FinTech Sessions

Welcome to TBA Fintech Sessions, held the first Wednesday of every month. Launched in February 2021, each 45-minute virtual session will consist of two fintech presentations that address topics selected by members of the Independent Division board. They will cover everything from developing internal efficiencies to meeting customers’ ever evolving experience demands. Our goal is to give you an opportunity to quickly digest these offerings with the opportunity to learn more on your own if you so choose.

Browse the topics below to view past sessions. Topics include:

  • API Banking
  • Compliance
  • Core Banking, Payments, Digital Banking, Lending, API Banking
  • Customer Engagement
  • Customer Service
  • Cybersecurity
  • Data Analytics
  • Digital Account Opening /Payments
  • Digital Marketing
  • Infrastructure
  • Lending
  • Lending / Digital Account Opening / Professional Services
  • Process Automation
  • Professional Services
  • Risk Management
  • Technology Directory
Most Recent Videos
Alkami
December 2022

Watch the Presentation

The Alkami Platform is a cloud-based solution for all your digital-banking needs. Its market-leading UX enables you to adapt quickly to changing market needs, keeping your users more engaged and driving long-term growth for your FI.

BOND.AI
December 2022

Watch the Presentation

BOND.AI is a human-centered AI platform, powered by its proprietary empathy engine, that helps banks intimately understand user behavior and nudge them towards improving their financial health. BOND.AI significantly increases user engagement, lifetime customer value and most importantly helps monetize data for financial institutions.

API Banking
ASA
October 2021

Watch the Presentation

ASA allows your customers to use unlimited Fintech without 3rd party aggregators. ASA builds on top of your products and services. For Fintechs to work, customers have to use your credit cards and accounts and Fintech partners will send you new lending opportunities and account holders.

Finzly
September 2022

Watch the Presentation

Digital account offering across all platforms with automated integration.

Compliance
Finosec
November 2022

Watch the Presentation

Finosec offers simple cybersecurity governance solutions.

Palinode
July 2021

Watch the Presentation

Credit dispute resolution technology.

RiskScout
January 2022

Watch the Presentation

RiskScout provides enterprise-level solutions designed to ease the burden of compliance so that community banks can deliver personalized experiences in higher-risk and specialty markets.

Core Banking, Payments, Digital Banking, Lending, API Banking
Bankifi
October 2022

Watch the Presentation

Bankifi assists banks with lending and helps create new value added revenue streams by enabling banks to provide “beyond banking” services that customers need and will pay for.

Finastra
July 2021

Watch the Presentation

Broad portfolio of financial services software including digital banking solutions, core banking systems, consumer and small biz lending and mortgage solutions.

Customer Engagement
Array
January 2022

Watch the Presentation

Array makes it easy to provide your customers with personalized financial and credit data which creates a more engaging customer experience.

Atomic FI
June 2022

Watch the Presentation

Atomic is building the infrastructure for banks to connect to payroll accounts and to redirect payroll accounts more easily to your bank.

BOND.AI
May 2022

Watch the Presentation

BOND.AI is a human-centered AI platform, powered by its proprietary empathy engine, that helps banks intimately understand user behavior and nudge them towards improving their financial health. BOND.AI significantly increases user engagement, lifetime customer value and most importantly helps monetize data for financial institutions.

BOND.AI
December 2022

Watch the Presentation

BOND.AI is a human-centered AI platform, powered by its proprietary empathy engine, that helps banks intimately understand user behavior and nudge them towards improving their financial health. BOND.AI significantly increases user engagement, lifetime customer value and most importantly helps monetize data for financial institutions.

Chimney
March 2022

Watch the Presentation

Chimney uses financial calculators to engage your customers and grow loan volume, providing banks with the tools and technology to compete with companies like NerdWallet and Credit Karma.

Digital Onboarding
September 2021

Watch the Presentation

A tremendous high-growth company focused on helping banks build profitable relationships with new customers through ongoing engagement.

Harland, A Vericast Company
June 2021

Watch the Presentation

CTV presentation; also has Card services include instant issuance and manufacturing, to personalization and prepaid cards, and the latest card technology, including dual-interface cards.

Itscue
September 2021

Watch the Presentation

Helping banks with managing communications across channels.

Kasisto
June 2022

Watch the Presentation

Kasisto’s KAI platform enables financial institutions of all sizes and segments to build their best branded banker... an AI-powered, multi-lingual digital assistant who works across mobile apps, websites, messaging platforms, and voice-enabled devices. KAI bankers help to manage your customer care volumes, improve digital engagement, and improve growth through the most engaging, conversational AI experience in the industry.

Minna Technologies
August 2022

Watch the Presentation

SaaS solution to hep consumers manage or cancel their recurring subscriptions through their bank.

RIBBIT.AI
May 2022

Watch the Presentation

RIBBIT.AI provides onboarding, lending and payments solutions leveraging the recency and accuracy of customer behavior to power banks to make smarter decisions, expand financial inclusion, and reduce fraud. Consumers and small businesses can use their own bank and payment data to improve access to quality financial services. The AI-driver insights delivered by RIBBIT enable instant, actionable user experiences that increase customer acquisition.

