Conferences & Education
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Annual Bank Technology & Security Summit
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Exhibits, Sponsorship & Vendor Showcase Express |
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2009 Summit Home | Schedule | Program | Speakers | Online Expo |
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Online Expo
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= Elite
Associate Member
BANC INTRANETS
2717 E. Oakland Avenue, Johnson City, TN 37601
Phone: (423) 926-8527
Fax: (423) 439-8520
Booth Staff:
David Daniel, DDaniel@bancintranets.com
Banc Intranets product ‘BancWorks’ is an Enterprise Web Content Management application designed for financial institutions by financial institution experts. BancWorks intranet solution includes portal, document management, content management, training management and collaboration modules. BancWorks is also used for public web sites, extranets and director’s portals. BancWorks provides employees outside of IT with simple tools for creating, managing, and publishing corporate information.
BANCVUE/FIRST ROI
5300 Riata Park Court, Building 7, Austin, TX 78727
Phone: (510) 323-6160
Fax: (888) 714-3289
www.BancVue.com
www.firstroi.com
Booth Staff:
Jonathan Goody, jonathan.goody@firstroi.com
BancVue and FIRST ROI are leading the unification of a powerful network of community financial institutions that are re-establishing themselves as the go-to place for banking products and services. BancVue’s REALChecking® system and FIRST ROI’s FIRSTBranch® online marketing system and INMO Online Account Opening system provide innovative solutions that improve profitability, increase core deposits, and deliver new customers.
BISON MOUNTAIN FINANCIAL
P.O. Box 522, Graton, CA 95444
Phone: (707) 829-9041
Fax: (707) 829-9137
Booth Staff:
Lori Kay, Lori@bisonMountain.com
Robert Uribe, Robert@BisonMountain.com
Bison Mountain Financial markets insurance and complementary products to financial institutions. BMF clients get regular visits from their local representative who helps them grow fee income, reduce risk, and increase efficiency. Products available range from identity theft restoration programs to profitability analysis.
BRINTECH
1613 Chelsea Road, Suite 237, Los Angeles, CA 91108
Phone: (800) 929-2746
Booth Staff:
Rick Caldwell, RCaldwell@Brintech.com
Brintech is a management consulting firm to the banking industry that helps clients drive improved bottom-line results. Founded as a technology consulting firm, the company has evolved into one of the leading strategy, performance improvement, and profit enhancement advisory services in the nation. For the past 15 years, 100% of our focus has been on the community bank marketplace, creating a detailed understanding and a history of the market — its challenges, technology, and regulatory changes.
CASH MANAGEMENT SOLUTIONS
13921 Icot Boulevard, Suite 710, Clearwater, FL 33760
Phone: (727) 524-1103
Fax: (727) 524-0701
Booth Staff:
Marty Krafka, martin.krafka@cashmgmt.com
Mike Reynolds, mike.reynolds@cashmgmt.com
CMS is in its 21st year of providing innovative and affordable remittance processing solutions. Deployment options include in-house software, full outsourced services and ASP (hosted by CMS). The CMS Lockbox Plus solution processes retail, wholesale, wholesale and specialized payments for property management and healthcare/EOB’s. Full image-based document capture and a powerful web delivery module are also available. Today more than 60 customers utilize CMS solutions to quickly, efficiently and economically handle all their remittance needs.
CENTRIX SOLUTIONS, INC.
4910 Normal
Boulevard, Suite D, Lincoln, NE 68506
Phone: (402) 488-3990
Fax: (402) 488-3954
Booth Staff:
Jeff Asselin, jasselin@centrixsolutions.com
Tim Schnell, tschnell@centrixsoltuions.com
Centrix Solutions provides software applications and services to community banks. Our treasury management applications include fraud detection systems for check positive pay (with payee verification) and ACH positive pay as well ACH reporting systems (including EDI translation, NOC/returns processing, and IAT extracts). Other software applications include BSA/AML, escheatment tracking, secure email/file exchange, data workflow manager for moving files, service charge/transaction processing (including BAI2), business process management (on-line forms with approval workflow), online time and attendance, and employee expense processing.
