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Abe.ai’s Virtual Financial Assistant (VFA) is an AI-powered conversational customer service experience, deployed on your website, mobile app and/or phone system. The VFA is quick to deploy & delivers immediate ROI with customizable FAQs, guided account opening & contact center integrations - plus upgradable functionality for advanced tasks like transactions, personalized insights & micro-savings.

Conversational AI Artificial Intelligence Virtual Financial Assistant Chatbot

Agent IQ

Seamless integration within your Q2 environment allows your customers to choose their own banker and communicate with them at their convenience. You get the benefit of seeing what your customers are talking about and tailor advice to support and increase product holding.

customer experience personal digital engagement

Alacriti

Alacriti is a leading fintech with a comprehensive unified money movement and payments platform, Orbipay. We’re dedicated to helping FIs accelerate their digital transformation. Built on a flexible, cloud-native ISO20022 framework, our array of real time payment solutions allow clients to rapidly deliver money movement experiences and payments innovation that today’s members demand. Orbipay seamlessly integrates loan payments with the Q2 Platform.

payments money movement retail payments business payments

Coming Soon

AlliedPayment

Allied’s digital pay platform extends beyond bill pay with features and digital money movement options that others in the market are still developing—all from one easy-to-use and easy-to-implement centralized app. Now community financial institutions can compete more effectively with MegaBanks and technology giants like PayPal, Venmo and Square, and differentiate an institution with the digital pay technology consumers and small businesses demand.

Real-Time Digital Payments A2A P2P

Array

Array makes it easy for you to embed customized Credit and Identity tools inside your digital banking experiences. We enable institutions to create more engaging experiences, expand revenue possibilities, and drive deeper connections with consumers.

marketing financial wellness credit monitoring identity protection

Coming Soon

Ascendant Global Payments

Ascendant partners with FI’s to provide cross border services to your clients. Without them, FI's risk losing their clients to their competitors. Ascendant helps you build fences around your clients. Services include: 1. International USD/Foreign currency wires, including payment tracking 2. Global ACH & Global Real Time 3. Foreign Check clearing, including Canadian check image clearing 4. Virtual Account to receive international wires 5. Foreign cash for your travelling clients

international global wires foreign

Ascenum Marketplace

Ascenum is a B2B Marketplace that enables FIs to expand relationships and introduce service options for their SMB clients beyond traditional banking products. FI's can be a "sticky" digital gateway where SMBs can search and find curated, matched Providers when facing a high-impact business need throughout their business life cycle, whether to access Private Debt & Equity Capital, Tech/Marketing/Finance improvements, Fractional C-Suite services, or Advisors for Exit Planning & Sale of a business.

marketplace B2Bmarketplace SMBs B2B

Coming Soon

Atomicvest

Atomic enables consumer-facing fintechs to integrate wealth management and trading into their products in a frictionless way. Using the Atomic platform, companies can launch engaging investing experiences without the burden of developing in-house regulatory, operational, and compliance expertise. Businesses powered by Atomic can offer their customers cutting-edge investing capabilities such as ethical investing, direct indexing, and tax-loss harvesting.

investing wealth management trading brokerage

Autobooks

Digital-first challengers are aggressively targeting small businesses, using online and in-app payment acceptance as their foot in the door. Stand out from competitors — make embedded payment acceptance part of your digital banking experience.

Accounting Business Payments

Coming Soon

BNPL by equipifi

equipifi’s white label Buy Now, Pay Later (BNPL) solution integrates with banks and credit unions to curate offers that consumers can view, accept, and manage through Q2 digital banking. By offering BNPL, financial institutions can enable their debit cardholders to pay for purchases in a way that aligns with their financial goals.

payments buy now pay later debit engagement

Coming Soon

Boost.ai

Boost.ai provides automated customer service for leading financial institutions globally. Our customers are able to improve customer satisfaction while cutting costs. Available 24/7, and delivering on the promise of conversational AI at scale, our virtual agents free up valuable time for your internal teams, can seamlessly transfer to a live agent, and cover a wide range of topics, while maintaining 90%+ resolution rates. In fact, 85% of our customers reach a positive ROI within 3 months.

