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Changing the energy efficiency industry from CapEx to Energy Savings-as-a-Service Model

Onsite Utility Services Capital, LLC

Fritz Kreiss

Founder and CEO

https://onsiteutilityservices.com

Print - PDF  Mobile - PDF





Providing Financial Services in Very Stable Rural Communities in Three States with Experienced Leadership has enabled State Bank to deliver on a vision of High-Performance

SB Financial Group (parent company)
(NASDAQ: SBFG)

State Bank (the bank)

Mark A. Klein, Chairman, President & CEO

http://ir.yourstatebank.com/CorporateProfile
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i2Chain Secures Information Transactions just as Seamlessly as VISA Secures Financial Transactions

i2Chain, Inc.

Ajay Jotwani, Co-Founder & CEO

www.i2chain.com
Print - PDF  Mobile - PDF




Integrated Financial Holdings, Inc.: A Bank Holding Company Reimagined

Integrated Financial Holdings, Inc.

(OTCPK: IFHI)

Eric J. Bergevin

President & Chief Executive Officer

https://ifhinc.com/

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Bank of Clarke’s CEO brings New Vision while Focusing on the Customer and Community

Eagle Financial Services (the holding company)

Bank of Clarke County (the company)
(OTCQX : EFSI)

Brandon C. Lorey, Chief Executive Officer

https://bankofclarke.bank/

Print - PDF  Mobile - PDF




 

At Community First Bank of Indiana, it’s all about the people.

Community First Bank of Indiana

Robb Blume, President and CEO

https://www.cfbindiana.com/

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CommunityBank of Texas: Business Banking \ Better Banking

CBTX, Inc. (NASDAQ: CBTX)

Robert R. Franklin Jr, Chairman President & CEO

www.CommunityBankofTX.com





“F&M Bank: A Virginia Tradition Since 1908”

F & M Bank Corp (OTCQX: FMBM)

Mark Hanna, President and CEO

www.fmbankva.com

Print - PDF  Mobile - PDF





NoteBot has solved a major problem for the Mortgage and other Institutions by using Machine Intelligence to fill out Standardized Forms Correctly with Minimal Human Intervention

NoteBot

Mark Singleton, Chief Executive Officer

www.notebot.io
Print Version - PDF  Mobile Download - PDF



 

Taking a People First and Concierge Approach in providing Personal Service to Customers has resulted in a Great Return for Shareholders and a Positive Impact on the Community for Lake Shore Bancorp, Inc.

Lake Shore Bancorp, Inc. (Nasdaq: LSBK)

Daniel P. Reininga, President & CEO

Rachel A. Foley, CFO

www.lakeshoresavings.com

Print Version - PDF  Mobile Download - PDF



Creating Shared Success Helps Nicolet National Bank Thrive
Nicolet Bankshares, Inc. (NASDAQ: NCBS)

Mike Daniels, President & CEO

Nicolet National Bank

www.nicoletbank.com
Print Version - PDF  Mobile Download - PDF


 

Pacific Mercantile Bancorp is using a Consultative Approach and trademarked Horizon Analytics process to Foster the Success of their Operating Company Customers in Southern California
Pacific Mercantile Bancorp
(NASDAQ:PMBC)

Curt Christianssen, EVP, Chief Financial Officer

www.pmbank.com  Print Version - PDF  Mobile Download - PDF

 

Triada Networks LLC is a Managed Services Provider focused on Cyber Security and IT Support for Independent Investment Firms and Asset Managers in the Financial Services Sector
Triada Networks LLC

Raffi Jamgotchian, CTO and Founder

www.triadanet.com

 

Leading Wisconsin Agricultural Financial Institution, Investors Community Bank is now focused on building a very solid Commercial Banking Team that complements their Ag Banking Portfolio and Customer-Centric Corporate Culture

Investors Community Bank
County Bancorp, Inc.
(Nasdaq:ICBK)

Tim Schneider, Chief Executive Officer and Co-Founder

www.icbk.com



 

As a strategic acquirer of medical facilities across the U.S., Global Medical REIT provides a solid investment in a well-performing real estate portfolio

Global Medical REIT Inc. (NYSE: GMRE)

