Lumio

The Holistic Risk and Business Intelligence Platform

Lumio transforms risk into a strategic asset, helping banks enhance resilience, operational efficiency and competitive advantage.
  • Reduce Risk
  • Grow Business Customers
  • Improve Internal Processes
Core Processor(s): All Other Cores

Delfi

Overwatch and Oracle

Defli’s software as a service (SaaS) solution helps financial institutions of all sizes protect themselves from financial market volatility.
  • Reduce Risk
Core Processor(s): Not Required

Stratyfy

DMM, UnBias, Fraud

Stratyfy’s solution helps financial institutions leverage their historical data and incorporate machine learning into credit decisioning.
  • Reduce Risk
Core Processor(s): Not Required

OneStream

OneStream is a comprehensive EPM platform that combines financial consolidation, planning, reporting, and analysis.
  • Improve Internal Processes
Core Processor(s): Not Required

Kinective

eSignPlus

Kinective’s eSignPlus solution, previously IMM eSignPlus, provides a cloud-based, end-to-end e-signature and document workflow solution.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): N/A

ebankIT

EbankIT helps financial institutions adapt to the modern world of banking while maintaining a positive customer experience.
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Fiserv, Finastra

RSM US LLP

FI Insights

FI Insights aggregates data from across the financial institution’s various systems organizes it into an online portal to visualize their operations.
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Jack Henry & Associates, FIS

Wysh

Life Benefit

Life Benefit provides customers with the added incentive of life insurance, which incentivizes them to keep their deposits at the FI.
  • Reduce Risk
  • Protect Our Reputation
  • Improve Customer Experience
Core Processor(s): Not Required

Crowe

Crowe CX for Commercial Lending

Crowe CX for Commercial Lending can help borrowers and lenders track loans and make their next steps.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
Core Processor(s): Not Required

Pidgin

Pidgin is a faster payments program designed for all bank sizes and connects all payment rails into one system.
  • Improve Internal Processes
Core Processor(s): N/A

COCC

INSIGHT, COCC's Core Solution

COCC is one of largest core solutions for community banks and credit unions in the country.
  • Protect Our Reputation
  • Improve Customer Experience
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

Mercantile Processing Inc.

Bank Payments

MPI gives financial institutions access to payment revenue through high-level merchant servicing software.
  • Improve Internal Processes
Core Processor(s): Not Required

Gemba Software Solutions

ProcedureFlow

ProcedureFlow is a knowledge management software solution that helps banks centralize and streamline employee workflows.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Able

Inactive Acquired
Able’s commercial lending hub centralizes necessary documents for all parties in one cloud-based platform.
  • Grow Business Customers
  • Grow Commercial Loans
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Encapture

Active Acquired
Enterprise document processing solution that uses machine learning to extract, validate and deliver data to the correct system locations.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Form3

Form3 is a managed payments platform that connects banks to multiple payment rails across the U.S., U.K. and Europe.
  • Improve Internal Processes
Core Processor(s): N/A

Prelim

Prelim is a no-code platform banks can use to build and deploy customer-facing applications, and connect to third-party vendors.
  • Improve Internal Processes
  • Improve Customer Experience
  • Grow Business Customers
  • Grow Commercial Loans
  • Grow Consumer Loans
Core Processor(s): Not Required

Trabian

Active Acquired
Trabian hosts and develops bank websites, creates additional financial products and manages integrations to third parties.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Pinwheel

Pinwheel’s API connects banks to their customers’ employment and income data for instant verification, earned wage access and paycheck-linked lending.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Consumer Loans
Core Processor(s): Undisclosed

BrightFi

Nebula & Nova

Out of Business
BrightFi upgrades a bank’s core by replacing it with their cloud-based core product (Nebula) or implementing an operating system to run parallel to it
  • Improve Internal Processes
  • Manage Compliance Costs
  • Improve Customer Experience
Core Processor(s): Not Required

Episode Six

Tritium

Episode Six’s API platform allows banks to develop and build custom payments products and services from scratch.
  • Improve Customer Experience
  • Grow Deposits & Sales
Core Processor(s): Not Required

Ncontracts

Nboardportal

Web-based portal where a bank’s board of directors can access materials, agendas, vote on current decisions, view regulatory changes and more.
  • Improve Internal Processes
Core Processor(s): Not Required

Thought Machine

Vault

Vault is a cloud-native, alternative core banking engine that banks can use to build out a suite of digital-first banking products and services.
  • Improve Internal Processes
Core Processor(s): Undisclosed

Ncontracts

Nconnect

Nconnect is a secure online communications portal and information management system for bank employees to communicate and collaborate with each other.
  • Improve Internal Processes
Core Processor(s): Not Required

Ncontracts

Nfindings

Nfindings helps banks organize, manage and track findings from audits.
  • Improve Internal Processes
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Not Required

Ncontracts

Ncontinuity

Ncontinuity is a business management software that helps banks create and analyze business impact analysis across multiple sectors and situations.
  • Reduce Risk
  • Protect Our Reputation
  • Improve Internal Processes
Core Processor(s): Not Required

Ncontracts

Nrisk

Enterprise risk management software that evaluates, tracks and measures operational risk within a bank.
  • Manage Compliance Costs
  • Protect Our Reputation
  • Reduce Risk
  • Improve Internal Processes
Core Processor(s): Not Required

Akoya

Data Access Network

The Akoya Data Access Network enables bank customers to safely share their financial data with fintechs and other third parties.
  • Improve Internal Processes
  • Improve Customer Experience
  • Reduce Risk
Core Processor(s): Not Required

Array

My Credit Manager, Identity Protect & Offers Engine

Array helps banks and their customers understand, leverage and protect credit data.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Consumer Loans
  • Grow Commercial Loans
  • Grow Mortgage Loans
Core Processor(s): Not Required

FIntegrate

Fusion CRS

Fusion CRS streamlines operations and tasks related to debt collection and recovery.
  • Improve Customer Experience
  • Improve Internal Processes
  • Protect Our Reputation
Core Processor(s): FIS, Fiserv, CSI, Finastra, Jack Henry & Associates

Fiwerx, Inc.

Reqwerx

Out of Business
Reqwerx is an intelligent collaboration platform designed to help banks manage and close loans efficiently and compliantly.
  • Grow Commercial Loans
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

Crowe LLP

Crowe Credit360 for Problem Loans

Crowe Credit360 for Problem Loans centralizes a bank's loan data onto one platform and helps automate tasks related to problem loans.
  • Improve Internal Processes
  • Reduce Risk
  • Grow Commercial Loans
Core Processor(s): Not Required

Botdoc

Botdoc Now & Botdoc API

Botdoc facilitates communication & secure digital transport between a bank and its customers via encrypted containers, accessed by a personalized link
  • Improve Customer Experience
  • Improve Internal Processes
  • Protect Our Reputation
  • Reduce Risk
Core Processor(s): Not Required

FINBOA, Inc.

Regulation E Dispute Tracking

Cloud-based, software solution that automates the filing, tracking and resolution of Regulation E claims.
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Fiserv, Jack Henry & Associates, Finastra, FIS

Shastic

Elle

Elle is an AI- and RPA-driven software tool that facilitates communication between core and ancillary banking systems and the bank’s customers.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Business Customers
  • Grow Mortgage Loans
  • Grow Deposits & Sales
Core Processor(s): Not Required

TalentQuest

TalentQuest helps banks hire, manage, develop and retain talent.
  • Improve Internal Processes
  • Protect Our Reputation
  • Reduce Risk
Core Processor(s): Not Required

Vikar Technologies, Inc.

One Vikar Client Onboarding & Loan Lifecycle Management

Vikar Technologies helps banks automate client onboarding and loan management processes through their One Vikar platform.
  • Grow Commercial Loans
  • Reduce Risk
  • Improve Internal Processes
  • Improve Customer Experience
  • Manage Compliance Costs
Core Processor(s): Not Required

RealKey

RealKey's cloud-based platform automates the document collection and review process for mortgage applications.
  • Grow Mortgage Loans
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Yseop

Augmented Financial Analyst

Yseop leverages artificial intelligence to automate report production in a user’s natural language and writing style.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

White Clay

Banker Sales Environment (BSE)

White Clay's CRM consolidates customer and product information from core and ancillary systems into one platform.
Core Processor(s): Jack Henry & Associates, FIS, Fiserv

Ncontracts

Ncomply

Ncomply is a compliance management system designed to help banks automate and implement regulatory changes.
  • Manage Compliance Costs
  • Protect Our Reputation
  • Reduce Risk
  • Improve Internal Processes
Core Processor(s): Not Required

Proformance

Info-Access

Info-Access is a document management system that centralizes all file-sharing, exception tracking and collateral management data for a bank.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): CSI, Finastra, FIS, Fiserv, Jack Henry & Associates

Zoot Enterprises

Zoot consolidates all of a bank's data in one platform and provides instant decisioning capabilities for loan origination, fraud detection and more.
  • Improve Customer Experience
  • Improve Internal Processes
  • Reduce Risk
  • Grow Consumer Loans
  • Protect Our Reputation
Core Processor(s): Not Required

ACES

ACES Audit Technology

ACES is a web-based auditing platform that uses intelligent questionnaires to assess if a loan is falling within state and federal regulations.
  • Improve Internal Processes
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Not Required

Hazelcast

Hazelcast Jet, Hazelcast IMDG, Hazelcast Cloud Enterprise

Hazelcast is an in-memory computing platform that quickens banks' access and retrieval of data by creating an in-memory layer.
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Not Required

TurnKey Lender

TurnKey Lender is a highly customizable, AI-powered lending solution that gives banks the ability to decision a loan in minutes.
  • Improve Customer Experience
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Finvoice

FV Originate, FV Underwrite, FV Operate

Finvoice helps banks originate, underwrite and track secured loans with a cloud-based solution and 30+ API integrations with leading data providers.
  • Grow Commercial Loans
  • Improve Internal Processes
  • Improve Customer Experience
  • Reduce Risk
Core Processor(s): Not Required

