Join us on June 3-4, 2024, at the Bedford Event Center in Bedford, New Hampshire, for the Fintech Connect conference, hosted by CCUA in collaboration with CUNA Strategic Services and Curql!
Discover how fintechs have evolved from concerns to essential partners for credit unions, revolutionizing member engagement with innovation and technology. This 1 ½ day event introduces both emerging and established fintechs, featuring insights from industry experts.
Unlike typical conferences, Fintech Connect prioritizes direct interaction, offering "quick connect" sessions and intimate demonstrations, including the third annual Cyber Showcase highlighting five groundbreaking fintechs. Don't miss the chance to speak directly with CEOs and Founders of fintech companies, fostering collaboration to enhance credit unions' ability in delivering new services to members.
Space is limited, so secure your spot now and be a part of shaping the future of our industry!
Fintech Connect | Bedford, New Hampshire | June 3 - 4, 2024
- Early Bird Credit Union Registrant: $249 per person
Discount ends on April 15, 2024 - Credit Union Registration: $299 per person
After April 15, 2024
Registration Deadline
Deadline for all registrations is Friday, May 24, 2024 at 5:00 pm.
Be sure to note any special dietary needs, health requirements, and mobility concerns when registering.
Cancellation Policy
Cancellations must be received in writing. If received by CCUA on or before Thursday, May 30, 2024 registrant is entitled to a full refund. Cancellations after this date will incur a $100 cancellation fee. No refunds on cancellations received after Friday, May 31, 2024. Substitute registrants will be accepted at any time without penalty.
CLICK HERE TO REGISTER
Hampton Inn & Suites Manchester-Bedford
Bedford, New Hampshire
June 3-4, 2024
Room Rate
Fintech Connect registration fees do not include overnight room accommodations.
Guest Room Rate: $159.00 per night.
- Free hot breakfast
- Free parking
- Free WiFi
- Non-smoking rooms
- Indoor pool
- Fitness center
- Pet-friendly rooms
- Business center
Room Reservations Methods and Deadline
To ensure hotel accommodations, please make your Hampton Inn & Suites Manchester-Bedford reservations online.
Book your group rate for CCUA Fintech Connect Conference June 2024
Reservations may also be made by calling 603-623-2040 and identify your reservation as part of the Cooperative Credit Union Association-CCUA when booking in order to receive the special Fintech Connect group room.
All reservations must be guaranteed with a major credit card. If a guest does not cancel a reservation within forty-eight (48) hours before the check-in date, the hotel may charge the credit card one night’s room fee plus any applicable taxes.
Hampton Inn & Suites Manchester-Bedford guest room reservations must be made on or before the cut-off date of Wednesday, May 15, 2024, by 11:59 PM EDT. Reservations made after May 15, 2024, may be accepted on availability and prevailing room rate.
Finally, all group attendees will be responsible for their own room, tax, and incidental charges.
Check-In/Out
On the day of arrival, room availability cannot be guaranteed until 3:00 pm. On the day of departure, check-out time is 11:00 am. All attendees arriving early will be accommodated as guestrooms become available. The Front Desk can arrange to check luggage for those arriving early when guestrooms are unavailable, and for guests attending functions on the day of departure. Guests requesting a late check-out will need to notify the hotel for availability, additional charges may apply.
Transportation to Hotel
Hampton Inn & Suites Manchester-Bedford
8 Hawthorne Drive
Bedford, NH 03110
603-623-2040
Travelling by Air
The Hampton Inn & Suites Manchester-Bedford is less than 4 miles from the Manchester Airport, and about 1 hour (55 miles) from Boston Logan International Airport.
Travelling by Car
The Hampton Inn & Suites Manchester-Bedford is off the I-293/Everett Turnpike split, five miles from SNHU Arena in downtown Manchester.
Pre-Conference: Monday, June 3, 2004
3:00 pm - 4:00 pm: Panel Discussion
Financial Empowerment Across Generations
Panelists: Crissi Cole, Penny Finance Founder & CEO | Rhian Horgan, Silvur Founder & CEO | Tanya Van Court, Goalsetter Founder & CEO
By prioritizing financial education tailored to the needs and preferences of each generation, credit unions can empower their members to navigate complex financial decisions with confidence and resilience. Through collaboration, innovation, and a commitment to lifelong learning, credit unions can play a pivotal role in shaping a financially secure future for members across all generations. In this dynamic panel discussion, hear insights, experiences – and maybe even some advice – from three experts who are collectively committed to helping credit union members navigate financial decisions throughout all phases of life.
