SAN ANTONIO — Some familiar faces in new roles and some new twists altogether were among the offerings during the Monday morning “speed round” at the CUNA Technology Council conference at the Marriott Rivercenter in San Antonio.
In a fast-paced 90 minutes, a group of eight presenting vendors showed off their offerings – including automated compliance software, online, mobile and personal financial management solutions, remote check deposit solutions and document management.
A familiar figure with a new role in the credit union space was Kathy Hooker Burress, the retired president of Symitar who's now president of Software Management & Associates, a Texas-based provider of workflow automation and job scheduling solutions.
Hooker Burress and her colleague Will Pulley demonstrated an OFAC compliance automation solution they said cut a process that normally takes 30 minutes to about four minutes and can send text-based notifications to nearly any mobile device.
To emphasize the strength of the SMA solution, Pulley took off his dress shirt, revealing a Superman T-shirt underneath.
Props also were used by Joshua Westover and Matt West of MoneyDesktop Inc., a PFM specialist from Provo, Utah, with a client list of about 200 credit unions. After demonstrating their online and mobile product geared toward capturing and retaining the business of Gen Yers and younger members, they showed off a pie and noted that “all good PFMs use pie charts,” and warning that “megabanks are consumed with getting your share of the pie.”
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