RESULTS Technology

INVICTA

INVICTA remediates advanced, persistent security threats by constantly scanning a bank’s network and connected devices.
  • Protect Our Reputation
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Not Required

SigFig

Digital Wealth

SigFig aims to help banks democratize investment advice through its white-labeled robo advisor and back office software for advisors.
  • Improve Customer Experience
  • Grow Deposits & Sales
Core Processor(s): All Other Cores

Bloomfire

A centralized, searchable and secure knowledge-sharing platform that helps banks provide better service, more efficiently.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Denim Social

Inactive Acquired
Social media management platform gives banks control over content approval processes and publishing, while keeping financial institutions audit-ready.
  • Grow Deposits & Sales
  • Improve Internal Processes
  • Protect Our Reputation
  • Manage Compliance Costs
Core Processor(s): Not Required

HC3

Helps banks untangle their communications-related data challenges to build consistent, customizable statements and delivery workflows.
  • Reduce Risk
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Corpay

Active Acquired
AP automation tool that gives banks a centralized system for managing their suppliers, initiating and approving payments and reconciling transactions.
  • Improve Internal Processes
Core Processor(s): Undisclosed

Anvil

Web-based platform that enables developers to build and deploy web apps in minutes using a single coding language — Python.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Abaca

Abaca Cannabis Banking Platform

Active Acquired
Abaca helps banks onboard and monitor cannabis-related business accounts at scale.
  • Grow Deposits & Sales
  • Grow Business Customers
  • Improve Internal Processes
  • Protect Our Reputation
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): All Other Cores

OakNorth

ON Credit Intelligence Suite

ON Credit Intelligence Suite uses unconventional data to assess and monitor a bank's commercial lending portfolio.
  • Grow Commercial Loans
  • Grow Business Customers
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

Ecrion

Inactive Acquired
Ecrion helps banks create and track engaging, dynamic communication templates across print, digital and mobile channels.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

DocFox

Inactive Acquired
DocFox is an online software platform for easily obtaining & verifying FICA / KYC documentation and automating document review processes.
  • Improve Customer Experience
  • Grow Deposits & Sales
  • Grow Business Customers
  • Improve Internal Processes
  • Protect Our Reputation
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): Undisclosed

TruSight

Inactive Acquired
“Assessment-as-a-Service” offering that assesses popular bank service providers and delivers consistent due diligence information to banks.
  • Improve Internal Processes
  • Protect Our Reputation
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): Not Required

OpenLegacy

The OpenLegacy platform enables banks to build APIs that expose their legacy systems and allow them to communicate with internal and external systems.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Fiserv, CSI, FIS

Wolf & Company, P.C.

WolfPAC

WolfPAC Integrated Risk Management provides a comprehensive suite of risk management software solutions.
  • Improve Internal Processes
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): Undisclosed

Passageways

OnBoard

ICBA PreferredActive Acquired
Provides a secure environment for board members to access meeting materials, communicate with each other and execute their responsibilities
  • Improve Internal Processes
Core Processor(s): Not Required

TrackVia

TrackVia is an application development platform that banks use to digitize back-office processes with connected data and simple workflows.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

WorkFusion

Robotic process automation that uses algorithms, machine learning and natural language processing to carry out complex tasks.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

Hawthorn River Lending

Inactive Acquired
Loan workflow solution that automates manual processes, reduces data entry requirements and monitors regulatory requirements in real time.
  • Grow Commercial Loans
  • Grow Business Customers
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): CSI, Finastra, Fiserv

Empyrean Solutions

Empyrean Solutions provides banks with an all-encompassing asset and liability management tool built on a modern code base.
  • Improve Internal Processes
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

Fintel Connect

Fintel Connect helps banks amplify their marketing campaigns through its network of publishers and social influencers for performance-based marketing.
  • Grow Deposits & Sales
  • Grow Business Customers
  • Improve Internal Processes
Core Processor(s): Not Required

Automated Financial Systems

AFSVision

AFSVision is a real time, multi-currency loan processing solution that’s fully digital and mobile-enabled and supports origination through servicing.
  • Grow Commercial Loans
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Fiserv, FIS

Shield Compliance

Shield Assure

BSA/AML platform that allows banks to simplify compliance for banking cannabis businesses by automating the data collection process.
  • Improve Customer Experience
  • Grow Deposits & Sales
  • Grow Business Customers
  • Improve Internal Processes
  • Protect Our Reputation
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): Not Required

IDology

Inactive Acquired
IDology enables KYC compliance, protects against new account fraud and account takeover, and helps banks approve more valid customers.
  • Improve Customer Experience
  • Protect Our Reputation
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): CSI, Fiserv, FIS, Jack Henry & Associates

Acuant

Acuant AssureID & Acuant FaceID

Inactive Acquired
Acuant's Trusted Identity Platform enables fast and accurate identity verification via document data capture and biometric facial recognition
  • Improve Customer Experience
  • Reduce Risk
  • Protect Our Reputation
  • Manage Compliance Costs
Core Processor(s): CSI, Fiserv, Jack Henry & Associates, FIS

Community Capital Technology

Peer-to-peer loan transaction marketplace enables member banks to post and purchase loans and portfolios through a secure online platform.
  • Reduce Risk
  • Improve Internal Processes
  • Grow Mortgage Loans
  • Grow Consumer Loans
  • Grow Commercial Loans
Core Processor(s): Not Required

Sycorr

Permission Assist

Permission Assist is an integration hub designed to give banks a complete view of every access permission across all bank systems
  • Improve Internal Processes
  • Protect Our Reputation
  • Reduce Risk
Core Processor(s): Not Required

CyberGrants

Inactive Acquired
CyberGrants enables banks to manage, track and report on all of their philanthropic efforts.
  • Protect Our Reputation
  • Manage Compliance Costs
Core Processor(s): Not Required

CRMNEXT

Bank-focused CRM that unifies a bank’s core and other systems under a single interface designed to give a holistic view of bank customers.
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Jack Henry & Associates, FIS

Alyne

Inactive Acquired
Alyne provides the content, controls and assessments banks need to stay compliant and manage big-picture risks from their root
.
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

Spry

Spry centralizes purchasing in a custom online store that enables office supply ordering, marketing material warehousing and distribution.
  • Improve Internal Processes
Core Processor(s): Not Required

Finzly

Bank operating system that enables banks to quickly launch new commercial and consumer products from Finzly and third party providers.
  • Improve Customer Experience
  • Grow Business Customers
  • Improve Internal Processes
Core Processor(s): FIS, Jack Henry & Associates

Teslar Software

Helps banks achieve operational scale by integrating with key systems to provide a single platform for managing the loan portfolio and operations.
  • Improve Internal Processes
  • Grow Mortgage Loans
  • Grow Consumer Loans
  • Grow Commercial Loans
Core Processor(s): FIS, Fiserv, Jack Henry & Associates, Finastra, CSI

ARGO

OASIS

OASIS uses neural networks and image analytics to parse through multiple payment transaction types detecting and preventing fraud.
  • Protect Our Reputation
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

Capacity

Capacity is a secure intelligence-sharing platform that bank employees use to access all of the the information they need in one place.
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): CSI, FIS

Trustage Compliance Systems

Embedded Compliance Technology

Active Acquired
Automates the creation of compliant documentation for deposit, retirement account, loan and other transactions.
  • Improve Internal Processes
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): FIS, Fiserv, Jack Henry & Associates

DeepTarget

Communication and cross-selling platform that banks can use to harness their customer intelligence for personalized, targeted communications.
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Not Required

ComplyAdvantage

AML Onboarding & Monitoring

AML Onboarding & Monitoring solution leverages AI to check new account holders against a global database of sanctions, watchlists and negative news.
  • Grow Deposits & Sales
  • Improve Internal Processes
  • Protect Our Reputation
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): Not Required

Intellaegis

masterQueue

Aims to make collections agents more productive and profitable by automating workflows and the process of gathering borrower information.
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Not Required

DataSeers

FinanSeer

FinanSeer ingests and reconciles vast amounts of data while monitoring for fraud and enhancing BSA/AML compliance.
  • Improve Internal Processes
  • Protect Our Reputation
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): Undisclosed

Banker Valuation

Banker Valuation uses a three-factor approach to provide business valuations via a simple, web-based platform in just 15 minutes.
  • Grow Commercial Loans
  • Grow Business Customers
  • Reduce Risk
Core Processor(s): Not Required

Vymo

Vymo automatically detects and logs calls, meetings, cancelled meetings and, generally, how sales people spend their time.
  • Grow Deposits & Sales
  • Grow Business Customers
  • Improve Internal Processes
Core Processor(s): All Other Cores

Venminder

Active Acquired
Streamlines vendor risk management processes from onboarding to reporting.
  • Improve Internal Processes
  • Protect Our Reputation
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): Not Required

Adlumin

Active Acquired
Compliance automation platform that was purpose-built to detects threats, malfunctions and IT operations failures in real time for community banks
  • Protect Our Reputation
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): Fiserv, Jack Henry & Associates, Finastra

MarkLogic

Inactive Acquired
MarkLogic's database can ingest structured and unstructured data in nearly any format, dramatically reducing the time and expense of data integration.
  • Improve Internal Processes
Core Processor(s): Not Required

Oculus

BNControl

BNControl enables banks to connect and correlate data from among the bank's various core, loan origination, teller and other systems.
  • Improve Internal Processes
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

ALTR

ALTR is a blockchain-based platform that can be used to monitor and control data access remotely.
  • Reduce Risk
  • Protect Our Reputation
  • Improve Internal Processes
Core Processor(s): Not Required

Unqork

Unqork is a “no-code” platform that enables banks to create custom client onboarding and servicing applications using a simple drag-and-drop interface
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Not Required