4:00 pm - 4:30 pm: Networking Break
Break with vendors and address from Curql and CSS
4:00 pm - 4:30 pm: Technology Network Meeting
Meeting of the CCUA Technology Network
4:30 pm - 6:30 pm: Cocktail Reception with Entertainment
Experience the sounds of live music from Liquidity Crisis sponsored by Members Mobile
Tuesday, June 4, 2004
8:00 am - 2:00 pm: Registration
8:00 am 8:45 am: Breakfast and Coffee
9:00 am - 10:30 am: Cyber Showcase
Featuring five fintechs, these concise sessions showcase cutting-edge products tailored to enhance security and elevate member services.
10:30 am 10:45 am: Break with Beverages and Snacks
10:45 am - 11:30 am: Breakout Sessions and Demonstrations
- Main Room: No Gatekeeping Here! How Fintech Collaboration with Credit Unions Can Serve the Industry
Join Janusea for an engaging panel discussion on fostering fintech and credit union cooperation to drive amazing experiences. Our panelists, comprising industry experts and innovators, will delve into effective strategies for enhancing collaboration between fintechs and streamlining communication with credit unions. From leveraging cutting-edge technology to navigating regulatory complexities, attendees will gain valuable insights into driving innovation and meeting evolving member needs.
- Private Demonstration East: FiVerity
FiVerity's Anti-Fraud Collaboration Platform facilitates real-time information exchange among financial institutions, data providers, and anti-fraud solutions through secure, anonymized fraud intelligence sharing. The FiVerity platform expedites the detection and prevention of both known and unknown fraud, offering proactive alerts, transparent risk assessment, and automated fraud categorization. Endorsed by government regulators for its effectiveness, FiVerity is dedicated to advancing AI-driven financial crime detection in collaboration with industry leaders. Major financial organizations, regulators, law enforcement agencies, and academic institutions actively participate in the collective fight against digital fraud.
- Private Demonstration West: Illuma
Illuma is a nimble and responsive CUSO and FinTech team working hard to accelerate digital transformation by helping credit unions augment their brand reputation with a modern and seamless end user experience and better account security. Illuma delivers real-time voice authentication and fraud prevention solutions for credit unions and community banks through our flagship product, Illuma Shield™.
- Quick Connect Sessions
- Eltropy
- FiVerity
- Illuma
- Marstone
- Reseda Group
- Salus
- Trellance
- WithClutch
11:30 am - 11:45 am: Break
11:45 am - 12:30 pm: Breakout Sessions and Demonstrations
- Main Room: No Gatekeeping Here! How Fintech Collaboration with Credit Unions Can Serve the Industry
Join Janusea for an engaging panel discussion on fostering fintech and credit union cooperation to drive amazing experiences. Our panelists, comprising industry experts and innovators, will delve into effective strategies for enhancing collaboration between fintechs and streamlining communication with credit unions. From leveraging cutting-edge technology to navigating regulatory complexities, attendees will gain valuable insights into driving innovation and meeting evolving member needs.
- Private Demonstration East: FiVerity
FiVerity's Anti-Fraud Collaboration Platform facilitates real-time information exchange among financial institutions, data providers, and anti-fraud solutions through secure, anonymized fraud intelligence sharing. The FiVerity platform expedites the detection and prevention of both known and unknown fraud, offering proactive alerts, transparent risk assessment, and automated fraud categorization. Endorsed by government regulators for its effectiveness, FiVerity is dedicated to advancing AI-driven financial crime detection in collaboration with industry leaders. Major financial organizations, regulators, law enforcement agencies, and academic institutions actively participate in the collective fight against digital fraud.
- Private Demonstration West: Illuma
Illuma is a nimble and responsive CUSO and FinTech team working hard to accelerate digital transformation by helping credit unions augment their brand reputation with a modern and seamless end user experience and better account security. Illuma delivers real-time voice authentication and fraud prevention solutions for credit unions and community banks through our flagship product, Illuma Shield™.
