senior Consultant
A trusted consultancy and business advisor, RLR’s clientele in-cludes Community & Regional Banks of all sizes. RLR is the indus-try’s longest tenured full-service, nationwide consulting firm servic-ing commercial banks in four primary categories: Technology, Regulatory Compliance, Operations and M&A.
Business Track - Commercial/Retail
S&P Global Market Intelligence
Showcase Table - 33
Presentation Room - Cozzens
Presentation Time - Thursday 11:20 - 11:55
Contact: Jason Routson Sales Director, SNL Banker
Built specifically for community banks and credit unions, SNL Bank-er provides the data, insights and actions to inform your decision making. As a comprehensive business intelligence solution, SNL Banker integrates with your FiServ core, general ledger and any ancillary systems, centralizes it into a data warehouse and provides a reporting platform built for all your staff.
Business Track - Technology
SMA Technologies
Showcase Table - 16
Presentation Room - Merchants
Presentation Time - Wednesday 2:30 - 3:05
Contact: Emily Canon Marketing Manager
OpCon automation, powered by SMA Technologies helps our cli-ents unlock the potential of their people by automating the repetitive tasks that keep them from more critical work.
Business Track - Commercial/Retail
Stratis Technologies, Inc.
Showcase Table - 24
Presentation Room - Ballroom E
Presentation Time - Thursday 11:20 - 11:55
Contact: Tim Bode President
Since 1992, Stratis Technologies has helped banks deepen cus-tomer relationships, improve products & services, and enhance profitability. We work with banks to implement best-in-class courte-sy pay programs, and StartFresh Banking®, our best-in-class “second chance” checking solution. No other firm has more experi-ence in the “second chance” space than Stratis. We also represent Econocheck Corporation, The Core Point, and Bank Card Manage-ment Consulting, LLC. BCMC provides financial institutions with the tools and information to build debit and credit card strategies that stand up even in the most challenging environments.
Business Track - Technology
UniLink Inc.
Showcase Table - 18
Presentation Room - Herndon
Presentation Time - Wednesday 1:50 - 2:25
Contact: Stephen Buschner National Sales Manager [email protected]
UniLink is the largest independent supplier of financial hardware for financial institutions nationwide. With over 30 years of industry ex-perience, our sales consultants and technicians are experts in a wide variety of financial equipment including check scanners, signa-ture pads, photo ID scanners, financial printers, document scan-ners, front counter capture solutions, remote deposit capture solu-tions, and all other financial hardware products. We also provide hardware installation and fulfillment services, con-sumable supplies, repairs, equipment buybacks, and offer an intui-tive online ordering and repair portal. UniLink proudly does busi-ness with over 2,000 financial institutions. Our vendor neutral policy allows us to provide many different products from partner manufac-turers such as Burroughs, Canon, Digital Check, Epson, Panini, Kodak, Panasonic, Fujitsu, Semacon, Topaz and Acuant—just to name a few. We pride ourselves on The UniLink Difference, our “customer first” attitude, which we go the extra mile to do what is best for our cus-tomers and their hardware investment. We focus on providing you with the best products suitable for your footprint at the most com-petitive prices. Discover the UniLink Difference and see what we can do for your financial institution! Contact us to learn more about how UniLink can help your financial institution or visit our website: 800-666-2980 or www.UniLinkinc.com.
Business Track - Technology
vCom Solutions
Showcase Table - 19
Presentation Room - Herndon
Presentation Time - Wednesday 2:30 - 3:05
Contact: Liz Carroll Director of Business Development
vCom Solutions is a cloud-based software and managed services company focused on helping banks manage IT spend from procure-to-pay. We provide IT lifecycle management solutions to improve visibility and control while decreasing expenses for wireline, mobili-ty, cloud, collaboration, SaaS and hardware technologies. Learn more at vcomsolutions.com.
