UBS Payments Innovation Event Series Core Banking with FedFis

Research evidence excerpt

UBS Payments Innovation Event Series Core Banking with FedFis

Global Research

6 July 2026ab

UBS Payments Innovation Event Series Equities

AmericasCore Banking with FedFis

Diversified Technology Services

Timothy E. Chiodo, CFA

Insights & discussion with FedFis: We hosted Tanner Mayo, President, and Bobby Analyst

Button, CRO, of FedFis for a discussion on competition in core banking (including a timothy.chiodo@ubs.com

review of FedFis proprietary core banking market share data). FedFis is an advisory firm +1-415-352 4500

and data platform that provides visibility into banks, credit unions, FinTechs, and Chris Zhang, CFA

supplementary technology providers, including tracking technology vendor stacks Analyst

across US financial institutions, vendor churn and win/loss activity, financial metrics, chris.zhang@ubs.com

M&A alerts, and market-share data at the product level. The discussion included an +1-212-713 4911

overview of the competitive landscape in the evolving core banking sector, thoughts on Jing Zhang

Pismo as a competitive entrant in the US market, an update on Fiserv's core Associate Analyst

consolidation efforts, sponsor bank data/updates, a recap of modern (real-time) and jing.zhang1@ubs.com

legacy (batch processing) core offerings, and more. +1-212-882 0091

Pat Ennis, CFA

FedFis background: FedFis (company page) is an advisory firm and data provider Associate Analyst

focused on US-based banks and credit unions. It differentiates itself through deep patrick.ennis@ubs.com

+1-212-882 0090historical financial analysis (~40 quarters of data) combined with detailed evaluations of

each institution’s technology stack. FedFis’ data includes comprehensive market share Kyle Crews

information for each bank and credit union, supported by loan-origination and partner Analyst