First Name
Last Name
Company
Company Email
Phone
Job Title
My firm is...
Bank
Credit Union
Asset Manager
Insurance Company
Broker-Dealer
RIA
FinTech Company
I am interested in... (Select all that apply.)
Automated Micro-Savings
Automated Digital Advice
Digital Account Opening
Client AUM
$100B+
$50 - $100B
$10 - $50B
$1B - $10B
$1B+
$750M - $1B
$500M - $750M
$250M - $500M
$100M - $250M
< $100M
Clearing System (Select all that apply.)
Accutech
AddVantage
ADP
Apex Clearing
APX
Assetbook
Axys
Black Diamond
Charles River
Charles Schwab
Charlotte
Drive Wealth
Eagle
Fi-Tek
Fidelity
Finfolio
FolioFN
GlobalPlus
InfoVisa
Innovest
Interactive Brokers
National Financial Services
Orion
Pershing
Portfolio Center
RBC
Reliance
SEI
TD Ameritrade
Trade PMR
TrustDesk
N/A
Retail Core Provider
FIS
FiServ
Jack Henry
Temenos
Corelation
Other
N/A
FIS Retail Core Provider Name
Profile
Miser
Systematix
Horizon
IBS
Bankway
FiServ Retail Core Provider Name
Agiliti
Cleartouch
Data Safe
DNA
Precision
Premier
Sentry
Signature
Spectrum
JackHenry Retail Core Provider Name
SilverLake
CIF 20/20
Symitar
Core Director
Online Banking Vendor
Alkami
Alogent
Avoka
BankJoy
FIS - CEB
FIS - Digital One
Fiserv - Corillian
Fiserv - FundsXpress
Fiserv - Retail Online
Jack Henry - Banno
Jack Henry - NetTeller
Jack Henry - Profitstars
Kony
MX
NCR -D3
NCR - Digital Insight
Q2
Tyfone
In-house
Other
N/A
Mobile Banking Vendor
Alkami
Alogent
Avoka
BankJoy
FIS - Digital One
FIS - FIS Mobile
Fiserv - Mobiliti
Jack Henry - Banno
Jack Henry - Go Dough
Kony
Malauzi - Finastra
MEA
MX Helios
Narmi
NCR - D3
NCR - Digital Insight
Q2
Tyfone
In-house
Other
N/A
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