Exhibitors at the Conference
AI OASIS® is the Artificial Intelligence Technology Center of the United AI Network, the next-generation Artificial Intelligence solution. We are the largest independent global supplier of Anti-Money Laundering, Counter Terrorist Financing, Regulatory Compliance, Fraud Elimination, Financial Crimes Prevention, Consumer Protection, and Law Enforcement products. Awarded with 17 patents, the United A.I. Network has tremendously raised the AML standard by tracking illicit proceeds to recover financial losses and identifying money launderers, terrorists and financial criminals in advance. Please watch the short video at the United A.I. Network website: https://www.ai-oasis.com/UnitedAINetwork.
Artic Wolf Networks
Arctic Wolf is a 24/7 cybersecurity threat monitoring platform specializing in the banking industry. In addition to threat monitoring, the Arctic Wolf platform provides continuous vulnerability scanning, effective security awareness training, and incident response services. Arctic Wolf helps banks comply with NYS DFS cybersecurity requirements including the Proposed Second Amendment that just went through its second public comment period on August 14th, 2023.
Ascensus is the industry leader in supporting IRAs, HSAs and other tax preferred savings plans. For more than 40 years Ascensus has delivered comprehensive IRA and HSA administration solutions and education to the banking industry. With one of the largest ERISA consulting teams in the country and training options to keep your organization informed, Ascensus’ capabilities ensure workflow compliance and efficiency. At Ascensus, we teach you, tell you, or tackle it with you using tailored solutions that fit the specific needs of your IRA and HSA programs. For more information about Ascensus, visit www.ascensus.com.
BancCard of America
From our founding in 1997 in Nashville, Tennessee, we have focused on building trusted, one-to-one relationships. Meeting a customer face-to-face. Shaking a hand. Listening… really listening to their needs. We’ve earned the respect and trust of more than 700 financial institutions and have the lowest turnover in our industry, making us one of the nation’s leading Merchant Service Providers.
BankWise Technology (BWT) is an experienced technology team specializing in banking systems and integrations. The team originated from an internal development group at an Upstate NY bank. While at the bank, we developed and managed major banking systems, including core, POD, and online banking. Later, when the bank transitioned operations to FIS®, we mastered the FIS Horizon® infrastructure and integrations, developing many automation and efficiency solutions. Seeing the potential for wider applications of our solutions, BWT was spun-off as a separate entity in 2018, taking our expertise to the broader market. Since then, we've successfully enhanced data management, interoperability, and efficiency for our clients, and helped launch unique products like Bitcoin Rewards and Pay Ring. Our suite of solutions includes Happy Banker, an innovative automation and integration platform, RPA, bots, third-party integrations, and custom programming. Recently, we've leveraged OpenAI's ChatGPT in proof-of-concept solutions for banking operations. www.bankwisetech.com
BBH Solutions, Inc.
At BBH, we approach every engagement as a strategic partnership with the goal of earning your trust and becoming your go-to technology partner. BBH Solutions undergoes regular SOC 2 audits for security and confidentiality. Our SOC 2 Attestation ensures clients that BBH is positioned to provide Security and Compliance Services in several areas, including: Security Services, Compliance Support Services, Managed IT Services. We have a world class team of IT professionals who possess the knowledge and skills needed to address the constantly changing technology landscape. We’ve been around for more than 30 years, and we Love what we do!
As a leading source for top-performing loans and a trusted partner to 1,550+ banks, BHG Financial has created one of the largest community bank loan and product networks in the country — the BHG Bank Network. Our 1,550+ Bank Network members have exclusive access to our state-of-the-art loan delivery platform, The BHG Loan Hub, which allows community banks to grow their assets and diversify loan portfolios with top-quality borrowers. The result is a proven source of interest income.