Clearnomics

Clearnomics is a turnkey market and economic insights platform, which creates client-friendly, white-labeled chartbooks and visualizations.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Abrigo

BAM+

BAM+ from Abrigo is a comprehensive Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) solution.
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
  • Protect Our Reputation
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates, Finastra

VeriTran

VeriTran is a “low-code” platform that enables banks of any size to build new digital experiences into legacy systems without writing a line of code.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

POPi/o

Mobile Video Cloud

Inactive Acquired
POPi/o merges face-to-face video chat with real-time digital document collaboration between consumers and financial institutions.
  • Improve Customer Experience
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Not Required

Finxact

Active Acquired
Finxact is a modern banking system of record that is fully configurable and accessible to banks and third-party solution providers via APIs.
  • Improve Internal Processes
Core Processor(s): Not Required

Edgeverve

Infosys Finacle

Active Acquired
Highly configurable core processing system with a service-oriented architecture, open APIs, automation capabilities and built-in data insights.
  • Improve Internal Processes
  • Reduce Risk
  • Grow Deposits & Sales
Core Processor(s): Not Required

Smiley Technologies

SIBanking

SIBanking is a newer enterprise core banking solution with native applications and high-touch service for small and medium-sized community banks.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

Nymbus

Digital

Digital is an online and mobile banking suite that provides integration capabilities via APIs and native products such as PFM and billpay.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Undisclosed

Cambridge Technologies

Cambridge Stockholder Software

Software that gives banks the ability to track shares and stockholders, and book entries of stock holdings and certificates.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

Pindrop

Pindrop Panorama

Pindrop Panorama provides a single platform for passive, multi-factor authentication at every point of every phone call.
  • Improve Customer Experience
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

Social Assurance

The Social Assurance platform allows a bank’s marketing team to create, coordinate and track all of the bank’s marketing and social media campaigns.
  • Manage Compliance Costs
  • Improve Internal Processes
  • Grow Deposits & Sales
Core Processor(s): Not Required

Notarize

From opening an account to closing on a mortgage, any document that needs notarization can be done entirely online, 24/7 using Notarize.
  • Improve Internal Processes
  • Grow Mortgage Loans
  • Improve Customer Experience
  • Grow Consumer Loans
Core Processor(s): Not Required

Currencycloud

Active Acquired
Currencycloud is a white-labeled foreign exchange and payments platform that can be used by the bank or its commercial clients.
  • Grow Business Customers
  • Improve Customer Experience
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Not Required

Abrigo

ALLL

Abrigo's ALLL enables banks to calculate their allowance for loan and lease losses (ALLL) and transition to expected losses under CECL.
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

Procurity

Out of Business
Procurity’s Testing as a Service solution provides banks with an automated process to test core and other software upgrades and updates.
  • Reduce Risk
  • Protect Our Reputation
  • Improve Internal Processes
Core Processor(s): Not Required

Nomis

Active Acquired
Nomis Solutions enables fast, data-rich pricing optimization for financial institutions.
  • Improve Internal Processes
  • Grow Deposits & Sales
Core Processor(s): FIS

Doxim

Active Acquired
Doxim CRM is a central hub for managing customer engagement and uncovering growth opportunities across multiple lines of business.
  • Grow Deposits & Sales
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Fiserv, Jack Henry & Associates

FISPAN

FISPAN provides bank with pre-built adapters to leading business application platforms so they can provide enhanced services to commercial clients.
  • Grow Business Customers
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Not Required

MK Decision

Credit Card Origination System

Inactive Acquired
Credit Card Origination System enables completely digital credit card application processing with a responsive application and decisioning engine.
  • Improve Customer Experience
  • Grow Consumer Loans
  • Improve Internal Processes
  • Grow Business Customers
Core Processor(s): FIS, Fiserv

CoFi

CoFi automates the construction payment process by hosting all budgets, invoices, approvals and construction draw records in one web-based system.
  • Grow Commercial Loans
  • Improve Customer Experience
  • Improve Internal Processes
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Not Required

Appian

Appian is a web-based, low-code platform that enables nearly any bank employee to build apps that enhance the user experience for bank customers.
  • Improve Internal Processes
  • Improve Customer Experience
  • Reduce Risk
Core Processor(s): Not Required

IntraFi Network

IntraFi Network Deposits & IntraFi Funding

ICBA Preferred
IntraFi Network helps banks manage their balance sheets with deposit allocation services.
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates, Finastra

LogicManager

LogicManager provides everything a bank needs to run a thorough enterprise risk management program in a single software solution.
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

FI Works

Sales and marketing platform that helps bank marketers execute targeted campaigns and feeds front-line bankers with specific, daily work queues.
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Not Required

Boxwood Means

FieldSmart Commercial Evaluations

FieldSmart commercial evaluations enable banks to reduce property appraisal costs and timelines without sacrificing reliability.
  • Grow Business Customers
  • Grow Commercial Loans
  • Reduce Risk
Core Processor(s): Not Required

Blue Prism

Active Acquired
Blue Prism’s virtual workforce robots mimic human capabilities to automate manual tasks and optimize bank operations.
  • Reduce Risk
  • Improve Internal Processes
Core Processor(s): Undisclosed

RCGILTNER

MinuteLender

MinuteLender is a digital platform that enables community banks to underwrite small loans for consumers and businesses in as little as 5 minutes.
  • Grow Business Customers
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Improve Customer Experience
Core Processor(s): Not Required

Crux

Crux manages the “information supply chain” for banks — ingesting their data and structuring it in a way that the bank’s staff can use for analysis.
  • Improve Internal Processes
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Not Required

Avannis

Avannis enables banks to jettison old satisfaction surveys and employee climate studies in favor of sophisticated and sustained feedback programs.
  • Protect Our Reputation
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Not Required

Total Expert

Marketing Operating System

Total Expert’s Marketing Operating System is designed to capture every lead and automate the follow-up process via digital and print channels.
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Not Required

Global Outsource Services

e-IBS Core Banking System

The e-IBS core banking system is a flexible bank core that supports multiple currencies, branches and business lines in a single system.
  • Grow Deposits & Sales
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

Hydrogen

Molecule & Atom

Hydrogen protocols were built on the Ethereum blockchain and are used to create a decentralized identity platform and library of APIs for banks.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Deposits & Sales
Core Processor(s): Not Required

Rabbet

Rabbet provides the user experience that banks expect from a construction loan management solution, but with enhanced compliance controls.
  • Grow Business Customers
  • Grow Commercial Loans
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

Tanium

Tanium provides visibility into cybersecurity threats, enables quick system updates for critical patches and works with existing security tools.
  • Protect Our Reputation
  • Reduce Risk
Core Processor(s): Not Required

BankPoint

Overlays a bank’s existing systems and uses bank data to provide intuitive tools for administering over a dozen banking functions in one platform.
  • Grow Business Customers
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Deposits & Sales
  • Grow Mortgage Loans
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Fiserv, Jack Henry & Associates

Cambr

Active Acquired
Cambr connects banks in the Stonecastle Deposit Network with low-cost deposits from the customers of fintech companies
  • Grow Deposits & Sales
Core Processor(s): Not Required

LoanStreet

LoanStreet provides a single point of contact for sourcing, closing and managing club deals.
  • Grow Commercial Loans
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Not Required

Kurtosys

Kurtosys is an enterprise content management system that aggregates all of an asset manager’s investment data and content in one place.
  • Grow Deposits & Sales
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Not Required

BHG Financial

BHG Money

BHG Money originates, underwrites and funds loans to heath care professionals, and then helps banks purchase them.
  • Grow Consumer Loans
  • Grow Commercial Loans
Core Processor(s): Not Required

Ncontracts

Nvendor

Ncontracts’ Nvendor solution is designed to help banks digitize vendor contracts, assess vendors and monitor important contractual milestones.
  • Reduce Risk
  • Protect Our Reputation
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Not Required

360Factors

Predict360

Predict360, by 360Factors, is designed to mitigate risk by providing a central location for tracking and managing compliance.
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

SkyStem

ART

ART shortens the month-end accounting close process by automating balance sheet reconciliations, managing month-end tasks and creating reports.
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

Coviance

Coviance streamlines and accelerates loan processing by aggregating reports and services needed to close real estate loans.
  • Grow Mortgage Loans
  • Improve Internal Processes
Core Processor(s): Not Required

Wolters Kluwer’s Lien Solutions

iLien

iLien helps banks manage their loan interests throughout the lending cycle — supporting everything from due diligence to filings and renewals.
  • Reduce Risk
  • Manage Compliance Costs
  • Improve Internal Processes
Core Processor(s): Not Required

BankSight

Intelligent Banking CRM

Active Acquired
BankSight’s Intelligent Banking CRM was designed to help banks identify their highest value customers and understand their needs and relationships.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Deposits & Sales
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

MyVest

Strategic Portfolio System (SPS)

Active Acquired
Strategic Portfolio Systems is a cloud-based wealth management solution that automates the delivery of personalized portfolios at scale.
  • Reduce Risk
  • Improve Internal Processes
  • Improve Customer Experience
  • Grow Deposits & Sales
Core Processor(s): Not Required

Stackfolio

Inactive Acquired
Stackfolio is an online marketplace and digital transaction engine for whole loan trading.
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Not Required

Engageware

Knowledge Management

Knowledge Management helps every bank employee become a subject matter expert by breaking down and linking policies and procedures.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Not Required

Strategic Resource Management

TAB

TAB allows banks to store and manage their contracts, and also gain access to key insights that allow banks to maximize their vendor relationships.
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Not Required

Advanced Fraud Solutions

TrueChecks

TrueChecks leverages a network of approximately 1,500 financial institutions to collect check return file data, which is used to identify bad checks.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

Sandbox Banking

Sandbox Banking is essentially a universal adaptor that facilitates communication between a bank’s legacy systems and any other technology provider.
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): FIS, Fiserv, Jack Henry & Associates, Finastra, CSI

SimpleNexus

Inactive Acquired
SimpleNexus automates the information flow between loan officers, borrowers and referral partners, as well as all a bank's loan origination systems.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Mortgage Loans
Core Processor(s): Not Required

Baker Hill

NextGen® Lending, Risk Management, CECL, Analytics & Marketing

Active Acquired
NextGen is a cloud-based platform that digitizes commercial, small business and consumer lending processes, from acquisition onward.
  • Grow Commercial Loans
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Consumer Loans
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

CENTRL

Assess360

Assess360 simplifies the process of conducting audits with software that controls and captures the procedures involved in due diligence analysis.
  • Improve Internal Processes
  • Reduce Risk
  • Manage Compliance Costs
Core Processor(s): Not Required

Mastercard

Cash Pick-Up

Cash Pick-Up enables any ATM to disburse funds to an individual, without the use of a debit card, credit card or mobile phone.
  • Improve Customer Experience
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Not Required

Terafina, an NCR Company

Inactive Acquired
Terafina is a digital sales platform that integrates all of a bank’s sales channels and products for customers and employees.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): FIS, Fiserv, Jack Henry & Associates

Profit Resources

ProfitMagnifier

Profit Magnifier is a web-based dashboard that analyzes the profitability of a bank’s account holders, products, officers and branches.
  • Improve Internal Processes
  • Grow Deposits & Sales
Core Processor(s): Not Required

Apiture

Apiture is a digital banking platform with features like digital account opening that can be unbundled and used by banks as standalone modules.
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

Banzai!

