Protiviti is a global consulting firm that helps clients transform and protect their businesses, and respond to planned and unexpected events. Through a network of more than 90 offices in over 25 countries, Protiviti and its independent and locally owned member firms deliver deep expertise and tailored capabilities across technology, artificial intelligence, data, operations, finance, legal, marketing, compliance, HR, digital, risk, and internal audit—enabling organizations to accelerate innovation, navigate risks, and safeguard what matters most.
Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries.
Anthropic is an AI safety and research company that builds reliable, interpretable, and steerable AI systems. Its flagship product, Claude, is a family of large language models trusted by millions of people and businesses worldwide to work, code, and create. Learn more at anthropic.com.
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the US, serving more than 69 million clients.
Deloitte provides industry-leading audit, consulting, tax and advisory services to many of the world’s most admired brands, including nearly 90% of the Fortune 500®. With approximately 470,000 people in 150 countries and territories, Deloitte is proud to be part of the largest global professional services network serving our clients in the markets that are most important to them.
Huntington Bancshares Incorporated is a $284 billion asset regional bank holding company headquartered in Columbus, Ohio. A top 10 U.S. commercial bank, The Huntington National Bank and its affiliates provide consumers, small and middle-market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Founded in 1866, Huntington operates over 1,400 branches in 21 states, with certain businesses operating nationally.
Infosys is a global leader in next-generation digital services and consulting. We guide our clients through their digital transformation journey by empowering enterprises with an AI-powered core and agile digital capabilities at scale, delivering unprecedented levels of performance and customer delight.
Mizuho Financial Group, Inc. is one of the largest financial institutions in the world as measured by total assets of ~$2 trillion, according to S&P Global 2024. Mizuho’s 65,000 employees worldwide offer comprehensive financial services to clients in 36 countries and 850 offices throughout the Americas, EMEA, and Asia.
Mizuho Americas is a leading Corporate and Investment Bank (CIB) that provides a full spectrum of client-driven solutions across strategic advisory, capital markets, corporate banking, and fixed income and equities sales & trading to corporate, government, and institutional clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho enhanced its M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia. Mizuho Americas employs approximately 4,000 professionals. For more information visit www.mizuhoamericas.com.
TD Bank US Holding Company and its subsidiaries, including TD Bank, N.A., are collectively known as TD Bank U.S. As the U.S. banking business of The Toronto-Dominion Bank (TSX and NYSE: TD), a leading North American financial services firm, TD Bank U.S. serves more than 10 million clients and has a network of approximately 1,050 locations throughout the Northeast, Mid-Atlantic, Carolinas and Florida.
We support our clients and communities with a full range of retail, small business, and commercial banking products and services. We also offer customized private banking and wealth management services, a comprehensive suite of credit card products for consumers and businesses, and automotive vehicle financing and dealer commercial services.
TD Bank U.S. is one of the largest banks in the U.S. by assets and is headquartered in Mount Laurel, N.J.
As the 8th largest bank in North America, BMO has served clients for more than 200 years, providing services across North America and select markets globally. Driven by its purpose, to Boldly Grow the Good in business and life, BMO supports a thriving economy, sustainable future and stronger communities.
Egon Zehnder is the world’s preeminent leadership advisory firm, inspiring leaders to navigate complex questions with human answers. Our consultants are former industry and functional leaders who collaborate seamlessly to deliver the full power of the Firm to every client, every time. We believe that together we can transform people, organizations and the world through leadership.
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, artificial intelligence (AI) and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
Invesco is a leading global asset management firm with US$2.5 trillion in assets under management as of June 30, 2026, across public, private, active, and passive investment capabilities. Our collaborative mindset, breadth of solutions and global scale serve retail and institutional investors in more than 120 countries around the world.
Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading financial groups.
Headquartered in Tokyo, the global MUFG network encompasses approximately 2,000
locations in more than 40 countries, and provides services including commercial banking,
trust banking, securities, credit cards, consumer finance, asset management, and leasing.
Our company boilerplate is: U.S. Bancorp, with approximately 70,000 employees and $676 billion in assets as of March 31, 2025, is the parent company of U.S. Bank National Association. Headquartered in Minneapolis, the company serves millions of customers locally, nationally and globally through a diversified mix of businesses including consumer banking, business banking, commercial banking, institutional banking, payments and wealth management. U.S. Bancorp has been recognized for its approach to digital innovation, community partnerships and customer service, including being named one of the 2025 World’s Most Ethical Companies and one of Fortune’s most admired superregional banks.