Unifimoney
February 2022

Watch the Presentation

Unifimoney is an investment and money management app built to simplify, diversify and unify your money management.

upSWOT
September 2022

Watch the Presentation

upSWOT is a white-label embedded financial platform designed to enhance online/mobile banking. Help your relationship managers uncover the right insights at the right time to create a lasting, valued partnership with your business clients.

Customer Service
Surfly
December 2021

Watch the Presentation

At Surfly, based out of Amsterdam, Tariq helps leaders across banking and insurance to accelerate their digital transformation and enhance their customer experience endeavors.

Cybersecurity
Fortalice Solutions
April 2022

Watch the Presentation

Fortalice assits individuals and organizations with preparing, protecting, and recovering from cyber-attacks.

Data Analytics
Klaravis
May 2022

Watch the Presentation

Customer data analyis software platform that compiles and aggregates high-value, actionable data across the organization in an automated fashion, allowing for strategic decision making with easily generated customer reports.

Oculus/BNControl
March 2021

Watch the Presentation

Oculus/BNControl combines bank data from the core and ancillary systems into a single database. Modules include:Reporting, Financials, Compliance, CRM/Referral Tracking, Lending, Intranet Provides key bank metrics and dynamic access to customer data.

Digital Account Opening
Alkymi
November 2021

Watch the Presentation

Accelerate client onboarding by up to 98% with automated data extraction, exception flagging, and normalization; user-centric design makes it easy to start, scale, and maintain using your existing workforce; See a live workflow automation demo with tax documents and brokerage account statements

DocFox
March 2022

Watch the Presentation

DocFox provides automated business accounting opening software used by over 250 financial institutions. It uses intelligent automation to create a streamlined onboarding experience, simplifying and automating previously manual tasks for banks and customers.

Finzly
February 2021

Watch the Presentation

Digital account offering across all platforms with automated integration.

Digital Marketing
Fintel Connect
April 2021

Watch the Presentation

Fintel Connect works with banks to achieve effective digital marketing and drive traffic to bank sites to help establish new customer relationships.

Infrastructure
SigniX
December 2021

Watch the Presentation

SIGNiX, a cloud-based platform that lets you quickly sign and notarize documents digitally via any device, is trusted by highly regulated industries requiring the highest standard of security, data privacy, and compliance.

Lending
Able.AI
November 2022

Watch the Presentation

Able uses AI to streamline the commercial loan process. Our technology platform reads, understands, and organizes all of the information banks have about borrowers. As the loan process proceeds, Able keeps everyone up to date on the transaction and provides a collaborative space to answer any questions that may arise.

Abrigo
June 2021

Watch the Presentation

Sageworks for automated lending and credit risk monitoring; software tools for CECL/ALLL and BSA/AML.

FlashSpread
May 2021

Watch the Presentation

FlashSpread converts a business’s tax returns into complex financial reports instantly, enabling lenders to offer error-free, data driven credit decisions quickly.

Informed.IQ
February 2021

Watch the Presentation

Informed.IQ verifies consumer credit applications in real-time according to a bank’s lending policies.

Numerated
February 2021

Watch the Presentation

Digitzes the business lending process, information and data collection on the front end and quicker responses. Originally focused on 7a, then added PPP, CRE and general small business lending. Not a loan operating system; data based.

Upgrade
April 2021

Watch the Presentation

A marketplace lender for consumer loans. Banks partner to purchase Upgrade’s facilitated loans including personal loans, cards or auto refi loans and receive well-diversified, low-cost deposits.

Uplinq
October 2022

Watch the Presentation

Uplinq offers bookkeeping, accounting, and tax solutions via global connectivity, simple onboarding, weekly financial updates, and a constant focus on providing businesses with value.

Velocity Solutions
October 2021

Watch the Presentation

CashPlease: Fully automated digital lending platform to offer short-term, small-dollar loans. Akouba: secure, cloud-based digital lending platform for retail and commercial lending.

Lending / Digital Account Opening / Professional Services
Alkami
December 2022

Watch the Presentation

The Alkami Platform is a cloud-based solution for all your digital-banking needs. Its market-leading UX enables you to adapt quickly to changing market needs, keeping your users more engaged and driving long-term growth for your FI.

Core10/Accrue
November 2021

Watch the Presentation

Accrue, a consumer/commercial digital account opening and lending program.

Process Automation
FINBOA
March 2021

Watch the Presentation

Digitizing the compliance process.

Professional Services
Genesys
August 2021

Watch the Presentation

Genesys partners with banks throughout the country to get the most out of their core providers.

Technology Directory
FinXTech (BankDirector)
August 2022

Watch the Presentation

FinXTech provides important information on technology providers for banks including products, investors, etc.

Risk Management
SRArisk
August 2021

Watch the Presentation

SRARisk provides a framework to help banks effectively elevate their risk management practices and track improvement.