Deal pipeline

Current deals by core processor, stage, expected revenue and open tasks

Open deals

15

Pipeline value

$2,047,000

Weighted pipeline

$1,274,650

Open tasks

20

  • CSI

    NuPoint bundle — 12 bank rollout

    Owner: Dana Whitfield

    • ○ Confirm sandbox credentials
    • ○ Sign integration addendum
    Integration
    $420,000
    80%
    2026-11-15
  • Finastra

    Phoenix reseller agreement expansion

    Owner: Helen Cartwright

    • ○ Legal redlines pending
    • ○ Confirm rev share tier
    Contracting
    $360,000
    65%
    2026-12-05
  • Nymbus

    De novo digital brand program

    Owner: Jordan Meyers

    • ○ Webhook retry testing
    Integration
    $275,000
    75%
    2026-10-30
  • CSI

    Regional bank upsell — treasury module

    Owner: Dana Whitfield

    • ○ Send pricing sheet
    Solution review
    $180,000
    55%
    2027-01-20
  • Smiley Technologies

    SIBanking core add-on — 6 banks

    Owner: Marcus Ellery

    • ○ Collect signed order form
    Contracting
    $145,000
    60%
    2026-12-18
  • DCI — Data Center Inc.

    iCore360 batch-to-API migration

    Owner: Priya Raghavan

    • ○ Scope SFTP retirement
    • ○ Schedule architecture review
    Solution review
    $120,000
    45%
    2027-02-10
  • COCC

    Northeast cohort — 9 banks

    Owner: Kevin O'Donnell

    • ○ Book discovery call
    Discovery
    $96,000
    30%
    2027-03-01
  • IBT Apps

    i2Core onboarding wave 2

    Owner: Sandra Lopez

    • ○ UAT sign-off
    Integration
    $88,000
    70%
    2026-11-01
  • SHAZAM

    KinetiCore card program tie-in

    Owner: Trent Baker

    • ○ Confirm settlement file spec
    Solution review
    $74,000
    50%
    2027-01-08
  • FPS GOLD / DHI Computing

    Thrift & ILC package

    Owner: Rachel Kim

    • ○ MSA countersignature
    Contracting
    $68,000
    60%
    2026-12-12
  • Navanta

    Managed services channel launch

    Owner: Brett Alvarez

    • ○ Finalize rev share
    • ○ Kickoff plan
    Contracting
    $58,000
    50%
    2027-01-30
  • VSoft

    Wings credit-union pilot

    Owner: Ibrahim Salah

    • ○ Identify pilot institutions
    • ○ NDA outstanding
    Discovery
    $52,000
    25%
    2027-03-20
  • BMA Banking Systems

    BankRite de novo starter

    Owner: Alice Nguyen

    • ○ SFTP key rotation
    Integration
    $44,000
    65%
    2026-11-22
  • Automated Systems Inc.

    Insite reporting extension

    Owner: Doug Ferraro

    • ○ Qualify budget
    Discovery
    $36,000
    20%
    2027-04-02
  • Modern Banking Systems

    Essentia small-bank bundle

    Owner: Carol Simmons

    • ○ Send integration questionnaire
    Solution review
    $31,000
    40%
    2027-02-25

Pipeline figures are seeded placeholders. Connect a backend to manage deals and tasks live.