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Sharetec Systems, Inc. SmartStep Solutions State National Companies Strategic Resource Management (SRM) SWBC Symmetry Lending Synergent


12401 Research Blvd., Bldg. 1, Suite 400 | Austin, TX 78759

Bill Gibson
Vice President of Sales, Americas

Phone: 5123363028 | Fax: 5123363011

Service Areas: Mobile Banking

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Sacher Consulting

17035 Ave de Santa Ynez | Pacific Palisades , CA 90272

Mike Sacher
(310) 459-9313

Phone: 310.459-9313 | Fax: 310.454-7160

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Sage Direct, Inc.

3400 Raleigh Avenue S.E. | Grand Rapids, MI 49512

Gary Sage

Phone: 800.729.8310 | Fax: 616.940.3383

Service Areas: eStatements

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Saltmarsh, Cleaveland & Gund

900 N 12th Avenue | Pensacola, FL 32501

Bill Massey

Service Areas: Asset/Liability Management (ALM), Audit/CPA, Compliance

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Sam Gott, Certified Financial Planner

3838 Medical Drive Suite 103 | San Antonio, TX 78229

Sam Gott

Phone: 9314849433

Service Areas: Consulting

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Samaha & Associates, Inc.

650 West Ave., Unit 3011 | Miami Beach, FL 33141

Sabeh F. Samaha

Phone: 8557726242

Service Areas: Technology Consulting, Contract/Vendor Management, Mergers

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Sandhills Recovery

11520 Mccoll Road | Laurinburg, NC 28352

Tim Ivey

Phone: 910-276-9778 | Fax: 910-276-3132

Service Areas: Collections

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SangamOne Connected Services Pvt Ltd

No. 8, National CHS, Sector 3 Airoli, 400708 | Navi Mumbai, AL 40070-8

Chandrashekar Rao Kuthyar
Lead Consultant

Phone: 9620463232

Service Areas: Delivery Channels, Mobile Banking, Technology Consulting

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Saul Ewing LLP

1200 Liberty Ridge Drive | Wayne, PA 19087

Christopher J. Pippett

Fax: 610-722-3260

Service Areas: Legal Services

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Savage Consulting Group, Inc.

6018 Demarco Court | Sarasota, FL 34238

Suzanne Savage

Phone: 941-552-6613

Service Areas: ATM Processing

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Saylent Technologies, Inc.

1000 Franklin Village Dr., #260 | Franklin, MA 02038

Phone: 5085702161 | Fax: 5085283513

Service Areas: Card Portfolio Management, Direct Marketing, Market Research, Promotions/Incentives, Loyalty/Reward Programs

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SCAN COIN North America, Inc.

20145 Ashbrook Place Suite 110 | Ashburn, VA 20147

Per Lundin

Service Areas: ATM Equipment

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Scantron Surveys

14272 Cameron Lane | Santa Ana, CA 92705

Christy Mallory
Marketing Coordinator

Phone: 800-722-6876 e | Fax: 714-247-2738

Service Areas: Mystery Shopping

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Sciarabba Walker & Co., LLP

200 East Buffalo Street Suite #402 | Ithaca, NY 14850

Andy Lundeen
Supervisor, Auditing
(607) 272-5550

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10870 N Stelling Rd, 54A | Cupertino, CA 95014


Phone: +18-888-6442

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7001 E. Fish Lake Road | Maple Grove, MN 55311

Rick Godfrey
Inside Sales Manager

Phone: 763-416-1047 | Fax: 763-416-1098

Service Areas: IT Outsourcing

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1343 Canton Road, Suite B3 | Marietta, GA 30066

Paresh Patel
Executive Vice President

Phone: 770-874-1490 | Fax: 770-874-2943

Service Areas: Compliance, Enterprise Risk Management (ERM)

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Securden, Inc.

2035 Sunset Lake Road,, Suite B-2, | Newark, DE 19702

Phone: 3022661686

Service Areas: Online Fraud/Security, Network Security, Technology

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Securities America

12325 Port Grace Blvd. | La Vista, NE 68128

Mike Anderson
First VP of Financial Institutions

Phone: 8007476111

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Retail Investments

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Security Safe International

1753 Addison Way | Hayward, CA 94544

Ken Ousey

Phone: 5107328710 | Fax: 5107328716

Service Areas: Branch Security

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Security Search and Abstract Co., Inc.

