| Name | Title | Contact Details |
|---|
Our mission is simple: We build relationships. For over 30 years, The Bank of Tampa has focused on serving Tampa Bay professionals and business owners, giving us an insight into our community that other banks simply cannot match. We invite you to join us and experience what personalized banking service can do to help foster your own growth and success. Our bank is privately owned by staff, directors and clients, and has 9 offices with assets of $1.3 billion.
Kitsap Bank is a Port Orchard, WA-based company in the Financial Services sector.
Union Bank personifies relationship banking and responsible banking. Since 1864, we’ve been a pillar to the communities we serve. While we’ve expanded to 382 branches in the past 150 years, our foundation, built on trust and loyalty, remains the same. These principles define the way we do business. Our offering includes a wide range of commercial, retail banking, and wealth management solutions to meet the financial needs of all our customers. In 2008, Union Bank became part of Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. With over $2.4 trillion* in assets, the global network includes 1,100 offices in over 40 countries. As a proud member of MUFG, we strengthen our global capabilities while we honor our legacy to the communities we serve.
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.
BancVue empowers community banks and credit unions to win back market share from megabanks. Our Kasasa product strategy provides the ultimate silver bullet against megabanks: strategic co-opetition. BancVue’s complete Success Formula is a holistic approach proven to drive bottom-line results for our financial institution partners, including: substantial lifts in non-interest income and profit-per-account while attracting younger account holders with greater retention and wallet share. This Success Formula combines groundbreaking Kasasa accounts and products, scale-driven marketing, advanced online solutions, data-driven consulting, compliance, training, and ongoing support. The flagship Kasasa brand of products is a whole new approach to banking. Through the power of co-opetition, it gives community banks and credit unions marketing power that rivals the megabanks and consumer products that are superior to megabank products. It provides community financial institutions the opportunity to unite for growth while enhancing their individual brand identity. BancVue invites all credit unions and community banks to attend the monthly BTAN Executive Conference, an all-expenses-paid trip to our Austin headquarters. You’ll enjoy a deeper dive into the Kasasa Success Formula with your peers and existing BancVue clients, uncovering the proven path to your institution’s growth.