Since 2006, we have delivered both custom and off-the-shelf solutions to regional and community banks and credit unions. Our solutions are currently being used by over 10,000 bankers every day to manage nearly $500 Billion in assets, and to leverage our partnerships with some of the biggest names in data and analytics, including Salesforce, S&P, and Greenwich & Associates
Founder & President
30+ years of banking experience including leadership roles with Bank of America and Chase. He teaches Data Analytics at ABA’s Stonier Graduate School of Banking.
Chief Technology Officer
20+ years of experience delivering technology solutions for financial services including Bank of America and Chase.
Chief Revenue Officer
40+ years of banking experience at Hibernia Bank, Capital One, and IBERIABANK. Managed lines of business including retail, small business, and mortgage. He was board chair of the Consumer Bankers Association.
VP of Sales
30+ years of fincancial services sales experience from Q2, Baker Hill, Provenir, and Affiliated Computer Services Inc.