FinTech Connect
Technology + FinTech + Vendor Solutions + Education
FinTech Connect
A Unique Experience for Credit Union Professionals
At FinTech Connect, you’ll gain access to concise, invaluable insights from industry experts and thought leaders. Our carefully curated educational sessions will keep you at the forefront of emerging technology, FinTech innovations, and vendor solutions.
Discover cutting-edge strategies and best practices that will empower you to navigate the ever-evolving credit union landscape with confidence and precision. This exclusive event delivers the actionable intelligence you need to stay competitive in today’s rapidly changing financial services environment.
FinTech Connect is designed for CEOs, executive teams, managers, C-suite leaders, and IT professionals who make critical technology decisions. Space is limited—reserve your spot now to ensure you don’t miss this essential professional development opportunity.
Are you a Fintech interested in participating? Contact the Events Team – events@yourleague.org
#fintechconnect #leadership
September 23–24, 2025
Sheraton Music City
777 McGavock Pike
Nashville, TN
All times CT
Tuesday, September 23
11:30 – 12:00 p.m.
Registration
12:00 – 12:45 p.m.
Lunch (Sponsored by VolCorp) and Networking with Sponsors
12:45 p.m.
Opening Comments
1:00 p.m.
Third Party, First Priority: Top 5 Questions Before Choosing a New Tech Vendor - Dynamic Edge
According to the NCUA, over 70% of credit union cyber incidents reported last year were linked to third-party vendors, which has prompted intensified regulatory scrutiny and greater oversight. This session will examine five real-world security incidents tied to third-party technology providers and distill the lessons credit union leaders must learn. Attendees will walk away with five essential questions when evaluating any new tech partner, from core providers and cybersecurity firms to cloud and SaaS vendors. Whether your credit union plans a major IT upgrade or fine-tuning vendor oversight practice, this session will provide practical insights to strengthen due diligence, reduce risk, and prepare for evolving NCUA requirements.
1:45 p.m.
Segment 1
InvestiFi/VolCorp – Digital Investing for Your Members
RiskScout
StoneCastle
2:45 p.m.
Quick Connect Break with Sponsors
3:00 p.m.
Segment 2 Operations:
Convergint Technologies
ScreenSteps
3:45 p.m.
Segment 3 Artificial Intelligence:
CurrentWave AI
4:15 p.m.
Day One Wrap Up
5:00 - 6:00 p.m.
Networking Reception (Sponsored by TruStage)
Wednesday, September 24
7:45 – 8:45 a.m.
Networking Breakfast
8:45 a.m.
Segment 4 Lending:
CuDigiLend
CBS
Equifax
10:00 a.m.
Panel Discussion
10:30 – 11:15 a.m.
Quick Connect Break with Sponsors & Hotel Checkout
11:15 a.m.
Segment 5:
Eko Investments
Bankjoy
12:00 p.m.
Wrap Up & Final Pitch Review
FinTech Speakers
BankJoy
Modern Digital Banking That Scales with You
Convergint Technologies
Comprehensive Security & Automation for Financial Institutions
Convergint Financial is a specialized division within Convergint Technologies focused exclusively on serving banks, credit unions, and other financial institutions. With deep expertise in both physical and digital security, Convergint delivers tailored solutions that support regulatory compliance, operational efficiency, and superior customer experience.
Cooperative Business Services CBS—Speaker ExRA
Empowering Credit Unions Through Scalable Commercial Lending Solution
CBS is a trusted Credit Union Service Organization (CUSO) specializing in delivering comprehensive commercial lending solutions to help credit unions grow, diversify revenue, and better serve their business members. With a strong network of over 140 credit union partners nationwide, CBS offers strategic guidance and operational support, making them an ideal partner for credit unions at any stage of commercial lending maturity. The CBS ExRA web-based app gives you access to real-time portfolio performance metrics to help you make informed decisions about your commercial portfolio. From dashboard reporting that highlights commercial lending concentrations to CECL reserve recommendations, our team provides the risk analytics expertise and relationships you can trust.
