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South Jersey Federal Credit UN is a Woodbury, NJ-based company in the Financial Services sector.
Velocity Solutions® is the leading provider of revenue enhancement solutions to regional and community banks and credit unions. Founded in 1995 and servicing the transaction accounts of over 25 million consumers and business owners, we have unparalleled expertise and insight into deposit account activity and transactional trends. Our innovative technology ensures seamless implementation and the highest levels of data security. Our unique approach is designed to: • Drive new account openings with an automated referral strategy • Increase checking account activity among existing account holders • Generate non-interest fee income by offering additional services and perks to debit card users • Increase account holder retention • Address regulatory scrutiny by proactively managing overdraft services One of our newest solutions is an automated small-dollar, short-term lending platform that allows financial institutions to provide loans that are responsible, compliant and dramatically more efficient than other manual solutions. Our solutions address the changing regulatory landscape and evolving consumer needs. Our ability to swiftly and proactively develop innovative new solutions stems from our seasoned leadership team, providing a powerful mix of financial, analytical, legal, marketing and technical backgrounds. This unique blend of expertise allows us to develop a true consultative relationship with our clients and help them succeed within the ever-changing economic and regulatory environment.
First National Bankers Bank is a Baton Rouge, LA-based company in the Financial Services sector.
Savings Bank of Maine is a Gardiner, ME-based company in the Financial Services sector.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.