Who We Are

Technology and banking run in our veins

We’re a company that thinks like a bank, innovates like a tech startup, and lives our values as if our future depends on it (because it does).

ZSuite Technologies provides a digital commercial escrow and sub-accounting platform to help financial institutions grow commercial deposits and expand business relationships. Property managers, law firms, municipalities, title companies, and other industries that heavily utilize escrow and sub-accounts provide a tremendous opportunity to grow sustainable, low-cost deposits. This value-added relationship can easily expand to lending opportunities increasing operational efficiency for you and your clients.

Our company began in 2015 when Leader Bank, a community bank based out of Arlington, MA, created an in-house product innovation division. After several successful product launches, Leader Bank and the product innovation team recognized a much bigger vision: to change the commercial banking industry by creating an independent company.

In the summer of 2019, ZSuite Technologies was founded.

The culture of our company is unique.

Our values make that culture wonderful.

ZElement_Graphic
Winter

FOCUS

Winter

• Decide what to do (and what to avoid) through reflection and preparation – both short and long-term.

• Create accountability and be accountable.

• Practice discipline and consistency.

• Steward resources carefully.

Spring

Grow

Spring

• Seek proper nourishment constantly - learning, feedback, mentorship, and self-reflection.

• Be curious.

• Lead with hope, humility, and vulnerability.

• Find a way.

Summer

Celebrate

Summer

• Celebrate everything – our work, our team, our clients, along with accomplishments and lessons from our failures.

• Fill life with celebration.

• Be unreserved in praise and celebration.

• Express gratitude and appreciation specifically and sincerely.

Fall

Serve

Fall

• Serve our partners, their clients, our team members, the company, our shareholders, and ourselves.

• Demonstrate service through words and actions.

• Listen… really listen.

• Empathize first, then love and serve.

Our leadership

Bankers, compliance experts, technologists, leaders who are passionate about fostering healthy financial institutions and business growth by offering practical, powerful digital tools — that’s the ZSuite Technologies team.

Meet our leadership team (and please connect with us on LinkedIn!)

Nathan Baumeister

Nathan Baumeister
CEO & Board Member

Jessica Santana

Jessica Santana
Chief Operations Officer

Aaron Coleman

Aaron Coleman
Chief Sales Officer

Aaron Junod

Aaron Junod
Chief Technology Officer

Jill Feiler

Jill Feiler
Chief Client Officer

Toby Mergler

Toby Mergler
EVP, Biz Dev & Strategy

Curtis Whiting

Curtis Whiting
VP, Product

Jay Tuli

Jay Tuli
Founder of ZSuite Technologies & President, Leader Bank

Tom Shen

Tom Shen
3-Time FinTech Founder, including Malauzai, now a Finastra Company

Bill Neville

Bill Neville
Experienced FinTech Executive, currently CEO of Loan Logics

V.G. Narayanan

V.G. Narayanan PhD
Professor of Business Administration at Harvard Business School