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KlariVis Names Morgan Shumate Director of Client Success

Erica Starr by Erica Starr Sep 27, 2022

With a background in fintech and financial services, Shumate will work with KlariVis’ expanding customer base to ensure implementations are successful and clients’ evolving needs are met. Previously, she was the Director of Client Success at StreetShares Platform and held other positions at UPS and Spartan Corporation.

“Joining KlariVis was a natural next step in my career,” said Shumate. “The team’s passion for helping community banks leverage data in new ways is exciting, and their ongoing growth is a testament to the value they’re providing financial institutions. I look forward to working with the team and our clients to bring their data to life.”

KlariVis understands the unique challenges banks face. As veteran bank executives, the team knows first-hand the important role that financial institutions play in their communities. As a result, KlariVis has experienced rapid growth, doubling its client base since the start of the year.

Founder and CEO, Kim Snyder, said, “We are delighted to welcome Morgan to KlariVis. Her outstanding interpersonal skills and ability to build and nurture strong relationships within the financial services industry will be imperative as we continue to grow. I’m confident she will be a tremendous asset to us.”

KlariVis compiles and aggregates high-value, actionable data into an interactive, user-friendly enterprise dashboard and analytics platform. The KlariVis platform provides financial institutions with timely insights and an infrastructure to modernize elements of their tech stack while driving profitability, productivity and performance.


About KlariVis

Created by veteran community bank executives, KlariVis was developed to enable institutions of all sizes to see their institution clearly and access transformative data in an efficient way, interpret it, and act decisively on it. The KlariVis team aims to provide financial institutions with an enterprise dashboard and analytics solution designed to solve the data conundrum that is prevalent in the industry today. For more information visit or contact Kim Snyder, CEO & Founder, at

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