- Quick Connect Sessions
- Eltropy
- FiVerity
- Illuma
- Marstone
- Reseda Group
- Salus
- Trellance
- WithClutch
12:30 pm - 1:30 pm [Main Room]: Lunch
1:30 pm - 2:15 pm: Panel Discussion
Unveiling the Future: Investing Strategically in Fintechs and CUSOs
Facilitator: Barb Lowman, President of CUNA Strategic Services
Panelists: Sam Das, TruStage Ventures Managing Director | Nick Evens, President & CEO Curql Collective | David Araujo, President/CEO Service Credit Union
In this informative session, learn from our industries leaders the strategy of fintech and Credit Union Service Organization (CUSO) investment. As the financial landscape undergoes rapid transformation, savvy investors are turning their attention to the opportunities presented by fintech innovation. Join us as we explore the compelling reasons why credit unions should embrace fintech investments and how to do so effectively. From identifying promising startups to understanding the strategic value of CUSOs, gain practical insights into navigating the fintech investment landscape. Whether you've already made an investment in a fintech, or are exploring new avenues for growth, this session offers indispensable guidance for capitalizing on the fintech revolution and securing a prosperous future for your credit union.
2:15 pm - 2:30 pm: Break
2:30 pm - 3:15 pm: Case Study with Arkatechture
Nurturing Innovation: How One Fintech Grew Alongside Credit Unions
Jamie Jackson, Arkatechture Founder & CEO
Join us for a journey through the evolution of Arkatechture, a fintech that has flourished in partnership with credit unions and was recently named ‘New CUSO of the Year’ in 2023. From its grassroots beginnings at St. Mary’s Bank, to its current role in shaping the future of credit union data analytics, this story shares a compelling narrative of innovation and collaboration that embodies the spirit of the credit union movement. Discover how credit unions, fintechs, and technology partners are joining forces with Arkatechture to leverage data as a catalyst for growth and to better serve credit union members.
3:15 pm - 4:00 pm: Keynote Session
Days of a Future Past: Shaping the Credit Union Industry
Devon Lyon, President & CEO, Central One Federal Credit Union
In this thought-provoking session, we'll explore the dynamic shifts shaping the credit union industry. Brace yourself as we embark on a journey through the days of a future past, where we'll unravel the mysteries of fintech, relevancy, and strategic planning. Together, we'll forge a path towards a prosperous and sustainable future for the credit union industry.
Pre-Conference Panel Discussion
Financial Empowerment Across Generations
June 3rd at 3:00 pm
Crissi Cole, CEO & Founder of Penny Finance
After a decade working in private wealth at Goldman Sachs, Crissi Cole founded Penny Finance in 2020 with one mission: to close the wealth gap for women. Since then she has raised VC funding and was selected as one of ten companies to participate in the 2023 Techstars Future of Longevity startup Accelerator in partnership with Pivotal Ventures (Melinda Gates Investment Company), as well as pitched at VentureTech 2023, the nation's leading Fintech showcase for Credit Unions. Today, 23,000 women use Penny Finance as their virtual financial planner.
Rhian Horgan, CEO & Founder of Silvur
Rhian Horgan is the founder and CEO of Silvur, a CUSO/FinTech that helps credit unions grow deposits and improve member engagement for the segment with the most assets as they navigate their post-W2 financial lives. Prior to becoming CEO of Silvur, Rhian was a Managing Director for JP Morgan Chase. Rhian is a best selling author and has been a vocal advocate for ensuring that Social Security is modernized to meet the reality of 21st century retirement.
Tanya Van Court, CEO & Founder of Goalsetter
Tanya Van Court, Founder and CEO of Goalsetter, introduces a family-oriented app merging financial literacy with entertainment, akin to Nickelodeon meets Fintech. Goalsetter pioneers as the first holistic money app for families, instilling healthy financial habits from cradle to graduation. Featuring FDIC-insured savings accounts, teen/tween debit cards with parental controls, and game-based financial literacy quizzes, Goalsetter prioritizes learning before spending. Van Court's background spans senior roles at Discovery Education and Nickelodeon, and she holds engineering degrees from Stanford alongside invaluable parenting expertise from her own children.
