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Buyer's Guide


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Platinum Suppliers

Baker Hill Corporation Marquis nCino, Inc.

Analysis Express, LLC

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

Subrata Debnath

Phone: 513-942-7752 | Fax: 800-848-9446

Service Areas: CRM/MRM

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Baker Hill Corporation

1320 City Center Drive Suite #300 | Carmel, IN 46032

Mike Horrocks
Vice President, Product Management

Phone: 3178141294

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

For over 30 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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200 N Milwaukee Ave | Wheeling, IL 60061

Phone: 3127052941

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

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

Phone: 512-236-9120 | Fax: 512-236-9121

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

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Doxim Inc.

1380 Rodick Road, Suite 102 | Markham, ON L3R 9X7

Sean O'Donovan
Chief Marketing Officer

Phone: 8664759876 | Fax: 9054759819

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

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Colin Piper

Phone: 7812225070

Service Areas: CRM/MRM

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Donna Buhr
Sales Manger

Fax: 9093073049

Service Areas: CRM/MRM

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3500 Depauw Blvd Ste 1090 | Indianapolis, IN 46268

Mike Winter

Phone: 3176123350 | Fax: 3176123351

Service Areas: CRM/MRM

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Global Wave Group

Zubin Mehta

Phone: 5742334593

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

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7825 E. Gelding Drive, Suite 101 | Scottsdale, AZ 85260

Thomas Roberts

Service Areas: CRM/MRM

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Great Minds, Inc.

658 Blue Heron Way | Highlands Ranch, CO 80129

Kirk Harris
Kirk Harris

Phone: 303-249-9696

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

Service Areas: CRM/MRM

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KIVA Group, Inc.

19 Kilton Rd | Bedford, NH 03110

Tina Baker
Director of Business Development

Phone: 603-641-5482 | Fax: 603-647-5396

Service Areas: CRM/MRM, Technology

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5465 Legacy Drive Suite 750 | Plano, TX 75024

John Kassing

Phone: 2147783037

Service Areas: Direct Marketing, Marketing, CRM/MRM

We are focused on getting you results. Whether you employ our remarkably easy-to-use software, work directly with a highly-skilled consultant, or execute a complex multichannel marketing campaign, let our company set yours apart from the competition. We provide expertise from data analytics, profitability, MCIF, CRM, strategic consulting, and direct marketing to CRA, HMDA & Fair Lending compliance. Once you decide to take action, you'll be glad you did. Results. Nothing else matters.

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nCino, Inc.

6770 Parker Farm Dr Suite 300 | Wilmington, NC 28405

Chris Soule
Director of Business Development

Phone: 9104442255

Service Areas: Loan Originations Systems, CRM/MRM

nCino is the worldwide leader in cloud banking. With its Bank Operating System, built on the Salesforce platform, credit unions can deliver the speed and digital experience that members expect, backed by the quality, transparency, and member relationship solution that bankers need. Follow @nCino or visit

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OMI (OutSource Management Inc.)

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

James Banyas
Director of Channel Development

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

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Chris Hall
Head of Customer Development

Phone: 8885036615

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

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

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

Phone: 678-259-9290

Service Areas: Employee Training, CRM/MRM, Consulting

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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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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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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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The Knowlton Group, LLC

Brewster Knowlton
Owner & Principal Consultant

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

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