Today’s consumers expect flexibility and convenience when it comes to making payments. They want the ability to pay their bills when they want (24/7/365), where they want, and how they want—all while ensuring their payments are applied promptly. To meet these evolving expectations, financial institutions must expand their payment offerings beyond traditional online portals.

Join us for an exclusive live demo where we’ll share cutting-edge payment options designed to elevate the customer experience and drive operational efficiency. You’ll see firsthand how these solutions work in real-time and how they can increase adoption, improve collections, and reduce support burdens.

Key Takeaways:

• Guest Payment Channels: Discover how offering guest payment options can streamline transactions and improve customer satisfaction.
• AI-Powered Chatbots: See how virtual CSRs can assist customers, provide support, and even accept payments.
• Pay By Text: Explore this growing payment method and how it sets the stage for future Request for Payment (RFP) capabilities.
• CSR-Initiated Payment Notifications: Learn how these tools can improve collections, enhance compliance, and make it easier for customers to pay on time.

Don’t miss this opportunity to see how expanding your payment channels can improve customer engagement, boost collections, and position your institution for the future. 

Jumpstart Cost-Effective Small Business Growth
Friday, April 11 10:30am-11:15am ET
Are you looking for ways to expand your current small business relationships and attract new ones — without changing products or hiring bankers? In this webinar, we'll share how practical analysis and data-driven strategies can help you identify small businesses with the best capacity and propensity to respond to your existing deposit, payments, and loan offers. Using the right analysis techniques and a multi-channel outreach approach, you can achieve a high ROI on your small business growth goals.

Inc. Names KlariVis as the Sixth Fastest-Growing Private Company in the Mid-Atlantic

Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today revealed that KlariVis is No. 6 on its fifth annual Inc. Regionals: Mid-Atlantic list, the most prestigious ranking of the fastest-growing private companies in the Mid-Atlantic. This is the fourth recognition KlariVis has received in the past year from Inc., following being listed on the 2024 Inc. 5000, as a 2024 Inc. Power Partner, and CEO & founder Kim Snyder being named to the Inc. Female Founders 500.

“I’m so proud of our growth, but even more proud of the why behind it,” said Snyder. “At KlariVis, we’re helping banks turn data into action — making it easier for them to serve their customers, support their communities, and operate with greater efficiency. None of this would be possible without our incredible team and the amazing clients who trust us to help them navigate a rapidly changing industry. This recognition is really a reflection of what we’re building together.”

Built for bankers, by bankers, KlariVis provides a comprehensive and intuitive platform that aggregates a bank’s high-value data into self-service dashboards and reports. The insights empower financial institutions to make informed decisions that drive growth and success at every level of the organization. KlariVis has become the preferred solution for community bank data visibility, expanding its reach across 35 states and counting as the industry rapidly embraces the concept of smarter, data-driven banking.
 

Read the full release here.

CECL Coffee Talk Q&A
Friday, April 4 10:00am-10:45am ET
Join our CECL Coffee Talk with guest panelist Paul Allen, CPA, CGMA, from Saltmarsh, Cleaveland & Gund. He’ll share his perspective from the auditing side, tell stories from the field, and address other topics. Register and bring your questions! Or, submit them in advance to [email protected].