May 30 2024
583 Park Avenue, New York
Congratulations to all the 2023 Banking Tech Awards USA Finalists
Banking Tech Project Awards Finalists
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Excellence in Tech Awards
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Leadership Awards
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Banking Tech Project Awards Finalists
Best Tech Overhaul – Back Office
Sponsored by: SS&C Intralinks.
- Wells Fargo - Wells Fargo Vantage
- Morgan Stanley - Wealth Management Cash Sweeps Renovation
- Bank of America - Virtual on-Watch
- Mercury Financial - Mercury Financial Platform Modernization Effort
Best Tech Overhaul – Front Office
- Bank of America - GCIB Launch
- J.P. Morgan - Freedom/Triumph
- Morgan Stanley - Morgan Stanley Wealth Management 3D Web
Best Community Bank/Credit Union Modernization
Sponsored by: Veritran
- The Bank of Missouri - Aspire Bank Initiative
- Vikar Technologies, Inc - Peapack-Gladstone Bank Enterprise Account Opening and KYC Solution
- Locality Bank - Digital-First Community Bank
- Orange Bank & Trust Company - Attorney Banking Digital Suite
- Amerant Bank - Amerant Bank's Digital Transformation
Best Use of Tech in Banking
- KeyBank - MyKey Virtual Assistant
- Grasshopper Bank - Grasshopper Bank
- Synovus - Synovus Gateway Project
- Goldman Sachs - Goldman Sachs Transaction Banking
Best Use of Tech in Private Banking/Wealth Management
- J.P. Morgan - ENGAGE
- Merrill Wealth Management (“Merrill”) - Collaborative Onboarding Experience (COBE)
- J.P. Morgan Wealth Management - Wealth Plan
- J.P. Morgan – CRM
- Stash - Stash Core
- Morgan Stanley - Morgan Stanley Wealth Management Fractional Shares Trading
Best Use of Tech in Lending
- Wells Faro - Flex Loan
- Drip Capital Inc - Drip Capital's working capital solutions for cross-border traders
- Groundfloor - Groundfloor: real estate lending for the 99%
- QuickFi® by Innovation Finance USA - QuickFi®
Best Digital Initiative
- Discover Financial Services - Certificate of Deposit (CD) Online Renewal Journey
- J.P. Morgan Wealth Management - Wealth Plan
- Wells Fargo - Tap 2 Accept
- J.P. Morgan – ENGAGE
- J.P. Morgan - Casey
Best Mobile Initiative
- WECU - Mobile Banking Refresh - Charting a New Course
- Wells Fargo - Wells Fargo Mobile Native Bill Pay with usage of Stateless Experience API
- J.P. Morgan - Mobile Insights
- QuickFi® by Innovation Finance USA - QuickFi®
- Bank of America - EMPaaS: Enterprise Mobile Platform as a Service
Best User/Customer Experience Initiative
- Discover Financial Services - Discover Personal Loans Site Redesign
- J.P. Morgan – JPOI
- U.S. Bank - A one-of-a-kind automated solution for unclaimed property and escheatment
Best Use of Data
- J.P. Morgan - SRE Observability Meets AI/ML: KOI
- Merrill Wealth Management - Advisor Match
- Morgan Stanley - Application Reliability Tool (ART)
- Harris Associates - Harris Associates: Benefits of Implementing a Smart Data Fabric
Best Bank & FinTech Partnership
- Funding Circle US & Pitney Bowes Inc.- Funding Circle & Pitney Bowes Business Lending Partnership
- The Bank of Missouri - Aspire Bank Consumer Bank
- The Clearing House, EarnIn and CBW Bank - On-demand pay through the RTP network
- U.S. Bank - All-In-One Travel and Expense Management Payment Solution
- U.S. Bank - An efficient, end-to-end solution for the Minnesota Frontline Worker Pay Program
- Michigan State University - Increasing Member Engagement Through Larky nudge
- KeyBank - KeyBank Digital Disbursem*nts with Ingo Money
- First United Bank & Trust and Finotta - Personified
Best Contribution to Economic Mobility
- Oportun – Oportun
- Zenus Bank - Zenus Infinite Account