Ally Financial Inc. (NYSE: ALLY) includes the nation’s largest all-digital bank and an industry leading auto finance business, driven by a mission to “Do It Right” for its customers and communities. Ally is a U.S. financial holding company with $200 billion in assets and 9.6 million customers (June 30, 2026). Ally Bank, Member FDIC, offers online banking products, including high-yield savings and no hidden fee checking, and was the first major U.S. bank to eliminate overdraft fees. Ally also provides investing solutions through Ally Invest, including online brokerage, automated investing, IRAs and personal financial advice. As a leader in auto finance, Ally provides consumer and dealer financing, insurance, and vehicle remarketing services. Ally’s seasoned corporate finance business provides capital to equity sponsors and middle-market companies
Our vision is to be the UK-centred leader in global finance. We are a diversified bank with comprehensive UK consumer, corporate and wealth and private banking franchises, a leading investment bank and a strong, specialist US consumer bank. Through these five divisions, we are working together for a better financial future for our customers, clients, and communities.
For further information about Barclays, please visit our website home.barclays
CIBC is a leading North American financial institution with a growing U.S. presence. Headquartered in Chicago, CIBC U.S. provides commercial banking, wealth management and personal banking solutions, combining the capabilities of a major financial institution with deep local expertise, strong client relationships and a commitment to our communities.
Citizens Bank of Edmond is rewriting the story of community banking. As a women-owned, 125-year-old community bank, we deliver high-tech solutions, empower entrepreneurs through Vault 405, champion military banking with ROGER Bank, and drive bank-led economic revitalization through Heard on Hurd, the largest monthly food truck and independent music festival in the nation.
Engine by Gen serves as the B2B brand of Gen (NASDAQ: GEN).
Engine is the category-leading embedded finance marketplace platform,
matching consumers with real-time, personalized financial product
recommendations from the largest connected network of top providers—
on mobile apps, websites, and other consumer touchpoints.
First Horizon Corporation is a leading regional financial services company, dedicated to helping clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states concentrated in the southern U.S.
Heidrick & Struggles is a premier provider of global leadership advisory and on-demand talent solutions and has worked with more than 70% of Fortune 1000 companies across sectors and industries. Our expertise enables our clients to find the world’s best leaders and transform their teams, achieving the highest levels of profitability and performance.
HSBC USA provides tailored financial solutions to large corporate, institutional and government clients, alongside international and domestic banking services for corporate, international subsidiaries, innovation and business clients. We also support individuals, families, business owners, investors and entrepreneurs around the world to manage, protect and grow their wealth.
IBM is a leading global hybrid cloud and AI, and business services provider, helping clients in more than 175 countries capitalize on insights from their data, streamline business processes, reduce costs and gain the competitive edge in their industries. All of this is backed by IBM’s legendary commitment to trust, transparency, responsibility, inclusivity, and service. For more information, visit www.ibm.com.
The NYSE is capitalism at its best, the belief that free and fair markets offer every individual the chance to benefit from success. We set the standard with our unparalleled trading platform, enabling entrepreneurs, innovators, and investors to raise the capital they need to change the world. You work too hard to list anywhere else.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marshmclennan.com, follow us on LinkedIn and X
Pega is the leading Enterprise Transformation Company™ that helps organizations Build for Change® with enterprise AI decisioning and workflow automation. Many of the world’s most influential businesses rely on our platform to solve their most pressing challenges, from personalizing engagement to automating service to streamlining operations. Since 1983, we’ve built our scalable and flexible architecture to help enterprises meet today’s customer demands while continuously transforming for tomorrow.
Pinnacle Financial Partners, Inc. (“Pinnacle”) is a $129.1 billion asset regional bank which provides a full range of banking, investment, trust, mortgage and insurance products and services for commercial and consumer clients who want a comprehensive relationship with their financial institution. The firm joined forces with Synovus Financial Corp. in 2026, bringing together more than 160 years of combined banking service. Pinnacle is the largest bank headquartered in Tennessee and the largest bank holding company headquartered in Georgia. The firm is No. 1 in deposit market share in the Nashville MSA and No. 4 in the Atlanta MSA with offices in Tennessee, Georgia, Florida, North Carolina, South Carolina, Alabama, Kentucky, Virginia and Maryland. Learn more about Pinnacle at pnfp.com.
Q2 is a leading provider of digital transformation solutions for financial services, serving banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Q2 enables its financial institution and fintech customers to provide comprehensive, data-driven digital engagement solutions for consumers, small businesses and corporate clients. Headquartered in Austin, Texas, Q2 has offices worldwide and is publicly traded on the NYSE under the stock symbol QTWO. To learn more, please visit Q2.com. Follow us on LinkedIn and X to stay up to date.
Regions Financial Corporation (NYSE:RF) is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,250 banking offices and more than 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.
S&P Global (NYSE: SPGI) enables businesses, governments, and individuals with trusted data, expertise and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively, and thrive in a rapidly changing global landscape.