Breakout Session
No Gatekeeping Here! How Fintech Collaboration with Credit Unions Can Serve the Industry
June 4th at 10:45 am and 11:45 am
Breakout Session Moderator: Masako Long, VP of Sales at Janusea
Masako, VP of Sales at Janusea, specializes in fostering collaboration between fintechs, banks, and credit unions to drive innovation in the community financial institution space. With a background spanning diverse industries, including tech, seafood, and aerospace, Masako brings over 20 years of sales expertise to her role. Passionate about bridging the technology/business gap, she is dedicated to overcoming integration challenges and advancing industry innovation. Masako's career journey began in sales at an Asian Food Service company, igniting her passion for problem-solving and relationship-building. As an active member of the Cascadia Fintech Coalition's Executive Committee, she continues to drive positive change in the fintech and banking communities.
Kyle Stutzman, CEO at Janusea
With over 25 years of experience in the technology and financial services industries, Kyle has been a leader in the community financial space for two decades. Passionate about driving innovation and fostering connections, he leverages his extensive network to facilitate collaboration and partnerships. Kyle's expertise spans product development, acquisitions, and navigating regulatory IT needs, making him a valuable asset in guiding fast-growing IT companies. Throughout his career, he has excelled in bridging the gap between business and IT to deliver value to businesses, banks, and credit unions.
James Chemplavill, CEO at Salus
James Chemplavil is the Co-founder and CEO of Salus, the only automated digital underwriting platform that removes unnecessary costs and barriers to real-time microlending. Salus proved its use case in its first two years, where lenders using the Salus platform have helped thousands of sub-prime microloan borrowers save nearly $1 million versus costlier, predatory alternative loans. Prior to launching Salus, he spent 16 years underwriting high-risk debt in the corporate investment space through multiple credit cycles. In addition to his credit expertise, James has focused his efforts on impacting the underserved as a board member of Classroom Central, a Charlotte-based nonprofit that supports lower-income students in the Charlotte and outlying areas.
Nicholas Hinrichsen, CEO & Co-Founder of Clutch
Nicholas Hinrichsen earned his MBA from Stanford's Graduate School of Business and co-founded a digital car retailing company in 2013, which he sold to Carvana in 2017. After three years with Carvana, Nicholas and his co-founder Chris Coleman launched Clutch to transform Credit Unions into FinTech lenders. They raised $41M in venture capital and acquired 110 Credit Unions as clients, enhancing their consumer-facing account opening and loan origination experiences.
General Session
Unveiling the Future: Investing Strategically in Fintechs and CUSOs
June 4th at 1:30 pm
Session Facilitator: Barb Lowman, CSS President
Barb Lowman is the President of CUNA Strategic Services (CSS). Serving in the credit union industry for more than twenty-five years, she is a seasoned credit union technology and operations executive with a proven track record of delivering innovative products and superior service to help credit unions and their members thrive. As a Credit Union Development Educator (CUDE) and relationship-driven leader, Barb genuinely believes in the credit union philosophy of “People Helping People” and lives it in both her personal and professional lives every day. As an extremely motivated and driven individual, she embraces her role and the opportunity to partner with credit unions to create and execute growth strategies and improve the financial lives of their members.
Sam Das, Managing Director TruStage Ventures
Sam Das, Managing Director of TruStage Ventures, spearheads investments and advisement for early-stage fintech and insurtech startups. With a background as founder and CEO of a fintech startup, as well as experience in investment banking at firms like Houlihan Lokey, Das brings a wealth of expertise in strategic transactions valued at over $10 billion. In addition to his role at TruStage Ventures, Das serves as Vice President of Corporate Development, driving strategic initiatives for the organization since 2017. A graduate of Brown University with a degree in Applied Mathematics, Das is committed to fostering innovation and growth in the financial and insurance technology sectors.