Jeffrey Busch, Chief Executive Officer, Chairman and President

www.globalmedicalreit.com  Print Version - PDF  Mobile Download - PDF





 

Enterprise Financial Process Applications that allow Companies to improve processes for Allocations, Account Reconciliations, and SOX Workflow while fully meeting the requirements for Financial Data in a Thin Ledger

Proffito Software

Edwin Taylor, CEO

www.proffito.net  Print Version - PDF  Mobile Download - PDF




 

Using AI-Deep Learning to Block Cyber Threats within Sub Second Time protecting Organizations, Infrastructure and Individuals in Banking, K-12, Colleges, Ski Resorts, Electric Companies, and Government Agencies with Extreme Accuracy
 

Barrier1

Jim Libersky, President

www.thebarriergroup.com  Print Version - PDF  Mobile Download - PDF

 





 

The leading Business Intelligence Platform for Wealth Management Enterprises to Measure Advisor Performance, Empower Practice Management, and Benchmark Success

Truelytics

Terry Mullen, CEO & Founder

www.truelytics.com  Print Version - PDF  Mobile Download - PDF






 

The first Blockchain Tokenization based eSignature and Digital Transaction Management (DTM) Platform that offers digital document tamper and fraud detection technology

ZorroSign, Inc.

Shamsh Hadi, Co-Founder and Chief Executive Officer

www.zorrosign.com  Print Version - PDF  Mobile Download - PDF





 

The leading Digital Commercial Insurance Brokerage

Embroker

Matt Miller, Founder and CEO

www.embroker.com

 



 

Australia’s most Innovative Mortgage Broker – Graeme Holm Infinity Group Finance
 

Graeme Holm - Infinity Group Australia / Infinity Group Finance
Co-Founder & Director

https://infinitygroupaustralia.com.au/   Print Version - PDF  Mobile Download - PDF




 

Jacob Gottlieb - CEO of Altium Capital: Investing, Philanthropy & Perseverance (from a native New Yorker)

Jacob Gottlieb - Altium Capital

Chief Executive Officer
Print Version - PDF  Mobile Download - PDF



 

Helping Compensation Teams put in place a Technology Framework to Manage the Process for giving Annual Increases, Quarterly Bonuses and preparing Total Rewards Statements

HCR Software

Jamie Davis, CEO, President & COO

www.hcrsoftware.com  www.compensationxl.com
Print Version - PDF  Mobile Download - PDF





 

Digitizing the Surety Bond Processing Workflow for the World’s Largest Brokers providing Higher Volume, Higher Premium Types of Insurance

SuretyWave, LLC

Patrick McGinty, President

www.suretywave.com  Print Version - PDF  Mobile Download - PDF

 






 

Providing Consulting, Education and Excel add-ins and Upgrades for quick and easy Econometric and Fader-Hardie Forecasting Models

StatWizards LLC

George Boomer, Founder & Chief Executive Officer

www.statwizards.com  Print Version - PDF  Mobile Download - PDF


StatWizards Shoe Simulator



 

 


 

Providing Business Analysts with Natural Language Generation (NLG) Technology that Turns Raw Data into Automated, Expertly Written Narratives in Seconds

Arria NLG

Sharon Daniels, Chair, Chief Executive Officer, Co-Founder

www.arria.com  Print Version - PDF  Mobile Download - PDF

 



 

BlueSnap’s All-in-one Payment Platform Empowers Businesses to Accept Payments, Reduce Costs and Increase Sales

BlueSnap

Ralph Dangelmaier, Chief Executive Officer

home.bluesnap.com  Print Version - PDF  Mobile Download - PDF






 

Automating the Communications and Payment process for Healthcare Providers and Improving the Customer Experience for Patients

Intelligent Contacts

Jeff Mains, Chief Executive Officer

www.intelligentcontacts.com
Print Version - PDF  Mobile Download - PDF



 



Enterprise Software with Automation and Actionable Intelligence to the Document Intensive Businesses in the Financial and Insurance Industries and the Public Sector

AI Foundry

a Kodak Alaris business unit

Steve Butler, General Manager

www.aifoundry.com  Print Version - PDF  Mobile Download - PDF




 

