Clients
| Client Name | Start Year | End Year |
|---|---|---|
| Farmers Insurance | 2015 | Current |
| First Internet Bank | 2016 | Current |
| The Bancorp | 2015 | Current |
| Kasasa | 2008 | 2016 |
| Vesta Corporation | 2014 | Current |
| Financial Planning Association | 2015 | Current |
| CU Direct | 2014 | Current |
| Vyze | 2014 | Current |
| Elevations Credit Union | 2015 | Current |
| Berkery Noyes | 2012 | Current |
| NACHA- Electronic Payments Association | 2012 | Current |
| Equity Trust Company | 2015 | Current |
| WealthCounsel | 2014 | Current |
| Security Benefit | 2011 | Current |
| Invesco PowerShares | 2015 | Current |
| Janus Capital | 2012 | Current |