111 N Presidential Blvd. Ste 159 | Bala Cynwyd, PA 19004

Gene Caruso
Director of Marketing

Phone: 610-664-5912 | Fax: 610-664-5965

Service Areas: Mortgages

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Selden Fox, Ltd.

619 Enterprise Drive | Oak Brook , IL 60523

Sharon Gregor
Vice President and Shareholder

Phone: 630-954-1400 | Fax: 630-954-1327

Service Areas: Audit/CPA

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Selman & Company

6110 Parkland Boulevard | Mayfield Heights, OH 44124

David Selman

Phone: 440-646-9336 | Fax: 440-646-9339

Service Areas: Member Insurance

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Semaphore, Inc.

2001 6th Ave. Ste. 1700 | Seattle, WA 98101

Langdon Andrews
Marketing and Sales Director

Service Areas: Marketing

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Sentinel Warranty

1250 Main St, Suite 300 | Napa, CA 94559

Mike Seguin
Business Development Manager

Phone: 3362078062

Service Areas: Auto, Lending, Member Insurance

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SER Solutions, Inc.

21680 Ridgetop Circle | Dulles, VA 20166

Art Callahan
VP, Mid-Tier Sales

Phone: 703.948.5500 | Fax: 703.430.7738

Service Areas: Document Imaging

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Ser Technology Corp.

12700 Park Central Dr. Suite 1415 | Dallas, TX 75244

Jackson Hunt
VP, Marketing

Phone: 4693856982 | Fax: 4693856983

Service Areas: Auto, Lending, Mortgages

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Service Financial LLC

P.O. Box 170186 | Portsmouth, NH 3801

Chris Butler
Client Relationship Manager

Phone: 6785279074

Service Areas: Business Lending, Lending, Personal Finance Management (PFM) Tools

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ServiStar Consulting

P.O. Box 1877 | Fayetteville, GA 30215

Michael Neill

Service Areas: Employee Incentive Programs

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Shannon & Associates, LLP

1851 Central Place S Suite 225 | Kent, WA 98030-7507

Roger Jones
(253) 852-8500

Phone: 2538528500 | Fax: 2538520512

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Share One, Inc.

2650 Thousand Oaks Blvd. Suite 1120 | Memphis, TN 38118

Don Conrad
Senior Vice President, Sales

Phone: 9017953512 | Fax: 9013628524

Service Areas: Data Processing

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Sharenet Inc.

728 East Genesee St. | Syracuse, NY 13210

Ray Davis

Phone: 315-477-1100 | Fax: 315-463-2434

Service Areas: ATM Processing

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Sharetec Systems, Inc.

7989 Lake Dr. | Lino Lakes, MN 55014

Farbod Salman
Director of Marketing

Phone: (844) 802-4441

Service Areas: Data Processing, Statement Printing, Technology

Sharetec Systems, provider of a true Web App core credit union system, delivers a return on investment (ROI), builds income streams and lowers operating expenses for over 280 credit unions globally. Since its establishment in 1993, Sharetec has grown steadily, welcoming over 50 new credit union clients in the past three years. Visit us on our social channels and our website at to find out more.

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Shaw Systems Associates, Inc.

808 Moorefield Park Dr. Suite 210 | Richmond, VA 23236

Mike Moore
Senior Account Executive

Service Areas: Auto, Auto Leasing, Business Lending, Collections, Consulting

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Shay Financial Services, Inc.

230 West Monroe Street Suite 2810 | Chicago, IL 60606

John Grosser
Managing Director

Service Areas: Institutional Investments

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Shore Creative Group

176 Broadway, Suite B | Long Branch, NJ 07740-07740

Mike Ciavolino

Phone: 7322297100

Service Areas: Advertising, Branding, Direct Marketing, eMarketing, Print Materials

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1203 Carter Street | Chattanooga, TN 37402

Emily Young
Marketing & Communications Specialist

Phone: 877-890-5350

Service Areas: Loan Originations Systems, Online Account Opening, Online Fraud/Security, Online Loan Applications, Website Services

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Silver, Freedman & Taff, L.L.P.

