BankTech Ventures

BankTech Ventures, established in 2021 and headquartered in Sandy, Utah, is a venture capital investment firm focused on supporting technology companies that serve community banks and their customers. The firm aims to drive banks' competitiveness and growth through innovative technological solutions.

Charles Potts

General Partner

Past deals in Banks

Revio

Series A in 2023
Revio is a financial services company based in St. Louis, Missouri, that focuses on developing an artificial intelligence-driven platform aimed at community banks and credit unions. The platform offers a range of solutions, including client management, loan and deposit management, and automated regulatory reporting. By leveraging advanced analytics and cloud-based systems, Revio enables financial institutions to operate more efficiently and securely, facilitating the identification of customer needs hidden within core transaction data. This approach allows community banks and credit unions to implement targeted cross-selling strategies, ultimately helping them generate additional revenue and streamline operations. Founded in 2015, Revio addresses the complexities of managing financial systems and contracts, making it easier for smaller institutions to thrive in a competitive environment.

Micronotes

Series C in 2023
Micronotes Inc., established in 2008 and based in Boston, Massachusetts, operates as a digital marketing SaaS company specializing in cross-sell technology solutions for financial institutions. The company offers an AI-enabled cloud-based platform that enhances customer engagement through automated digital interviews, leveraging machine learning to analyze customer data and deliver tailored product offers across various digital channels. Their suite of tools includes Cross-Sell Engine, Social Media Targeting, Mobile-SMS Referrals, Net Promoter Score Measurement, and predictive analytics for anticipating customer needs.

Finosec

Seed Round in 2023
Founded in 2018, Finosec specializes in simplifying information security management for financial institutions. Its platform automates labor-intensive tasks such as access rights management, employee training, and cyber hygiene monitoring, enabling senior management to understand and quantify risk posture.
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