RECENT NEWS
PRESS RELEASES
FOR IMMEDIATE RELEASE
CONTACT: Michelle Nunez
Datava Inc.
720-837-3177
mnunez@datava.com
Datava and Agent IQ Join Forces to Benefit Financial Institutions
Wheat Ridge, Colorado | Salt Lake City, Utah. – Tuesday, July 11th, 2023— Datava, a leading data activation
platform for relationship management and business intelligence tools, and Agent IQ, a provider
of digital relationship banking solutions specializing in making financial services more personal
again, are thrilled to announce they have entered a strategic partnership that is designed to better
serve and benefit financial institutions.
The core objective of this partnership is to leverage the industry expertise and platforms of both
companies to more fully empower financial institutions to enhance member and customer
interactions and achieve substantial growth and ROI. According to Bjoern Nordmann, SVP of
Sales and Partnerships at Datava, this collaboration is especially exciting as there’s already a
powerful synergy between what Datava and Agent IQ do. Both fintechs have a shared impact in
that they provide complimentary tools that empower financial institutions to cultivate more
meaningful engagement with their customers and members. This, in turn, enables the delivery of
exceptional experiences, increases satisfaction, and paves the way for new opportunities for
growth.
“The Datava platform provides a rich source of intelligence for financial institutions that
strategically is a perfect fit to complement our digital relationship banking solution,” said Matt
Phipps, CMO of Agent IQ. “We are excited about this partnership and how it can enable our
shared clients to have the most valuable and personal relationships with their customers and
members.”
By combining their expertise and resources, the Datava-Agent IQ collaboration signifies their
shared commitment to delivering exceptional value to credit unions and banks. Their
groundbreaking solutions address the evolving needs of financial institutions in today’s dynamic
market and their partnership marks a significant milestone in the quest for continuous
innovation and advancements within the industry.
“The Datava-Agent IQ collaboration is a powerful fusion that will unlock new opportunities for
our clients,” shared Gordon Flammer, Datava’s CEO. “Not only does Agent IQ’s robust and
modern platform complement ours, but their leadership shares a parallel vision of helping our
clients accelerate growth through more personalized, genuine, and authentic connections. We are
incredibly delighted to embark on this partnership with Agent IQ.”
To learn more about Datava, go to www.datava.com, review our booklet here or call (720)
837-3177. Datava is located at 3440 Youngfield Street, Suite 361, Wheatridge, CO 80033.
For more information on Agent IQ’s platforms, visit https://agentiq.com or call 844- 243-6847.
Agent IQ is located at 95 3rd St. Fl 2 San Francisco, CA 94103.
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FOR IMMEDIATE RELEASE
CONTACT: Michelle Nunez
Datava Inc.
720-837-3177
mnunez@datava.com
Datava and Prodigy join forces to streamline the 5300 CALL Report process for Credit Unions
Wheat Ridge, Colorado | Salt Lake City, Utah. – Thursday, Feb 22nd, 2023— Datava, a leading platform for member relationship management and business intelligence tools, and Prodigy, a modern and comprehensive core and cloud CUSO, are pleased to announce they have entered into another exciting strategic collaboration to launch the 5300 Consolidated Report of Condition and Income (CALL) Reporting Module. The new module will allow credit unions to automate and streamline their required quarterly reporting process for regulators.
These reports are time consuming, and many credit unions are still doing the work manually. The new module will significantly increase employee productivity, decrease human error, and free up time that could be focused on other essential tasks. This is a win-win for credit unions and regulatory authorities alike as the 5300 CALL report process becomes simplified, efficient, and automated. It will also provide a further invaluable benefit to credit unions by offering them a high-level overview of what’s happening within their organization.
Datava and Prodigy will be unveiling the 5300 CALL Report Module at this year’s NACUSO Network Conference happening March 27-30th in Las Vegas.
“We are thrilled that this new partnership with Prodigy will be bringing tremendous benefits to credit unions nationwide,” Gordon Flammer, CEO of Datava, said. “We are currently collaborating really well with Prodigy on several other credit union- focused projects, and this joint venture continues that trend.”
CU Prodigy CEO Amber Harsin stated, “Working with Datava has created value for credit unions on CU Prodigy’s platforms. This latest venture is an extension of that value and continues to prove that CUSO partnerships with credit unions create elegant solutions built by and for the credit union movement.”
To learn more about Datava’s platform, go to www.datava.com, review our booklet here or call (720) 837-3177. Datava is located at 3440 Youngfield Street, Suite 361, Wheatridge, CO 80033.
For more information on Prodigy’s Core and Cloud Solutions, visit https://www.cuprodigy.com or call (801) 451-9101. Prodigy is located at 420 E. South Temple, Ste. 520 Salt Lake City, Utah 84111.
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FOR IMMEDIATE RELEASE
CONTACT: Michelle Nunez
Datava Inc.
720-837-3177
mnunez@datava.com
Datava to participate and present at Vizo’s Winter TechCon
Wheat Ridge, Colorado. – Tuesday, February 6th 2023— Datava is thrilled to be participating and presenting during Vizo Financial’s 2023 Winter Techcon next week. This exciting event will take place virtually on February 15-16th.
Winter Techcon is described as the event where “all the hottest companies and solutions for credit unions to become acquainted with” will be. “From digitized member journeys on the front lines to human resources technology on the back end, Vizo is welcoming 15 forward-thinking firms that are pioneering the way for financial institution innovation.”
Datava will be sharing with attendees how their platform helps credit unions grow and serve their members better. Their presentation will be taking place on February 16th from 9:40am-9:55am EST.
“Datava is excited to be participating as one of only 15 FinTech’s included in the lineup.” Bjoern Nordmann, Head of Sales at Datava shared. “We are grateful for the opportunity and hope to see many of our credit union friends and partners there.”
Take a moment to learn more about Datava at www.datava.com, review our booklet here or call (720) 837-3177 for more information. Datava is located at 3440 Youngfield Street, Suite 361. Wheatridge, CO 80033.