Banzai works with banks to provide free, game-based financial education software to people of all ages, helping banks comply with the CRA.
  • Protect Our Reputation
  • Manage Compliance Costs
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): Not Required

Banc Intranets

BancWorks

Active Acquired
BancWorks is a secure intranet system that helps bank leaders and employees share information by centralizing necessary documents and content.
  • Improve Internal Processes
Core Processor(s): Not Required

Banc Intranets

DirectorsLink

Active Acquired
DirectorsLink is a board portal that enables directors to collaborate on documents in real time.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

LemonadeLXP

LemonadeLXP and Digital Academy

Lemonade educates bank staff and customers on digital products with interactive, game-based modules, product simulations and role-play scenarios.
  • Improve Internal Processes
  • Grow Deposits & Sales
  • Improve Customer Experience
Core Processor(s): Not Required

Saylent

Inactive Acquired
Saylent gathers core banking and payment data with outside intelligence and uses machine learning to synthesize it all into actionable insights.
  • Grow Deposits & Sales
  • Improve Internal Processes
Core Processor(s): FIS, Jack Henry & Associates

Compliance.ai

Active Acquired
Compliance.ai uses AI to locate, collect, and classify regulatory changes and automate compliance team workflows.
  • Improve Internal Processes
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Not Required

Synapse

Out of Business
Synpapse helps financial institutions grow their deposits by banking fintechs and their clients.
  • Grow Deposits & Sales
  • Grow Consumer Loans
  • Grow Commercial Loans
  • Grow Mortgage Loans
Core Processor(s): Not Required

Derivative Path

DerivativeEDGE

DerivativeEDGE is a cloud-based platform designed to help community banks participate in derivatives trading, servicing and hedge accounting.
  • Grow Deposits & Sales
  • Improve Internal Processes
  • Manage Compliance Costs
Core Processor(s): Not Required

Nymbus

Core

Core is a cloud-based core banking platform that performs banking functions with automation and streamlined workflows.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Deposits & Sales
Core Processor(s): Not Required

Q2

Digital Banking Platform

Q2’s digital banking platform was developed to present a unified user experience that’s the same across any channel or device.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Business Customers
Core Processor(s): Fiserv, Jack Henry & Associates

Hyland

Active Acquired
Content services platform that helps bank digitize and process data, offers project and case management solutions, and electronic workflows.
  • Improve Internal Processes
  • Protect Our Reputation
  • Manage Compliance Costs
Core Processor(s): Jack Henry & Associates

Sageworks

Credit Analysis

Inactive Acquired
Sageworks' Credit Analysis product is a web-based technology that enables banks to spread and analyze data to make better-informed loan decisions.
  • Reduce Risk
  • Improve Internal Processes
  • Manage Compliance Costs
  • Grow Commercial Loans
Core Processor(s): Not Required

Treasury Prime

Instant Digital Onboarding

The Instant Digital Onboarding (IDO) solution from Treasury Prime allows banks to seamlessly connect disparate systems and automate tasks.
  • Improve Internal Processes
  • Grow Deposits & Sales
  • Improve Customer Experience
Core Processor(s): FIS, Fiserv, Jack Henry & Associates

Nintex

Nintex RPA

Active Acquired
Nintex uses robotic process automation to eliminate repetitive, manual tasks for banks. No coding or IT support is needed.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

Integrated Legacy Solutions

Active Acquired
Integrated Legacy Solutions executes data conversions and provides non-conversion options for storing, researching and printing legacy data.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

Bottomline Technologies

Paymode-X

Paymode-X is a payments network that helps banks transform the Accounts Payable department with automated payments and cost savings.
  • Improve Internal Processes
  • Grow Business Customers
  • Improve Customer Experience
Core Processor(s): Not Required

Alkami

Alkami's platform helps banks offer a seamless digital user experience across all delivery channels, including retail, business, and mobile banking.
  • Improve Internal Processes
  • Protect Our Reputation
  • Improve Customer Experience
  • Grow Deposits & Sales
Core Processor(s): CSI, FIS, Fiserv, Jack Henry & Associates

BILL

BILL gives banks' business clients access to its business-to-business payment network and financial and accounting document organization system.
  • Improve Customer Experience
  • Grow Business Customers
  • Improve Internal Processes
Core Processor(s): Undisclosed

Q2 Gro

Q2 Gro Checkout & Q2 Gro Funnel

Inactive Acquired
Q2 Gro's solutions bring elements of e-commerce to banking, simplifying account opening and loan applications.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): FIS, Jack Henry & Associates, Fiserv

Workiva

Workiva's platform offers controlled collaboration, data integration, and a full audit trail across departments to improve compliance.
  • Improve Internal Processes
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Undisclosed

Symphony

Symphony's app enables bank employees to safely communicate internally via messaging and video.
  • Improve Internal Processes
  • Reduce Risk
Core Processor(s): Not Required

MANTL

Active Acquired
MANTL provides online account opening and a Core Wrapper API that enables trusted bank partners to read and write directly to the core.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Deposits & Sales
  • Manage Compliance Costs
Core Processor(s): FIS, Fiserv, Jack Henry & Associates

Continuity

RegAdvisor® Pro & RegControls™

Inactive Acquired
Continuity's platforms automatically monitor new bank regulations and convert them into actionable steps, reducing audit risks.
  • Improve Internal Processes
  • Protect Our Reputation
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Undisclosed

DefenseStorm

TRAC & GRID

DefenseStorm is a cybersecurity platform for small-to-medium-size financial institutions, providing both risk management and compliance tools.
  • Improve Internal Processes
  • Protect Our Reputation
  • Manage Compliance Costs
  • Reduce Risk
Core Processor(s): Undisclosed

BOLTS Technologies

Inactive Acquired
BOLTS Technologies, now apart of Jack Henry's OpenAnywhere platform, streamlines the process of opening a new account for new and existing customers.
  • Grow Deposits & Sales
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Jack Henry & Associates

Zenmonics

channelUnited

Active Acquired
Zenmonics is an SaaS platform that combines services, sales, digital, origination, and tell platforms to make contact with customers more efficient.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): Jack Henry & Associates, FIS

Avoka

Transact

Active Acquired
Avoka is an account opening solution that digitizes the account opening process for banks and their customers.
  • Improve Customer Experience
  • Improve Internal Processes
  • Grow Deposits & Sales
Core Processor(s): Jack Henry & Associates

Segmint

Customer Insights & Marketing Automation

Inactive Acquired
Segmint is a data and analytics marketing platform that uses insights from customer behavior to personalize their banking experience.
  • Grow Deposits & Sales
  • Improve Customer Experience
  • Improve Internal Processes
Core Processor(s): FIS, Fiserv, Jack Henry & Associates

BankLabs

Participate & OREO Automation

Active Acquired
BankLabs is a mobile-based tool that helps banks automate construction loans and payments, OREO management and participation deals.
  • Grow Commercial Loans
  • Improve Internal Processes
  • Reduce Risk
  • Grow Business Customers
Core Processor(s): Not Required

nCino

nCino Cloud Banking Platform

nCino is a cloud-based bank operating system that includes loan origination, customer relationship management and reporting.
  • Grow Deposits & Sales
  • Grow Commercial Loans
  • Grow Consumer Loans
  • Grow Mortgage Loans
  • Improve Internal Processes
Core Processor(s): FIS, Fiserv, Jack Henry & Associates, Finastra

LendingFront

LendingFront is a cloud-based lending solution that automates the SMB loan management process.
  • Grow Commercial Loans
  • Reduce Risk
  • Improve Internal Processes
  • Improve Customer Experience
Core Processor(s): Undisclosed

Lumio

The Holistic Risk and Business Intelligence Platform

Lumio transforms risk into a strategic asset, helping banks enhance resilience, operational efficiency and competitive advantage.

Reduce Risk, Grow Business Customers, Improve Internal Processes

Delfi

Overwatch and Oracle

Defli’s software as a service (SaaS) solution helps financial institutions of all sizes protect themselves from financial market volatility.

Reduce Risk

Stratyfy

DMM, UnBias, Fraud

Stratyfy’s solution helps financial institutions leverage their historical data and incorporate machine learning into credit decisioning.

Reduce Risk

OneStream

OneStream is a comprehensive EPM platform that combines financial consolidation, planning, reporting, and analysis.

Improve Internal Processes

Kinective

eSignPlus

Kinective’s eSignPlus solution, previously IMM eSignPlus, provides a cloud-based, end-to-end e-signature and document workflow solution.