Heritage Bank of Nevada finding Success as a True Community Bank serving Small Business and Personal Banking Customers

Heritage Bank of Nevada

Stanley Wilmoth, President and CEO

Audrey Tedore Titus, Vice President, Marketing Manager



 


 

DNotes Global, Inc. is focused on Bringing DNotes Digital Currency Mainstream with a Platform and Ecosystem that will give it Intrinsic Value just as Cash
 

DNotes Global, Inc.
Alan Yong, Chief Executive Officer

www.dnotescoin.com  Print Version - PDF  Mobile Download - PDF
twitter, facebook, blog

 



 

CRM Software Provider helping Investment Management Professionals Manage their Relationships with Clients, Investors, Consultants, Intermediaries and Advisors

ProTrak International, Inc.

Simon Koziel, President & Chief Executive Officer

www.protrak.com  linkedin, blog




Libertyville Savings Bank Understands What it Means to Serve the Largest AG Producing State of Iowa where Commodity Pricing and Weather are Always a Challenge

Libertyville Savings Bank

Jill Burnett, Chief Executive Officer

www.libertyvillesavingsbank.com



 

Relationship Banking is the Key to Success over the 52 years of Benchmark Bank in Dallas, Plano and Austin Texas

Benchmark Bank

Mike Barnett, Chairman and Chief Executive Officer

www.benchmarkbank.com  twitter, facebook, linkedin, blog, instagram



 

Community Bank in Eastern Massachusetts providing their Business Customers with the same range of Products and Services as their Larger, Global, National and Super Regional Competitors

Blue Hills Bancorp, Inc. (Nasdaq:BHBK)

William Parent, President and Chief Executive Officer

www.bluehillsbancorp.com/  Investor Information, news, events



 

High-Tech Community Bank with Traditional Values offering Personal and Business Banking, Remote Capture Deposit and Mobile Banking and a focus on Community Lending

First Resource Bank (OTCQX: FRSB)

Glenn B. Marshall, President & CEO





Small Business Bank in Fresno California focused on building relationships experiencing Record Growth

Communities First Financial Corporation (OTCQX:CFST)
Fresno First Bank

Steve Kenneth Miller, Chief Exec. Officer and President



 

Analytics Software that allows Small- to Medium-Sized Companies to Get Actionable Data out of Their Financial Statements

Fiscal Advantage, LLC

Roger Jacobi, CEO



 

Big Data Analytics enabling Portfolio Managers to make Scientific Evaluation of Business Reports for their Investments

Lucena Research

Erez Katz, CO-FOUNDER & CEO






 

Telecom Expense Management and Billing Audit Consulting Services

The SpyGlass Group, LLC.

Brad Clark & Ed DeAngelo, Co-CEOs

 

 




 

Sales Tax Solution for Merchants that Automatically Impounds, Files and Pays the Sales Tax

DAVO Technologies

Owen Brown, CEO & Co-Founder




 

B2B Credit Risk Management Analytics

Argos Risk

Lori Frank, President & CEO





Financial Planning Software Solutions

Advicent Solutions
Phil Cunningham, CEO




Payment Automation Software for the Procure-to-Pay Process

Regal Software
Kofi Conduah, CEO




Global Payment Solutions and Prepaid Card Programs

Global Payout, Inc. (OTCPK: GOHE)

Jim Hancock, CEO




High Performance Network Solutions for the Global Financial Community

Wall Street Network Solutions

Michael J. Fritzlo, CEO






 







 

 

   


Advicent Solutions

Financial Planning Software Solutions

AI Foundry
Enterprise Software with Automation and Actionable Intelligence to the Document Intensive Businesses in the Financial and Insurance Industries and the Public Sector


Argos Risk
B2B Credit Risk Management Analytics

ATW Tech (TSXV:ATW)

ATW Tech is building a Global Footprint with their International Distribution Network providing a Micro-Billing for Landline and Mobile Phones for Carriers, Interactive Voice Response Applications, Psychometric Tests and Professional Text Messaging Services

Barrier1
Using AI-Deep Learning to Block Cyber Threats within Sub Second Time protecting Organizations, Infrastructure and Individuals in Banking, K-12, Colleges, Ski Resorts, Electric Companies, and Government Agencies with Extreme Accuracy


