Founded in 2004
People. Payments. Processing.
iStream Financial Services team delivers treasury management solutions that encompass all aspects of a payment transaction. iStream’s end-to-end payment solutions for all payment types, deliver efficiencies and increase cash flow.
From integration facilitation, data management and payment processing, iStream reduces the costs and overall complexity of payments.
Founded in 2004, iStream was one of the pioneers in the Remote Deposit Capture (RDC) market.
The RDC market came into fruition from the passing of the Check Clearing for the 21st Century (Check 21 Act), which went into effect on October 28, 2004. Since then, iStream has focused its efforts on expanding and enhancing its payments platform.
Today this includes capabilities and integrations that facilitate remote deposit capture, ACH, credit card processing, robust sub-accounting capabilities and remittance processing, all while being bank agnostic. Utilization of iStream for payment processing requires no changes to existing banking relationships and results in decreased costs and increased revenue.
Mission
iStream’s mission is to be the preferred payments platform for clients and partners, by delivering outstanding value, continuous innovation, and a proactive approach.
Vision
To be the company that is succinctly focused on clients and partners, that continually delivers innovative and industry leading payment and data solutions.
iStream’s intuitive system helped us save time, effort and payroll costs with the software being fully integrated into our point-of-sale system. iStream’s experienced team is receptive and easy to work with, allowing us to adapt and continue to succeed in the Financial Service Center Industry.
Bob Wellenstien – President
Community Financial Service Centers
We have used iStream for over 10 years now. iStream allows us to process deposits with 8 different banks spread across the United States into 80 different bank accounts. The system is easy to use and saves us countless hours filling out deposit tickets and running to the banks to make deposits or sending by mail.
Leonard J. Browne – Controller
Bear Property Management
Of all of the integrations and API’s of companies we have worked with, iStream has been one of my favorite and most easy to work with. They helped us with reconciliation and creating custom processing around it. I highly recommend them. Truly in my 20-year history, iStream is one of the best companies I have ever worked with as far as integrating and helping us to accomplish the business goals that we were working to accomplish.
Tim Fortner – CEO
Better NOI
iStream presented the State Bar of WI with a unique opportunity to add cost-saving electronic deposits without having to change our long standing banking relationship. This feature also makes iStream very attractive to our members, giving them the freedom to choose their bank and still benefit from iStream’s very competitive Remote Deposit Capture offering.
Nerino J. Petro, Jr. – Practice Management Advisor
State Bar of Wisconsin
We looked for a partner that could continually innovate, so we would not have to do all of the internal innovation and look at the marketplace. We felt we provided best-in-class service to our customers, so we wanted something very similar as an experience for our customers as it pertained to payments. When we looked at the intellectual capital of the team at iStream, we figured they would be the ones who could help us with not only the immediate needs but our future needs as well. Credit card, ACH, check payments, different gateway integrations – iStream serves as a one-stop shop for payments. This was the ultimate great partnership and I would do it again if I ever have the chance.
Brian Kueppers – Founder and Former CEO
Apex Revenue Technologies
Chief Executive Officer
Brian brings a unique perspective to our leadership team, having previously searched for the ideal payment provider for his former company and ultimately choosing iStream as the best partner. With a wealth of experience in strategic excellence, he consistently demonstrates exceptional leadership, strategic vision, and a deep understanding of the market dynamics that drive success….
President
Katie Robinson has been in the payments and financial services space for the past 20 years.
Senior Vice President, Chief Risk and Compliance Officer
Kim brings 35 years of banking and financial services experience.
CIO
Mark leverages his 30+ years of operational experience to deliver best in class service to clients on a daily basis.
Director of Financial Operations
Julie Kimball brings over 30 years of banking and payment experience to iStream Financial Services.
General Counsel
Jan is responsible for providing legal oversight and advice for corporate, business, regulatory, employment and other legal matters.