What we believe in: At Customers Bank, we are dedicated to providing exceptional value, service, and convenience as part of an overall effortless banking experience. Our high-tech, high-touch approach to banking allows us to deliver a superior selection of products and services. Who we serve: We’re a community-based, full-service bank that offers a continually expanding portfolio of loans to small businesses, multi-family projects, mortgage companies, and consumers nationwide with locations in Illinois, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, and Texas. Our way of banking: Our approach to banking is built on three core pillars – commitment to human connections, dedication to innovation and the latest technology, as well as our responsibility to ground innovation in our deep experience and reliable financial foundation. We’re focused on our customers, employees, and investors every day — connecting them to real opportunities, helping them grow, and doing it all with speed and agility so they can get further, faster. More information: To learn more, visit us at http://customersbank.com. Customers Bank, a subsidiary of Customers Bancorp, Inc., is an equal opportunity lender and a member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation. Customers Bancorp, Inc. voting common shares are listed on the New York Stock Exchange under the symbol CUBI. Member FDIC - Equal Housing Lender. Privacy policy: We discourage Customers Bank customers from sharing personal identification data such as account numbers, social security numbers, or phone numbers on social media. Please send a direct message if you have questions regarding your account. To learn more, visit our website at https://www.customersbank.com/privacy-notice/.

In today's banking environment with constant mergers, name changes, and the revolving door of new people you've never seen, it's easy to feel alienated and unimportant. At Coastal Community Bank, we firmly believe that banking is about relationships—relationships built on trust. Our bankers live within the communities they serve, which means they care about you and your needs because they are your neighbors. Our bankers are seasoned, local professionals who know the landscape, the players, and what it takes to do business in North Puget Sound. We don't just provide banking services—we are trusted advisers, providing information and knowledge to help you succeed. That's what we call the Coastal difference. Member FDIC. Equal Housing Lender.

PortX is a technology company focused on integration software for financial services. The PortX Integration-Platform-as-a-Service (iPaaS) was built with FIS in mind and delivers open access to data, simplified application connectivity, and accelerated adoption of new technologies and networks. Our solutions enable interoperability between internal systems and customer services such as online banking, credit checks, mortgage and loan applications, and more. This enables rapid delivery of innovative products, optimized customer experiences, and a 360-degree view of customers. For more information, please visit www.portx.io.

Billgo’s award-winning bill management and payments platform enables everyone to fully manage their day-to-day bills and subscriptions all in one place while offering a more efficient way to send and receive payments. By combining the power of speed, choice, and intelligence, Billgo empowers consumers and the financial institutions, fintechs, and billers that serve them.

Equabli offers FIS, lenders, debt buyers, and agencies a suite of synergistic SaaS solutions to better manage the full recovery lifecycle. EQ Collect is the first fully integrated debt management ecosystem, providing lenders with a single hub to orchestrate, execute, and optimize collection and recovery end-to-end. EQ Engine is the data analytics powerhouse driving strategy and customer segmentation. EQ Engage is our newest offering, expanding Equabli’s product set into borrower-facing digital communications and collections. Equabli’s platform unlocks optionality and accelerates optimization of collection and recovery strategies, creating a healthier credit ecosystem for lenders, servicers, and customers.

DeepSee’s Knowledge Process Automation (KPA) platform represents a new category of people-first automation solutions that mines unstructured data, operationalizes AI-powered insights, and automates results into real-time action for the enterprise. Taking AI productivity from the lab and into production, the KPA suite is especially useful in highly regulated industries such as the Capital Markets and Insurance verticals. Designed to automate line-of-business problems, DeepSee’s KPA platform leverages the very latest innovations in semantic modeling and natural language processing, all while solving the deployment, scalability, and availability issues that plague most robotic AI initiatives. In a world where enterprises are swimming in data, but very little insight, DeepSee is using the power of AI to surface knowledge over noise.