David Araujo, President/CEO Service Credit Union
In his current position as President-CEO of Service Credit Union, David is responsible for leading the strategic vision of the credit union, which serves more than 350,000 members in every U.S. state and more than 40 countries around the world. The largest NH-based credit union and largest federally-chartered credit union in New Hampshire, Service Credit Union has additional branches in Germany; Falmouth, Massachusetts and Grand Forks, North Dakota. In addition to his executive role at Service Credit Union, David is President and Chair of Service Credit Union’s philanthropic extension, the Service CU Impact Foundation. The foundation’s vision is to create a better community where all members have the opportunity to thrive.
Nick Evens, President & CEO at Curql Collective
As President and CEO of Curql Collective, LLC, Nick spearheads collaborations between fintech and credit unions to pioneer transformative technologies, ensuring industry evolution and enhanced member experiences. With over $350 million in capital across Curql Fund I, Curql Fund II, and Curql Accelerate, Nick drives investments in innovative solutions for credit unions. Formerly President of The Veridian Group, Inc., Nick orchestrated equity investment strategies for a $6 billion institution, fostering minority investments in companies like Dwolla and Alkami Technology. Nick's leadership extends to serving on the boards of NACUSO, CSS, Coviance, and Illuma, alongside co-founding VentureTech, a premier fintech forum. He has championed over 28 portfolio company investments totaling $180 million through Curql Fund I and played a pivotal role in deploying capital through Next Level Ventures, propelling Iowa's innovation ecosystem. Additionally, Nick has supported over 30 start-up technology companies, initiated a seed capital fund, and contributed to fintech accelerator programs, showcasing his commitment to driving industry progress.
Case Study with Arkatechture
Nurturing Innovation: How One Fintech Grew Alongside Credit Unions
June 4th at 2:30 pm
Jamie leads Arkatechture as the Founder & CEO with energy & compassion. Through the growth and evolution of Arkalytics, he embarks on a journey to build a community of data-driven financial institutions. He is a data engineer at heart with 20+ years of experience building large operational databases, data warehouses, and decision support systems. Combined with his business intelligence and data visualization development background, Jamie enables organizations to design, implement, and adopt the information systems necessary to advance their strategic goals through data analytics.
Keynote Session
Days of a Future Past: Shaping the Credit Union Industry
June 4th at 3:15 pm
Devon is the President and CEO of Central One Federal Credit Union located in Shrewsbury MA. You can say the credit union movement has been passed down to Devon from his mother who was a comptroller at a credit union in upstate New York. Since then, he has worked at several credit unions in many roles from compliance to risk management to operations and human resources. Prior to joining Central One FCU as CEO, Devon held several leadership roles at Direct Federal Credit Union as SVP/Chief Risk Officer and Chief Operations Officer. These diverse roles have given Devon a multifaceted understanding of the many things an institution needs to thrive including an investment in developing great people and efficient processes to best serve its members. When Devon is not looking for ways to improve the work or providing industry insights, he spends his time traveling with his wife, or can be found at the dog park.
Discover the future of fintech for credit unions at the third annual Cyber Showcase, hosted as part of Fintech Connect. Featuring five leading companies, these concise sessions showcase cutting-edge products tailored to enhance security and elevate member services.
Dive into the latest advancements, connect with industry leaders, and explore innovative solutions shaping the future of financial technology. Join us at Fintech Connect for the third annual Cyber Showcase to stay at the forefront of the technology evolution for credit unions.
Meet Your 2024 Cyber Showcase Presenters:
Ascent streamlines and simplifies any and all product applications and forms without disrupting your existing systems and processes! Ascent replaces the patchwork of full-stack product applications, online forms, and static PDFs with intelligent forms. It prefills fields with 3rd party data (Plaid, QuickBooks, tax returns, etc.), optionally prescreens applications to guide workflow, and provides an easy-to-use document collection capability. Most importantly, Ascent learns from every interaction with the member, so each subsequent experience is more contextual, with fewer questions for the member and less work for the associate!
Showcase presenter
Arjun Peter, Co-founder & CTO: Arjun Sahgal is co-founder and CEO of Ascent. Arjun's first experience in banking was working in commercial lending at Silicon Valley Bank. Even working in a "tech forward" institution such as SVB, he experienced first hand the broken digital experiences and related challenges for internal staff. Prior to this, Arjun founded a startup virtualizing art galleries and sourced extensive distribution partners to serve non-technical organizations. After leaving his startup, he became a pre-seed investor at Future Labs, where he focused on fintech and enterprise SaaS companies.