COMPUSHARE, INC.
Three Hutton Centre Drive, Suite 700, South Coast Metro, CA
92707
Phone: (714) 427-1000
Fax: (714) 241-1270
Booth Staff:
Rajive Leo, rleo@compushare.com
Maria Maestas, mmaestas@compushare.com
Compushare is a Financial Technology Management company that enables community financial institutions to focus on their operations, franchise value, and safety. We partner with executive leaders, their board members, and IT managers in aligning the technology business enterprise with the strategic goals of the institution while maximizing ROI and efficiency ratios. Compushare provides technology and compliance services on an outsourced basis that address financial institution business concerns in the areas of Strategy, Safety, Soundness, and Support.
CONETRIX
5214 68th Street, Suite 200, Lubbock, TX 79424
Phone: (800) 356-6568
Fax: (806) 687-8511
Booth Staff:
Jon Troutman, jtroutman@conetrix.com
Richard Stevens, rstevens@conetrix.com
CoNetrix specializes in providing security, compliance, and IT consulting for community banks. Our offerings include IT/GLBA Audits & Network Assessments, Penetration Testing, Information Security Program, Managed Network Services, as well as online compliance software for Risk Assessment, Business Continuity Planning, Vendor Management, Security Policies, and Identity Theft Prevention Program.
DCI (DATA CENTER, INC.)
20 W. 2nd Avenue, Hutchinson, KS 67501
Phone: (620) 694-6800
Fax: (620) 694-1150
Booth Staff:
Mike Wong, Sales.dci@datacenterinc.com
Matt Hornbaker
DCI combines leading core technology & personal relationships for a more rewarding experience. The advanced iCore processing & management software provides complete control, in-house or outsourced, with single-source relational data, integration and support. Real-time balances & options for paperless banking; merchant/teller capture; ATM/card; online banking; compliance; networking, data security, more. Web-based solutions. Owned & trusted by bankers for 46 years. Banker-driven innovation, focused on your success
DIEBOLD, INC.
13142 St. Thomas Drive, Santa Ana, CA 92705
Phone: (714) 665-0988
Fax: (714) 665-4320
Booth Staff:
Walter Priddy, walter.priddy@diebold.com
Mike Pitts, michael.pitts@diebold.com
Today, businesses want to increase profits. Consumers are looking for better, more efficient services. And Diebold is the company that makes it happen. For 150 years, Diebold has brought together a combination of innovation, expertise and quality service to become a global leader in providing integrated self-service, security systems and services.
DUKE COMPUTER SOLUTIONS
P.O. Box 5303, Ketchum, ID 83340
Phone: (208) 725-0440
Fax: (208) 622-0051
Booth Staff:
Adam Eldred, adam@dukecomputer.com
William Duke, will@dukecomputer.com
Since 1998 we have consulted with a wide range of businesses to deliver tailored IT solutions. Our staff keeps up to date with the latest in technology offerings to ensure we always find the right solution for your environment.
FIFTH THIRD PROCESSING SOLUTIONS
38 Fountain Square Plaza, Cincinnati, OH 45263
Phone: (312) 704-6903
Fax: (312) 704-6915
Booth Staff:
Todd Cline, todd.cline@53.com
Ed Barthelme, Edward.barthelme@53.com
Fifth Third Processing Solutions, LLC has been supporting financial institutions for over 40 years by providing EFT services, full service payment and innovative technology solutions with the most comprehensive suite of payment solutions available. We are one of the nation’s leading EFT providers, processing more than 28.4 billion transactions annually and driving over 11,000 ATMs for more than 173,000 merchant locations and financial institutions. For more information, contact us at 1.800.375.1744 or visit www.FTPSLLC.com.