We are passionate marketers and data specialists committed to driving growth and innovation in the financial services space. Partnership is at the core of what we do. Each team member at Fintel Connect is focused on providing value and service to both brands and publishers to help them achieve the most out of their performance marketing efforts.

CNote gives corporations, institutions, and individuals a simple, effective way to invest in under-resourced communities at scale. The women-led technology platform deploys corporate cash into loan funds and insured deposit products at impact-driven community financial institutions that advance economic equality, racial justice, gender equity, and climate change initiatives. Corporate leaders including Apple, Mastercard, Patagonia, PayPal, and Netflix use CNote’s platform to advance their diversity, equity, and inclusion goals by authentically supporting low-income communities and communities of color. They earn returns comparable to what conventional products yield—while providing essential capital to Minority Depository Institutions (MDIs), Community Development Financial Institutions (CDFIs), Low-Income Designated (LID) credit unions, and other impact finance organizations. Individuals can also invest through the platform to support an economy that works for everyone. CNote founders Catherine Berman, CEO, and Yuliya Tarasava, COO, launched CNote in 2016 with a mission to close the wealth gap through financial innovation. Based in Oakland, California, CNote is a certified B Corporation and is GIIRS rated.

Zsuite Tech's mission is to provide financial institutions with innovative technology that solves real problems for specific industry verticals to grow their businesses. The foundation of our company began in 2015 when Leader Bank, a community bank based out of Arlington, MA, created a product innovation division within the institution. After several successful product launches, Leader Bank and the product innovation division realized that to have the greatest impact on the industry, they had to establish a company that was completely independent. In the summer of 2019, Zsuite Technologies was founded. The product innovation division from Leader Bank combined forces with seasoned FinTech executives to start the journey of helping financial institutions efficiently grow deposits with digital escrow subaccounting tools targeted at niche verticals, sometimes known as specialty deposits.

With a unique combination of service and software that automates U.S. and international annual report, business license, and DBA filing, FileJet is the entity management solution you don’t have to think about, unless you want to. The FileJet dashboard provides instant visibility into your entities, fees, filing dates, and documents. We work with in-house legal and compliance departments to centralize and automate their annual state report filing and business license/permit compliance. Our cloud-based technology platform makes staying in compliance with states easier. Avoid the nagging fines and penalties of missing an annual report filing deadline. Stop using spreadsheets and spending time researching what the latest forms and state fees are. Compliance is fast and easy. FileJet… 1) Notifies you when/what annual reports are due. 2) Click on the link to answer a few questions. 3) Hit “submit.” Done! We reset the due dates for next time and upload the filed documents back to your entity’s profile. It takes minutes. FileJet also works for entities in multiple jurisdictions. FileJet allows you to invite stakeholders (partners, investors, advisors, etc.) to the entity profile for complete transparency. Upload documents, reports, minutes, cap tables, files, etc. into the secure entity profile. Share comments and communicate securely through the entity profile. FileJet’s audit trail records date/time stamps on all edits and communications. It’s the same easy process when you need to form new entities, file amendments, obtain FEINs, registered agent service, foreign registration, etc. Once filed with the state, FileJet uploads the stamped articles onto a new entity profile and adds the compliance due dates for future annual maintenance. Please visit FileJet.com to schedule a demo or call (949) 259-5955 to chat!

Monit is an award-winning financial intelligence platform for leading financial institutions that want to provide business customers with embedded ‘Digital CFO’ tools and enhanced analytics/targeting capabilities for bankers and marketing teams. The two-sided platform includes highly desirable SMB features (cash flow forecasting, industry benchmarking, business valuation, etc.) as well as data-driven relationship deepening tools and insights for bankers. Built by a team of former bankers, Monit’s mission is to help banks and credit unions win in the increasingly competitive SMB market. Monit is headquartered in Boston, MA, with a fully U.S.-based team. The company is privately funded with investment from TTV Capital, Jam Fintop, Runway Venture Partners, Correlation Ventures, and bank partners.