Debbie, is the first platform to reward consumers for positive financial behavior, such as paying off debt, budgeting, and saving money. Unlike traditional rewards programs purely focused on spending, Debbie uses behavioral psychology to incentivize actions that both align with consumers' and financial institutions' goals, such as increasing deposits and reducing delinquency. Debbie sponsors rewards by matching each of its users with an FI in their area, driving net new, young membership applications to their partner credit unions for 1/3rd the traditional cost of a new member. Debbie was recently named the Best Financial Education App by the Fintech Breakthrough Awards 2024.
Showcase presenter
Rachel Lauren, Co-founder: Rachel leads operations, marketing and partnerships, where she has driven Debbie's growth to over 35k users, as well as established relationships with CUs like MSUFCU, CFCU, and LFCU. She previously worked in venture capital at BDMI, and began her career in equity research at Credit Suisse, covering enterprise software companies.
Goalsetter is an education-first family saving, investing, and smart spending platform that partners with financial institutions to help them cultivate the next generation of savers, smart spenders, and lifelong members. Centered around fun, relevant, and engaging financial education content, Goalsetter's smart money platform for families provides users with NCUA-Insured Savings Accounts; an industry-leading teen and tween debit card with parental controls and game-based financial education attached to it; the "Learn Before You Burn" feature that freezes kids' cards if they haven't taken their financial education quiz for the week, and "Learn to Earn", which gives kids bonuses for every quiz question they get right.
Penny Finance: In order to attract, retain and grow the next generation of members, financial institutions need consumer banking solutions that support women-first. With the Great Wealth Transfer, women will hold the purse strings for 90% of household finances by 2045. By offering virtual comprehensive financial planning, Penny Finance helps women and members get out of personal debt, start investing, buy their first home, and become retirement-ready. Penny Finance partners with credit unions and financial services institutions as an engagement engine for customers of all financial backgrounds, focused on matching the credit union solutions and products to an individual customers' needs, at scale.
At the third annual Cyber Showcase, Penny will report on how the Great Wealth Transfer will impact women and credit union members, as well as demo their proprietary technology, showcasing how it can attract a younger membership, increase deposit growth, increase loan growth, and impact overall member growth.
Showcase presenter
Crissi Cole, Co-founder: Crissi founded Penny Finance in 2020 with one mission: to close the wealth gap for women. Since then she has raised VC funding and was selected as one of ten companies to participate in the 2023 Techstars Future of Longevity startup Accelerator in partnership with Pivotal Ventures (Melinda Gates Investment Company), as well as pitched at VentureTech 2023, the nation's leading Fintech showcase for Credit Unions. Today, 23,000 women use Penny Finance as their virtual financial planner.
Ranqx is a complete origination, decisioning and monitoring service for lenders of all sizes that are servicing the small business market. It transforms all paperwork and form-filling into smooth, streamlined fully-digital business processes. Ranqx is fully data-driven and puts existing small business accounting and credit data to work. This accelerates and streamlines the application and decisioning process. Working across a range of cloud APIs, Ranqx does all the heavy lifting to ensure your customers enjoy a quick, easy process and a fast automated decision. And you get all the data you need to support high-quality, low-risk lending decisions that accelerates the flow of capital to your local SMBs.
Quick Connect is the tailored networking segment of Fintech Connect where credit union leaders engage directly with the visionary minds behind leading fintech companies. During Quick Connect, credit unions have dedicated time to explore technology solutions ideal for their operations and members' needs. Founders and CEOs of top fintech firms await at individual tables, ready to field inquiries and offer personalized insights. This exclusive opportunity enables credit unions to delve deep into potential solutions, ask pertinent questions, and receive tailored recommendations. Quick Connect promises efficient and meaningful exchanges, fostering valuable connections and potential collaborations. Don't miss this chance to connect with industry leaders and discover the future of fintech innovation.