Conversational AI Chatbot Voicebot Customer Experience

Carefull: Senior & Family Protections

Carefull is a PRT (Protect / Retain / Transfer) provider that helps banks support older adult clients & bridge to the next generation. Seniors face $50B in fraud and mistakes, and 45M Americans are now involved in an aging loved one’s finances. Carefull offers both groups a service to safeguard finances: senior-specific money, ID, and credit monitoring; $1M in ID theft insurance; a password & document vault, and a Trusted Contacts system to gain “share of family” in addition to share of wallet.

Seniors Older Adults Elder Fraud Financial Exploitation

Changed

Build a larger & stronger loan portfolio, along with long-term client relationships, by offering Changed as your debt repayment hub. Our proven approach to debt management delivers desirable client relationships and unique insights into your borrowers’ financial journeys. We help borrowers achieve financial credibility while delivering attractive, long-term relationships to our FI partners. Let us accelerate your growth by building your credit quality, client engagement, and account retention.

Coming Soon

Chimney

Millions of homeowners are using Chimney’s tools and APIs to track home value, understand borrowing power, and easily access home equity - all right within their banking app.

home lending mortgage engagement education

Coming Soon

Clinc Virtual Banking Assistant

The Virtual Banking Assistant is powered by Clinc’s patented AI engine, providing an engaging digital experience that increases digital usage and removes high-cost, low-value customer contact. The Virtual Banking Assistant allows banks and credit unions to automate and address the majority of routine requests, freeing up resources to handle more complex and deep interactions. Users can check balances, make payments, transfer money, review transactions, and much more.

Chat Bot Chatbot Virtual Assistant Conversational AI

Connect Earth

Connect Earth is an environmental data company that democratises easy access to sustainability data. With our carbon tracking API technology that we integrate into financial products, we are on a mission to empower people to make sustainable choices and bridge the gap between intent, knowledge and action. We support financial institutions in offering their customers transparent insight into the climate impact of their daily spending and investment decisions.

api environmental data climate climatetech

Covered Insurance

Covered Insurance brings an embedded insurance marketplace to FI’s - delivering a personalized shopping experience for your Account Holders. A quick integration with Covered provides access to multiple quotes for multiple products, 30+ insurance carriers and independent, experienced advisors. Our priority is finding the best policy that fits your Account Holders' needs.

Marketplace Insurance Home Insurance Small Business Services

CPFM OAuth Data Receiver Terms

Select the "Request App" button to continue to maintain CPFM connections to the broadest set of institutions for account aggregation.

oauth cpfm aggregation

CryptoFi

The CryptoFi Q2 integration increases user retention, acquisition and non-interest income; enables crypto-asset balance transfer from exchanges; and drives lending opportunities. The buy-sell-hold features support leading coins beyond Bitcoin. Financial / crypto literacy is delivered by In-app education and engagement content. Interchange income and crypto adoption are driven by an integrated reward program. A strong service center provides turnkey access to best-in-class liquidity and custody.

Top of Wallet Education Customizable Custody & Liquidity

CuneXus

In today’s crowded lending market, consumers seeking a loan have more choices than ever, from national banks to online lenders and finance companies. But when you launch the CuneXus digital storefront, you cut through the competitive noise. Consumers get perpetual lending offers that stay top-of-mind — they’re pre-approved and ready for one-click activation.

digitallending digitalstorefront perpetuallending

Coming Soon

Curu

Curu strengthens your relationship with underbanked customers by graduating them to their first lines of credit. The Graduation Program engages customers with personalized action plans and financial literacy to qualify them for new credit access.

credit account origination credit score lending

DeepTarget

Connecting banking consumers with impactful stories, relevant messages and welcomed offers, DeepTarget provides a single Digital Experience Platform for financial institutions to manage the complete engagement-to-results lifecycle across all digital channels, resulting in increased revenue, loyalty, trust plus decreased costs.

3D Storyteller Customer Insights Predictive Modeling Customer Experience

Deluxe HR and Payroll Solutions

Deluxe HR and Payroll Solutions is a high-tech, people-focused online platform for small business. We automate tax payments, benefits administration, hiring, onboarding, time tracking and provide a comprehensive set of powerful HR tools. We offer custom packages, ala carte tools and no hidden fees. Deluxe is a trusted partner to over 4,000 Financial Institutions, and the engine that powers over 4 million active small business customers.

