Announcing our New Innovation Solution Showcase Exclusively for CBA Members

Don't miss the first-ever virtual CBA Technology Showcase, sponsored by William Mills Agency, exclusively for CBA members! Join us as 15 of today's top, established financial technology, data and service providers present their solutions online over three focused sessions.
This innovative series will enable participating members to see a wide variety of providers, technologies and products, and learn how these connect with vendors, all without leaving the office.
Multiple people from your bank are welcome to participate. Feel free to share this information with anyone within the bank who might benefit from participating.
This innovative series will enable participating members to see a wide variety of providers, technologies and products, and learn how these connect with vendors, all without leaving the office.
Multiple people from your bank are welcome to participate. Feel free to share this information with anyone within the bank who might benefit from participating.

June 16 - Lending and Compliance Technologies
Our first session on June 16, hosted by Scott Mills, President of William Mills Agency, will look at some of the best solutions for Lending and Compliance Technologies, featuring demos and presentations from:
This 90 minute, exclusive banker event will begin at 10:30 am ET and is free for all CBA members. Don't miss out on your chance to meet new providers and stay up to date on the latest solutions. Let today's best technology and service providers come to you!
Our first session on June 16, hosted by Scott Mills, President of William Mills Agency, will look at some of the best solutions for Lending and Compliance Technologies, featuring demos and presentations from:
- Kasasa - Where there’s risk, there’s opportunity. Now is the time to do the things that pre-COVID you would have dismissed. In this presentation, we’ll cover how consumer behavior has taken a hairpin turn and how to course-correct to keep up.
- Learn the 4 biggest ways you’re putting your bank at risk and what to do about them.
- Find out which partnerships will mitigate risk with you.
- Discover what’s happening to marketplace lenders and how there is an opportunity for community banks.
- Teslar - In the post-COVID-19 banking landscape, it’s inevitable that some loans will struggle to maintain good credit quality, and there will likely be a surge in defaulted loans and bankruptcy. Therefore, there are several best practices that financial institutions should consider so they can more efficiently manage their special assets and navigate the bankruptcy process. In this presentation, we will discuss how community banks can effectively bring automation into special assets, why managing the special assets of 2020 will be different than it was in 2008 and how to effectively report on these special assets.
- TCI - Understand how the role of the LOS is expanding to support loan optimization, automatic decisioning, risk-management & performance; Learn how local lenders can capitalize on the incredible advantages they have versus their competition; and With TCI’s modern platform find out how its customers achieve short term goals, but more importantly are prepared for whatever the future holds.
- QuestSoft - With over 2,700 lenders nationwide and 51% of the HMDA submitters in Georgia, QuestSoft receives a lot of feedback from banks on concerns over examinations and internal operations. This session will focus on the most recent lender struggles with HMDA, CRA and Fair Lending along with ways lenders are successfully addressing these struggles. The session will also address areas where you can adapt compliance workflow to digital lending to reduce the compliance burden while increasing data integrity within your operations.
- FICS - Community Banks that are seeking to enter the secondary mortgage market on either the residential or commercial side need servicing software that automates the servicing of their loans. It’s imperative that when bankers seek to gain lending expertise that they are able to service those loans to meet all regulatory requirements as well as gain high efficiencies in your servicing operation. FICS offers state of the art servicing solutions allowing you to automate your entire servicing operation as well as provide your borrowers with 24/7 online access to their loans.
This 90 minute, exclusive banker event will begin at 10:30 am ET and is free for all CBA members. Don't miss out on your chance to meet new providers and stay up to date on the latest solutions. Let today's best technology and service providers come to you!

