Upcoming Live Demos | Select Tuesdays @ 2:00 PM ET
A Day in the Life of a....
📅 08/19/2025
Chief Financial Officer
Drive margin, manage liquidity, and
monitor financial health with precision.
Beth Beale, CFO, Benchmark Community Bank
📅 08/26/2025
Chief Risk Officer
Stay ahead of risk with real-time visibility into
exceptions and emerging threats.
Gill Hundley, Chief Operating & Risk Officer, KlariVis
📅 09/23/2025
Chief Operating Officer
Fuel growth with performance
insights across branches, teams, and channels.
Steve Poynot, President & COO, Capital Bank, NA
📅 10/29/2025 (Note: Wednesday)
President
Lead strategically with a clear view of
enterprise performance and board priorities.
Patricia Ferrick, President, FVCbank
Register now to save your spot! >>
Inside the C-Suite: How Bank Leaders Use KlariVis Daily
What does data-driven leadership look like in action? This quarter, the KlariVis Demo Series goes behind the scenes with A Day in the Life - a live, role-play demo experience where you'll walk through a typical day as one of four key bank executives: CFO, CRO, COO, and CEO.
These sessions, each hosted by a community banker, reveal how KlariVis empowers leaders to make faster, smarter decisions from the first dashboard check-in to end-of-day reporting.
No digging. No delays. Just real insights, when and where they matter most.
Click each tab to explore the sessions!
PLEASE NOTE: These live demo sessions are available to BANKERS ONLY. If you are not a banker and would like more information about KlariVis, please visit KlariVis.com.
Tuesday, August 19 @ 2PM ET | A Day in the Life of a Chief Financial Officer
Step into the CFO’s shoes and see how KlariVis helps financial leaders drive margin, manage liquidity, and monitor performance - all before their first cup of coffee.
In this live demo, KlariVis CEO Kim Snyder reprises her previous real-life role of a community bank CFO, walking through a typical day and the data she depends on to make fast, confident financial decisions.
*This live demo is available to bankers ONLY.
Tuesday, August 26 @ 2PM ET | A Day in the Life of a Chief Risk Officer
Follow a day in the life of a community bank CRO and discover how KlariVis helps leaders stay ahead of risk, reduce reactivity, and drive a proactive risk culture.
In this live demo, former community banker and current KlariVis Chief Operating & Risk Officer Gill Hundley walks through how KlariVis enables real-time monitoring of exceptions, credit trends, and emerging threats all in one platform.
*This live demo is available to bankers ONLY.
Tuesday, September 23 @ 2PM ET | A Day in the Life of a Chief Operating Officer
What does it look like when a community bank COO has data at their fingertips all day? See how a real community bank leader uses KlariVis to drive accountability, align teams, and keep the bank on track from morning check-ins to end-of-day wrap-ups.
In this special session, Steve Poynot, COO & President of Capital Bank, NA, will walk through how KlariVis powers daily decision-making across growth, deposits, and performance management.
*This live demo is available to bankers ONLY.
Tuesday, September 16 @ 2PM ET | A Day in the Life of a President
Great executives need to see the big picture AND the fine print.
In this quarter's demo series capstone, a KlariVis leader plays the role of a community bank President, using KlariVis to stay aligned with board priorities, monitor strategic metrics, and lead with clarity. See how the platform supports her ability to ask better questions, drive execution, and make smarter moves - all day long.
*This live demo is available to bankers ONLY.