Improve Customer Experience, Improve Internal Processes

ebankIT

EbankIT helps financial institutions adapt to the modern world of banking while maintaining a positive customer experience.

Improve Internal Processes, Improve Customer Experience

RSM US LLP

FI Insights

FI Insights aggregates data from across the financial institution’s various systems organizes it into an online portal to visualize their operations.

Improve Internal Processes, Improve Customer Experience

Wysh

Life Benefit

Life Benefit provides customers with the added incentive of life insurance, which incentivizes them to keep their deposits at the FI.

Reduce Risk, Protect Our Reputation, Improve Customer Experience

Crowe

Crowe CX for Commercial Lending

Crowe CX for Commercial Lending can help borrowers and lenders track loans and make their next steps.

Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans

Pidgin

Pidgin is a faster payments program designed for all bank sizes and connects all payment rails into one system.

Improve Internal Processes

COCC

INSIGHT, COCC's Core Solution

COCC is one of largest core solutions for community banks and credit unions in the country.

Protect Our Reputation, Improve Customer Experience, Improve Internal Processes, Reduce Risk

Mercantile Processing Inc.

Bank Payments

MPI gives financial institutions access to payment revenue through high-level merchant servicing software.

Improve Internal Processes

Gemba Software Solutions

ProcedureFlow

ProcedureFlow is a knowledge management software solution that helps banks centralize and streamline employee workflows.

Improve Customer Experience, Improve Internal Processes

Able

Inactive Acquired

Able’s commercial lending hub centralizes necessary documents for all parties in one cloud-based platform.

Grow Business Customers, Grow Commercial Loans, Improve Customer Experience, Improve Internal Processes

Encapture

Active Acquired

Enterprise document processing solution that uses machine learning to extract, validate and deliver data to the correct system locations.

Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans, Improve Internal Processes

Form3

Form3 is a managed payments platform that connects banks to multiple payment rails across the U.S., U.K. and Europe.

Improve Internal Processes

Prelim

Prelim is a no-code platform banks can use to build and deploy customer-facing applications, and connect to third-party vendors.

Improve Internal Processes, Improve Customer Experience, Grow Business Customers, Grow Commercial Loans, Grow Consumer Loans

Trabian

Active Acquired

Trabian hosts and develops bank websites, creates additional financial products and manages integrations to third parties.

Improve Customer Experience, Improve Internal Processes

Pinwheel

Pinwheel’s API connects banks to their customers’ employment and income data for instant verification, earned wage access and paycheck-linked lending.

Grow Deposits & Sales, Improve Customer Experience, Improve Internal Processes, Grow Consumer Loans

BrightFi

Nebula & Nova

Out of Business

BrightFi upgrades a bank’s core by replacing it with their cloud-based core product (Nebula) or implementing an operating system to run parallel to it

Improve Internal Processes, Manage Compliance Costs, Improve Customer Experience

Episode Six

Tritium

Episode Six’s API platform allows banks to develop and build custom payments products and services from scratch.

Improve Customer Experience, Grow Deposits & Sales

Ncontracts

Nboardportal

Web-based portal where a bank’s board of directors can access materials, agendas, vote on current decisions, view regulatory changes and more.

Improve Internal Processes

Thought Machine

Vault

Vault is a cloud-native, alternative core banking engine that banks can use to build out a suite of digital-first banking products and services.

Improve Internal Processes

Ncontracts

Nconnect

Nconnect is a secure online communications portal and information management system for bank employees to communicate and collaborate with each other.

Improve Internal Processes

Ncontracts

Nfindings

Nfindings helps banks organize, manage and track findings from audits.

Improve Internal Processes, Manage Compliance Costs, Reduce Risk

Ncontracts

Ncontinuity

Ncontinuity is a business management software that helps banks create and analyze business impact analysis across multiple sectors and situations.

Reduce Risk, Protect Our Reputation, Improve Internal Processes

Ncontracts

Nrisk

Enterprise risk management software that evaluates, tracks and measures operational risk within a bank.

Manage Compliance Costs, Protect Our Reputation, Reduce Risk, Improve Internal Processes

Akoya

Data Access Network

The Akoya Data Access Network enables bank customers to safely share their financial data with fintechs and other third parties.

Improve Internal Processes, Improve Customer Experience, Reduce Risk

Array

My Credit Manager, Identity Protect & Offers Engine

Array helps banks and their customers understand, leverage and protect credit data.

Improve Customer Experience, Improve Internal Processes, Grow Consumer Loans, Grow Commercial Loans, Grow Mortgage Loans

FIntegrate

Fusion CRS

Fusion CRS streamlines operations and tasks related to debt collection and recovery.

Improve Customer Experience, Improve Internal Processes, Protect Our Reputation

Fiwerx, Inc.

Reqwerx

Out of Business

Reqwerx is an intelligent collaboration platform designed to help banks manage and close loans efficiently and compliantly.

Grow Commercial Loans, Reduce Risk, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

Crowe LLP

Crowe Credit360 for Problem Loans

Crowe Credit360 for Problem Loans centralizes a bank's loan data onto one platform and helps automate tasks related to problem loans.

Improve Internal Processes, Reduce Risk, Grow Commercial Loans

Botdoc

Botdoc Now & Botdoc API

Botdoc facilitates communication & secure digital transport between a bank and its customers via encrypted containers, accessed by a personalized link

Improve Customer Experience, Improve Internal Processes, Protect Our Reputation, Reduce Risk

FINBOA, Inc.

Regulation E Dispute Tracking

Cloud-based, software solution that automates the filing, tracking and resolution of Regulation E claims.

Reduce Risk, Manage Compliance Costs, Improve Internal Processes, Improve Customer Experience

Shastic

Elle

Elle is an AI- and RPA-driven software tool that facilitates communication between core and ancillary banking systems and the bank’s customers.

Improve Customer Experience, Improve Internal Processes, Grow Commercial Loans, Grow Consumer Loans, Grow Business Customers, Grow Mortgage Loans, Grow Deposits & Sales

TalentQuest

TalentQuest helps banks hire, manage, develop and retain talent.

Improve Internal Processes, Protect Our Reputation, Reduce Risk

Vikar Technologies, Inc.

One Vikar Client Onboarding & Loan Lifecycle Management

Vikar Technologies helps banks automate client onboarding and loan management processes through their One Vikar platform.

Grow Commercial Loans, Reduce Risk, Improve Internal Processes, Improve Customer Experience, Manage Compliance Costs

RealKey

RealKey's cloud-based platform automates the document collection and review process for mortgage applications.

Grow Mortgage Loans, Improve Customer Experience, Improve Internal Processes

Yseop

Augmented Financial Analyst

Yseop leverages artificial intelligence to automate report production in a user’s natural language and writing style.

Improve Internal Processes, Reduce Risk

White Clay

Banker Sales Environment (BSE)

White Clay's CRM consolidates customer and product information from core and ancillary systems into one platform.

Ncontracts

Ncomply

Ncomply is a compliance management system designed to help banks automate and implement regulatory changes.

Manage Compliance Costs, Protect Our Reputation, Reduce Risk, Improve Internal Processes

Proformance

Info-Access

Info-Access is a document management system that centralizes all file-sharing, exception tracking and collateral management data for a bank.

Improve Internal Processes, Reduce Risk

Zoot Enterprises

Zoot consolidates all of a bank's data in one platform and provides instant decisioning capabilities for loan origination, fraud detection and more.

Improve Customer Experience, Improve Internal Processes, Reduce Risk, Grow Consumer Loans, Protect Our Reputation

ACES

ACES Audit Technology

ACES is a web-based auditing platform that uses intelligent questionnaires to assess if a loan is falling within state and federal regulations.

Improve Internal Processes, Manage Compliance Costs, Reduce Risk

Hazelcast

Hazelcast Jet, Hazelcast IMDG, Hazelcast Cloud Enterprise

Hazelcast is an in-memory computing platform that quickens banks' access and retrieval of data by creating an in-memory layer.

Improve Internal Processes, Improve Customer Experience

TurnKey Lender

TurnKey Lender is a highly customizable, AI-powered lending solution that gives banks the ability to decision a loan in minutes.

Improve Customer Experience, Grow Commercial Loans, Grow Consumer Loans, Improve Internal Processes

Finvoice

FV Originate, FV Underwrite, FV Operate

Finvoice helps banks originate, underwrite and track secured loans with a cloud-based solution and 30+ API integrations with leading data providers.

Grow Commercial Loans, Improve Internal Processes, Improve Customer Experience, Reduce Risk

RESULTS Technology

INVICTA

INVICTA remediates advanced, persistent security threats by constantly scanning a bank’s network and connected devices.

Protect Our Reputation, Manage Compliance Costs, Reduce Risk

SigFig

Digital Wealth

SigFig aims to help banks democratize investment advice through its white-labeled robo advisor and back office software for advisors.

Improve Customer Experience, Grow Deposits & Sales

Bloomfire

A centralized, searchable and secure knowledge-sharing platform that helps banks provide better service, more efficiently.

Improve Customer Experience, Improve Internal Processes

Denim Social

Inactive Acquired

Social media management platform gives banks control over content approval processes and publishing, while keeping financial institutions audit-ready.

Grow Deposits & Sales, Improve Internal Processes, Protect Our Reputation, Manage Compliance Costs

HC3

Helps banks untangle their communications-related data challenges to build consistent, customizable statements and delivery workflows.

Reduce Risk, Improve Customer Experience, Improve Internal Processes

Corpay

Active Acquired

AP automation tool that gives banks a centralized system for managing their suppliers, initiating and approving payments and reconciling transactions.

Improve Internal Processes

Anvil

Web-based platform that enables developers to build and deploy web apps in minutes using a single coding language — Python.

Improve Customer Experience, Improve Internal Processes

Abaca

Abaca Cannabis Banking Platform

Active Acquired

Abaca helps banks onboard and monitor cannabis-related business accounts at scale.