FIRST DATA DEBIT SERVICES / STAR NETWORK
6200 S. Quebec Street, Suite 310, Greenwood Village, CO
80111
Phone: (303) 967-8297
Fax: (303) 967-5188
Booth Staff:
Michael Valladares, Michael.Valladares@firstdata.com
Laurene Booth, Laurene.booth@firstdata.com
First Data powers the global economy by making it easy, fast and secure for people and businesses to buy goods and services using virtually any form of electronic payment. First Data securely processes the transaction and harnesses the power of the data to deliver intelligence and insight for millions of merchant locations and thousands of card issuers.
HBE/NATIONAL SAFE
1511 E. Orangethorpe Avenue, Suite A, Fullerton, CA 92831
Phone: (714) 870-9686
Fax: (714) 870-9112
Booth Staff:
Jaime Delahousaye jdelahousaye@hbe-inc.com
Ray Cotter, rcotter@hbe-inc.com
Cathy Cole, ccole@hbe-inc.com
Joe Standeford, jstandeford@hbe-inc.com
Andrew Koller, akoller@hbe-inc.com
HBE/National Safe is your complete security and service solution. Our technicians are factory trained and Microsoft certified throughout the United States. Providing systems designed for Access Control, Alarms, CCTV, and Network Infrastructures. To further assist our customers we offer 24/7 emergency services for Safes, Vaults, and Locksmithing. HBE/National Sales has established a strong reputation as a service provider with its emphasis on developing and maintaining long term relationships.
HEIT
3003 E. Harmony Road, 5th Floor, Fort Collins, CO 80528
Phone: (800) 519-4347
Fax: (408) 519-6696
Booth Staff:
Zaid Akhter, Zaid.akhter@goheit.com
Steve Gasiamis, steve.gasiamis@goheit.com
HEIT provides on-demand solutions that deliver improved IT efficiency, increased compliance readiness, and the mitigation of cyber risk. The PCS-4 Platform offers IT performance, compliance, and security solutions that are managed 24x7x365 by certified knowledge experts in the HIVE, the HEIT Integrated and Validated Environment. Each platform offers flexible and affordable service levels and have been designed with FFIEC and other regulatory requirements in mind to ease the compliance burden. Plug into the PCS-4 Platform to spend less, risk less, and experience more.
JACK HENRY BANKING
663 West Highway 60, Monett, MO 65708
Phone: (417) 235-6652
Fax: (417) 236-8959
Booth Staff:
Keron McGrath, KMcGrath@jackhenry.com
Jack Henry Banking™ serves 1,500+ banks with core and complementary solutions,
unmatched service, leading-edge technology, in-house and outsourced
alternatives, and integrity-based client relationships.
LASERFICHE
3545 Long Beach Boulevard, Long Beach, CA 90807
Phone: (562) 988-1688
Fax: (562) 988-1886
Booth Staff:
Marcel Tsai, marcel.tsai@laserfiche.com
Tim Welsh, tim@nexus-strategy.com
Laserfiche® creates simple and elegant enterprise content management solutions that help organizations run smarter. Since 1987, more than 27,000 organizations worldwide have used Laserfiche to streamline document, records and business process management. Laserfiche enables staff to spend more time on customer-facing activities by electronically routing loan applications through origination, closing and funding processes. And Laserfiche’s interoperability makes it an ideal central management interface for COLD and check imaging applications, as well as AS/400 core applications.
LUCE FORWARD
600 West Broadway, Suite 2600, San Diego, CA 92101
Phone: (619) 699-5512
Booth Staff:
Eli Mansour, emansour@luce.com
Chad Ensz, censz@luce.com
We deliver proactive, efficient and personal legal services to financial institutions throughout California. We help them formulate and implement their business expansion plans, raise capital and maximize shareholder value in a complex and evolving regulatory environment. Areas include mergers and acquisitions, negotiation of third party vendor contracts and compensation matters. Our lawyers also are experienced in resolving the business and legal problems that arise when commercial and real estate credit arrangements fail to proceed as intended.
