| Name | Title | Contact Details |
|---|---|---|
Jason Listhaus |
General Counsel | Profile |
Finotta is a platform that helps financial institutions personalize their mobile banking application to increase customer engagement, earn a greater share of wallet, and ultimately, create a new stream of revenue with their most important customer base. Banking is now mobile first, and more and more customers are moving their relationships to mobile-first providers for one reason or another. At the same time, traditional banking technology has fallen behind. Customers expect beautiful products that meet their financial needs, and are flocking to fintechs and digital brands to get what they need. To compound the problem, data needs have also changed, and banks need vendors who can help them understand a customer base that to this point has been elusive. Thats where we come in. Finottas platform helps deliver both the tools banking customers expect, while also empowering our FIs with data and insights to create powerfully personalized and customizable experiences.
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
The Energy Credit Union Limited is a Toronto, ON-based company in the Financial Services sector.
360 Federal Credit Union is a Windsor Locks, CT-based company in the Financial Services sector.
Retirement Clearinghouse moves retirement savings forward with auto portability, a fiduciary-friendly automatic rollover program