Payroll HR Business Small Business Services

Coming Soon

Deluxe Merchant Services from Fitech

Fitech by Deluxe is the leading payments technology provider in the nation and is committed to serving the unique needs of financial institutions. We believe that immeasurable value exists in our purpose to position each partner as the trusted provider for all financial services needed by their local business owners and communities.

payments merchant services financial institutions banking

Coming Soon

directlink

Directlink is a leading-edge voice + digital banking platform. Powered by conversational AI technology, Directlink enables banks and credit unions to deploy and manage intelligent virtual assistants across channels - optimizing customer service via hyper-personalized interactions. Directlink offers integrations with cores and fintech solutions to orchestrate a connected ecosystem within your tech stack. Directlink makes connecting with your customers easy, seamless and affordable.

conversational banking intelliegent virtual assistant Contact Center Automation Digital Customer Service

Eko

Eko enables every FI to offer a digital investment solution. Backed by fact that most Americans want to invest with their trusted FI, Eko is accessible via your existing digital platform. We take care of the entire investment process, from live dashboards to regulatory. End-users can either get a suggested portfolio based on risk apetite and interests, or pick individual stocks/ETFs. This way Eko improves product offering and attract younger members, while creating a significant revenue stream.

Investments Wealth Management

Eltropy

Serve your members & customers in the channel of their choice-Text, Chat, Digital Audio, Video, Phone. Automate over 40% of your front-line issues across all channels and unlock actionable insights from voice and digital data with the industry’s only AI and Digital First Contact Center solution designed for Credit Unions and Community Banks and pre-integrated with the Q2 Digital Banking Platform. Rated # 1 by CUNA Strategic Services for Texting and Omni-Channel Solution

Chat, Contact Center, Text, Digital Customer Service, Video Banking, Live Help Intelligent Virtual Agent Chatbot

EmailACheck

eMailACheck are checks for the 21st century. Our patented technology is a new and improved secure eco-friendly way for your banking customers to send, receive and deposit checks instantly. Your customers can write, send, receive, and deposit a check without ever leaving their chair.

check payments echeck check 21 credits

Entersekt

Entersekt, backed by Accel-KKR, is how the financial world can finally access one cross-channel platform for secure, frictionless authentication of customers and payments alike.

authentication biometrics advanced authentication fraud elimination

Coming Soon

FamZoo

Prepaid cards and a financial education for kids and teens — all in one award-winning family finance app. FamZoo provides a convenient, educational, and safe parent-moderated payment solution for kids of all ages. Automate allowance delivery, chore payments, parent-paid compound interest, spend/save/give splitting, goal tracking, money requests, reimbursements, parental loan repayment, and more

Family Teen Child Prepaid Card

Financial Interactive Voice Experience

FIVE is a voice banking platform designed to evolve as new voice services come to market. It leverages the expanding number of voice services and devices and provides uniformity with all data stored and managed in a central platform. FIVE also supports a credit union’s brand with dozens of configurations and custom interactions. As new voice features are developed, new conversations are readily accessible to the solution. (SSO/oAuth page for use by the BIG FIVE product)

Voice App Amazon Echo Google

Finotta

Finotta is the easiest way for financial institutions to personalize their digital banking experience, increase their share of wallet, and delight their customers. Our platform is an all-in-one solution that includes a robust financial health score, personalized financial guidance, and automated product recomendations for every customer, regardless of what financial journey they might be on.

Financial Wellness Retail Credit Investments

Floatbot.AI

Floatbot is an end-to-end Conversational AI platform for banks - Voicebot, Chatbot, Co-browsing, AI Agent Assist, and Live Chat. With our self-learning NLP, we help banks launch a customer support FAQ bot within hours across 15+ customer-facing channels - call, text/SMS, Messenger, WhatsApp, websites, and mobile apps. The bots self-learn from unstructured data (website pages, knowledgebase, PDFs, Word). We have a Thanksgiving offer for you - 3 months of free subscription to the Chatbot platform

Voicebot Call Center Automation Agent Assist Chatbot Conversational Banking

ForeverCar

Our mission is to create a better car repair experience for all drivers. We do this by partnering with trusted brands and organizations to give customers & members exclusive access to our subscription vehicle repair plan at a discounted rate. Once you sign up, you will have access to your very own repair concierge who will help guide you along the rocky road of car repair.

mechical breakdown coverage fintech subscription vehicle warranty

Coming Soon

Fundbox

Help your small business customers optimize their cash flow with Fundbox's embedded working capital platform. Your customers will benefit from fully automated underwriting, approvals in minutes, and funding as soon as the next business day. Interested in learning more? Request the Fundbox app.

