CreditUnions.com

Remember Me
Register | Forgot Password?

Buyer's Guide

CRM/MRM

Browse Suppliers

Not Listed? Update Your Company Information.

Platinum Suppliers

Baker Hill Corporation Glia Marquis The Knowlton Group, LLC

Analysis Express, LLC

8354 Princeton Glendale Road #122 | West Chester, OH 45069

Subrata Debnath
President

Phone: 513-942-7752 | Fax: 800-848-9446
http://www.analysisexpress.com

Service Areas: CRM/MRM

Return to Top

Baker Hill Corporation

1320 City Center Dr. Ste. 300 | Carmel, IN 46032

Mike Horrocks
Vice President, Product Management
317-814-1294

Phone: (317) 814-1294
http://www.bakerhill.com

Service Areas: Business Lending, Loan Originations Systems, CRM/MRM

For over 35 years, Baker Hill has been a trusted advisor to its credit union clients. Baker Hill is focused on the financial services industry, delivering solutions that address lending and risk management, powered by sophisticated business intelligence.

Return to Top

CDW

200 N Milwaukee Ave | Wheeling, IL 60061

Phone: 3127052941
http://www.cdw.com/financial-solutions

Service Areas: Business Continuity, CRM/MRM, Document Imaging, IT Outsourcing, Network Security

Return to Top

Concerto Software

6 Technology Park Drive | Westford, MA 01886

Candace Berman
Corporate Communications Manager

Phone: (978) 952-0200 | Fax: (978) 952-0201
www.concerto.com

Service Areas: CRM/MRM

Return to Top

CoreTrac, Inc.

8834 Capital Of Texas Hwy N | Austin, TX 78759

Bill Gibson
VP of Sales and Marketing
512-236-9120

Phone: 512-236-9120 | Fax: 512-236-9121
http://www.coretrac.com

Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, eMarketing, CRM/MRM

Return to Top

Econiq

35 Corporate Drive, Suite 209 | Burlington, MA 01803

Colin Piper
President

Phone: 7812225070
http://www.econiq.com

Service Areas: CRM/MRM

Return to Top

ESRI

1202 Richardson Dr. Suite 303 | Richardson, TX 75080

Donna Buhr
Sales Manger

Fax: 9093073049
http://www.esri.com/bmapfinancial

Service Areas: CRM/MRM

Return to Top

fiVision

5225 Exploration Drive | Indianapolis, IN 46268

Mike Winter
President/CEO

Phone: 3176123350 | Fax: 3176123351
http://www.fivision.com

Service Areas: CRM/MRM

Return to Top

Glia

30 W. 21st St. 4th Fl. | New York, NY 10010

John Fernandez
SVP, Marketing
917-771-0102

Phone: (917) 771-0102
https://www.glia.com/

Service Areas: CRM/MRM, Technology

Glia is reinventing how credit unions support their members in a digital world. Glia's solution enriches web and mobile experiences with digital communication choices, on-screen collaboration and AI-enabled assistance. Glia has partnered with more than 150 credit unions, banks, insurance companies and other financial institutions across the globe to improve top and bottom-line results through Digital Member Service. The company has won numerous awards for its innovation - most recently recognized by Gartner as a Cool Vendor for 2020, and raised over $100 million in funding from top investors. Visit glia.com to learn more

Return to Top

Global Wave Group

31 Journey Suite 250 | Aliso Viejo, CA 92656

Zubin Mehta
President
888-315-4704

Phone: 5742334593
http://www.globalwavegroup.com

Service Areas: Business Lending, Lending, Loan Originations Systems, CRM/MRM

Return to Top

GoNet USA LLC

8801 W. 137th Street | Scottsdale, AZ 85260

Thomas Roberts
CEO

http://www.gonetusa.com

Service Areas: CRM/MRM

Return to Top

Great Minds, Inc.

658 Blue Heron Way | Highlands Ranch, CO 80129

Kirk Harris
Kirk Harris
801-403-0979

Phone: 303-249-9696
http://www.greatminds.com

Service Areas: Business Lending, CRM/MRM, Document Imaging, IT Outsourcing, Consulting

Return to Top

IBM Corporation

4700 South Syracuse Parkway 4th Floor | Denver, TX 80237

Debbie Wildgoose
Manager

www.ibm.com

Service Areas: CRM/MRM

Return to Top

KIVA Group, Inc.