COCC, a recognized leader in delivering innovated comprehensive technology and partnerships, offers feature-rich, modern standards-based core and digital banking solutions, combining intuitive user experiences and APIs to streamline advanced fintech integrations. COCC clients leverage a complete suite of modern financial technology solutions. COCC has been client-owned for over 50 years, acting as a partner to clients with an unmatched focus on service to help community banks and credit unions meet their unique and ever-changing needs. To learn more, visit www.cocc.com.
Convergint is the world’s leading high security integrator that focuses on helping financial institutions offer their clients the best possible customer experience. We specialize in the small and medium sizes banks and credit unions and our office handles the New York, New England and mid-Atlantic regions. Our teams assist with new equipment installations or renovations and service existing and new equipment across three platforms – electronic security (alarms, monitoring, card access and video surveillance) as well and physical security (vault systems, safes, teller equipment, drive-up equipment and pneumatics) and ATMs. Our cash automation team can work to tailor a program to help with your ATMs, ITMs and cash recycling goals. We have managed service and professional services to offer the exact level of care your institution needs. We help our clients navigate the muti-level security threats occurring today and stay ahead of those coming in the future. Please visit www.convergint.com.
Dolphin Debit Access
Dolphin Debit provides ATM & ITM-as-a-Service solutions for your bank. Our solution is complete outsourcing for your ATM & ITM program. We eliminate capital expense & compliance, reduce your operational costs & vendor due diligence. And you can reallocate staff to better serve your customers. We own our IP and utilize the most modern processing solution available. It’s ATMs & ITMs Made Simple
Doyle New York
Founded in 1962, Doyle is among the world's foremost auctioneers and appraisers of fine art, jewelry, furniture, decorations, Asian works of art, coins, stamps, rare books and other specialty categories. Located in New York City, Doyle offers over 100 sales each year with a worldwide audience. Doyle has an established reputation for professionalism, integrity, expertise and service. Doyle oversees an ever-expanding regional network throughout the United States, including galleries in Palm Beach, Beverly Hills and Charleston. Our office in the Washington, DC / Mid-Atlantic area offers our full complement of auction and appraisal services. We have Regional Advisors in North Carolina; New England; Connecticut; New Jersey; Pennsylvania; Florida and Chicago. Our objective is to achieve maximum prices at auction while simplifying the process of appraising and liquidating estate property and private collections. We are committed to providing expert evaluations and personalized services designed to meet the individual needs of our clients.
Glia is reinventing how businesses support their customers in a digital world. Glia’s solution enriches web and mobile experiences with digital communication choices, on-screen collaboration and AI-enabled assistance. Glia has partnered with more than 350 banks, credit unions, insurance companies and other financial institutions across the globe to improve top and bottom-line results through Digital Customer Service. The company has raised over $100 million in funding from top investors. To learn more visit glia.com.
Driven by customer needs around the world, Global Payments is the partner of choice by delivering a broad range of products and services that help businesses innovate and grow. Whether in person, online or on-the-go, we bring the expertise to assist you with unique payment solutions. Learn more at globalpayments.com
Linking Assets Inc.
Linking Assets Inc. offers a menu of unclaimed property compliance solutions. Our expertise in owner location and reengagement, estate care center services, legislation tracking and monitoring, audit remediation, and related services are proven to help financial institutions reengage with your dormant or lost customers and reduce escheatment.
Magner/Magee is a family owned business of selling and servicing commercial grade coin and currency counting equipment since 1961 to the Financial marketplace. We specialize in Self-Service Coin Centers for the branch lobbies and Cash Recyclers for the teller line. Our commercial grade table top coin and currency counting machines provide simple solutions for tellers daily functions. Please stop by our booth for a demonstration or to schedule a visit with the Magner Solution Center mobile showroom.