Eltropy’s Digi
tal Conversations Platform provides community financial institutions one unified platform to delight customers and members while improving agent productivity – all powered by AI. Enable customers and members to have conversations with your financial institution seamlessly across any channel. Enhance agent productivity and efficiency by centralizing all conversations and information in a single platform, empowering agents across all departments.
FiVerity's Anti-Fraud Collaboration Platform facilitates real-time information exchange among financial institutions, data providers, and anti-fraud solutions through secure, anonymized fraud intelligence sharing. The FiVerity platform expedites the detection and prevention of both known and unknown fraud, offering proactive alerts, transparent risk assessment, and automated fraud categorization. Endorsed by government regulators for its effectiveness, FiVerity is dedicated to advancing AI-driven financial crime detection in collaboration with industry leaders. Major financial organizations, regulators, law enforcement agencies, and academic institutions actively participate in the collective fight against digital fraud.
Harness serves as the missing link between how we spend and what we believe in. The Harness financial technology platform connects consumers with nonprofits, financial institutions, and brands, helping consumers’ everyday spending to be a true representation of who they are—an ongoing vote for the world they want to live in.
Illuma is a nimble and responsive CUSO and FinTech team working hard to accelerate digital transformation by helping credit unions augment their brand reputation with a modern and seamless end user experience and better account security. Illuma delivers real-time voice authentication and fraud prevention solutions for credit unions and community banks through our flagship product, Illuma Shield™.
Smart investing isn’t one size fits all, so Marstone allow end investors to build a personalized portfolio based on their own goals, beliefs, and interests. Marstone is an ensemble of experienced designers, technologists, storytellers, and wealth management practitioners who came together to develop a new breed of financial tools and investment solutions that are intuitive, useful, and relevant for everyone. Marstone innovates in collaboration with clients and vendors, big and small, enabling them to reach and engage every current and prospective investor.
RenoFi is a fintech that partners with credit unions across the country. RenoFi will source members and take them through a unique renovation underwriting process to assess their risk before taking on a RenoFi Loan. By leveraging RenoFi's technology, credit unions can expand their loan portfolios and attract new members seeking renovation financing solutions. Overall, RenoFi enables credit unions to better serve their members' needs while driving business growth and enhancing their competitive edge in the market
Reseda Group helps credit unions thrive by delivering innovative products and solutions to their members and communities. Driven by a shared goal of building better – everything – for members, Reseda Group invests in strategic partners bringing new technologies, digital resources and industry solutions to market.
Salus creates financial inclusion through fintech. Similar to credit unions, Salus puts the wellbeing and betterment of their members and communities first. Sharing a common purpose forms the foundation of a strong partnership. These challenges are real and impact people's lives every day. At Salus, we empower individuals with solutions to manage these problems and achieve greater financial stability. We believe in simplicity, transparency, and impact.
Trellance is the leading provider of data analytics and business intelligence solutions, professional services and consulting for credit unions. The company’s solutions and services, together with the patented common data model, are used by credit unions to find actionable insights, improve member experience and achieve portfolio growth. By starting with a goal of helping credit unions grow and maintain profitable payments portfolios, Trellance has been going full force since then, working alongside credit unions to make the most of their data and create unique member experiences one member at a time.
Clutch specializes in transforming credit unions into forward-thinking fintechs by utilizing their solid financial foundations to provide responsible lending and deposit account creation for millions across America. The Clutch team is globally diverse, composed of top-tier innovators from various countries, each contributing unique expertise and perspectives. Clutch recognizes America as our home, where local credit unions, known for their member-centric approach, deserve greater financial participation than larger banks. Recognizing the technical limitations and smaller development teams of many credit unions, we saw an opportunity to partner with and enhance their digital service offerings. This vision gave birth to Clutch.
Brought to you by Cooperative Solutions, Fintech Connect provides a unique platform to deliver high level speakers to credit union professionals, while offering business partners exclusive sponsorships.
For more details on available sponsorships or to register for a sponsorship, please contact solutions@ccua.org.
Visit the 'Sponsorship Options' tab here for details on event options available to our partners.
Co-Hosts
The Cooperative Credit Union Association thanks the following sponsors for their participation and support of Fintech Connect
Click a sponsor logo to learn more.
Title Sponsor
Conference Sponsor
Event Sponsors