1700 Wisconsin Ave | Washington, DC 20007

Robert Freedman
Managing Partner

Service Areas: HR

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475 Veit Rd. | Huntington Valley, PA 19006

Anna Bogiatzis
VP Financial Institution Alliances

Phone: 8662532227 | Fax: 8662896600

Service Areas: Credit Card Processing

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1777 S Harrison Street No. 1000 | Denver, CO 80210

Sheila Balzer

Service Areas: Audit/CPA

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SK Advertising+Design

16 N. Evans Street Suite 1 | Pottstown, PA 19464

Paul Kennedy
(610) 326-8177

Phone: 6103268177

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SMA Technologies

1201 Fannin St Suite 202 | Houston, TX 77002

Ashley Thompson
VP of Marketing

Phone: 281-446-5000

Service Areas: Business Continuity, Data Processing, Operations

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Smart Processing Solutions Inc

191 The West Mall Suite 1020 | Toronto, ON M9C5K8

Kevin Campbell
Sales/Marketing Manager

Phone: 800-635-1205 | Fax: 866-681-6944

Service Areas: ATM Processing

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11351 Random Hills Road | Fairfax, VA 22030

Adele Denny
Client Relations/Marketing Manager

Service Areas: Marketing

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SmartStep Solutions

701 N. Hwy. 281 Ste. E-388 | Marble Falls, TX 78654

Michael Brascom

Phone: (512) 428-4251

Service Areas: Compliance, Consulting, Performance Benchmarking

SmartStep Solutions is a trusted provider of Courtesy Overdraft Privilege programs nationwide. Whether the Credit Union needs to start a new program or improve upon an existing one, SmartStep has a plan to increase financial performance, expand member participation, all with 100% Compliance Guarantee.

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Smith Barta and Company

4501 Hills And Dales Road Nw | Canton, OH 44708

Doreen Smith
(330) 477-1075

Phone: 330-477-1075 | Fax: 330-477-6020

Service Areas: Audit/CPA

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Smoak Davis & Nixon, LLP

5011 Gate Parkway Building 100, Suite 300 | Jacksonville, FL 32256-0562

Patricia Neuendorf
(904) 396-5831

Service Areas: Audit/CPA

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SMS Sentext Solutions

3002 S Jefferson Ave | Saint Louis, MO 63118

Jon Floyd

Phone: 314-664-3448

Service Areas: Advertising, eMarketing, Marketing

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Solavista Consulting Group

P.O. Box 27498 | Phoenix, AZ 85024

Brad Loebbaka
Director, Business Development

Service Areas: Marketing

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Solutions in Finance, Inc

15559 Union Ave. Suite 172 | Los Gatos, CA 95032

Martha Willson
Director of Client Services

Service Areas: Employee Training, Business Lending, Collections, Indirect Auto Lending, Consulting

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Solver, Inc.

10780 Santa Monica Blvd, Ste 370 | Los Angeles, CA 90025

Daniel Havey
Financial Services Practice Director

Service Areas: Asset/Liability Management (ALM), Performance Benchmarking, Strategic Planning

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SOS Computer Systems, Inc.

415 W. Benson | Cincinnati, OH 45215

Frank Furgiuele
VP Marketing

Phone: 888-767-6650 | Fax: 866-301-3197

Service Areas: Promotions/Incentives

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720 East Timpanogos Parkway | Orem, UT 84097

Dennis Madson

Phone: 801 222 0200 | Fax: 801-222-0250

Service Areas: CRM/MRM

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Source One Financal Services, Inc.

14500 Burnhaven Drive Suite 155 | Burnsville, MN 55306

Matthew Nelson

Phone: 9528309310 | Fax: 9528309910

Service Areas: Indirect Auto Lending

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SPECTRUM Commercial Services

P.O. Box 502080 | San Diego, CA 92150

Jeff Colquette
Business Development Executive

Phone: 8586361600 | Fax: 8584951693

Service Areas: Business Lending

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SPJ Skiptracing, Inc.

33700 Lear Industrial Parkway | Avon, OH 44011

Kimberly Waters
VP of Marketing

Phone: 8884620202 | Fax: 8774620202

Service Areas: Auto Recovery, Collections, Online/Mobile Bill Pay

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6200 Sprint Pkwy. | White Lake, MI 48386

Jeff Muglia
National Credit Union Client Director

Service Areas: IT Outsourcing, Network Security, Technology, Virtualization/Cloud Services

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SRMS Network Technologies

107 Fadler Drive | Gilbertsville, PA 19525

Ray Lutteroty

Phone: 800-369-6647 | Fax: 484-944-9201

Service Areas: Telecom/Communications

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SS&C Technologies Inc.

