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Buyer's Guide

Performance Benchmarking

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Callahan  & Associates, Inc. Equifax Inc. SmartStep Solutions

Accelerant Performance Solutions

4950 S. Yosemite Street F2-234 | Greenwood Village, CO 80111

Adam Cohen
Principal

Phone: 303-888-2429
http://www.accelerantperformance.com/

Service Areas: Consulting, Performance Benchmarking, Strategic Planning

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Black Knight Financial Services

601 Riverside Ave | Jacksonville, FL 32204

Marketing
Black Knight Financial Services
866-964-8343

Phone: 866-964-8343 | Fax: 949-313-9034
http://blackknightdna.com

Service Areas: Mortgages, Direct Marketing, Market Research, Performance Benchmarking

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Callahan & Associates, Inc.

1001 Connecticut Ave., NW, Suite 1001 | Washington, DC 20036

Katy Slater
Marketing Manager
202-223-3920

Phone: 2022233920
http://www.callahan.com

Service Areas: Credit Union Research, Performance Benchmarking, Strategic Planning

Callahan & Associates is dedicated to helping the credit union industry thrive. Our team of experts provides leading research, analytics, networking and consulting solutions. More than 4,000 credit unions and industry suppliers rely on us for the latest data, actionable insights, and benchmarking tools to develop their unique competitive advantages and achieve their strategic goals. Our 30-year history has enabled us to build an unparalleled knowledge transfer consortium which connects the industry’s best minds.

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CFI Group

625 Avis Drive | Ann Arbor, MI 48108

Kirsten Parker
Marketing Manager
734-930-9090

Fax: 7349300911
http://www.cfigroup.com

Service Areas: Market Research, Membership Surveys, Performance Benchmarking

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Crews & Associates Inc

First Security Center 521 President Clifton Ave., Ste 800 | Little Rock, AR 72201

Morgan McKinney
Fixed Income Sales
(501)907-2000

Phone: 8007662000
http://www.crewsfs.com/

Service Areas: Institutional Investments, Performance Benchmarking, Strategic Planning

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Equifax Inc.

1550 Peachtree Street H36 | Atlanta, GA 30309

Tony Marinella
Sales Manager
978-658-5910

Phone: 4048858000
http://www.equifax.com/business/solutions-credit-unions

Service Areas: Lending, Marketing, Performance Benchmarking

Equifax helps credit unions optimize member household growth across all product types and at every stage of the household lifecycle to help you identify and retain more members, find and close high quality loans, and better assess account risk to minimize exposure and losses. For more information, visit www.equifax.com/business/solutions-credit-unions or call 1-800-879-1025.

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Glatt Consulting Group, Inc.

5602 Harvest Grove Ln | Wilmington, NC 28409

Thomas Glatt
Strategy Consultant

Phone: 888-217-5988 | Fax: 888-217-5988
http://www.glattconsulting.com

Service Areas: Credit Union Research, Performance Benchmarking, Strategic Planning

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Institute for Strategic Learning, LLC

223 N. Ellsworth | Naperville, IL 60540

John Redding
President

Phone: 630-416-7971 | Fax: 630-416-7986
http://www.creditunionplanning.com

Service Areas: Credit Union Research, Performance Benchmarking, Strategic Planning

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Khorus

8012 Bee Cave Rd | Austin, TX 78746

Thomas Scanland
VP of Strategic Accounts
512-423-2525

Phone: 512-423-2525
http://www.khorus.com

Service Areas: Technology Consulting, Performance Benchmarking, Strategic Planning

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Member Loyalty Group LLC

1825 N Winnebago Suite 301 | Chicago, IL 60647

Michelle Bloedorn
CEO
773-252-4901

Phone: 7732524901
http://www.memberloyaltygroup.com

Service Areas: Loyalty/Reward Programs, Membership Surveys, Performance Benchmarking

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SmartStep Solutions

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

Michael Brascom
CEO
(830) 798-2261

Phone: 8666876278 | Fax: 8668096502
http://www.smartstepsolutions.com

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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Solver, Inc.

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

Daniel Havey
Financial Services Practice Director
919-628-6275

http://www.solverglobal.com

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

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Verdafero Inc

5522 Fulton Street | San Francisco, CA 94121

Phone: 408-512-1159
http://www.verdafero.com

Service Areas: Calculators, Technology Consulting, Virtualization/Cloud Services, Consulting, Performance Benchmarking

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Verian

1245 Rosemont Dr. | Fort Mill, SC 29707

Dipa
Mehta
704-602-3372

Phone: 704-547-7301
http://www.verian.com

Service Areas: Virtualization/Cloud Services, Contract/Vendor Management, Performance Benchmarking

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