Benchmark Bank

Relationship Banking is the Key to Success over the 52 years of Benchmark Bank in Dallas, Plano and Austin Texas

Blue Hills Bancorp, Inc. (Nasdaq:BHBK)
Community Bank in Eastern Massachusetts providing their Business Customers with the same range of Products and Services as their Larger, Global, National and Super Regional Competitors


BlueSnap

BlueSnap’s All-in-one Payment Platform Empowers Businesses to Accept Payments, Reduce Costs and Increase Sales

Burch Creative Capital

Q&A with Chris Burch, entrepreneur and investor

Capital Banking Solutions
Integrated Banking Software


Cashpundit, Inc.

New Automated Cash Flow Management “CFM” Software that Matches Receivable with Payables and Provides Projections
 

CBTX, Inc.
(NASDAQ: CBTX)

CommunityBank of Texas: Business Banking \ Better Banking
 

Community First Bank of Indiana

At Community First Bank of Indiana, it’s all about the people.

Communities First Financial Corporation (OTCQX:CFST)
Fresno First Bank

Small Business Bank in Fresno California focused on building relationships experiencing Record Growth

Covr Financial Technologies

Digital Insurance Platform that enables Financial Institutions and Financial Advisors to help their Clients get the Appropriate Amount of Insurance with Fewer questions, Less Steps with greater Transparency

DAVO Technologies
Sales Tax Solution for Merchants that Automatically Impounds, Files and Pays the Sales Tax

DNotes Global, Inc.

DNotes Global, Inc. is focused on Bringing DNotes Digital Currency Mainstream with a Platform and Ecosystem that will give it Intrinsic Value just as Cash
 

Eagle Financial Services (the holding company)

Bank of Clarke County (the company)

Bank of Clarke’s CEO brings New Vision while Focusing on the Customer and Community

Embroker

The leading Digital Commercial Insurance Brokerage

Fintech Select Ltd.
(TSX-V: FTEC)

Pre-Paid Cards and Cryptocurrency Products to the Under-Banked through their POS Platforms and extensive Retail Distribution Network

First Interstate BancSystem, Inc.
Community Bank Stock


First Resource Bank (OTCQX: FRSB)

High-Tech Community Bank with Traditional Values offering Personal and Business Banking, Remote Capture Deposit and Mobile Banking and a focus on Community Lending

Fiscal Advantage, LLC

Analytics Software that allows Small- to Medium-Sized Companies to Get Actionable Data out of Their Financial Statements

Global Medical REIT Inc. (NYSE: GMRE)
As a strategic acquirer of medical facilities across the U.S., Global Medical REIT provides a solid investment in a well-performing real estate portfolio

 

F & M Bank Corp
(OTCQX: FMBM)

“F&M Bank: A Virginia Tradition Since 1908”

Global Payout, Inc. (OTCPK: GOHE)

Global Payment Solutions and Prepaid Card Programs
 

Graeme Holm - Infinity Group Australia / Infinity Group Finance

Australia’s most Innovative Mortgage Broker – Graeme Holm Infinity Group Finance

Heritage Bank of Nevada

Heritage Bank of Nevada finding Success as a True Community Bank serving Small Business and Personal Banking Customers

HCR Software

Helping Compensation Teams put in place a Technology Framework to Manage the Process for giving Annual Increases, Quarterly Bonuses and preparing Total Rewards Statements
 

i2Chain, Inc.

i2Chain Secures Information Transactions just as Seamlessly as VISA Secures Financial Transactions
 

Integrated Financial Holdings, Inc.

(OTCPK: IFHI)

Integrated Financial Holdings, Inc.: A Bank Holding Company Reimagined


Intelligent Contacts
Automating the Communications and Payment process for Healthcare Providers and Improving the Customer Experience for Patients

Investors Community Bank
County Bancorp, Inc.
(Nasdaq:ICBK)

Leading Wisconsin Agricultural Financial Institution, Investors Community Bank is now focused on building a very solid Commercial Banking Team that complements their Ag Banking Portfolio and Customer-Centric Corporate Culture

Jacob Gottlieb - Altium Capital
Jacob Gottlieb - CEO of Altium Capital: Investing, Philanthropy & Perseverance (from a native New Yorker)

JDI DATA

Insurance Software Solution providing Claims Management, Policy Administration, Certificate Tracking and Vendor Cost Control
 

Lake Shore Bancorp, Inc. (Nasdaq: LSBK)

Taking a People First and Concierge Approach in providing Personal Service to Customers has resulted in a Great Return for Shareholders and a Positive Impact on the Community for Lake Shore Bancorp, Inc.


