JH

Jim Huffstetler

Director Of Client Development at Zelus Automation Platform, LLC

Jim Huffstetler currently serves as the Director of Client Development at Zelus Automation Platform, LLC, since October 2023. Prior to this role, Jim was the Executive Vice President of Client Development at Pinnacle Financial Strategies from May 2004 to October 2023, where responsibilities included overseeing sales, marketing, third-party partnerships, and client development. Jim also held positions as National Sales Director and Account Executive at Ceridian Employer Services from 1987 to 2004. Jim holds a Bachelor of Science in Business Administration, specializing in Marketing, Sales, and Information Technology, from Appalachian State University, earned between 1979 and 1983.

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Zelus Automation Platform, LLC

Zelus Automation Platform (ZAP) delivers innovative account-opening software tailored for regional and community banks. We enhance the customer onboarding process, allowing financial institutions to engage more effectively with their clients. What Makes Us Different? ZAP focuses on three core pillars: • Innovation: Leveraging cutting-edge technology. • Efficiency: Streamlining processes for higher productivity. • Client Satisfaction: Exceeding expectations at every step. Our mission is to transform the banking experience by offering adaptable solutions to meet the industry's evolving needs. Introducing SNAP: Simple New Account Platform SNAP revolutionizes account opening, making it fast, seamless, and error-free. This allows banks to build stronger customer relationships while we handle the complexities. Why SNAP? SNAP is more than a tool—it’s a comprehensive solution for account opening and deposit management: • Simplicity: No more paperwork or long wait times. • Efficiency: Bank staff can focus on high-priority tasks. • Accuracy: SNAP reduces errors by up to 90%. With 500+ years of combined experience, our team designed SNAP to integrate effortlessly into your existing systems, including Jack Henry SilverLake™ and CIF20/20. Client-Centric & Secure We prioritize your needs, ensuring SNAP evolves with the challenges faced by today’s banks. You can count on SNAP for smooth, secure, and compliant operations. Leadership • Russell Bond, CEO: With 30+ years in financial services and tech, including leadership roles at HP, Diebold Nixdorf, and Fiserv, Russell drives growth and innovation. • Julie Dunn Story, President: With 28 years in banking leadership, Julie’s expertise ensures SNAP’s ongoing development. Why Zelus? We understand the unique challenges of regional and community banks. Our solutions empower you to thrive with a focus on innovation, efficiency, and client satisfaction.


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11-50

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