The Mercadien Group
Mercadien’s Financial Institutions Services Group is dedicated to helping financial institutions across the nation manage risk, maintain compliance and increase profitability with a sophisticated, best-practice approach based on extensive experience and top credentials in the banking and regulatory compliance sectors. The Group provides a multitude of cost-effective services to clients across the nation, including outsourced internal audit, regulatory compliance reviews, enterprise risk management, BSA/AML validation, loan reviews, and consulting. Mercadien offers a full spectrum of accounting and advisory services, including traditional audit and financial reporting; federal, multi-state and international tax compliance and planning; compliance oversight, risk assessment and litigation support services; management and board consulting, as well as wealth management solutions. The firm serves diverse and sophisticated clients, including financial institutions, privately-owned companies of nearly every type and industry, nonprofit organizations, government entities, and high-net-worth individuals and families, providing forward-thinking, relationship-driven financial and strategic services designed to maximize profitability and wealth, minimize taxes and risk, and enhance systems and efficiencies. Learn more at Mercadien.com.
NCR DI Digital Banking
NCR Digital Banking powers more than 26 million online and mobile banking users at over 600 FIs across the country. Our core agnostic single platform is scalable for consumers and businesses of all sizes, from micro businesses to corporate clients. With our open APIs and SDK, the platform is customizable for third party fintech integrations of your choice. Being hosted by Google Cloud Platform, this partnership provides clients with additional levels of security, reliability, and agility for speed to market with new solutions. And with Google Looker as our Business Intelligence Platform, our analytics strategy is focused on enabling data visualization of your customers’ digital banking metrics around growth, retention, usage and more. For deeper analytics requirements, clients can easily unite data from their core and other third parties with their digital banking data by leveraging the Google Looker Enterprise Data Warehouse.
NEACH Payments Group (NPG) helps financial institutions, businesses, and third-party providers manage risk, maintain compliance, and drive business improvement through a suite of services, including audits, risk assessments and payments consulting. Let our team of accredited industry experts help you meet your goals. Learn more at www.neachgroup.com.
New York Bankers Association
The Profit Solutions Division of NYBA is comprised of the New York Bankers Service Corporation (NYBSCO) and the Circuit Agency, Inc., both wholly owned subsidiaries of the New York Bankers Association. It provides products and services designed to meet our Members’ needs by utilizing its mass purchasing power to develop, administer and market products and services that produce Expense-Savings, Extra Features, Excellent Service, and Fee Income. A full listing of these excellent solutions is available at www.nyba.com Profit Solutions.
SBS Cybersecurity helps business leaders identify and understand cybersecurity risks to make more informed and proactive business decisions. Since 2004, SBS has been dedicated to assisting organizations with the implementation of valuable risk management programs and mitigating cybersecurity risks. SBS provides turnkey offerings tailored to each client’s needs, including risk management solutions, network security, consulting, auditing, and education. The company has worked with thousands of organizations globally, including financial institutions ranging in asset size from $12 million to over $130 billion.
Scripta provides subscription-based access to intuitively organized and searchable information necessary to sustain your company’s unclaimed property compliance program. With three tiers of access to choose from, you are sure to find a plan that fits your company’s needs. All information and analysis is provided by a licensed attorney and unclaimed property industry veteran, enabling you to have the most current and well researched information without burdening your staff with learning an entire area of law.
Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and Philanthropic organizations. Its scalable and robust cloud-based technology stack supports AUA in trust accounting and wealth management, retirement accounts, collective funds, payments and statements, and tax forms. The Managed Services offering also provides comprehensive back- and middle-office services to organizations around the country. SS&C Innovest is also the largest provider of fiduciary Unique Asset accounting, management and outsourcing services in the country, covering assets including Oil, Gas, Minerals, Real Estate, Closely-Held Businesses, and Farms.
Founded in 1975, Vanguard is one of the world's most respected investment management companies. The firm offers investments, advice and retirement services, and insights to individuals, institutions, and financial professionals. Based in Malvern, Pennsylvania, Vanguard has offices worldwide and manages more than $7.5 trillion on behalf of more than 30 million clients*. Vanguard operates under a unique, investor-owned** structure and adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
*Note: All figures as of November 30, 2022. **Investor-owned means that fund shareholders own the funds, which in turn own Vanguard.