MERIDIANLINK
1124 Bristol Street, Costa Mesa, CA 92626
Phone: (714) 708-6950
Fax: (714) 708-6956
Booth Staff:
James Cox, jamesc@meridianlink.com
Paul Forrest, paulf@meridianlink.com
MeridianLink is a leading provider of enterprise business solutions for over 26,000 end-users in the financial service industries. Our passion for excellence is reflected in our web-based credit reporting, lending, and new deposit opening technologies, which all enjoy solid reputations as being cutting edge, reliable, and affordable.
MVI – MILLENNIAL VISION, INC.
4578 Highland Drive, Suite A-150, Salt Lake City, UT 84117
Phone: (801) 277-6686
Fax: (801) 277-6696
Booth Staff:
Scott Cowan, scottc@mviusa.com
Since 1997, Millennial Vision Inc. has been providing financial institutions across the nation with a Complete Suite of Electronic Document Management (EDM) solutions including: Check 21 processing, Loan Document Capture Systems, Paperless Receipts, Signature Pads, Photo ID, Laser Check Printing & Capture, Electronic Workflow Tools and COLD Report Systems.Reduce expenses, improve customer service, and implement disaster recovery solutions for your critical documents by visiting us online at www.mviusa.com or by calling us at 1-888-684-6684.
NEW AGE SECURITY SYSTEMS
26074 Avenue Hall, Suite 11, Valencia, CA 91355
Phone: (661) 298-4216
Fax: (661) 257-7661
Booth Staff:
Maria Modica, MariaM@newagesecuritysystems.com
Dick Beyl, rbeyl@newagesecuritysytems.com
NASS strives to be large enough to service multi-branch institutions and large corporations. We maintain a level of sophistication and expertise that rivals even the largest national security companies. At the same time, we wish to remain small enough so that we never compromise the highest level of personalized service. Thus, we believe no physical security company, large or small, matches the combination of expertise and attentiveness that we provide.
OPEN SOLUTIONS, INC.
455 Winding Brook Drive, Glastonbury, CT 06033
Phone: (860) 652-3155
Fax: (860) 652-3156
Booth Staff:
Greg Kunath, greg.kunath@opensolutions.com
Kelly Gardner, Kelly.gardner@opensolutions.com
Dick Coggeshall , dick.coggeshall@opensolutions.com
Open Solutions Inc.® offers a fully featured strategic product platform that integrates core data processing applications built on a single centralized Oracle relational database, with Internet banking, cash management, CRM/business intelligence, financial accounting and management, profitability, wealth management, imaging, digital documents, interactive voice response, network services, HSAs, payments and loan origination solutions. Open Solutions’ full suite of products and services allows banks around the world to better compete in today’s aggressive financial services marketplace.
POSTILION
12401 Research Boulevard, Austin, TX 78759
Phone: (512) 336-3118
Fax: (512) 336-3011
Booth Staff:
Bill Gibson, bill.gibson@postilion.com
Katie Lacy, Katie.Lacy@postilion.com
Postilion, a division of S1 Corporation (NASDAQ: SONE), is a leading provider of integrated solutions for self-service banking and payments for financial institutions, including, Retail and Business Internet Banking, Voice, Mobile, ATM & Debit, Card Management, and Merchant Acquiring. In the United States, over 1,250 community financial institutions and credit unions use Postilion solutions.
PRONET SOLUTIONS
4313 E. Cotton Center Boulevard, Suite 120, Phoenix, AZ
85040
Phone: (602) 650-1100
Fax: (602) 650-1199
Booth Staff:
Nicole Gallow, ngallow@pronetsol.com
Pat Moore, pmoore@pronetsol.com
ProNet Solutions, founded in 1996, is an Information Technology partner, specializing in outsourced technology platform management solutions for independent community banks. ProNet’s service offerings include a comprehensive IT support solution, proactive monitoring of critical technology devices, IT regulatory compliance, 24x7 real-time security monitoring of technology platform, strategic IT planning and IP Telephony (VoIP) support.
Q2 SOFTWARE, INC.
