Unlocking the Bank Data Vault with Kim Snyder, CEO & Founder at KlariVis

The saying goes, “if you can’t measure it, you can’t manage it.” This has been a major struggle for community banks over the years regarding tapping into the massive amount of customer data they have in their systems. In the digital age, it has become even more critical to have timely data and a deep understanding of your customers and business trends.

Keith Daly, Principal – Banking & Fintech Search at Travillian, sits down with Kim Snyder, CEO and Founder at KlariVis, a data platform that allows all team members, from the CEO to junior accountants, to dive deeply into the details and trends so they can spend more time managing strategy over data gathering.

KlariVis was developed by a team of banking professionals, including Kim, who served as the CFO at a community bank in Virginia for more than a decade. This extensive experience provides KlariVis with an in-depth comprehension of the requirements and difficulties faced by banks. The platform is experiencing rapid growth, boasting a user base of over 100 banks. One of KlariVis’s key strengths lies in its seamless integration with any core banking system, ensuring a straightforward implementation process. This integration facilitates the establishment of a single source of truth, updated every night to provide real-time information.


Travillian’s Banking and FinTech Practice provides Search and Talent Advisory services to depository institutions across the country. Established in 1998, the firm has built a unique platform that touches every corner of the industry. To learn more, click here, or get in touch below!

Keith Daly, Principal -Banking & Fintech Search
(610) 908-5968 | kdaly@travilliangroup.com

Related Posts

Never a Dull Moment: Ryan Goldberg’s Journey to Leading One of America’s “Top Credit Unions,” DFCU Financial

Earlier this year, Newsweek named DFCU Financial one of America’s Top Credit Unions. In this episode of Travillian Next, Brian Love, Head of Banking & Fintech at Travillian, was lucky…

Read more

NEXT Forum: Headliner: Johnny Allison, Chairman, CEO & Co-Founder of Home Bancshares Inc

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel Casino & Spa in Atlantic City, NJ. Day of Education – Session #8 Headliner: Johnny Allison, Chairman, CEO & Co-Founder…

Read more

Don’t Miss the Forest for the Trees: What We Took Away from Q3 Earnings

“…next time, let’s just give them the damn number” – probably the most memorable quote from third quarter 2024 earnings season from none other than J.P Morgan CEO Jamie Dimon,…

Read more

The Certainty of Uncertainty: Hedging Strategies for Banks

In this episode of the Travillian Next, host Michael Perito, Head of Bank Strategy at Travillian, speaks with Isaac Wheeler, Managing Director, Head of Balance Sheet Strategy at Derivative Path,…

Read more

NEXT Forum: Double Down on Your Balance Sheet Strategy

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel Casino & Spa in Atlantic City, NJ. Day of Education – Session #6 Double Down on…

Read more

NEXT Forum: Go Back Three Spaces: Reflecting on the State of Embedded Finance

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ. Day of Education – Session #5 Go Back Three Spaces:…

Read more