| Presenter Profile
How they describe themselves: BancVue® provides innovative products, marketing, and consulting solutions to nearly 1,300 community banks and credit unions nationwide. Offerings like Kasasa®, a national brand of superior products, deliver controlled new account growth, higher profitability, and increased retention. BancVue’s MoneyIsland empowers financial institutions to address financial literacy with an online environment that meets Community Reinvestment Act requirements. Additionally, BancVue has joined with Wolters Kluwer Financial Services to provide the first of-its-kind compliance warranty for the process and disclosures for INMO®, the highest funding online account opening system. BancVue also offers a comprehensive card program to help clients meet their business objectives.
How they describe their product/innovation: MoneyIsland is a financial education experience that connects community financial institutions directly with local schools and families. To kids (ages 8-14), it's a virtual adventure to save the hardhearted Stone Broke and win rewards! To grown-ups, it’s a comprehensive online resource with lesson plans aligned to national standards. To the institution, it's a customized site that drives business and makes an impact. MoneyIsland offers users an epic game in addition to ongoing updates of educational videos, blogs, competitions, and other content. Meanwhile, the FIRSTBase platform on which it is built collects and manages leads. At a time when the demand for financial literacy has never been greater, MoneyIsland is a fantastic solution to strengthen community standing while further engaging account holders.
Key Executives: Don Shafer (Chairman), Gabriel Krajicek (CEO), John Waupsh (Chief Innovation Officer), Susan Sierota (Chief Strategy Officer), Mitch Bader (CFO), Jim Quinn (Chief Sales Officer), Felix Brandon Lloyd (MoneyIsland General Manager, Chief Professor)
Key Partnerships: Allied Solutions, Deluxe Corporation, Wolters Kluwer Financial Services
Customers: BancVue serves nearly 1,300 community financial institutions in the United States
Contacts:
Bus. Dev.: John Waupsh, Chief Innovation Officer, john.waupsh@bancvue.com, 877-342-2557
Press: Dan Mahoney, CSG Public Relations, dmahoney@csg-pr.com, 970-405-8060
Sales: Jim Quinn, Chief Sales Officer, jim.quinn@bancvue.com, 877-342-2557
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