Small Business Lending Working Capital SMBs

Give on the Go

Give on the Go is an innovative online and mobile banking fundraising solution financial institutions can use to raise funds for their local children’s hospital. Created in partnership by GiveWorx, this app allows a member to make a donation through the online banking portal. It is a convenient and user-friendly process, requiring two clicks to complete a donation.

Givio

Givio makes charitable giving and fundraising simple, secure & impactful. Account holders can donate to 1.6M+ 501c3 nonprofits - or support a cause from your list of local nonprofits - directly from their bank account(s). Your institution can launch and promote fundraisers and matching gift campaigns, engaging account holders to help make a big impact in your community.

Philanthropy Charity Giving Donations

Glia

Glia is reinventing how you serve customers. Digital Customer Service enables you to: Use any channel and start the conversation anywhere Seamlessly transition across digital channels Co-pilot conversations and guide customers along the way Meet your customers where they are on their journey using the communication channel of their choice: on screen voice, chat, phone, video, social, or SMS.

Conversational Banking Chat CoBrowsing Digital Experience

Homebase

Homebase makes managing hourly work easier for local businesses. With payroll, employee time tracking, scheduling, team communication, and hiring, managers and employees can spend less time on paperwork and more time on growing their business.

time clock schedule HR payroll

Honest Policy

Honest Policy is a consumer advocacy insurance technology company. We work to help consumers make data-driven insurance purchases by providing a wide spectrum of reviews, public complaint data, and other in-depth research tools so our customers can feel confident they are making the smartest purchasing decisions.

insurance retail

Hurdlr

Hurdlr is a simple business expense, mileage and self-employed tax tracking app for your personal account holders that have gigs, host, freelance or own micro-businesses. Help these modern entrepreneurs easily track their "business" finances, hit their goals and maximize their profits.

Finance Management Simple Accounting Self Employment Tax Freelancers

IDnotify® by Experian®

Experian unlocks the power of data to create opportunities for consumers, businesses and society. At life’s big moments – from buying a home or car, to sending a child to college, to growing a business exponentially by connecting it with new customers – Experian empowers consumers and clients to manage their data with confidence so they can maximize every opportunity.

Credit Reports, Credit Education, Identity Theft Protection, Credit Monitoring,

Incent

Incent is a youth financial education tool that enables youth to begin using your FI’s core services and encouraging engagement. Young members can: Spend money with integrated debit card controls, earn cash for grades, make money by completing chores, borrow money from their parents, request money from their parents, learn about budgeting, and compete to earn trophies! Provide a competitive product to Greenlight and GoHenry which are stealing away your members and deposits!

youth engagement financial education debit cards

Insurify

Insurify is an insurance comparison platform, helping consumers find the best & most affordable auto & home insurance options in minutes. An Insurify partnership enables you the ability to offer insurance as a product & help your consumers achieve significant premium savings. We have a variety of options for how we partner & provide FI consumers the best insurance shopping experience.

insurance car auto financial wellness

Coming Soon

interVal

interVal is changing how business owners and their advisors access and leverage valuation data. interVal’s software creates a better way for financial institutions to increase SMB member engagement, provide proactive product recommendations, and help owners make more informed financial decisions.

valuation business monitoring business health member engagement

KAI Consumer Banking

KAI Consumer Banking provides digitally engaging experiences to users through a firm’s branded digital assistant. With deep financial expertise, KCB eliminates the need for costly ramp-up time and comes with everything firms need to customize, maintain, and grow their consumer banking digital assistant. Right out of the box, KCB includes skills focused on banking experiences like Account Information, Transaction Search, Balances & Payments, Credit Card Servicing, Financial Wellness, and more.

Conversational AI Chatbot virtual assistant digital engagement

Ladder

Empower customers and members to protect their loved ones with a 5 minute online application for term life insurance coverage from $100k to $8M, with no medical exams for up to $3M in coverage.