Grow Deposits & Sales, Grow Business Customers, Improve Internal Processes, Protect Our Reputation, Reduce Risk, Manage Compliance Costs

OakNorth

ON Credit Intelligence Suite

ON Credit Intelligence Suite uses unconventional data to assess and monitor a bank's commercial lending portfolio.

Grow Commercial Loans, Grow Business Customers, Improve Internal Processes, Reduce Risk

Ecrion

Inactive Acquired

Ecrion helps banks create and track engaging, dynamic communication templates across print, digital and mobile channels.

Grow Deposits & Sales, Improve Customer Experience, Improve Internal Processes

DocFox

Inactive Acquired

DocFox is an online software platform for easily obtaining & verifying FICA / KYC documentation and automating document review processes.

Improve Customer Experience, Grow Deposits & Sales, Grow Business Customers, Improve Internal Processes, Protect Our Reputation, Reduce Risk, Manage Compliance Costs

TruSight

Inactive Acquired

“Assessment-as-a-Service” offering that assesses popular bank service providers and delivers consistent due diligence information to banks.

Improve Internal Processes, Protect Our Reputation, Reduce Risk, Manage Compliance Costs

OpenLegacy

The OpenLegacy platform enables banks to build APIs that expose their legacy systems and allow them to communicate with internal and external systems.

Improve Customer Experience, Improve Internal Processes

Wolf & Company, P.C.

WolfPAC

WolfPAC Integrated Risk Management provides a comprehensive suite of risk management software solutions.

Improve Internal Processes, Reduce Risk, Manage Compliance Costs

Passageways

OnBoard

ICBA PreferredActive Acquired

Provides a secure environment for board members to access meeting materials, communicate with each other and execute their responsibilities

Improve Internal Processes

TrackVia

TrackVia is an application development platform that banks use to digitize back-office processes with connected data and simple workflows.

Improve Internal Processes, Reduce Risk

WorkFusion

Robotic process automation that uses algorithms, machine learning and natural language processing to carry out complex tasks.

Improve Internal Processes, Reduce Risk

Hawthorn River Lending

Inactive Acquired

Loan workflow solution that automates manual processes, reduces data entry requirements and monitors regulatory requirements in real time.

Grow Commercial Loans, Grow Business Customers, Improve Internal Processes, Manage Compliance Costs

Empyrean Solutions

Empyrean Solutions provides banks with an all-encompassing asset and liability management tool built on a modern code base.

Improve Internal Processes, Reduce Risk, Manage Compliance Costs

Fintel Connect

Fintel Connect helps banks amplify their marketing campaigns through its network of publishers and social influencers for performance-based marketing.

Grow Deposits & Sales, Grow Business Customers, Improve Internal Processes

Automated Financial Systems

AFSVision

AFSVision is a real time, multi-currency loan processing solution that’s fully digital and mobile-enabled and supports origination through servicing.

Grow Commercial Loans, Improve Internal Processes, Reduce Risk

Shield Compliance

Shield Assure

BSA/AML platform that allows banks to simplify compliance for banking cannabis businesses by automating the data collection process.

Improve Customer Experience, Grow Deposits & Sales, Grow Business Customers, Improve Internal Processes, Protect Our Reputation, Reduce Risk, Manage Compliance Costs

IDology

Inactive Acquired

IDology enables KYC compliance, protects against new account fraud and account takeover, and helps banks approve more valid customers.

Improve Customer Experience, Protect Our Reputation, Reduce Risk, Manage Compliance Costs

Acuant

Acuant AssureID & Acuant FaceID

Inactive Acquired

Acuant's Trusted Identity Platform enables fast and accurate identity verification via document data capture and biometric facial recognition

Improve Customer Experience, Reduce Risk, Protect Our Reputation, Manage Compliance Costs

Community Capital Technology

Peer-to-peer loan transaction marketplace enables member banks to post and purchase loans and portfolios through a secure online platform.

Reduce Risk, Improve Internal Processes, Grow Mortgage Loans, Grow Consumer Loans, Grow Commercial Loans

Sycorr

Permission Assist

Permission Assist is an integration hub designed to give banks a complete view of every access permission across all bank systems

Improve Internal Processes, Protect Our Reputation, Reduce Risk

CyberGrants

Inactive Acquired

CyberGrants enables banks to manage, track and report on all of their philanthropic efforts.

Protect Our Reputation, Manage Compliance Costs

CRMNEXT

Bank-focused CRM that unifies a bank’s core and other systems under a single interface designed to give a holistic view of bank customers.

Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): FIS, Jack Henry

Alyne

Inactive Acquired

Alyne provides the content, controls and assessments banks need to stay compliant and manage big-picture risks from their root
.

Reduce Risk, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

Spry

Spry centralizes purchasing in a custom online store that enables office supply ordering, marketing material warehousing and distribution.

Improve Internal Processes

Core Processor(s): Not Required

Finzly

Bank operating system that enables banks to quickly launch new commercial and consumer products from Finzly and third party providers.

Improve Customer Experience, Grow Business Customers, Improve Internal Processes

Core Processor(s): FIS

Teslar Software

Helps banks achieve operational scale by integrating with key systems to provide a single platform for managing the loan portfolio and operations.

Improve Internal Processes, Grow Mortgage Loans, Grow Consumer Loans, Grow Commercial Loans

Core Processor(s): FIS, Fiserv, Jack Henry

ARGO

OASIS

OASIS uses neural networks and image analytics to parse through multiple payment transaction types detecting and preventing fraud.

Protect Our Reputation, Reduce Risk, Manage Compliance Costs

Core Processor(s): CSI, FIS, Fiserv, Jack Henry

Capacity

Capacity is a secure intelligence-sharing platform that bank employees use to access all of the the information they need in one place.

Improve Internal Processes, Improve Customer Experience

Core Processor(s): CSI, FIS

Trustage Compliance Systems

Embedded Compliance Technology

Active Acquired

Automates the creation of compliant documentation for deposit, retirement account, loan and other transactions.

Improve Internal Processes, Reduce Risk, Manage Compliance Costs

Core Processor(s): FIS, Fiserv, Jack Henry

DeepTarget

Communication and cross-selling platform that banks can use to harness their customer intelligence for personalized, targeted communications.

Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): Not Required

ComplyAdvantage

AML Onboarding & Monitoring

AML Onboarding & Monitoring solution leverages AI to check new account holders against a global database of sanctions, watchlists and negative news.

Grow Deposits & Sales, Improve Internal Processes, Protect Our Reputation, Reduce Risk, Manage Compliance Costs

Core Processor(s): Not Required

Intellaegis

masterQueue

Aims to make collections agents more productive and profitable by automating workflows and the process of gathering borrower information.

Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans, Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Not Required

DataSeers

FinanSeer

FinanSeer ingests and reconciles vast amounts of data while monitoring for fraud and enhancing BSA/AML compliance.

Improve Internal Processes, Protect Our Reputation, Reduce Risk, Manage Compliance Costs

Core Processor(s): All Other Cores

Banker Valuation

Banker Valuation uses a three-factor approach to provide business valuations via a simple, web-based platform in just 15 minutes.

Grow Commercial Loans, Grow Business Customers, Reduce Risk

Core Processor(s): Not Required

Vymo

Vymo automatically detects and logs calls, meetings, cancelled meetings and, generally, how sales people spend their time.

Grow Deposits & Sales, Grow Business Customers, Improve Internal Processes

Core Processor(s): Undisclosed

Venminder

Active Acquired

Streamlines vendor risk management processes from onboarding to reporting.

Improve Internal Processes, Protect Our Reputation, Reduce Risk, Manage Compliance Costs

Core Processor(s): Not Required

Adlumin

Active Acquired

Compliance automation platform that was purpose-built to detects threats, malfunctions and IT operations failures in real time for community banks

Protect Our Reputation, Reduce Risk, Manage Compliance Costs

Core Processor(s): Fiserv, Jack Henry

MarkLogic

Inactive Acquired

MarkLogic's database can ingest structured and unstructured data in nearly any format, dramatically reducing the time and expense of data integration.

Improve Internal Processes

Core Processor(s): Not Required

Oculus

BNControl

BNControl enables banks to connect and correlate data from among the bank's various core, loan origination, teller and other systems.

Improve Internal Processes, Manage Compliance Costs, Reduce Risk

Core Processor(s): CSI, FIS, Fiserv, Jack Henry

ALTR

ALTR is a blockchain-based platform that can be used to monitor and control data access remotely.

Reduce Risk, Protect Our Reputation, Improve Internal Processes

Core Processor(s): Not Required

Unqork

Unqork is a “no-code” platform that enables banks to create custom client onboarding and servicing applications using a simple drag-and-drop interface

Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): Not Required

Clearnomics

Clearnomics is a turnkey market and economic insights platform, which creates client-friendly, white-labeled chartbooks and visualizations.

Improve Customer Experience, Improve Internal Processes

Core Processor(s): Not Required

Abrigo

BAM+

BAM+ from Abrigo is a comprehensive Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) solution.

Reduce Risk, Manage Compliance Costs, Improve Internal Processes, Protect Our Reputation

Core Processor(s): CSI, FIS, Fiserv, Jack Henry, All Other Cores

VeriTran

VeriTran is a “low-code” platform that enables banks of any size to build new digital experiences into legacy systems without writing a line of code.

Improve Customer Experience, Improve Internal Processes

Core Processor(s): Not Required

POPi/o

Mobile Video Cloud

Inactive Acquired

POPi/o merges face-to-face video chat with real-time digital document collaboration between consumers and financial institutions.

Improve Customer Experience, Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): Not Required

Finxact

Active Acquired

Finxact is a modern banking system of record that is fully configurable and accessible to banks and third-party solution providers via APIs.

Improve Internal Processes

Core Processor(s): Not Required

Edgeverve

Infosys Finacle

Active Acquired

Highly configurable core processing system with a service-oriented architecture, open APIs, automation capabilities and built-in data insights.

