December 7 & 8, 2017
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Wolf & Company’s financial institution practice is one of the largest in the Northeast, providing assurance, tax, risk management, and business consulting services to more than 200 institutions. With a century of experience in financial institutions, we pride ourselves on unparalleled client service that includes direct involvement from our senior management combined with responsive service from our multi-disciplinary team. Our clients represent financial institutions from denovo community banks to large regional institutions facing unprecedented regulatory scrutiny. Through our collaborative service strategy, we understand our clients’ challenges and opportunities and work with them to achieve their business goals while navigating potential obstacles. www.wolfandco.com
BankSight, Inc. is a leading provider of sales enablement solutions leveraging powerful machine learning technologies purpose built for superior banking. Our timely and intelligent digital insights offer a customized single view of your customer enabling regional and community banks, credit unions, and personal bankers to deepen customer relationships. The results are increased NPS scores, higher cross-sell and referral ratios that grow revenues and foster more loyal, committed customers.
COCC is the fastest growing financial data processing company in the United States and recognized as a leader in delivering innovation and quality service to financial institutions. Launched in 1967, COCC was founded by its clients. This unique cooperative structure has set COCC apart from the competition and is one of the driving forces behind our success. COCC thrives with its highly flexible, fully-integrated core technology services, solid client ratings and frequent, meaningful exchanges with clients. At COCC, collaboration with clients yields success. For more information, please visit www.cocc.com.
Derivative Path is a San Francisco Bay Area-based FinTech company with additional offices in New York City and Chicago. The company provides a technology-led solution known as DerivativeEDGETM to assist financial institutions and other market participants manage the full trade life cycle and regulatory requirements of their interest rate derivative activity.
As a global leader in cash technology solutions, we provide the financial, retail, cash center and gaming industries with confidence that their cash is protected and always working to help build a stronger business.
Our cash automation technologies and process engineering services help businesses in more than 100 countries optimize the handling, movement and management of cash. While we span the globe, we personally engage with each customer to address their unique challenges and goals — enhancing staff efficiency, reducing operating costs and enabling a more rewarding customer experience.
We offer peace of mind. We enable transformation. We generate options. We empower people. We do all this by releasing companies from the burden of cash management, putting cash to work, and helping customers enhance the value that their staff and facilities add to their business
GraVoc is a technology consulting firm located in Peabody, MA. The company is comprised of four practices, one of which is dedicated to providing information security consulting, IT audit, and cyber-security testing services for financial institutions.
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Atlantic Technology Systems, Inc.
Classic Equipment Services, Inc.
Derivative Path, Inc.
Federal Deposit Insurance Corporation
GraVoc Associates, Inc.
Jack Henry & Associates, Inc.
Malauzai Software, Inv
New England College of Business
Phoenix Diversified Group, Inc.
Red Hawk Fire & Security
Security Management Partners
Signature Information Solutions, LLC
Specialized Data Systems
The Jordan Real Estate Group & Quality Title & Abstract Agency
Western Technologies Group, LLC
Wolf & Company