CGI Technologies Inc.
Chad Bowman
chad.bowman@cgi.com
(385) 505-2826
cgi.com
CGI is one of the world’s largest independent IT and business consulting firms, helping financial institutions transform operations, modernize technology and deliver secure, customer-focused digital experiences. We partner with banks and financial services organizations to solve complex business challenges through consulting, systems integration, managed services, AI, cloud, cybersecurity and data analytics. Our financial services expertise spans core banking modernization, payments, fraud prevention, regulatory compliance, risk management, digital banking and operational resilience. By combining deep industry knowledge with innovative technology solutions, CGI helps clients improve efficiency, reduce costs, strengthen security and accelerate innovation while meeting evolving regulatory requirements.
LenderPay
Weston Wride
weston.wride@lenderpayments.com
(801) 318-6190
lenderpay.com
LenderPay has been an industry-leading debt repayment solution for over a decade. LenderPay revolutionizes loan servicing for financial institutions at zero cost while enhancing borrower convenience. Banks can collect auto, home, boat, personal and business loan payments via debit card, ACH and more. Our platform integrates with any core system, enabling seamless online, app and text-based loan payment services that delight borrowers and empower collections teams with next-gen digital transactions.
Midwest Bankers Insurance Services
Jeff Otteson
jeffo@mbisllc.com
(608) 217-5219
mbisllc.com
Midwest Bankers Insurance Services (MBIS) is an independent insurance agency dedicated exclusively to serving community banks throughout the Midwest. MBIS provides specialized expertise that general insurance agencies cannot match. We partner with leading insurance carriers to deliver customized professional, property & casualty, and lending-related insurance solutions designed specifically for the unique risks facing financial institutions. Beyond insurance placement, MBIS provides complimentary risk consultations, policy language reviews, coverage benchmarking, internal controls evaluations and risk management guidance to help banks strengthen their protection while controlling costs.
Pelion Venture Partners
Katy Schoenfeld
katy@pelionvp.com
(801) 365-0262
pelionvp.com
Pelion Venture Partners is an early-stage venture capital firm based in Salt Lake City. Since 1986, Pelion has partnered with exceptional entrepreneurs building category-defining technology companies across enterprise software, AI, fintech, cybersecurity, digital health, cloud infrastructure and consumer technology. Pelion’s investment platform includes funds with Small Business Investment Company (SBIC) licenses, enabling the firm to partner with banks and other institutional investors in supporting high-growth U.S. small businesses. For eligible bank investors, investments in Pelion’s SBIC funds may also support Community Reinvestment Act (CRA) objectives, in addition to providing access to a diversified portfolio of innovative, venture-backed companies.
Saris
Leigh Kloss
leigh.kloss@saris.ai
(414) 234-1417
saris.ai
Saris builds workflow agents for banks, automating the document-heavy, repetitive back-office work that consumes staff time: quality control, loan processing, underwriting support, document review, account onboarding and email-driven tasks like proof of insurance or dispute handling. We are a bank-first company. Unlike generic AI tools, Saris agents are trained like new employees on each bank’s specific systems and procedures. They sit on top of the existing core, LOS and email, so teams keep working exactly as they do today with no change management.
Wolf & Company PC
Drew Coveney
dcoveney@wolfandco.com
(617) 439-9700
wolfandco.com
Wolf & Company is a nationally recognized accounting and consulting firm offering advisory, assurance, digital and tax services, serving clients since 1911. We partner with clients to deliver practical, data-driven solutions that improve efficiency, strengthen compliance, accelerate growth and support sustainable long-term success.