80 Lamberton Road | Windsor, CT 06095

Colleen Nelsen

Fax: 8602984987

Service Areas: Asset/Liability Management (ALM)

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St. Meyer and Hubbard

218 W Harrison Avenue | Wheaton, IL 60187

Craig Capp
Director, Performance Consulting

Phone: 630-344-9030

Service Areas: Employee Training, Market Research, CRM/MRM, Consulting, Credit Union Research

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Stakana Analytics

815 1st Ave, Suite 287 | Seattle, WA 98104

Nate Derby
President, Chief Data Scientist
(206) 973-2403

Phone: (206) 973-2403

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Standard Analytical Service, Inc.

5960 Howdershell Rd., #101 | Saint Louis, MO 63042

Phone: 310-451-5767

Service Areas: Consulting

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Stark/Livingston, Inc.

E6095 County Road WC | Spring Green, WI 53588

Sharon Stark

Phone: 608-588-3430 | Fax: 608-588-3508

Service Areas: Mystery Shopping

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State National Companies

1900 L Don Dodson Dr. | Bedford, TX 76021

Heather Clyde
Content Marketing Manager

Phone: 8008774567 | Fax: 8774008686

Service Areas: Technology, Compliance, Institutional Insurance

As the nation's premier portfolio protection specialist for almost 50 years, and the only provider who is also the underwriter, State National offers customized, cost-effective solutions with less paperwork, less time and effort required, and greater transparency—all while delivering more in claim dollars than our competitors.

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Stephen Lang & Associates

14323 S. Outer 40, Suite N205 | Chesterfield, MO 63017

Stephen Lang
(314) 205-8601

Service Areas: Audit/CPA

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Steven R. Bisker, Attorney at Law

5002 Margaret Court | Annandale, ON 22003

Steven Bisker
Attorney at Law

Service Areas: Legal Services

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Stevenson Insurance Services

10043 San Pablo Ct | Fountain Valley, CA 92708

Sharon Stevenson

Phone: 877-742-5416 | Fax: 714-968-9776

Service Areas: Institutional Insurance

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Stewart Associates, Inc.

321 Norristown Road | Ambler, PA 60123

Jill Didier
Marketing/Communications Manager

Service Areas: Institutional Insurance

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Stickelman Schneider & Associates

800 E Franklin St | Centerville, OH 45458

Ronald Stickelman

Phone: 937-873-9900 | Fax: 937-873-9901

Service Areas: Mortgages

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Stifel Nicolaus

18000 West Sarah Lane Suite 180 | Brookfield, WI 53045

Thomas Lewis
Senior Vice President-Investments

Phone: 2627926161

Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting

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Stifel Nicolaus & Company, Inc.

One Financial Plaza 501 North Broadway | Saint Louis, MO 63102

Andrew Okolski
Managing Director, Financial Strategies Group

Phone: 8006455424 | Fax: 6319790448

Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments

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Strategic Contact, Inc.

9510 SW 151st Avenue | Beaverton, OR 97007

Lori Bocklund

Phone: 5035798560

Service Areas: Call Centers, Member Services, Consulting

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Strategic Direct Marketing, Inc.

5010 Linbar Drive, Suite 130 | Nashville, TN 37211

Erik Burnett
Vice President of Sales

Service Areas: Direct Marketing

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Strategic Resource Management (SRM)

5100 Poplar Ave. Ste. 2500 | Memphis, TN 38137

Benjamin Mrva
EVP, Business Development

Phone: (901) 681-0204

Service Areas: Card Portfolio Management, Technology Consulting, Strategic Planning

Strategic Resource Management (SRM) has been chosen by more than 1,050 financial institutions to advise in payments, digital banking, core processing, and operational efficiencies ; unlocking billions in value for our clients along the way. How may we help you?

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Strategic Solutions

12015 July Ave N | Hugo, MN 55013

Jeanne Murphy
Founder & Growth Strategist

Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting

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Strategix Performance, Inc.

