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

Revamping Community Banks: The Power of Product Management with SouthState’s Chris Nichols

In this Travillian Next episode, Chris Nichols, Director of Capital Markets at SouthState Bank highlights the crucial role of product managers in community banks. The conversation is available to listen…

Read more

Deposit Drama and Financial Foresight: A Q&A with Scott Hildenbrand, Head of Piper Sandler Financial Strategies

Join Brian Love, Head of Banking & Fintech at Travillian, for a brief yet enlightening Q&A session with frequent Travillian Next contributor, Scott Hildenbrand, Head of Piper Sandler Financial Strategies….

Read more

Part 2: The Maxfield Method – Jim Reuter’s Inspirational Journey

Welcome back for Part 2! And if you missed the first episode –> catch up here. In Part 2, John Maxfield, the Founder of Maxfield on Banks and Senior Banking…

Read more

Part 1: The Maxfield Method — Transforming Banking Leadership

Join us for Part 1 of a Travillian Next special featuring John Maxfield, the Founder of Maxfield on Banks. Maxfield on Banks is a well-regarded substack where John shares his…

Read more

Name That Bank! A Fun Game Show for Banking “Geeks”

Name That Bank! A show for bank geeks, made by bank geeks… Are you a banking enthusiast or a fellow “bank geek” like the Banking and Fintech recruitment team at Travillian?…

Read more

Bank Board Insights Series Part VII: From Good to Great, Elevate Your Bank’s Performance with Boardroom Mastery!

In this Travillian Next episode, Indra Elangovan, Head of Strategic Advisory at Travillian, and James Stevens, Partner and Co-leader of Financial Institutions Group at Troutman Pepper, discuss effective board governance…

Read more