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Sharetec Systems, Inc. SmartStep Solutions Strategic Resource Management (SRM) Support EXP SWBC Symitar 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 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

Service Areas: Consulting

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Samaha & Associates, Inc.

6538 Collins Ave., Unit 235 | Miami Beach, FL 33141

Sabeh F. Samaha

Fax: 9094945538

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

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.

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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Securities America

12325 Port Grace Blvd. | La Vista, NE 68128

Mike Anderson
First VP of Financial Institutions

Phone: 402-399-9111

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: 336-207-8062

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.

4455 LBJ Freeway Suite 904 | Dallas, TX 75244

Jackson Hunt
VP, Marketing

Phone: 4693856982 | Fax: 4693856983

Service Areas: Auto, Lending, Mortgages

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Service Financial LLC

3003 Lafayette Road | Portsmouth, NH 3801

Chris Butler
Client Relationship Manager

Phone: 6785279074

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

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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 Drive | Lino Lakes, MN 55014

Kyle Hardy
Regional Sales Manager
(800) 649-7754

Phone: 8448024441 | Fax: 6517848720

Service Areas: Mobile Banking, Data Processing, Technology

At Sharetec, we develop core processing solutions with two goals: make it smarter and keep it simple. Our system is scalable to meet the needs of credit unions of every size — all while providing a user interface that greatly reduces training time and the need for day-to-day support. Most importantly, we are committed to delivering excellent ROI and lower cost of ownership so you can stay on the cutting edge of technology without cutting into your bottom line.

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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 StreetSuite 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

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, Nw | Washington, DC 20007

Robert Freedman
Managing Partner

Service Areas: HR

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SilverCloud, Inc.

135 Commerce Way | Portsmouth, NH 03801

DJ Haskins
Vice President of Marketing

Phone: 800-654-0510

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Anna Bogiatzis
VP Financial Institution Alliances

Phone: 8662532227 | Fax: 8662896600

Service Areas: Credit Card Processing

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SK Advertising+Design

Paul Kennedy
(610) 326-8177

Phone: 6103268177

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SMA Technologies

3946 Glade Valley Drive | Kingwood, TX 77339

Emily Canon
Marketing Manager

Phone: 2813126611

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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4th Floor 11351 Random Hills Road | Fairfax, VA 22030

Adele Denny
Client Relations/Marketing Manager

Service Areas: Marketing

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SmartStep Solutions

1310 RR 620 South, Suite B-199 | Lakeway, TX 78734

Michael Brascom
(830) 798-2261

Phone: 8666876278 | Fax: 8668096502

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

18611 North 22nd Street Suite 64 | 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

9201 Spectrum Center Blvd. | 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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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 Drive | Bedford, TX 76021

Mike Gallagher
Director of Marketing

Phone: 800-877-4567e | Fax: 877-400-8686

Service Areas: Member Insurance

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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

2800 Eisenhower Ave Ste 100 | Alexandria, VA 22314

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, IL 19002

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.

447 Metroplex Drive | Nashville, TN 37211

Erik Burnett
Vice President of Sales

Service Areas: Direct Marketing

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Strategic Resource Management (SRM)

5100 POPLAR AVENUE SUITE 2500 | Memphis, TN 38137

Benjamin Mrva
EVP, Business Development

Phone: 9016810204

Strategic Resource Management (SRM) has been chosen by more than 700 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 55038

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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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

27251 State Road 54 Suite B14-212 | Wesley Chapel, FL 33544

Brandon Diehl

Phone: 8889013091

Service Areas: Advertising, Marketing, Financial Literacy

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Strohl Risk Solutions

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: 941-637-0157 | Fax: 941-637-9373

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 Street | Dayton, OH 45459

Lew Thomson
Client Success Sr. Manager

Phone: 9375351396 | Fax: 9374345743

Service Areas: Market Research, Loyalty/Reward Programs, Membership Surveys

Over the last 20 years, we have become the customer experience (CX) management experts at leading and guiding transformations of banks and credit unions beyond the transactional level. We not only provide innovative solutions that capture authentic voice-of-the-customer and voice-of-the-employee feedback, we provide the insight, training and support necessary to act upon that feedback for comprehensive, long-lasting results.

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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

Phone: 8776638119

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

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9311 San Pedro Suite 600 | San Antonio, TX 78216

Mark Hein
CEO, The Financial Institution Group

Phone: 2105034281

Service Areas: Collections, Gap Insurance, Member Insurance

Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With more than 2,800 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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SwitchThink Solutions

148 N 48th Street | Phoenix, AZ 85034

Service Areas: Data Processing

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8985 Balboa Ave | San Diego, CA 92123

Tracy Almquist
Marketing Manager

Phone: 6195426951 | Fax: 8772280048

Service Areas: Data Processing, IT Outsourcing, Technology

To satisfy evolving member needs, you want a flexible technology foundation that adapts to changing business requirements. Symitar® offers a dynamic, customizable platform for growth, and a modern, intuitive member experience across channels. Allow your members to easily engage with their financial resources on the device of their choice. Speed up service and increase efficiency with built-in automation. Join more than 800 credit unions that chose Symitar to best serve their members.

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2 Ledgeview Drive | Westbrook, ME 04092

Tim Brooks
VP, Corporate Marketing

Phone: 8003410180 | Fax: 2077736715

Service Areas: Branding, eMarketing, Data Processing, Technology

As a service bureau owned by credit unions, and serving only credit unions, Synergent has provided comprehensive solutions through the synergy of its divisions since 1971. A subsidiary of the Maine Credit Union League, Synergent provides credit unions with core processing via the industry-leading Symitar Episys platform, best-of-breed add-on products, and payment services, as well as direct marketing services, dedicated to helping credit unions develop deeper member relationships through targeted communications. 

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Systronics, Inc.

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

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