BuildingMetrix
Scott Elliott
(206) 273-7141
scott.elliott@wsrb.com
BuildingMetrix knows property.
For over a century, our parent company, WSRB, has provided insurance carriers with powerful data, enabling them to evaluate risk effectively and efficiently. BuildingMetrix, a wholly owned WSRB company, aims to provide that same level of expertise to industries outside insurance.
Our proprietary algorithm aggregates and analyzes varied data sources, delivering a real-time data feed of applicable information directly relating to the clients’ request. That means lightning-fast risk concentration and exposure analysis, helping you make more informed decisions in a fraction of the time.
The insurance industry has benefited from our tools; banking can as well. BMX tools facilitate the identification of catastrophic risk in your portfolio, illuminating saturation levels geospatially.
Knowing is half the battle. The insights we provide can help you adopt strategies to improve your bottom line.
Otteson Shapiro, LLC
Christian Otteson
(720) 488-5425
ceo@os.law
The attorneys of Otteson Shapiro are nationally recognized for understanding our clients’ businesses, in-depth knowledge of the law, responsiveness to client needs and cost-effective representation. In our practices relating to the financial services industry, we assist with federal and state regulatory issues, corporate governance, mergers and acquisitions, capital structuring, financial and lending transactions, litigation and dispute resolution, anti-money laundering, compliance solutions and vendor management.
In the area of mergers and acquisitions, our transactional attorneys are adept at successfully navigating the big-picture issues at stake in a transaction and structuring transactions to achieve optimal results in a timely fashion. The firm is proud to be consistently included in the annual “Best Law Firms” list from U.S. News & World Report and Best Lawyers,® including in the most recent 2021 edition.
The Plateau Group, Inc.
Greg Janssen
(800) 752-8328
greg.janssen@plateaugroup.com
The Plateau Group is a Community Bank focused company specializing in Debt Cancellation and Credit Insurance programs to help you drive profitability in lending. The Plateau Group is an A- Excellent Rated by AM Best and endorsed business partner of the ICBA. We have the personalized service and expertise to help you drive fee income strategies. At Plateau, we market, administer and reinsure products that meet the needs of our customers while providing the highest levels of service and courtesy in the business. At Plateau, we strive to be “Your First Choice.”
Suncadia Resort
Michele Oliveri
(206) 697-0015
moliveri@suncadia.com
With more than 6,000 acres of forested mountain landscape, Suncadia’s wealth of year-round activities makes for a perfect escape. A picturesque resort with 40+ miles of hiking and biking trails, three championship golf courses, local wining and dining and world-class spa treatments. The perfect place to get the most out of your group event or meeting. A place that puts the fun back into meetings and naturally encourages cooperation, team building and inspiration.
Core10
Laura Day
Core10 is a leading U.S.-based provider of banking and lending products and financial technology services. We’re all about being the trusted, easy button for banking innovation and transformation. We do this by offering a range of solutions including Mesh, a middleware layer to connect a bank’s technology partners to its core and streamline operations, and Accrue, an omnichannel digital lending and deposit account opening solution. Additionally, we extend our expertise through professional services, encompassing custom API and software product development.
Innovative Home Loans
Michael Standard
(360) 690-5278
michael@innovativehomeloan.com
Do you know seniors who need more cash flow today? Why not mention the HECM loan to them and see if it’s a good fit? All they need is over 50% equity on their home. The HECM loan is the New Reverse Mortgage by the FHA, and it is now a Federally Insured loan. Now the heirs inherit the home, and they have 12 months to sell the home and keep the equity. What to look for in your senior clients:
- Over 50% equity in their primary residence
- Over 62 years of age
- Home is not in a trailer park
- They want to stay in their home
- They need more cashflow or no mortgage payment
BankTech Ventures
Sarah Hovde
(847) 707-2863
sarah@banktechventures.com
BankTech Ventures — Our name says it all. We are a strategic venture capital fund focused solely on investing in bank-enabling early-stage tech companies. Our General Partners are bankers themselves (including your CBW peer, Coastal Community Bank), and our full-time team is deeply entrenched in community banking. We make sure the companies we invest in work effectively with our Limited Partner banks to deliver maximum value and impact. The ecosystem we’ve developed is our greatest strength, and that is why 100+ leading community banks have joined us, plus the leading tech entrepreneurs want to work with us. To date, we’ve invested in 14 companies and have made hundreds of introductions between our fintech companies and limited partner banks, creating new synergistic vendor relationships. And this is just 1.5 years into the Fund, so there is a lot more activity to come!