19 Kilton Rd | Bedford, NH 03110

Tina Baker
Director of Business Development
603-641-5482

Phone: 603-641-5482 | Fax: 603-647-5396
http://www.kivagroup.com

Service Areas: CRM/MRM, Technology

Return to Top

Marquis

5208 Tennyson Pkwy. Ste. 120 | Plano, TX 75024

John Kassing
Chief Revenue Officer
800-365-4274

Phone: (214) 778-3037
http://www.gomarquis.com

Service Areas: Direct Marketing, Marketing, CRM/MRM

Marquis, a financial services market leader, provides marketing and compliance software and expertise to assemble, analyze and act on your data. We give you the confidence and insight to make informed decisions, achieve your vision and deliver measurable results. Marquis assembles data sources and provides the tools and expertise to analyze and understand customer and member relationships and opportunities. Leverage the strength of our technology, consultants, analysts and creative services to extend your reach.

Return to Top

nCino, Inc.

6770 Parker Farm DrSuite 300 | Wilmington, NC 28405

Chris Soule
Director of Business Development
9104442255

Phone: 9104442255
http://ncino.com

Service Areas: Business Lending, Loan Originations Systems, CRM/MRM

Return to Top

OMI (OutSource Management Inc.)

11330 Lakefield Drive Building Two, Suite 200 | Duluth, GA 30097

James Banyas
Director of Channel Development

http://www.outsourcemanagement.com

Service Areas: Branding, Direct Marketing, Loyalty/Reward Programs, eStatements, CRM/MRM

Return to Top

Onovative

605 North Shore Drive | Jeffersonville, IN 47130

Chris Hall
Head of Customer Development
888-503-6615

Phone: 8885036615
http://www.onovative.com

Service Areas: Direct Marketing, Marketing, CRM/MRM

Return to Top

Pinnacle Financial Strategies

1235 North Loop West Suite 800 | Houston, TX 77008

Jerry Hobson
Director of Sales

Phone: 1-866-737-1235 | Fax: 713-868-2251
http://www.pinnaclefinancialstrategies.com

Service Areas: Marketing, CRM/MRM, Enterprise Risk Management (ERM)

Return to Top

Raddon Financial Group

701 East 22nd Street Suite 400 | Lombard, IL 60148-5095

Dan McGowan
Marketing Director

Phone: 800-827-3500 | Fax: 630-792-8700
http://www.raddon.com

Service Areas: CRM/MRM, Credit Union Research, Strategic Planning

Return to Top

Robert C. Davis and Associates

1875 Old Alabama Road, Suite 510 | Roswell, GA 30076

Bob Davis
Founder and CEO
678-548-1775

Phone: 678-259-9290
http://robertcdavis.net

Service Areas: Employee Training, CRM/MRM, Consulting

Return to Top

SOSystems

720 East Timpanogos Parkway | Orem, UT 84097

Dennis Madson
Director-Marketing

Phone: 801 222 0200 | Fax: 801-222-0250
www.so-sys.com

Service Areas: CRM/MRM

Return to Top

St. Meyer and Hubbard

218 W Harrison Avenue | Wheaton, IL 60187

Craig Capp
Director, Performance Consulting
630-344-9030

Phone: 630-344-9030
http://stmeyerandhubbard.com

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

Return to Top

Strategix Performance, Inc.

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

Deborah Cataldo
Sr. Vice President

http://www.strategixperformance.com

Service Areas: CRM/MRM

Return to Top

The Knowlton Group, LLC

3 Coach Ln | Sandwich, MA 02563

Brewster Knowlton
Owner & Principal Consultant
860-593-7842

http://www.knowlton-group.com

Service Areas: CRM/MRM, Data Processing, IT Outsourcing, Technology Consulting, Consulting

The Knowlton Group provides credit unions with business intelligence consulting services. Using a unique solution, we are able to automate the extraction of MeridianLink LoansPQ data into an optimized data mart. This allows credit unions to automate their LoansPQ reporting and improve portfolio analysis. The Knowlton Group provides consulting services in the following areas: data warehousing, data integration, report development, business process automation, SQL Server training and dashboard development. Whether you need a complete business intelligence solution or consultations on smaller tasks, The Knowlton Group has the experience and expertise to complete any task.

Return to Top
Platinum Suppliers   |   Get Listed
Copyright © 2021 Callahan & Associates, Inc. All rights reserved.