Santander US is a diversified financial business with a strategic focus on retail and commercial banking, auto finance, digital banking, corporate and investment banking, and wealth management. It is a wholly-owned subsidiary of Madrid-based Banco Santander, a leading global banking group with 182 million customers across Europe, North America, and Latin America.
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives.
State Street Corporation is one of the world’s leading providers of financial services to institutional investors. With $57.9 trillion in assets under custody and/or administration and $6.3 trillion in assets under management as of June 30, 2026, State Street operates globally in more than 100 geographic markets worldwide.
TD Bank US Holding Company and its subsidiaries, including TD Bank, N.A., are collectively known as TD Bank U.S. As the U.S. banking business of The Toronto-Dominion Bank (TSX and NYSE: TD), a leading North American financial services firm, TD Bank U.S. serves more than 10 million clients and has a network of approximately 1,050 locations throughout the Northeast, Mid-Atlantic, Carolinas and Florida.
We support our clients and communities with a full range of retail, small business, and commercial banking products and services. We also offer customized private banking and wealth management services, a comprehensive suite of credit card products for consumers and businesses, and automotive vehicle financing and dealer commercial services.
TD Bank U.S. is one of the largest banks in the U.S. by assets and is headquartered in Mount Laurel, N.J.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with leading market share in many high-growth markets in the U.S. and offers a wide range of products and services through its wholesale and consumer businesses.
UBS is a leading and truly global wealth manager. It also provides diversified asset management solutions and focused investment banking capabilities. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, the firm is operating in more than 50 markets around the globe.
Leader in banking and financial services in Europe, BNP Paribas operates in 64 countries and has nearly 178,000 employees, including more than 144,000 in Europe. The Group has key positions in its three main fields of activity: Commercial, Personal Banking & Services for the Group’s commercial & personal banking and several specialised businesses including BNP Paribas Personal Finance and Arval; Investment & Protection Services for savings, investment and protection solutions; and Corporate & Institutional Banking, focused on corporate and institutional clients. Based on its strong diversified and integrated model, the Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance. In Europe, BNP Paribas has four domestic markets: Belgium, France, Italy and Luxembourg. The Group is rolling out its integrated commercial & personal banking model across several Mediterranean countries, Türkiye, and Eastern Europe. As a key player in international banking, the Group has leading platforms and business lines in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific. BNP Paribas has implemented a Corporate Social Responsibility approach in all its activities, enabling it to contribute to the construction of a sustainable future, while ensuring the Group’s performance and stability.
BNY is a global financial services platforms company at the center of capital markets, helping clients operate efficiently and grow. For over 240 years, BNY has served leading corporations, banks, governments, and pension plans worldwide. As of June 30, 2026, BNY oversees $62.6 trillion in custody/administration and $2.2 trillion under management.banking model across several Mediterranean countries, Türkiye, and Eastern Europe. As a key player in international banking, the Group has leading platforms and business lines in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific. BNP Paribas has implemented a Corporate Social Responsibility approach in all its activities, enabling it to contribute to the construction of a sustainable future, while ensuring the Group’s performance and stability.
Citi is a preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in its home market of the United States. Citi does business in more than 180 countries and jurisdictions, providing corporations, governments, investors, institutions and individuals with a broad range of financial products and services.
Fiserv moves more than money. As a global technology leader, Fiserv innovates to enable client success in areas including account processing, digital banking, card issuer processing, network services, payments, e-commerce, merchant acquiring and Clover®, the world’s smartest point-of-sale and business management platform. As the only fintech sitting at the intersection of merchants and financial institutions, Fiserv has an unobstructed view into the entire global financial ecosystem that allows the company to empower people, businesses and communities to thrive. Fiserv is a member of the S&P 500® Index and one of TIME Magazine’s Most Influential Companies™.
Penn Community Bank is eastern Pennsylvania’s largest independent mutual bank, with $3 billion in assets and more than 300 employees. We combine innovative banking and lending solutions with local expertise, to help businesses grow, support individuals and families through every life stage, and be a catalyst for positive growth in our markets.
Sirius AI helps Financial Services institutions become AI-native by building, deploying, and embedding AI systems. We deliver intelligent AI decision systems that drive growth and profitability, and productive agentic AI that transforms workflows, reduces costs, and modernizes banking operations, enabling faster, scalable, and measurable AI transformation.
Sound Financial Bancorp, Inc., parent company of Sound Community Bank, is headquartered in Seattle, Washington, and serves communities through branches across Western Washington. Sound Community Bank is a Fannie Mae Approved Lender and Seller/Servicer with a Seattle loan production office. Learn more at www.soundcb.com.
Wilmington Trust is a leading provider of wealth and institutional services and is a part of M&T Bank Corp. It specializes in an array of personal trust, planning, fiduciary, asset management, private banking and family office services for individuals, businesses and families. Its tailored investment solutions serve clients in the U.S. and globally.