Libertyville Savings Bank

Libertyville Savings Bank Understands What it Means to Serve the Largest AG Producing State of Iowa where Commodity Pricing and Weather are Always a Challenge

Lucena Research
Big Data Analytics enabling Portfolio Managers to make Scientific Evaluation of Business Reports for their Investments

Michigan Software Labs
Michigan Software Labs with a team of Software Developers and User Experience Designers is building Software, Websites and Mobile Apps for Fortune 500 and Middle-Market Companies from Healthcare to Technology, Logistics and Finance

Nicolet Bankshares, Inc. (NASDAQ: NCBS)
Creating Shared Success Helps Nicolet National Bank Thrive

 

NoteBot

NoteBot has solved a major problem for the Mortgage and other Institutions by using Machine Intelligence to fill out Standardized Forms Correctly with Minimal Human Intervention

 

Onsite Utility Services Capital, LLC

Changing the energy efficiency industry from CapEx to Energy Savings-as-a-Service Model

Pacific Mercantile Bancorp
Pacific Mercantile Bancorp is using a Consultative Approach and trademarked Horizon Analytics process to Foster the Success of their Operating Company Customers in Southern California

Proffito Software

Enterprise Financial Process Applications that allow Companies to improve processes for Allocations, Account Reconciliations, and SOX Workflow while fully meeting the requirements for Financial Data in a Thin Ledger

ProTrak International, Inc.
CRM Software Provider helping Investment Management Professionals Manage their Relationships with Clients, Investors, Consultants, Intermediaries and Advisors

Regal Software

Payment Automation Software for the Procure-to-Pay Process


Samuel Strauch, Principal and Founder

Metrik Holdings

Samuel Strauch Finds Success By Focusing on Today’s Rapid Changing Society and Forward Thinking Generation
 

SB Financial Group (parent company)
(NASDAQ: SBFG)

State Bank (the bank)

Providing Financial Services in Very Stable Rural Communities in Three States with Experienced Leadership has enabled State Bank to deliver on a vision of High-Performance

Solovis, Inc.

The First True Portfolio Management and Multi-Asset Class Application for the Limited Partnering Community

The SpyGlass Group, LLC.

Telecom Expense Management and Billing Audit Consulting Services

StatWizards LLC

Providing Consulting, Education and Excel add-ins and Upgrades for quick and easy Econometric and Fader-Hardie Forecasting Models

StoneCastle Financial Corp. (Nasdaq:BANX)
StoneCastle Partners, LLC.

A Publicly Traded Investment Company focused solely on Community Banks

SuretyWave, LLC

Digitizing the Surety Bond Processing Workflow for the World’s Largest Brokers providing Higher Volume, Higher Premium Types of Insurance

Tellennium, Inc.

Telecom Lifecycle Management

Tormont Group
Helping Smaller Cannabis Companies Gain Exposure across the US and Canada with Institutional Investors through their Tormont 50 Platform and through their Advisory Arm

Triada Networks LLC
Triada Networks LLC is a Managed Services Provider focused on Cyber Security and IT Support for Independent Investment Firms and Asset Managers in the Financial Services Sector


Truelytics

The leading Business Intelligence Platform for Wealth Management Enterprises to Measure Advisor Performance, Empower Practice Management, and Benchmark Success

United Community Financial Corp.
Financial Services Company

 

Voleo Trading Systems Inc.

Voleo - New Trading Tech for the Next Generation

Wall Street Network Solutions

High Performance Network Solutions for the Global Financial Community

ZorroSign, Inc.
The first Blockchain Tokenization based eSignature and Digital Transaction Management (DTM) Platform that offers digital document tamper and fraud detection technology


 

 

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