Insurance Retail Financial Wellness

Lanvera

Lanvera is a customer communication outsourcing provider specializing in the design, production, and delivery of personalized business-critical documents including statements, invoices, letters, notices, and tax forms. Our mobile responsive ePresentment platform integrates with Q2 using the SDK, allowing quick plugin of a SAML 2.0 SSO authentication and near real time API to User and Sub-User profile data.

ePresentment

Coming Soon

LegalZoom

Our business formation services give you a competitive edge. How can you attract more small business customers? Offer business formation services from LegalZoom. These newly minted LLCs and corporations need to open accounts, establish credit, and get financing. And you're there to provide solutions.

small business services business formation llc inc

Monit

Monit gives FIs a never-before-seen view of their Small and Medium Sized Business (SMB) clients via their accounting data. For the FI, Monit has designed dashboards & APIs to automate growth opportunties for current and prospective SMB clients. In exchange, SMBs receive access to best in class cashflow tools and automated personalized guidance at scale.

small business cash flow insights analytics

MXinsights

MXinsights combines the power of behavioral spending data with machine learning to generate a personalized financial feed. Powered by MX’s industry-leading data cleansing, Insights provides users with a constant stream of personalized and relevant notifications that inform them of anomalies or potential fraud and provide guidance to help them improve their financial wellness.

Financial Wellness Personalization Automation Financial Insights

MXwellness

The MXwellness provides users with a precise score of their financial health based on their financial behaviors with tips on how to improve their score through organizing, automating, saving, protecting, and growing their finances.

Financial Wellness Personalization Automation Financial Literacy

Neural Payments

The Neural Payments functionality offers the ability to easily send funds both inside and outside of the Neural Payments ecosystem via existing integrations with Paypal, Venmo and Visa/MasterCard. Neural Payments has solved the out-of-network equation for consumers who want to send money outside of the ecosystem. Consumers want to be able to send money seamlessly without the need to worry about the application that the receiver may be using.

p2p payments retail commercial

Ntropy

Ntropy enables your customers to see their bank transactions in a beautiful, rich format, providing a deeper picture of their personal finances. Each transaction is enriched with useful information, such as: the transaction category, merchant name, logo, website, location, and recurrence type: subscription, repeating or one-off.

Enrich Transactions Data Services Lending Payments

NYDIG

NYDIG is a leading bitcoin company that makes its full-stack Bitcoin platform available to companies interested in offering Bitcoin products & services under their brand. Our platform is built to the highest security, regulatory and operational standards.

OneDigitalTrust

Trusted by leading enterprises, OneDigitalTrust is a digital estate & inheritance planning platform which offers a secure, and simple app to let users create legally valid (50 states & DC) documents - will, revocable (living) trust, healthcare and financial powers of attorney among others. Why not empower your customers to complete essential end-of-life inheritance planning to spare surviving family the stress and expense of dealing with endless bureaucracy?

Financial Wellness Estate Planning

Payrailz P2P

Payrailz' Pay A Person (P2P) enables frictionless open loop P2P digital payment experiences between consumers. It provides the freedom to conveniently send and receive money electronically with friends, family, or any individual with an account at a financial institution in the United States – simply by providing their email address or mobile phone number. Payments can be one-time or set up as recurring to be delivered in real-time, same day, next day, or on a future date.

P2P Payments Peer to Peer

PayRecs

International Payments Simplified. Elevate your customer experience with the tools they need to add new revenue and reduce operational costs and risk. PayRecs streamlines the daily activities associated with international payments while offering more visibility, transparency and security to the process.

International Payments International Transfers B2B Small Business

Plinqit

Plinqit’s automatic savings helps with the first step of the financial wellness journey: SAVING MONEY. Plinqit allows digital customers to save for specific goals using an automated experience that makes it fun, rewarding and social. It also allows your financial institution to provide relevant financial education and cross-sell your products and services in a more meaningful way.

PFM Retail Banking Deposit Growth Savings

Prisma Campaigns

Prisma Campaigns is a next generation marketing automation platform that takes full advantage of your data and your digital channels to boost loyalty and share of wallet. Use your data to serve your customers highly personalized offers that match their needs whether they are logged in their online banking, via email or text.

Marketing Automation Campaign Management

Prizeout

The Prizeout marketplace provides your account holders the opportunity to turn their checking funds into value-added digital gift cards for their favorite brands. The best part? We don’t charge you anything, we actually pay you.

Financial Wellness Engagement eCards Rewards

Coming Soon

Pulsate

Over 65% of consumers now bank via their mobile phone. How do you keep your personal connection with members alive and healthy on a tiny glass screen? With Pulsate you can. Pulsate uses deep data and location based insights to understand individual members needs. We match those with the right products and services and deliver relevant, personalized offers to members through their channel of choice - mobile, push notifications, in-app messages, personalized news feeds, email and more.