1280 Bison West B9-14 | Newport Beach, CA 92660

Deborah Cataldo
Sr. Vice President

Service Areas: CRM/MRM

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201 Summit View Drive, Suite 250 | Brentwood, TN 37027

Mike Branton
Managing Partner

Service Areas: Checks, Member Services

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Stratis Technologies

222 South First Street Suite # 302 | Louisville, KY 40270

Tim Bode

Service Areas: Marketing

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STRATIX Marketing

5322 Primrose Lake Circle, Suite D | Wesley Chapel, FL 33544

Brandon Diehl

Phone: 8889013091

Service Areas: Advertising, Marketing, Financial Literacy

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Strohl Risk Solutions

1006 W. 9th Ave | King of Prussia, PA 19406

Eric Strohl
President & CEO

Service Areas: Business Continuity, IT Outsourcing, Technology Consulting, Contract/Vendor Management, Enterprise Risk Management (ERM)

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225 Terry Ave N, Suite 400 | Seattle, WA 98109

Randy Schultz
VP Marketing

Service Areas: Branding, Marketing

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Strunk & Associates, L.P.

14614 Falling Creek Drive Suite 110 | Houston, TX 77068

Marc Paine
Executive Vice President

Phone: 2814401440

Service Areas: Checks, Compliance, Strategic Planning

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Subcat Marketing

331 Thor Place | Brea, CA 92821

James Flores

Phone: 714-447-1110 | Fax: 714-447-1113

Service Areas: Direct Marketing, Marketing, Financial Literacy

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SubscriberMail, LLC

2603 South Washington Suite 140 | Naperville, IL 60565

Jordan Ayan

Service Areas: Direct Marketing

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Summers Carroll Whisler CPAs

330 East Main St | Muncie, IN 47305

Michael G Whisler

Phone: 7652897951 | Fax: 7657470718

Service Areas: Audit/CPA, Compliance, Consulting

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Sun West Recovery, Inc.

1214 Bobwhite CT | Punta Gorda, FL 33950

Michael Virsack

Phone: 9416370157

Service Areas: Auto Recovery

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Sungard Availability Services

631 Park Avenue | King of Prussia, PA 19406

Eric Strohl
Vice President Planet Sales

Phone: 800-634-2016 | Fax: 610-768-4120

Service Areas: Enterprise Risk Management (ERM)

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Support EXP

830 E. Franklin St. | Centerville, OH 45459

Lew Thomson
Vice President Client Success

Phone: 800-444-5465

Service Areas: Mystery Shopping, Membership Surveys, Consulting

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Support Insurance Systems Agency, Inc.

830 East Franklin St. | Dayton, OH 45459

Support Insurance Sales

Phone: 800-444-5465 | Fax: 937-434-9562

Service Areas: Collections, Member Insurance, Institutional Investments

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Sure-Trac, LLC

2450 Atlanta Hwy Suite 203 | Cumming, GA 30040

Phone: 8776638119

Service Areas: Auto, Auto Recovery, Collections, Indirect Auto Lending, Loan Originations Systems

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9311 San Pedro Ave. Ste. 600 | San Antonio, TX 78216

Mark Hein
CEO, The Financial Institution Group

Phone: (210) 503-4281

Service Areas: Debit Card Processing, Collections, Gap Insurance

Headquartered in San Antonio, SWBC is a diversified financial services company providing a comprehensive range of risk management, payments and income generation products  to financial institutions with visibility on all activities via one, online portal application, AP Portal.  Our Total Solution enterprise-level approach enables vendor consolidation, error reduction, supply chain hack attempt reduction and a member-centric focus.   With more than 2,600 employees and offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.

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Symmetry Lending

6600 Peachtree Dunwoody Rd. Bldg. 300, Suite 125 | Atlanta, GA 30328

Jarrett Settles
VP Business Development, Capital Markets

Phone: 952-479-8096

Service Areas: Lending, Loan Participations, Mortgages

Symmetry Lending is one of the largest loan fulfillment and loan participation providers to credit unions in the country, having delivered over $6B in loan originations and participations to credit unions since 2018.

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P.O. Box 1236 | Westbrook, ME 4092

Tim Brooks
VP, Corporate Marketing

Phone: (800) 341-0180 | Fax: 2077736715

Service Areas: Credit Cards, eMarketing, Data Processing

Maintaining operational efficiencies and offering the latest advances requires substantial effort and attention. For over 50 years, credit unions have chosen Synergent as their data-driven managed services provider. We deliver customized, integrated solutions through a single source. We are a strategic host of Symitar’s Episys® core processing and trusted industry experts providing credit unions with payments, technology, and marketing services. No matter the product, our team of experts knows how to choose it, install it, integrate it, and help credit unions get the most out of it. Synergent is here for you, just as you are there for your members.

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Systronics, Inc.

14902 W. 117th St. | Olathe, KS 66062

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