June 23 - Digital Engagement Technologies
Join us for part two of the virtual CBA Technology Showcase - an exclusive new virtual event series for CBA members! Part two will be hosted by Wipfli Partner Mike Morris, and look at some of Digital Engagement Technologies' most innovative solutions. This session will feature demos and presentations from:
This 90 minute, exclusive banker event will begin at 10:30 am ET and is free for all CBA members.
Join us for part two of the virtual CBA Technology Showcase - an exclusive new virtual event series for CBA members! Part two will be hosted by Wipfli Partner Mike Morris, and look at some of Digital Engagement Technologies' most innovative solutions. This session will feature demos and presentations from:
- SilverCloud - Are you creating digital friction for your customers? In this presentation, we will walk through a digital friction self-assessment that outlines 3 opportunities that banks have to: improve the customer experience, reduce the number of calls, email and live chats to lower your overall support costs, increase technology adoption, and lower abandonment rate.
- DeepTarget/Access Softek - Deep Target and Access Softek will share digital marketing strategies that their clients have used to drive revenues through the pandemic. Now more than ever, digitally-focused banks need to understand their customers to grow loans and deposits during this difficult time. These experts will highlight specific tactics that your bank can use immediately.
- Sensibill - Whether it’s for organizing personal or household budgets or preparing for tax season as a small business owner, managing and reconciling receipts is a universal hassle. Learn how to solve everyday problems and common pain points for your consumers and businesses while gaining access to unprecedented insights that help you better know and serve your customers. Unlock the power of SKU-level data to more accurately identify customers’ life stages, interests and timely financial needs, delivering an Amazon-like banking experience.
Now is the time to future-proof your institution. Bankers will leave this session with a better understanding of the power of SKU-level data and how tools like digital receipt management can help drive revenue, boost customer engagement and retention, and enable more personalized, targeted communication.
- Lemonade - The importance of digital engagement will only increase in the wake of the COVID-19 pandemic. Financial institutions (FIs) will face increased employee demand for work-from-home options, while more customers will need support as they migrate to digital channels. To thrive in the post-COVID world, FIs need effective ways to train remote employees and support digital customers. Join this session to see LemonadeLXP in action. Lemonade LXP, the learning experience platform for FIs, is the only platform that combines addictive microlearning for bank employees as well as a digital adoption platform for FI customers and front line staff.
- HC3 - Traditional digital communications implementations have treated digital statements as a stand-alone product and poorly integrated into the customer’s digital experience. HC3 will explore how bankers can use a simple architecture that aligns digital statement registration and management with online banking to eliminate the need for complex synchronizations with the core. A better digital statement experience drives adoption, reduces costs and improves the digital experience.
This 90 minute, exclusive banker event will begin at 10:30 am ET and is free for all CBA members.

June 30 - Core, Data and Intelligence
This innovative series lets attending bankers see a wide range of providers in a short, concentrated period, giving you the freedom to follow-up at your own time and pace - all without leaving the office. In our final session on June 30, hosted by Scott Mills, President of William Mills Agency, we will look at some of the best Core, Data and Intelligence solutions available, featuring demos and presentations from:
This 90 minute, exclusive banker event will begin at 10:30 am ET and is free for all CBA members.
Questions? Contact Lindsay Greene at CBA, 770-541-0376.
This innovative series lets attending bankers see a wide range of providers in a short, concentrated period, giving you the freedom to follow-up at your own time and pace - all without leaving the office. In our final session on June 30, hosted by Scott Mills, President of William Mills Agency, we will look at some of the best Core, Data and Intelligence solutions available, featuring demos and presentations from:
- JHA - Even before the pandemic, banks were trading personal connections for automation; instead of leveraging new technology to make banking personal again. Times like these reinforce the power of having a human-centered approach to digital banking. Customers have banked at community institutions because of their personal service, which why it also needs to be translated digitally.
Not only do contextual and relational experiences make for a better service, but a better bottom line. This session will explore how digital channels can be an extension of service and communication. One key to successfully achieve this balance is with an open infrastructure.
- CSI - Community banks must focus more than ever on getting the most out of their card programs. Unregulated banks have a key opportunity to maximize interchange income in a post-Durbin environment. From proper benchmarking to selecting the right industry partners, there are numerous considerations a bank must assess that go well beyond their network bill. Many factors are outside your institution’s control when it comes to interchange – therefore, getting the most out of what you can control becomes all the more important.
- KlariVis - Join Kim Snyder as she demonstrates KlariVis a data analytics solution designed by bankers for bankers. KlariVis is a unique and proprietary software package that allows community to aggregate and visualize their previously siloed and disparate data in one place with unparalleled ease for data-driven decision making. KlariVis will allow your organization on an enterprise-wide basis to make timely and informed decisions to make risk, improve revenue, streamline operations and drive customer engagement.
- Xamin - While coronavirus was unexpected, cloud security is more important now than ever before with the majority of bank employees working remotely. Xamin, a SOC2 certified company, continues to be a leader in cloud security – offering solutions to help financial institutions navigate the transition to the cloud, assess their new go-forward strategy with changes to remote and cloud connectivity during the pandemic all while maintaining compliance amidst constantly changing regulations.
- Artis - COVID-19 has proven that banks can adapt and respond quickly despite traditional banking models. Banks have already stepped in by facilitating the disbursement of Paycheck Protection Program (PPP) loans, but what happens when business customers need more?This session will explore how modern consumer financing can stimulate demand for local businesses' products and services, plus how real-time payments can put funding to work. Learn how banks can drive demand and increase profitability to their business customers while at the same time enhancing business product offerings, generating new revenue streams and creating cross-sell opportunities.
This 90 minute, exclusive banker event will begin at 10:30 am ET and is free for all CBA members.
Questions? Contact Lindsay Greene at CBA, 770-541-0376.