Member Engagement, Marketing, Mobile Marketing Loan Conversion

Ramp

Ramp is the corporate card and finance automation platform that helps companies of all sizes accelerate growth without compromising on their finances. With our best in class user experience and direct integration with popular accounting solutions, we help finance teams save hours a week tracking expenses, following up with employees, and closing their books. With Ramp, companies get real-time visibility into spending, automated expense reporting, and advanced insights into ways to cut spend.

Credit Card Spend Management Finance Automation Payments - B2B

Rocket Mortgage

Rocket Mortgage®, the nation's largest mortgage lender*, has created a digital banking app experience that empowers financial institutions to partner with Rocket Mortgage, offering a wide selection of mortgage solutions to your clients. Now you can increase your footprint to your clients by offering mortgages through a fully integrated and seamless partnership experience. *Based on Rocket Mortgage data in comparison to public data records.

Homeownership, Mortgage, Home Purchase, Refinance

SavvyMoney

SavvyMoney is a leading provider of credit scores, pre-qualified loan offers and analytics—helping financial institutions further personalize the digital banking experience.

Credit score Financial Literacy financail health

Coming Soon

Segmint

Segmint generates actionable insights from your financial institution customers' spending data. Easily utilize Segmint's data platform to direct and track personalized and strategically targeted omnichannel campaigns for enhancing the account holder experience.

marketing data analytics transaction

Silverline’s Authenticated Chat

Silverline’s Authenticated Chat for Q2 Online Banking delivers an efficient and secure way for Salesforce and Q2 customers to leverage two key technologies to better serve their clients. Our solution allows Q2 clients to seamlessly enable Salesforce Chat functionality within Q2’s online banking experience. Silverline leverages insights acquired through thousands of engagements and real-world expertise gained across the Financial Services industry.

Coming Soon

SimpleID Reusable Identity

At SimpleID we are building a complete solution for realtime identity proofing. Our network provides the power of industry-leading 3rd party insights like synthetic identity and fraud checks, to device risk scoring and watchlist screening combined with our 1st party data providing biometric and ongoing identity monitoring to provide near instant verification of users and transactions in realtime.

Identity Onboarding Identity Verification Identity Authentication

The Flex Giving Account

One of our banking customers raised $137,000 for local charities last year with little effort. They're rock starts in their community. Their members donate directly from their banking app and love them for it. Our Q2 integration is our latest, best, and most comprehensive offering. This award winning solution comes to you from Ren, the nation's largest independent philanthropic solutions provider in the North America with over 35-years in the industry and nearly $17 billion in assets.

Acquisition Retention engagement millenials

TME Travel Insurance

Travel insurance demand is at an all-time high with an estimated 70% of travelers securing some type of travel protection. Our plans are designed specifically for today’s traveler, and provide an option for all styles of travel. Engage and help protect your account holders today with TME Travel Insurance. There are no infectious disease exclusions - meaning COVID-19 is covered as any other illness. TME plans are underwritten by Nationwide Mutual Insurance Company – rated A+ Superior.

Travel Insurance Trip Protection Plans Trip Insurance Travel Medical Insurance

Trustworthy.

Thousands of tokenized assets, multiple collaborators, one household.

Document Storage Organization Consumer Money

Unblu

Text, talk or collaborate - Unblu provides a trusted conversational platform that lets you communicate with customers on their terms. Deliver meaningful financial advice via your existing digital channels. The Unblu Platform transforms the customer journey by giving advisors, sales and support teams digital communication tools that enhance their performance. The results: increased satisfaction, accelerated sales process and a more personalized experience for your customers.

Accelerator Chat Conversational Banking AI

unifimoney

Unifimoney is a turnkey multi-asset digital wealth management platform with active and passive investing in shares and ETF’s, over 37 cryptocurrencies and precious metals. Unifimoney enables FI’s to provide access to innovative digital wealth management services to their customers via their existing digital channels. Unifimoney RIA is an SEC registered RIA providing digital advisory services. Selected for the ICBA 2022 ThinkTech Accelerator.

cryptocurrency investments

upSWOT

upSWOT is a powerful add-on to digital banking and can be seamlessly embedded as a white-labeled solution, that enables business customers to connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, Stripe, Shopify, and 167+ other business-critical SaaS applications.

