Bryan Clagett

Centergy Solutions empowers financial institutions to compete and grow in today’s digital economy. As the parent brand of Auto Link, Home Link, and CalcuLink, we deliver patented, purpose-built technology that helps lenders engage borrowers earlier and drive more profitable lending outcomes. WHAT WE DO Our connected platform ecosystem supports lending and financial decision-making across key life moments: 🚙 Auto Link – Auto-lending engagement and vehicle research 🏠 Home Link – Home search and borrower engagement 📲 CalcuLink – Interactive financial calculators and insights WHY CENTERGY SOLUTIONS We help financial institutions Strengthen lending pipelines Deliver seamless borrower experiences Leverage data for smarter marketing Maintain control, compliance, and trust Centergy Solutions is redefining how financial institutions connect with borrowers—across auto, home, and beyond.

Synergies Work is a platform that connects disabled entrepreneurs with the resources, networks, and communities they need to launch, grow, and scale their businesses. Join the largest community of disability-led startups in the United States today.

upSWOT is a white-label embedded finance and business management platform designed to enhance online/mobile banking with just several lines of code. Using an approach similar to Plaid, SMBs connect their accounting, ERP, payroll, eCommerce, marketing, CRM, and other apps to the Bank to get accurate cashflow forecasts, actionable insights, credit score boost, and business valuation tools within their banking experience Data is aggregated in real-time and thousands of signals are analyzed to help SMBs better understand the health of their businesses via interactive dashboards. On the back-end, upSWOT surfaces meaningful data for relationship managers to help them upsell the right products and services while building more meaningful and longer-lasting relationships. Founded in August 2019, upSWOT technology serves hundreds of financial institutions helping them to build loyalty and grow engagement among their SMB clients.

Seamlessly embed our all-in-one bill management toolkit into your banking app to engage customers, boost revenue, and become top-of-wallet.

Working together with our partners and clients, Geezeo’s platform delivers enriched digital banking experiences. By processing, storing and augmenting billions of transactions, Geezeo plays a significant role as a critical data partner. Financial institutions benefit from Geezeo’s proven insights that enhance the overall customer experience. More than 500 financial institutions leverage the Geezeo platform. Our ability to integrate within a financial institutions online and mobile banking environment is widely acclaimed, as we can integrate seamlessly, always allowing the host FI the ability to own their PFM brand. Geezeo’s primary focus is to provide technology solutions that enable our clients and their partners to activate and engage target audiences with enriched data. This translates to a richer experience and the financial institution getting actionable data. The worlds of finance, marketing, and technology continuing to meld, thus creating numerous exciting opportunities for financial organizations. Geezeo sits comfortably at the intersection of these opportunities, by providing digital banking experience, creativity, marketing and technological expertise.

Centergy Solutions empowers financial institutions to compete and grow in today’s digital economy. As the parent brand of Auto Link, Home Link, and CalcuLink, we deliver patented, purpose-built technology that helps lenders engage borrowers earlier and drive more profitable lending outcomes. WHAT WE DO Our connected platform ecosystem supports lending and financial decision-making across key life moments: 🚙 Auto Link – Auto-lending engagement and vehicle research 🏠 Home Link – Home search and borrower engagement 📲 CalcuLink – Interactive financial calculators and insights WHY CENTERGY SOLUTIONS We help financial institutions Strengthen lending pipelines Deliver seamless borrower experiences Leverage data for smarter marketing Maintain control, compliance, and trust Centergy Solutions is redefining how financial institutions connect with borrowers—across auto, home, and beyond.

Synergies Work is a platform that connects disabled entrepreneurs with the resources, networks, and communities they need to launch, grow, and scale their businesses. Join the largest community of disability-led startups in the United States today.

Louis Hernandez Jr.s Foundation For A Bright Future, formerly A Little Hope Foundation, is a 501(c)(3) not-for-profit organization created to support the needs of underrepresented and underprivileged children through healthcare, education, and youth leadership development. Our goal is to ensure an equal footing for all children to triumph over challenges and enjoy life’s journey, which we achieve in collaboration with other charitable organizations. We have funded children’s hospitals, science centers, Junior Achievement, the Cystic Fibrosis Foundation, education foundations, and sports leadership development organizations. We also support several local community charities and cultural enhancement organizations. We enjoy a special relationship with Bad Angel Photography Studios, whose photography exhibitions directly support our mission.

upSWOT is a white-label embedded finance and business management platform designed to enhance online/mobile banking with just several lines of code. Using an approach similar to Plaid, SMBs connect their accounting, ERP, payroll, eCommerce, marketing, CRM, and other apps to the Bank to get accurate cashflow forecasts, actionable insights, credit score boost, and business valuation tools within their banking experience Data is aggregated in real-time and thousands of signals are analyzed to help SMBs better understand the health of their businesses via interactive dashboards. On the back-end, upSWOT surfaces meaningful data for relationship managers to help them upsell the right products and services while building more meaningful and longer-lasting relationships. Founded in August 2019, upSWOT technology serves hundreds of financial institutions helping them to build loyalty and grow engagement among their SMB clients.

We are experts in networking and driving collaboration. Are you a banker looking for logical, robust solutions that drive growth? Are you a fintech looking to work directly with banks and/or credit unions? Are you a fintech looking for venture capital or investment banking?