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ProcessingPoint is a Carlsbad, CA-based company in the Financial Services sector.
Alumni Home Funding Inc is a Alabaster, AL-based company in the Financial Services sector.
Finotta is a platform that helps financial institutions personalize their mobile banking application to increase customer engagement, earn a greater share of wallet, and ultimately, create a new stream of revenue with their most important customer base. Banking is now mobile first, and more and more customers are moving their relationships to mobile-first providers for one reason or another. At the same time, traditional banking technology has fallen behind. Customers expect beautiful products that meet their financial needs, and are flocking to fintechs and digital brands to get what they need. To compound the problem, data needs have also changed, and banks need vendors who can help them understand a customer base that to this point has been elusive. Thats where we come in. Finottas platform helps deliver both the tools banking customers expect, while also empowering our FIs with data and insights to create powerfully personalized and customizable experiences.
The word “legacy” should apply to DNA, in its complexities and power of transference. It should apply to great leaders—their words of wisdom and future impact down the line. And it should apply to pedigree. But the word “legacy” should not apply to technology utilized for investing and ensuring transparency. The world has changed. And while consumer technology pioneers greater user experiences and smarter back-ends—the financial industry lurches forward, shackled by the hunt for alpha in a world where speed is a must and operations are their own asset class. We developed our technology, unencumbered by legacy code, and free from the unnecessary complications of disparate systems—to give the asset management community a better way of staying competitive; the modern tools you need to hit the next water mark. Client-developed and born in the cloud, our solutions are the answer to the growing challenges in the asset management industry—because, our solutions grow ahead of the industry.
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.