9430 Research Boulevard, Building 4, Suite 400, Austin, TX
78759
Phone: (512) 685-2001
Fax: (512) 275-1726
Booth Staff:
Brian Cooney, Tucker Stovall
mwestling@q2software.com
Q2 Software, Inc. provides electronic banking software and services for financial institutions, delivering leading-edge technology and unmatched customer service. Q2 offers unprecedented integration between web, voice and mobile banking channels, and supports cross-channel Multi-Factor Authentication and open vendor integration with the financial institution’s other customer-facing third-party applications. Solutions can be hosted at the FI or Q2 data center and operate on a Microsoft®-based platform.
QUEST
5822 Roseville Road, Sacramento, CA 95842
Phone: (916) 338-7070
Fax: (916) 338-3289
Booth Staff:
Justin Trammel, justin_trammel@questsys.com
Eddie Adair, eddie_adair@questsys.com
For 30 years, Quest, a technology management firm, has partnered with financial institutions to offer professional and managed services, including security/vulnerability assessments, intrusion detection, fraud and data theft prevention, business process evaluation, storage, and co-location services. Quest specializes in disaster recovery, business continuity planning and business resumption centers. Our expertise in networking, security, data/communications, video surveillance and access control, wireless and cabling, contract maintenance and regulatory compliance delivers comprehensive solutions for reliability, flexibility and control.
RLR MANAGEMENT CONSULTING, INC.
78-010 Main Street, Suite 200, La Quinta, CA 92253
Phone: (760) 771-5036
Fax: (760) 564-1839
Booth Staff:
John Neely, john.neely@rlrmgmt.com
Ruth Razook, ruth.razook@rlrmgmt.com
RLR Management Consulting, Inc. (RLR) has offered financial institutions solutions to their banking challenges since 1988. Founded by Ruth L. Razook, RLR is a nationwide consulting firm focused on providing high quality operations, project management, information technology and payments. We believe in partnering with our clients every step of the way to provide them with the evaluation, planning, design and implementation of high quality, cost-effective solutions.
RSM McGLADREY
801 Niccolet Mall, Suite 1100, Minneapolis, MN 55402
Phone: (800) 648-4030
Fax: (866) 489-1864
Booth Staff:
Lynne Barry, lynne.barry@rsmi.com
Francis Tam, francis.tam@rsmi.com
RSM McGladrey meets the unique business needs of America's banking community through more than 100 local and national offices, including Los Angeles, Irvine, Riverside, Pasadena, San Francisco, San Diego, Phoenix, Seattle and Tacoma. Our wide range of services includes risk assessments, risk management consulting, regulatory compliance consulting, BSA/AML program and technology consulting, IT Security and controls, internal audit, operations effectiveness, IT strategy and system selection.
SECUREWORKS, INC.
1 Concourse Parkway, Suite 500, Atlanta, GA 30328
Phone: (404) 327-6339
Fax: (404) 728-0144
Booth Staff:
Don Sumner, dsumner@secureworks.com
Chris Burns, cburns@secureworks.com
SecureWorks is a leading Security as a Service provider safeguarding over 2,600 organizations. SecureWorks, focused exclusively on security services, is positioned in the Leader's Quadrant in Gartner's Magic Quadrant for Managed Security Services Providers (MSSPs). We protect our clients through a combination of our on-demand Security Management platform, applied research from the SecureWorks Counter Threat Unit™ and 24x7 monitoring and management by our team of GIAC-certified experts.
SQN BANKING SYSTEMS
65 Indel Avenue, P.O. Box 423, Rancocas, N.J. 08073
Phone: (609) 261-5500
Fax: (609) 265-9517
Booth Staff:
Pam Clark, pclark@sqnbankingsystems.com
Stan Jaslar, sjaslar@sqnbankingsystems.com
SQN Banking systems provides fraud detection and process improvement products for the financial industry. Our products include software for exception item processing, image fraud detection tools, automated signature comparison, signature verification and display, transaction analysis and safe deposit operations management. Customers have improved their earnings and reduced check fraud losses with SENTRY.