Improve Internal Processes, Reduce Risk, Grow Deposits & Sales

Core Processor(s): Not Required

Smiley Technologies

SIBanking

SIBanking is a newer enterprise core banking solution with native applications and high-touch service for small and medium-sized community banks.

Improve Internal Processes, Reduce Risk

Core Processor(s): CSI, FIS, Fiserv, Jack Henry

Nymbus

Digital

Digital is an online and mobile banking suite that provides integration capabilities via APIs and native products such as PFM and billpay.

Grow Deposits & Sales, Improve Customer Experience, Improve Internal Processes

Core Processor(s): Undisclosed

Cambridge Technologies

Cambridge Stockholder Software

Software that gives banks the ability to track shares and stockholders, and book entries of stock holdings and certificates.

Improve Internal Processes, Reduce Risk

Core Processor(s): Not Required

Pindrop

Pindrop Panorama

Pindrop Panorama provides a single platform for passive, multi-factor authentication at every point of every phone call.

Improve Customer Experience, Improve Internal Processes, Reduce Risk

Core Processor(s): Not Required

Social Assurance

The Social Assurance platform allows a bank’s marketing team to create, coordinate and track all of the bank’s marketing and social media campaigns.

Manage Compliance Costs, Improve Internal Processes, Grow Deposits & Sales

Core Processor(s): Not Required

Notarize

From opening an account to closing on a mortgage, any document that needs notarization can be done entirely online, 24/7 using Notarize.

Improve Internal Processes, Grow Mortgage Loans, Improve Customer Experience, Grow Consumer Loans

Core Processor(s): Not Required

Currencycloud

Active Acquired

Currencycloud is a white-labeled foreign exchange and payments platform that can be used by the bank or its commercial clients.

Grow Business Customers, Improve Customer Experience, Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): Not Required

Abrigo

ALLL

Abrigo's ALLL enables banks to calculate their allowance for loan and lease losses (ALLL) and transition to expected losses under CECL.

Reduce Risk, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): CSI, FIS, Fiserv, Jack Henry, All Other Cores

Procurity

Out of Business

Procurity’s Testing as a Service solution provides banks with an automated process to test core and other software upgrades and updates.

Reduce Risk, Protect Our Reputation, Improve Internal Processes

Core Processor(s): Not Required

Nomis

Active Acquired

Nomis Solutions enables fast, data-rich pricing optimization for financial institutions.

Improve Internal Processes, Grow Deposits & Sales

Core Processor(s): FIS

Doxim

Active Acquired

Doxim CRM is a central hub for managing customer engagement and uncovering growth opportunities across multiple lines of business.

Grow Deposits & Sales, Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Fiserv, Jack Henry

FISPAN

FISPAN provides bank with pre-built adapters to leading business application platforms so they can provide enhanced services to commercial clients.

Grow Business Customers, Improve Internal Processes, Improve Customer Experience

Core Processor(s): Not Required

MK Decision

Credit Card Origination System

Inactive Acquired

Credit Card Origination System enables completely digital credit card application processing with a responsive application and decisioning engine.

Improve Customer Experience, Grow Consumer Loans, Improve Internal Processes, Grow Business Customers

Core Processor(s): FIS, Fiserv

CoFi

CoFi automates the construction payment process by hosting all budgets, invoices, approvals and construction draw records in one web-based system.

Grow Commercial Loans, Improve Customer Experience, Improve Internal Processes, Manage Compliance Costs, Reduce Risk

Core Processor(s): Not Required

Appian

Appian is a web-based, low-code platform that enables nearly any bank employee to build apps that enhance the user experience for bank customers.

Improve Internal Processes, Improve Customer Experience, Reduce Risk

Core Processor(s): Not Required

IntraFi Network

IntraFi Network Deposits & IntraFi Funding

ICBA Preferred

IntraFi Network helps banks manage their balance sheets with deposit allocation services.

Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): CSI, FIS, Fiserv, Jack Henry

LogicManager

LogicManager provides everything a bank needs to run a thorough enterprise risk management program in a single software solution.

Reduce Risk, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

FI Works

Sales and marketing platform that helps bank marketers execute targeted campaigns and feeds front-line bankers with specific, daily work queues.

Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): Not Required

Boxwood Means

FieldSmart Commercial Evaluations

FieldSmart commercial evaluations enable banks to reduce property appraisal costs and timelines without sacrificing reliability.

Grow Business Customers, Grow Commercial Loans, Reduce Risk

Core Processor(s): Not Required

Blue Prism

Active Acquired

Blue Prism’s virtual workforce robots mimic human capabilities to automate manual tasks and optimize bank operations.

Reduce Risk, Improve Internal Processes

Core Processor(s): Undisclosed

RCGILTNER

MinuteLender

MinuteLender is a digital platform that enables community banks to underwrite small loans for consumers and businesses in as little as 5 minutes.

Grow Business Customers, Grow Commercial Loans, Grow Consumer Loans, Improve Customer Experience

Core Processor(s): Not Required

Crux

Crux manages the “information supply chain” for banks — ingesting their data and structuring it in a way that the bank’s staff can use for analysis.

Improve Internal Processes, Manage Compliance Costs, Reduce Risk

Core Processor(s): Not Required

Avannis

Avannis enables banks to jettison old satisfaction surveys and employee climate studies in favor of sophisticated and sustained feedback programs.

Protect Our Reputation, Improve Internal Processes, Improve Customer Experience

Core Processor(s): Not Required

Total Expert

Marketing Operating System

Total Expert’s Marketing Operating System is designed to capture every lead and automate the follow-up process via digital and print channels.

Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): Not Required

Global Outsource Services

e-IBS Core Banking System

The e-IBS core banking system is a flexible bank core that supports multiple currencies, branches and business lines in a single system.

Grow Deposits & Sales, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

Hydrogen

Molecule & Atom

Hydrogen protocols were built on the Ethereum blockchain and are used to create a decentralized identity platform and library of APIs for banks.

Improve Customer Experience, Improve Internal Processes, Grow Deposits & Sales

Core Processor(s): Not Required

Rabbet

Rabbet provides the user experience that banks expect from a construction loan management solution, but with enhanced compliance controls.

Grow Business Customers, Grow Commercial Loans, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

Tanium

Tanium provides visibility into cybersecurity threats, enables quick system updates for critical patches and works with existing security tools.

Protect Our Reputation, Reduce Risk

Core Processor(s): Not Required

BankPoint

Overlays a bank’s existing systems and uses bank data to provide intuitive tools for administering over a dozen banking functions in one platform.

Grow Business Customers, Grow Commercial Loans, Grow Consumer Loans, Grow Deposits & Sales, Grow Mortgage Loans, Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Fiserv, Jack Henry

Cambr

Active Acquired

Cambr connects banks in the Stonecastle Deposit Network with low-cost deposits from the customers of fintech companies

Grow Deposits & Sales

Core Processor(s): Not Required

LoanStreet

LoanStreet provides a single point of contact for sourcing, closing and managing club deals.

Grow Commercial Loans, Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Not Required

Kurtosys

Kurtosys is an enterprise content management system that aggregates all of an asset manager’s investment data and content in one place.

Grow Deposits & Sales, Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Not Required

BHG Financial

BHG Money

BHG Money originates, underwrites and funds loans to heath care professionals, and then helps banks purchase them.

Grow Consumer Loans, Grow Commercial Loans

Core Processor(s): Not Required

Ncontracts

Nvendor

Ncontracts’ Nvendor solution is designed to help banks digitize vendor contracts, assess vendors and monitor important contractual milestones.

Reduce Risk, Protect Our Reputation, Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Not Required

360Factors

Predict360

Predict360, by 360Factors, is designed to mitigate risk by providing a central location for tracking and managing compliance.

Reduce Risk, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

SkyStem

ART

ART shortens the month-end accounting close process by automating balance sheet reconciliations, managing month-end tasks and creating reports.

Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

Coviance

Coviance streamlines and accelerates loan processing by aggregating reports and services needed to close real estate loans.

Grow Mortgage Loans, Improve Internal Processes

Core Processor(s): Not Required

Wolters Kluwer’s Lien Solutions

iLien

iLien helps banks manage their loan interests throughout the lending cycle — supporting everything from due diligence to filings and renewals.

Reduce Risk, Manage Compliance Costs, Improve Internal Processes

Core Processor(s): Not Required

BankSight

Intelligent Banking CRM

Active Acquired

BankSight’s Intelligent Banking CRM was designed to help banks identify their highest value customers and understand their needs and relationships.

Improve Customer Experience, Improve Internal Processes, Grow Deposits & Sales

Core Processor(s): CSI, FIS, Fiserv, Jack Henry

MyVest

Strategic Portfolio System (SPS)

Active Acquired

Strategic Portfolio Systems is a cloud-based wealth management solution that automates the delivery of personalized portfolios at scale.

Reduce Risk, Improve Internal Processes, Improve Customer Experience, Grow Deposits & Sales

Core Processor(s): Not Required

Stackfolio

Inactive Acquired

Stackfolio is an online marketplace and digital transaction engine for whole loan trading.

Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): Not Required

Engageware

Knowledge Management

Knowledge Management helps every bank employee become a subject matter expert by breaking down and linking policies and procedures.

Improve Customer Experience, Improve Internal Processes

Core Processor(s): Not Required

Strategic Resource Management

TAB

TAB allows banks to store and manage their contracts, and also gain access to key insights that allow banks to maximize their vendor relationships.

Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Not Required

Advanced Fraud Solutions

TrueChecks

TrueChecks leverages a network of approximately 1,500 financial institutions to collect check return file data, which is used to identify bad checks.

Improve Internal Processes, Reduce Risk

Core Processor(s): Not Required

Sandbox Banking

Sandbox Banking is essentially a universal adaptor that facilitates communication between a bank’s legacy systems and any other technology provider.

