Book a meeting at JH Connect to own your data and automate your work.

Are you attending? Book a session that best aligns with you at our booth #1524 

Whether you’re chasing data integration, data architecture to build a single source of truth, insightful executive reporting or fewer back-office handoffs, start where impact is highest.

Choose Stellar Insights for ease of achieving your data goals, or add Workflow Automation and CRM Implementation (with Xceede Solutions & Unlocked Solutions) to remove manual steps across the Jack Henry ecosystem without touching your core.

Data Strategy
Session

Stand up a single source of truth in your tenant and give leaders the answers they ask for: deposit risk (including uninsured exposure and decay rates), IRR inputs, product & customer profitability, and board-ready dashboards. We connect core, LOS, card, and digital so reporting is consistent, governed, and fast—without disrupting operations.

Automate Bank Operations with Salesforce + Jack Henry

In this 30-minute consult at JH Connect, we’ll show you how Salesforce Financial Services Cloud can act as the command center for process automation across your Jack Henry ecosystem.

We’ll walk through how to automate key processes (account opening, exceptions, reconciliations, document handling) using Salesforce FSC tightly connected to jhaEnterprise Workflow and JXChange.

You'll identify one target process in your institution, and we’ll scope a CRM-Driven Automation Readiness Assessment, giving you next-step recommendations tailored to your current environment. No rip-and-replace. Just a smarter way to make Salesforce and Jack Henry work together.

Delivered in partnership with Xceede.

What you'll walk away with ($37,500 in Value)

Book a session based on your key interests! 

Automation Walkthrough

Service Design Workshop

An exclusive Service Design Workshop during which we'll map a real customer journey and pinpoint where CRM and workflow automation can have the most impact.

Value: $6,000

Automation Walkthrough

Salesforce Readiness Assessment

An evaluation of whether your current systems, processes, and teams are prepared to adopt or expand Salesforce CRM effectively and identify the friction points that could stall your rollout.

Value: $4,000

Automation Walkthrough

Automation Readiness Assessment

A clear picture of which manual processes are ripe for automation using JHWorkflow, and how prepared your institution is to design and deploy bank-grade workflows.

Value: $3,500

Automation Walkthrough

Integration readiness assessment

Understand how easily your Jack Henry core data can be accessed, transformed, and activated across CRM, analytics, and automation layers including key integration gaps to address.

Value: $5,000

Data Strategy Session

3-month access to Stellar Insights

* First 5 banks to book only *

The connective tissue for financial institutions that enables seamless benchmarking and access to expansive datasets.

Value: $19,000

Our Experts

Kelvin Taylor
Taylored Analytics
John Bartold
Taylored Analytics
Sanjiv Teelock
Salesforce CRM
Dakota Greenhaw
jhaEnterprise Workflow

Stellar Insights, your bank's connective tissue!

Your reality: Core, LOS, card, digital—your data’s everywhere. Reporting’s slow models are complex, and governance teams say “not in our environment.”

What changes with us: A single source of truth behind your firewall, with governed access and security you control leading to production-ready analytics that deliver board-level clarity fast.

Stellar Warehouse

Your cloud-native, single source of truth. Built for AWS, GCP, or Azure and fed daily from critical systems (core, LOS, third-party platforms) via APIs/ETL—so analytics are informed by clean, consistent data.

Stellar Analytics

Out-of-the-box banking analytics to inform risk and profitability: Decay Rates and Weighted Average Life for IRR models, Uninsured Deposits analysis for concentration risk, Product/Customer Profitability, and Householding—ready to plug into your decision processes.

Stellar BI

Self-service reporting and ad-hoc analysis for your teams—from basic dashboards built by novice users to Python/SQL power users—so insights move at the speed of business.

How Deployment Works

We deploy inside your environment. You own infrastructure, access, and data governance. Private networking within your VPC; bank-controlled IAM; no public traffic paths; firewall-controlled egress so data doesn’t leave without your notice and permission.

Our Partners