PortX

Name: PortX
Address: 7525 SE 24th Street, Suite 510, Mercer Island, WA, 98040, US
Telephone: +18336676789

Unlock Core Data. Innovate Rapidly. Accelerate Growth. PortX is a technology company focused on integration software for financial services.

The PortX Integration-Platform-as-a-Service (iPaaS) was built with FIs in mind and delivers open access to data, simplified application connectivity, and accelerated adoption of new technologies and networks. Our solutions enable interoperability between internal systems and customer services such as online banking, credit checks, mortgage and loan applications, and more. This enables rapid delive

ry of innovative products, optimized customer experiences, and a 360-degree view of customers. For more information, please visit www.portx.io.

05/28/2026

🚀 What happens when integration stops being the bottleneck?

For Sound Credit Union, it meant moving faster, launching faster, and innovating without waiting 12 to 18 months for every new fintech capability.

In this new case study, Sound Credit Union shares how it built an API-first integration foundation with PortX that transformed the way its team delivers innovation across the organization.

With a development team of just three, Sound created a reusable API architecture that now powers:

⚡ Faster fintech integrations
⚡ Rapid deployment cycles with zero downtime
⚡ Member 360 experiences
⚡ Staff workflow automation
⚡ New product and feature delivery at significantly higher speed

The result is more than operational efficiency. It’s organizational agility.

As Nancy Sternitzky, Chief Innovation & Digital Officer at Sound Credit Union, explains:

“I don’t see fintechs as our competition. I see them as our enablers. Without an API stack like this, we’d be on a 12-to-18-month waiting game to implement any of those incredible features for our members. I love the position we’re in now. Integration is not going to be our problem.”

That mindset shift is powerful.

When integration becomes a strategic advantage instead of a constraint, innovation accelerates across the entire institution.

📖 Read how Sound Credit Union built a $1M+ annual savings engine while creating a foundation for faster innovation: https://portx.io/case_studies/how-sound-credit-union-built-a-1m-annual-savings-engine-with-portx-using-a-dev-team-of-three

05/21/2026

🚀 We are heading to COCC Amplify 2026.

We’re excited to join banking leaders, fintech innovators, and technology partners to talk about the future of connected agentic banking.

📍 Stop by Booth 18 to meet the PortX team and learn how banks and credit unions are simplifying integrations and accelerating innovation with API-first infrastructure.

Connect with:

🔹 Alex Paoloni, Regional Sales Manager
🔹 Jarrod Drawbaugh, Regional Sales Manager

💬 Want to connect during the event? Send Alex or Jarrod a message to schedule time at Amplify.

We’d love to talk about:

💡 Agentic banking and API-first strategies
🔗 Simplifying core and fintech integrations
⚡ Accelerating implementation timelines
🏦 Modernizing digital banking infrastructure
🤝 Building scalable fintech partnerships

📅 June 3–5, 2026
📌 Mohegan Sun, Uncasville, CT

Looking forward to seeing everyone at Amplify. See you at Booth 18 👏

05/12/2026

🔍 Your CRM is only as powerful as the systems connected to it.

For years, financial institutions focused on integrating CRM with the core. That was the benchmark for modernization.

Today, that’s just the starting point.

The institutions creating better customer experiences, faster onboarding, stronger cross-sell performance, and AI-ready operations are connecting CRM across the entire ecosystem:

✅ Core banking
✅ LOS platforms
✅ Digital banking
✅ Account opening systems
✅ Data lakes and analytics layers

Why does it matter?

Because every banker, lender, teller, and relationship manager should have a real-time view of the customer before the conversation even begins.

💡 Imagine the impact when your teams can:

• Prequalify account holders in the moment
• Surface contextual offers automatically
• Eliminate duplicate data entry
• Speed up authentication and onboarding
• Deliver consistent experiences across every channel

When Customer 360 is done right, CRM becomes the operational intelligence layer for the entire institution. And AI is only as effective as the systems and information feeding it.

📖 Our latest article explores why API-led connectivity and a unified Customer 360 foundation are becoming strategic requirements for banks and credit unions.

Read the article now: https://portx.io/blog/customer-360-how-a-unified-crm-is-redefining-the-customer-access-point-for-every-banker

05/08/2026

☀️ We’re headed to the Corelation Client Conference 2026 in San Diego next week!

We'd love to connect with credit unions and industry partners to talk about what it takes to build the integration foundation for becoming an agentic credit union. 🚀

Come say hi to:
🔹 David Wexler, CEO
🔹 Jarrod Drawbaugh, Regional Sales Manager
🔹 Cooper Timmons, Partner Success Manager

Let’s talk about:
🔗 Modern integration infrastructure
🤖 Preparing for AI and agentic experiences
🏦 Credit union modernization
⚡ Faster fintech connectivity
💡 Building scalable digital ecosystems

As AI-driven experiences continue to reshape financial services, credit unions need flexible, connected infrastructure that enables automation, intelligence, and innovation across every channel.

📅 Reach out to schedule some time with the PortX team while we’re in San Diego!

05/07/2026

The FIS + Anthropic announcement this week is a landmark moment for banking. 🏦

AML investigations compressed from days to minutes. AI agents operating inside regulated workflows. The agentic bank isn't a future state anymore; it's arriving now.

