StrategyCorps 100 Westwood Pl., Ste. 400 Brentwood, TN 37027 Jack Enger jack.enger@strategycorps.com (425) 9418817 strategycorps.com As recurring revenue experts with retail banking backgrounds, StrategyCorps brings the subscription revenue model — think Amazon, Netflix and Spotify — to retail checking. StrategyCorps materially increases the financial productivity of retail checking by generating recurring, consumer-friendly fee income and boosting revenue-generating banking behaviors to deliver about $500,000 of new annual revenue per billion dollars of assets. And their subscription fee-based products are attractive to all demographics, especially millennials and value-based customers. These modern and different products deepen consumer engagement, making the FI more likely to be the primary FI for retail banking needs. T The Baker Group 2975 W. Executive Pkwy., Ste. 139 Lehi, UT 84043 Brian Bates bbates@gobaker.com (800) 937-2257 gobaker.com The Baker Group is one of the nation’s largest independently owned securities firm specializing in asset/liability and investment portfolio management for community financial institutions. We’ve helped our clients improve decision making, manage interest rate risk and maximize investment portfolio performance since 1979. Our proven approach of total resource integration for community financial institutions utilizes software and products developed by Baker’s Software Solutions combined with the firm’s investment experience and advice. Baker’s main office is located in Oklahoma City with branch offices in Austin, Birmingham, Indianapolis, Springfield, New York and Salt Lake City. U Unitas Financial Services 6543 Commerce Pkwy., Ste. M Dublin, OH 43017 Brian Ruhe brian.ruhe@unitas360.com (740) 967-1131 www.unitas360.com Unitas Financial Services came together when Golden Eagle Insurance, a leading provider of blanket insurance products founded in 1995, and Innovative Risk Solutions, an expert in lender and real estate investor protection founded in 2006, merged in 2020. Both companies agreed that they wanted to expand their presence in the lending world, and joining forces set them on the fast track toward that goal. Unitas is a Latin word that means “oneness” or “unity,” which aligns with the founders’ goal of having a close-knit relationship with employees and clients to create a customer-centric culture of innovation. Upgrade Inc. 275 Battery St., Ste. 2300 San Francisco, CA 94111 Nik Vukovich nvukovich@upgrade.com (415) 940-7688 www.upgrade.com/institutions Upgrade is a marketplace lender, having facilitated the origination of approximately $3 billion in personal loans since inception. We partner with community banks to give them access to prime consumer assets for income goals, customer-base growth as well as co-branded digital solutions. Upgrade can offer community banks digital unsecured consumer loans, secured consumer loans, cards, auto loans as well as HELOCs. We can provide community banks with a digital channel to access customers in their communities with a flawless user experience. UTAH BANKERS ASSOCIATION 24
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