- Earnest - Going Merry by Earnest
- MPOWER Financing - MPOWER Financing's ReFi Loans: Bridging Gaps In Education for International, DACA & Refugee Students
- NerdWallet - NerdWallet
Top Innovation
- Morgan Stanley - Holistic View (HView)
- MPOWER Financing - MPOWER Financing - Propriertary Algorithm
- Merrill Wealth Management - Mobile Advisor Experience (MAX)
- Morgan Stanley - iTOS (Intelligent Tech Ops Support)
- U.S. Bank - Card as a Service
- State Street - GlobalLink Digital
Excellence in Tech Awards Finalists
Best Core Banking System
- Jack Henry - SilverLake System from Jack Henry
- Temenos – Temenos Core Banking
- CSI - CSI NuPoint® Core
- FIS - Integrated Banking Solution (IBS)
Best Digital Banking System – Retail Banking
- Goal Solutions - Launch Servicing System – LSS
- Amount - Amount Consumer Solutions
- Fiserv - Experience Digital
- Apiture - Apiture Digital Banking Platform - Consumer Banking Solution
- Jack Henry - Payrailz Pay a Person
Best Digital Banking System – Business Banking
- Amount - Amount Small Business Solution
- Apiture - Apiture Digital Banking Platform - Business Banking Solution
- Dragonfly Financial Technologies - Universal Online Banker
- Mercury - Mercury
Best Payments System
- FIS - FIS™ Fusion
- Sila - Sila ACH API
- Intuit QuickBooks - Intuit QuickBooks Business Network
- Transact Campus - Transact Campus Integrated Payments
- PayQuicker - Payouts OS
- Orum - Orum Payment Processing System
- FIS - FIS Integrated Payables
Best Embedded Finance System
- Treasury Prime - Treasury Prime’s Modern Banking Platform
- SavvyMoney - SavvyMoney Credit Score Solution
- Astra - Astra Instant Payments API
- BOND.AI - The BOND Network
- Fyle - Fyle Inc
- Bread Financial - Enhanced Digital Suite
Best Embedded Finance System – Lending
- TurnKey Lender - TurnKey Pay Later
- ChargeAfter - ChargeAfter POS financing platform
- QuickFi® - QuickFi® by Innovation Finance USA
Best Embedded Finance System – as-a-Service
- NovoPayment - NovoPayment Embedded Finance System
- BM Technologies (BMTX) - BM Technologies (BMTX) Banking-as-a-Service (BaaS) Platform
- U.S. Bank - Card as a Service
Tech of the Future
- Traceable AI - Traceable API Security Platform
- Wildfire Systems, Inc. - White-Label Cashback Rewards Platform
- Zero Hash - Zero Hash - crypto-as-a-service
- Beacon Platform - Beacon Platform
- Highline Technologies - Highline Technologies
- Green Check Verified - Green Check Verified
- Oracle - Oracle Revenue Management and Billing (ORMB)
- Instnt - Instnt AcceptTM
FinTech of the Future – Artificial Intelligence & Machine Learning
- SmartStream Technologies - SmartStream Air
- FIS - FIS EPIC & PREBOTS
- Brighterion, a Mastercard company - Market-Ready Models
- Zenarate - Zenarate AI Coach
AML & Compliance Tech of the Future
- Phonemix (aka Fincom) - AML Sanctions Screening for immediate payments and transactions
- Hawk AI - Transaction Monitoring
- Napier - Napier Continuum
- Winnow Solutions, LLC - Winnow
LendTech of the Future
- Total Expert - Total Expert
- Peach Finance - Infrastructure for tomorrow's lending products
- Octane® - Octane's seamless, end-to-end buying experience
FinTech of the Future – Data & Insights
- Wealth Access - Business Banking Solutions
- Provenir - AI-Powered Data and Decisioning Platform
- ForwardLane - ForwardLane AI Client Engagement Platform
- Synthesized - Synthesized SDK
FinTech of the Future – Customer Engagement & Experience
- Agent IQ - Agent IQ’s Lynq™
- Sogolytics – Sogolytics
- OvationCXM - OvationCXM’s CXMEngine
- Backbase - Engagement Banking Platform
Tech of the Future – Identification, Authentication & Verification
- Deduce - Deduce Identity Network
