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Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, & care cost planning.
CoastHills is a not-for-profit credit union currently serving more than 58,000 members in Ventura, Santa Barbara, San Luis Obispo, Monterey and Santa Cruz counties. It has 11 branches and a full service call center. With assets of more than $835 million, CoastHills is one of the largest independently owned financial institutions on the Central Coast.
Benelect is a Visalia, CA-based company in the Financial Services sector.
Payveris is a next generation provider of digital payment solutions for community based financial institutions designed to keep FI`s at the center of commerce. We offer banks and credit unions an innovative suite of electronic payment and money movement solutions which includes electronic bill pay, account to account and peer to peer offerings delivered through our secure cloud-based platform which enables them to provide exceptional omni-channel - anytime, anywhere, any device payments experience faster and more cost effectively while gaining a competitive edge in the marketplace. The Payveris web services payment platform is designed for deployment either as a standalone application or as a “white label” modular suite of API’s which partners and developers can utilize to deliver innovative and customized payments functionality. For partners, Payveris’ innovative payment platform combined with its unique “white label” business model provides core processors, online banking providers and other providers of remote banking services a powerful solution for their financial services clients.
Flagship Federal Credit Union is a Port Huron, MI-based company in the Financial Services sector.