Improve Internal Processes, Improve Customer Experience

Core Processor(s): FIS, Fiserv

SimpleNexus

Inactive Acquired

SimpleNexus automates the information flow between loan officers, borrowers and referral partners, as well as all a bank's loan origination systems.

Improve Customer Experience, Improve Internal Processes, Grow Mortgage Loans

Core Processor(s): Not Required

Baker Hill

NextGen® Lending, Risk Management, CECL, Analytics & Marketing

Active Acquired

NextGen is a cloud-based platform that digitizes commercial, small business and consumer lending processes, from acquisition onward.

Grow Commercial Loans, Improve Customer Experience, Improve Internal Processes, Grow Consumer Loans

Core Processor(s): CSI, FIS, Fiserv, Jack Henry

CENTRL

Assess360

Assess360 simplifies the process of conducting audits with software that controls and captures the procedures involved in due diligence analysis.

Improve Internal Processes, Reduce Risk, Manage Compliance Costs

Core Processor(s): Not Required

Mastercard

Cash Pick-Up

Cash Pick-Up enables any ATM to disburse funds to an individual, without the use of a debit card, credit card or mobile phone.

Improve Customer Experience, Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): Not Required

Terafina, an NCR Company

Inactive Acquired

Terafina is a digital sales platform that integrates all of a bank’s sales channels and products for customers and employees.

Grow Deposits & Sales, Improve Customer Experience, Improve Internal Processes

Core Processor(s): FIS, Fiserv, Jack Henry

Profit Resources

ProfitMagnifier

Profit Magnifier is a web-based dashboard that analyzes the profitability of a bank’s account holders, products, officers and branches.

Improve Internal Processes, Grow Deposits & Sales

Core Processor(s): Not Required

Apiture

Apiture is a digital banking platform with features like digital account opening that can be unbundled and used by banks as standalone modules.

Improve Customer Experience, Improve Internal Processes

Core Processor(s): CSI, FIS, Fiserv, Jack Henry, All Other Cores

Banzai!

Banzai works with banks to provide free, game-based financial education software to people of all ages, helping banks comply with the CRA.

Protect Our Reputation, Manage Compliance Costs, Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): Not Required

Banc Intranets

BancWorks

Active Acquired

BancWorks is a secure intranet system that helps bank leaders and employees share information by centralizing necessary documents and content.

Improve Internal Processes

Core Processor(s): Not Required

Banc Intranets

DirectorsLink

Active Acquired

DirectorsLink is a board portal that enables directors to collaborate on documents in real time.

Improve Internal Processes, Reduce Risk

Core Processor(s): Not Required

LemonadeLXP

LemonadeLXP and Digital Academy

Lemonade educates bank staff and customers on digital products with interactive, game-based modules, product simulations and role-play scenarios.

Improve Internal Processes, Grow Deposits & Sales, Improve Customer Experience

Core Processor(s): Not Required

Saylent

Inactive Acquired

Saylent gathers core banking and payment data with outside intelligence and uses machine learning to synthesize it all into actionable insights.

Grow Deposits & Sales, Improve Internal Processes

Core Processor(s): FIS, Jack Henry

Compliance.ai

Active Acquired

Compliance.ai uses AI to locate, collect, and classify regulatory changes and automate compliance team workflows.

Improve Internal Processes, Manage Compliance Costs, Reduce Risk

Core Processor(s): Not Required

Synapse

Out of Business

Synpapse helps financial institutions grow their deposits by banking fintechs and their clients.

Grow Deposits & Sales, Grow Consumer Loans, Grow Commercial Loans, Grow Mortgage Loans

Core Processor(s): Not Required

Derivative Path

DerivativeEDGE

DerivativeEDGE is a cloud-based platform designed to help community banks participate in derivatives trading, servicing and hedge accounting.

Grow Deposits & Sales, Improve Internal Processes, Manage Compliance Costs

Core Processor(s): Not Required

Nymbus

Core

Core is a cloud-based core banking platform that performs banking functions with automation and streamlined workflows.

Improve Customer Experience, Improve Internal Processes, Grow Deposits & Sales

Core Processor(s): Not Required

Q2

Digital Banking Platform

Q2’s digital banking platform was developed to present a unified user experience that’s the same across any channel or device.

Improve Customer Experience, Improve Internal Processes, Grow Business Customers

Core Processor(s): Fiserv, Jack Henry

Hyland

Active Acquired

Content services platform that helps bank digitize and process data, offers project and case management solutions, and electronic workflows.

Improve Internal Processes, Protect Our Reputation, Manage Compliance Costs

Core Processor(s): Jack Henry

Sageworks

Credit Analysis

Inactive Acquired

Sageworks' Credit Analysis product is a web-based technology that enables banks to spread and analyze data to make better-informed loan decisions.

Reduce Risk, Improve Internal Processes, Manage Compliance Costs, Grow Commercial Loans

Core Processor(s): Not Required

Treasury Prime

Instant Digital Onboarding

The Instant Digital Onboarding (IDO) solution from Treasury Prime allows banks to seamlessly connect disparate systems and automate tasks.

Improve Internal Processes, Grow Deposits & Sales, Improve Customer Experience

Core Processor(s): FIS, Fiserv, Jack Henry

Nintex

Nintex RPA

Active Acquired

Nintex uses robotic process automation to eliminate repetitive, manual tasks for banks. No coding or IT support is needed.

Improve Internal Processes, Reduce Risk

Core Processor(s): Not Required

Integrated Legacy Solutions

Active Acquired

Integrated Legacy Solutions executes data conversions and provides non-conversion options for storing, researching and printing legacy data.

Improve Internal Processes, Reduce Risk

Core Processor(s): CSI, FIS, Fiserv, Jack Henry, All Other Cores

Bottomline Technologies

Paymode-X

Paymode-X is a payments network that helps banks transform the Accounts Payable department with automated payments and cost savings.

Improve Internal Processes, Grow Business Customers, Improve Customer Experience

Core Processor(s): Not Required

Alkami

Alkami's platform helps banks offer a seamless digital user experience across all delivery channels, including retail, business, and mobile banking.

Improve Internal Processes, Protect Our Reputation, Improve Customer Experience, Grow Deposits & Sales

Core Processor(s): CSI, FIS, Fiserv, Jack Henry

BILL

BILL gives banks' business clients access to its business-to-business payment network and financial and accounting document organization system.

Improve Customer Experience, Grow Business Customers, Improve Internal Processes

Core Processor(s): Undisclosed

Q2 Gro

Q2 Gro Checkout & Q2 Gro Funnel

Inactive Acquired

Q2 Gro's solutions bring elements of e-commerce to banking, simplifying account opening and loan applications.

Grow Deposits & Sales, Improve Customer Experience, Improve Internal Processes

Core Processor(s): FIS, Jack Henry

Workiva

Workiva's platform offers controlled collaboration, data integration, and a full audit trail across departments to improve compliance.

Improve Internal Processes, Manage Compliance Costs, Reduce Risk

Core Processor(s): Undisclosed

Symphony

Symphony's app enables bank employees to safely communicate internally via messaging and video.

Improve Internal Processes, Reduce Risk

Core Processor(s): Not Required

MANTL

Active Acquired

MANTL provides online account opening and a Core Wrapper API that enables trusted bank partners to read and write directly to the core.

Improve Customer Experience, Improve Internal Processes, Grow Deposits & Sales, Manage Compliance Costs

Core Processor(s): FIS, Fiserv, Jack Henry

Continuity

RegAdvisor® Pro & RegControls™

Inactive Acquired

Continuity's platforms automatically monitor new bank regulations and convert them into actionable steps, reducing audit risks.

Improve Internal Processes, Protect Our Reputation, Manage Compliance Costs, Reduce Risk

Core Processor(s): Undisclosed

DefenseStorm

TRAC & GRID

DefenseStorm is a cybersecurity platform for small-to-medium-size financial institutions, providing both risk management and compliance tools.

Improve Internal Processes, Protect Our Reputation, Manage Compliance Costs, Reduce Risk

Core Processor(s): Undisclosed

BOLTS Technologies

Inactive Acquired

BOLTS Technologies, now apart of Jack Henry's OpenAnywhere platform, streamlines the process of opening a new account for new and existing customers.

Grow Deposits & Sales, Improve Internal Processes, Improve Customer Experience

Core Processor(s): Jack Henry

Zenmonics

channelUnited

Active Acquired

Zenmonics is an SaaS platform that combines services, sales, digital, origination, and tell platforms to make contact with customers more efficient.

Grow Deposits & Sales, Improve Customer Experience, Improve Internal Processes

Core Processor(s): Jack Henry

Avoka

Transact

Active Acquired

Avoka is an account opening solution that digitizes the account opening process for banks and their customers.

Improve Customer Experience, Improve Internal Processes, Grow Deposits & Sales

Core Processor(s): Jack Henry

Segmint

Customer Insights & Marketing Automation

Inactive Acquired

Segmint is a data and analytics marketing platform that uses insights from customer behavior to personalize their banking experience.

Grow Deposits & Sales, Improve Customer Experience, Improve Internal Processes

Core Processor(s): FIS

BankLabs

Participate & OREO Automation

Active Acquired

BankLabs is a mobile-based tool that helps banks automate construction loans and payments, OREO management and participation deals.

Grow Commercial Loans, Improve Internal Processes, Reduce Risk, Grow Business Customers

Core Processor(s): Not Required

nCino

nCino Cloud Banking Platform

nCino is a cloud-based bank operating system that includes loan origination, customer relationship management and reporting.

Grow Deposits & Sales, Grow Commercial Loans, Grow Consumer Loans, Grow Mortgage Loans, Improve Internal Processes

Core Processor(s): FIS, Fiserv, Jack Henry

LendingFront

LendingFront is a cloud-based lending solution that automates the SMB loan management process.

Grow Commercial Loans, Reduce Risk, Improve Internal Processes, Improve Customer Experience

Core Processor(s): Undisclosed