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Buyer's Guide

CRM/MRM

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Platinum Suppliers

Baker Hill Corporation Doxim Inc. Glia Marquis nCino, Inc.

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

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Baker Hill Corporation

1320 City Center DriveSuite #300 | Carmel, IN 46032

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

Phone: 3178141294
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.

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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

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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

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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

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Doxim Inc.

1380 Rodick Road, Suite 102 | Markham L3R4G-5

Angie Langill
Director, Marketing Operation

Fax: 9054759819
http://www.doxim.com

Service Areas: eStatements, Online Account Opening, CRM/MRM

Doxim is the member communications management and engagement technology leader serving credit unions, providing omnichannel document solutions and transforming experiences to strengthen engagement throughout the entire lifecycle. The Doxim Platform helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized communications. The platform addresses key digitization, operational efficiency, and member experience challenges through our suite of plug-and-play, integrated, SaaS software and technology solutions.

  • Visit www.doxim.com to learn more about best-in-class statement and member communication solutions that help credit unions save costs, manage white space, include marketing messages in statements, and much more.

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Econiq

35 Corporate Drive, Suite 209 | Burlington, MA 01803

Colin Piper
President

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

Service Areas: CRM/MRM

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ESRI

1202 Richardson Dr. Suite 303 | Richardson, TX 75080

Donna Buhr
Sales Manger

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

Service Areas: CRM/MRM

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fiVision

5225 Exploration Drive | Indianapolis, IN 46268

Mike Winter
President/CEO

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

Service Areas: CRM/MRM

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Glia

20 West 21st Street, 4th Floor | New York, NY 10010

John Fernandez
SVP, Marketing
917-771-0102

Phone: 9177710102
https://www.glia.com/

Service Areas: CRM/MRM, Technology

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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

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GoNet USA LLC

8801 W. 137th Street | Scottsdale, AZ 85260

Thomas Roberts
CEO

http://www.gonetusa.com

Service Areas: CRM/MRM

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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

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IBM Corporation

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

Debbie Wildgoose
Manager

www.ibm.com

Service Areas: CRM/MRM

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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

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Marquis

5208 Tennyson Pkwy, Suite 120 | Plano, TX 75024

John Kassing
Chief Revenue Officer
800-365-4274

Phone: 2147783037
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.

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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

nCino is the worldwide leader in cloud banking. Its Bank Operating System improves employee efficiency while enhancing the customer experience for onboarding, loans and deposits across all lines of business. Transforming how financial institutions operate through innovation, reputation and speed, nCino works with more than 1,100 financial institutions globally whose assets range in size from $30 million to $2 trillion. A proven leader, nCino is part of the Forbes Cloud 100 and was named the #1 Commercial Loan Origination System by Aite Group. Follow @nCino or visit www.ncino.com.

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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

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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

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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)

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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

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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

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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

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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

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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

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The Knowlton Group, LLC

13 Stoneledge Dr. #7 | Troy, NY 12182

Brewster Knowlton
Owner & Principal Consultant
860-593-7842

http://www.knowlton-group.com

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

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