CUDigiLend
Automated Lending Designed for Credit Unions
CU DigiLend a point-of-sale lending solution that allows credit unions to partner with local small businesses, offering their customers instant financing options at the time of purchase. This isn’t just a tech tool—it’s a strategy to reach new borrowers, deepen community relationships, and offer members better experiences. CU DigiLend helps credit unions grow loans, gain valuable data insights, and even attract new members organically, all while keeping risk in check through built-in credit parameters.
CurrentWave.AI
AI-Powered Engagement That Drives Results
CurrentWave AI is transforming how credit unions manage and access their internal knowledge. The flagship product, CXplainAI, turns policies, procedures, and training materials into an easy-to-use, conversational assistant—so your teams can do their jobs faster, more confidently, and with less friction.
Dynamic Edge
End-to-End IT Solutions with a Security First Mindset
Dynamic Edge has been a leader in proactive IT management, cybersecurity, and compliance-driven technology solutions for financial institutions. Dynamic Edge has extensive experience in managed IT services, cybersecurity protections, cloud solutions, and IT support designed for credit unions. The company’s customized approach helps credit unions mitigate risk, improve system reliability, and ensure compliance with ever evolving financial industry regulations.
Eko Investments
Portfolio Growth Strategies with Purpose
Eko is the largest digital investment provider for credit unions. We enable CUs to offer investing from $10 via a natively integrated, white-label solution. As a one-stop investment shop, Eko supports every member, offering Pre-built portfolios, Hybrids, Self-directed IRAs, Roth IRAs, and Crypto right from their trusted banking platform.
Equifax
Data-Driven Insights to Power Lending & Risk Decisions.
Confluent Strategies helps businesses leverage Equifax’s unique data, real-time analytics, and innovative technology to make critical decisions with greater confidence. As your strategic partner, our industry and market expert team serve as your liaison to Equifax, analyzing your specific needs and strategically recommending solutions that power your business. We represent Equifax to nearly 2,000 unique partners in markets across more than 10 states. We serve our partners by combining Equifax’s position as the global market leader for consumer, commercial, mortgage, and employment data and solutions with our unique know-how to deliver effective solutions, knowledgeable consultations, and actionable insights.
InvestiFi
Digital Investment Services That Empower Your Credit Union
InvestiFi, Inc. is the only InvestTech platform designed to allow for trading to and from deposit accounts, enabling credit unions to retain more assets and attract new account holders. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every credit union to provide its account holders with the ability to navigate the complexities of financial markets with ease from within their current online banking experience. InvestiFi is a game-changer for credit unions, providing your members with the ability to invest in stocks, ETFs, and cryptocurrencies right from their checking accounts, all while preventing the outflow of deposits, attracting new members, and activating new revenue streams.
RiskScout
Compliance Tech for Growing Business Services
ScreenSteps
Training and Knowledge Management Made Easy
ScreenSteps transforms how your staff learns and works by turning complex procedures into simple, step-by-step guidance. Their knowledge ops platform makes onboarding, SOP delivery, and real-time support more efficient, so your team performs better, faster, and with fewer errors.
StoneCastle
Attract and Retain Members with Smarter Cash Tools
StoneCastle offers an extended federal insurance account that helps credit unions attract large-balance members, grow deposits and expand market reach. With just one account your members can receive up to $100 million in insurance per tax ID, liquidity and a competitive rate with no cost to your credit union.
Sheraton Music City
ROOM RATES STARTING AT $179 ++
Special discounted parking rate of $10 per day. *Reserve your room by September 8, 2025 to get the special room rate.
#fintechconnect
Registration is open to credit union employees and directors from affiliated credit unions in Tennessee and/or your respective state.
If you represent a company interested in speaking or participating in this event, please contact Laura Parrish for additional information and registration options.
Code of Professional Conduct
At the Tennessee Credit Union League, we’re committed to creating a welcoming and respectful environment for everyone. As a participant related to any of our events, we ask that you conduct yourself in a friendly and considerate manner.
We value everyone’s experience and won’t tolerate disruptions or disrespect towards other participants, League members, speakers, attendees, exhibitors, guests, volunteers, or staff. We will review concerns and take any action we deem necessary. Participants found to have breached this Code of Professional Conduct in any way may be asked to leave without a refund of their registration fees and may be banned from future events. This may include all meetings, offsite activities, and credit union chapter meetings.
Thank you for helping us maintain a positive and professional atmosphere!