- ID R&D - Prevention of Deepfake and Chatbot Fraud with Continuous, Multimodal Biometrics and Liveness Detection
- 1Kosmos - 1Kosmos BlockID
- SentiLink - Identity Theft Solution
- Entersekt - Entersekt Context Aware Authentication
- Socure - Socure ID+ Identity Verification and Fraud Platform
Workflow Tech of the Future
- Katipult – DealFlow
- Moxo – Moxo
- OpenFin - OpenFin Workspace
FinTech Start-up of the Year
- Winnow Solutions, LLC – Winnow
- Future - FutureCard Visa Debit Card
- Dexy – Dexy
- LeapXpert - The LeapXpert Communications Platform
- Inscribe – Inscribe
- Argyle - Argyle
FinTech Start-up of the Year - Investment & Trading
- Pipe – Pipe
- ToroAlerts – ToroAlerts
- Commonstock - Commonstock
FinTech Start-up of the Year – Lending
- Uplinq Financial Technologies - Uplinq Financial Technologies
- QuickFi® by Innovation Finance USA - QuickFi®
- ForwardAI - Precise API
FinTech For Good
- BMO - 1871 - WMNfintech accelerator
- MPOWER Financing - MPOWER Financing Global Citizens Fund: Providing Scholarships To International, DACA & Refugee Students
- VyStar Credit Union - Good is everywhere Celebration
- First Rate, Inc. - First Rate Living
- Biz2Credit - Biz2Credit Project involvement to assist underserved SMB owners
Leadership Awards Finalists
Woman in Technology (W.I.T.) – Bank/Financial Institution
- Gitanjali Nistala, Managing Director, J.P. Morgan
- Shell Adams, Managing Director, EO&T and Head, Global Compute, Citigroup Inc.
- Jyl London, VP of Product and Program Management, TAB Bank
Woman in Technology (W.I.T.) – Software & Services Provider
- Shawn Kruger, Senior Vice President of Marketing and Strategy, Avivatech
- Reena Raichura, Director, Head of Product Solutions, Glue42
- Margaret J. Hartigan, Founder & CEO, Marstone, Inc
- Kathleen Perrotte, CEO, ActiveViam
- Nicole Pienkos, SVP, Group Executive, Regional Banking, FIS
- Luvleen Sidhu, Chair, CEO and Founder, BM Technologies (BMTX)
- Elaine McKiernan, Executive Vice President of Global Business Development, Numerix
- Vicky Sanders, Chief Digital Officer, OpenFin
Woman in Technology (WIT ) - Payments Software & Services Provider
- Ashley Usher, Chief Operating Officer, Fortis
- Martha Salinas, Chief Commercial Officer, TreviPay
- Miriam Sheril, Head Of Product - U.S., Form3
- Stephany Kirkpatrick, CEO, Orum
Tech Leadership – Bank/Financial Institution
- Corey LeBlanc, Co-Founder and CTO, Locality Bank
- Ninish Ukkan, Chief Technology Officer, Arvest Bank
- Aaron Thomas Bridgers, Senior Vice President, Head of Strategy and Innovation, Regions Bank
- Lloyd DeVaux, President and CEO, Sunstate Bank
- Subhadeep Bhattacharjee, SVP of Technology (Practice Lead- Software Quality Management Group), Northern Trust
- Casey Franz, Managing Director, Head of Merrill Platforms & Capabilities, Merrill Wealth Management
- Tracy Kerrins, CIO - Consumer Technology, Wells Fargo
- Shell Adams, Managing Director, EO&T and Head, Global Compute, Citigroup Inc.
Tech Leadership – Software & Services Provider
- Jayashree Vaidhyanathan, CEO, BCT Digital, Bahwan Cybertek Group
- Jonathan Wilk, Chief Executive Officer, CompoSecure
- David Scola, CEO, US, Form3
- Jilenne Gunther, Director, AARP BankSafe, AARP
- Gavin Lauchlan, Chief Product Officer, OpenFin
- Johnny Ayers, Founder and CEO, Socure
Rising Tech Star
- Andrew Harrison, Head - US Digital Partnerships, BMO Financial Group
- Ahon Sarkar, General Manager, Helix by Q2
- Satyam Kancharla, Executive Vice President and Chief Product Officer, Numerix
Tech Team of the Year
- Northern Trust - Chaos Engineering
- J.P. Morgan - Portfolio Management Technology (GRT)
- Octane® - Octane’s C-Suite Team
- SS&C Intralinks - Intralinks Professional Services
- OpenFin - OpenFin Workspace