But here's the honest take: the real bottleneck was never the AI model. 🤖

It's the data. The integrations. The governance layer that makes it safe for AI to act inside a regulated environment.

FIS can deliver this outcome because they control the full orchestration layer. Every institution, regardless of its core, needs to build toward that same foundation.

At PortX, we've been building those foundational layers for ten years: unified data, open integrations, and compliance infrastructure that sits between your systems and your AI agents. 💪

CEO David Wexler and CTO Jon Fancey wrote up our take on what this means for community banks and credit unions and what "agent-ready" actually looks like in practice.

Read the blog now: https://portx.io/blog/fis-anthropic-announcement-the-agentic-bank-starts-with-agent-ready-governance-and-integration

04/29/2026

Webinar tomorrow morning. Final call. ⏰

AI is at the top of every financial institution’s priority list, but many teams are still asking the same question: where is the ROI?

Join David Wexler (CEO, PortX) and Charlie Peterson (SVP, Strategic Initiatives at Allied Solutions) as they share how leading organizations are closing the gap between AI ambition and real business impact. 🚀

In this session:
• Learn how to move beyond siloed systems and fragmented data
• Get a clear framework for assessing your AI readiness
• Explore ways to reduce complexity without limiting innovation
• Understand why real-time data connectivity is critical for success

📅 April 30, 2026
⏰ 11:00 AM EDT / 8:00 AM PDT
📍 Online

If this is on your roadmap, this is worth your time.

Last chance to register: https://www.americascreditunions.org/events-training/visionary-event/beyond-hype-unlocking-ai-roi-through-better-data-integration 🔗

04/28/2026

🚀 Here’s how Sound Credit Union built a $1M+ annual savings engine, transforming its technology organization from the ground up with a dev team that started at just two people.

Highlights from Sound CU's journey:

✅ $1M+ per year in cost savings
✅ 5+ FTEs reclaimed through automation
✅ Application deployments in ~5 minutes with zero downtime
✅ Fintech integrations completed in days, not months
✅ Jack Henry Cobalt Award for Creative Solutions winner

The company’s secret-not-so-secret weapon is a reusable, API-first architecture that made integration a strength rather than a constraint. Today, when a fintech partner asks to explore an integration, Sound CU's response is simple: "Here's our API library. We're ready when you are."

💬 "PortX has saved us well over $1 million over the years in labor costs alone. Reduced FTEs, tens of thousands of hours: that's what reusable APIs and a solid integration foundation actually look like in practice." - Nancy Sternitzky, Chief Innovation & Digital Officer at Sound CU

We are proud of this partnership and grateful to Nancy Sternitzky, Carson Ketter, and the rest of the team at Sound CU for sharing their story. 🙌

Read the full case study here: https://portx.io/case_studies/how-sound-credit-union-built-a-1m-annual-savings-engine-with-portx-using-a-dev-team-of-three

04/22/2026

Don't miss this webinar with America's Credit Unions and Allied Solutions. ⏳

AI strategies are accelerating across financial services, but many institutions are still struggling to turn momentum into measurable results. What are you missing?

Next week, David Wexler (CEO, PortX) joins Charlie Peterson (SVP, Strategic Initiatives at Allied Solutions) for a focused conversation on what it actually takes to unlock AI ROI through better data integration. 💡

You will hear:
• How organizations are aligning data, systems, and partners to support AI initiatives
• What “AI readiness” really looks like in practice
• Ways to simplify your architecture while maintaining flexibility
• How real-time, secure connectivity drives smarter decisions and faster ex*****on

📅 April 30, 2026
⏰ 11:00 AM EDT / 8:00 AM PDT
📍 Live, online

If you are evaluating how to make AI work across your organization, this session will give you a clearer path forward.

Save your spot: https://www.americascreditunions.org/events-training/visionary-event/beyond-hype-unlocking-ai-roi-through-better-data-integration 🎯

04/20/2026

✈️ Back to Orlando for FIS Emerald, May 4–7, alongside leaders driving what’s next in financial services 💎

Joining us onsite:
• David Wexler, CEO
• Shelba Murphy, SVP Sales, Partnerships
• Alex Paoloni, Regional Sales Manager
• Jason Lowe, Partner Success Manager, Strategic Accounts

We’re looking forward to real conversations about simplifying integration, activating data, and helping institutions move faster with PiXi ⚡

Will you be at Emerald? Schedule some time with our team while we’re in town 📅

Send us a note: https://portx.io/contact

04/17/2026

We’re headed to Nacha Smarter Faster Payments 2026 in San Diego 🌴☀️

Kent Brown and Jon Fancey will be onsite April 26–29, connecting with leaders across payments, fintech, and financial services. This event brings together some of the sharpest perspectives on innovation, risk, and what’s next for the industry.

If you’re attending, let’s connect. 🤝 Kent and Jon would welcome the conversation and the chance to exchange ideas on where payments are going next.

See you in San Diego 🌊

Address

7525 SE 24th Street, Suite 510
Mercer Island, WA
98040

Telephone

+18336676789

Website

http://www.portx.io/

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