| Name | Title | Contact Details |
|---|---|---|
Kyle Suplee |
VP/Information Security Officer | Profile |
Kerry Lobel |
SVP, Chief Information Officer | Profile |
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.
North Brookfield Savings Bank is a mutual savings bank with full-service branches in North Brookfield, East Brookfield, West Brookfield, Ware, Belchertown, Palmer, and Three Rivers Village of Palmer. NBSB offers a wide variety of deposit and loan products for individuals and businesses throughout Central and Western Massachusetts and has been a steadfast supporter of the communities in which it serves since 1854. All deposits are insured by the FDIC and the Depositors Insurance Fund.
National Bank-Texas-Fort Worth is a Fort Worth, TX-based company in the Financial Services sector.
Florida Bank Group Inc is a Tampa, FL-based company in the Financial Services sector.
Pinnacle Bancshares is a Jasper, AL-based company in the Financial Services sector.