FinTech Data Aggregation Small Business

Veem

With Veem Partner Connect, your financial institution can be the hub for your small business clients’ cash flow management. Veem allows your clients to manage international and domestic payments, accounts payable and receivables processes without complicated workflows. Seamless, 2-way integrations are available with top accounting software, QuickBooks Online, Xero and Oracle Netsuite. Veem Partner Connect is a white-labeled and fully-integrated solution that works in your online environment.

global payments simple and secure domestic payments international payments

Virtual StrongBox

Welcome to secure storage with a purpose! To your customers, our digital vault is an online safe deposit box where sensitive documents can be stored. To you, we're a multi-user workspace designed to securely collect, protect and exchange documents with customers in any process. Secure email is a customer service nightmare! Our digital vault makes getting documents to and from your FI easy and frictionless because if it's too hard for customers to work with you, they have plenty of other choices.

Document & Data Services File Exchange, Business Services BPO Workflow

Vouchr

Add an eGreetings button to your banking app and allow customers to send a digital greeting card. Install it for your account to account (A2A) money transfers so people can send gifts of cash (like putting cash inside a greeting card) to friends and family. Also install it on your home screen and create a Hallmark™ - like service for your customers to send digital greetings for occasions throughout the year.

eCards Cash Gifting Engagement Greetings

Wise

Wise, formerly TransferWise, is a global technology company, that has built the best way to move money around the world. More than 10 million customers use Wise because it’s cheaper, faster and easier than traditional providers.

WithClutch

WithClutch loan applications for CUs drastically improve the front-end experience for members when applying for loans, and the back-end experience for consumer lending advocates who receive fully funded loan applications directly in their existing LOS. The unique workflow does a soft credit pull early in the app and cross-references their credit report to your CU’s rate sheets to offer the member refinance opportunities and the ability to apply for new pre-approved loans.

Auto Loans Personal Loans Credit Cards Balance Transfer

Coming Soon

Workforce Go!

At Workforce Go! we make payroll fun! We work with small businesses to reduce costs and efficiently manage their people. Our easy-to-use application simplifies the entire payroll process to ensure a perfect paycheck every time. And with seamless integration, customers can access Workforce Go! from within the Q2 platform. In addition, we offer Time and Labor and HR management functionality including recruiting and onboarding – everything businesses need to engage and manage their workforce!

HR Payroll Small Business HCM

Zogo

Created by young adults for young adults, financial technology company Zogo is on a mission to promote financial wellbeing. Backed by scientific research, its award-winning app offers bite-size modules and tangible incentives to make financial literacy education accessible, fun, and rewarding. Zogo with over 150 financial institutions to help them educate, engage and empower the next generation of financial decision makers.

gen z financial education financial literacy financial health

ZSuite Technologies

ZEscrow is a responsive web app for compliant digital commercial escrow and subaccounting within commercial verticals. Banks use ZEscrow to gain low-cost core deposits, operate more efficiently, and expand their commercial portfolios

commercial escrow subaccounting sub-ledger efficiency

Digital banking is innovation

Show apps for

Discover Apps

Abe.ai

Agent IQ

Alacriti

AlliedPayment

Array

Ascendant Global Payments

Ascenum Marketplace

Atomicvest

Autobooks

BNPL by equipifi

Boost.ai

Carefull: Senior & Family Protections

Changed

Chimney

Clinc Virtual Banking Assistant

Connect Earth

Covered Insurance

CPFM OAuth Data Receiver Terms

CryptoFi

CuneXus

Curu

DeepTarget

Deluxe HR and Payroll Solutions

Deluxe Merchant Services from Fitech

directlink

Eko

Eltropy

EmailACheck

Entersekt

FamZoo

Financial Interactive Voice Experience

Finotta

Floatbot.AI

ForeverCar

Fundbox

Give on the Go

Givio

Glia

Homebase

Honest Policy

Hurdlr

IDnotify® by Experian®

Incent

Insurify

interVal

KAI Consumer Banking

Ladder

Lanvera

LegalZoom

Monit

MXinsights

MXwellness

Neural Payments

Ntropy

NYDIG

OneDigitalTrust

Payrailz P2P

PayRecs

Plinqit

Prisma Campaigns

Prizeout

Pulsate

Ramp

Rocket Mortgage

SavvyMoney

Segmint

Silverline’s Authenticated Chat

SimpleID Reusable Identity

The Flex Giving Account

TME Travel Insurance

Trustworthy.

Unblu

unifimoney