SUMMIT FINANCIAL SOLUTIONS, INC.
3236 W. Edgewood Drive, Suite A, Jefferson City, MO 65109
Phone: (573) 761-4300
Fax: (573) 761-4031
Booth Staff:
John Barnes, john.barnes@summitfs.net
Craig Witbart, craig.witbart@summitfs.net
Summit Financial Solutions has set a new standard with the Summit.NET image payment platform. Summit.NET is designed around Check 21 Distributed Capture, and is the only Check Imaging, Remittance, COLD and Document Management suite based entirely on Microsoft's .NET platform. Over 1,000 banks rely on Summit for their payment processing.
SYSTEMWARE, INC.
15301 Dallas Parkway, Suite 1100, Addison, TX 75001
Phone: (972) 239-0200
Fax: (972) 239-7242
Booth Staff:
Andy Holguin, andy.holguin@systemware.com
For more than 25 years, Systemware has provided document management solutions for the leaders in the financial services industry. Today, Systemware leverages this proven foundation with its banking solutions — Loans, Account Records, Electronic Statements, and Medical Banking — that increase portfolio visibility, improve profitability, and mitigate risk. With Systemware, financial institutions are able to eliminate information silos, gain a comprehensive view of customers, and improve customer service, while reducing costs and ensuring compliance associated with the increasing volume of documents and records.
TRACESECURITY
5615 Corporate Boulevard, Suite 200A, Baton Rouge, LA 70808
Phone: (225) 612-2121
Fax: (225) 612-2269
Booth Staff:
Scott Cupit, sales@tracesecurity.com
TraceSecurity is a leading provider of security compliance and risk management solutions. We help organizations of all sizes to achieve, maintain and demonstrate security compliance with our comprehensive patent-pending methodology helping clients address all components of a successful security compliance program. We enable our customers to continuously manage their information security program and demonstrate compliance with regulations and best practices by leveraging Risk Management & Compliance Software, combined with security services delivered by certified professionals.
UMONITOR – PARSAM TECHNOLOGIES
3197 Players Club Parkway, Memphis, TN 38125
Phone: (901) 757-1212
Fax: (901) 757-1799
Booth Staff:
Chris Beedles, cbeedles@umonitor.com
uMonitor – Parsam Technologies is an innovative financial solution services provider for banking customer acquisition and retention. The company offers a wide range of highly configurable & customizable Web-based solutions specifically designed to help increase profitability, generate revenue, improve regulatory compliance, reduce costs & improve employee productivity. These solutions include Automated Account Opening and Funding, Account to Account Funds Transfer, Relationship Switching, Account Management Services & many others.
VITEX, INC.
630 Williamson Road, Mooresville, NC 28117
Phone: (704) 663-2544
Fax: (704) 663-2772
Booth Staff:
Randy Roth, rroth@vitex.com
Celeste Fouts, cfouts @vitex.com
Vitex is a national consulting firm dedicated to helping bank executives achieve their strategic business objectives through vision, leadership, and creativity. Our professionals have demonstrated leadership and a sustained level of success throughout their careers. Most are recognized experts in their field of practice. Vitex does not sell any hardware or software.
WOLFPAC INTEGRATED RISK MANAGEMENT
Wolf & Company, 99 High Street, Boston, MA 02110
Phone: (617) 439-9700
Fax: (617) 439-6229
Booth Staff:
Michael Cohn, mcohn@wolfandco.com
Robert Shaw, rshaw@wolfpacsolutions.com
WolfPACsm is a secure, web-based solution used to help
automate a financial institution’s enterprise risk management program.
Introduced by Wolf & Company, P.C. in 2004, and automatically updated to
reflect regulatory changes, the WolfPACsm solution is a tool to assess risk and
document controls for IT, privacy, vendor, compliance and other enterprise-wide
risk assessments. Robust reporting
allows management to analyze its controls in relation to risk, provide
documentation for examiners, and evaluate their risk profiles against peers.