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Buyer's Guide

Data Processing

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Platinum Suppliers

Altair - Data Analytics Division COCC CompuSource Systems, Inc. CU*Answers Finastra FIS Member Driven Technologies Sharetec Systems, Inc. Symitar Synergent Trellance

Altair - Data Analytics Division

4 Crosby Drive | Bedford, MA 01730

Dylan Tancill
Director, Bank & Credit Union Team

Phone: 9784412200 | Fax: 9784411114

Service Areas: Data Processing, Technology, Consulting

The Datawatch Data Intelligence platform empowers credit unions large & small to harness the power of automated data preparation and predictive analytics. Analysts, Data Scientists and Business users at over 800 credit unions rely of Datawatch to enable data access, automate reconciliation, streamline data migration & reporting during mergers, complete regulatory reporting, create credit risk scorecards, optimize collections, prevent member churn and gain powerful insights from marketing analytics.

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AMI Information Systems

8348 Corporate Dr | Racine, WI 53406

Jason Greenwood
Vice President

Phone: 2628864170 | Fax: 2628863020

Service Areas: Mobile Banking, Online Banking, Data Processing

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135 Darling Dr | Avon, CT 06001

John Collisson
Regional Sales Manager

Phone: 888-678-0444

Service Areas: Online Banking, Data Processing, Network Security

COCC is the fastest growing financial data processing company in the United States and recognized as a leader in delivering innovation and the quality service financial institutions demand and deserve for over 48 years. COCC’s open core technology platform ensures that we can develop, integrate and deliver capabilities that you need, when you need them. 

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Coconut Software

102-121 Research Drive | Saskatoon, SK S7N-1K2

Elissa Riddell
Director, Marketing

Phone: 3069861080

Service Areas: Data Processing, Operations, Technology

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CompuSource Systems, Inc.

110 John Muir Drive | Amherst, NY 14228-1191

Gary Gonzales

Phone: 8002959100 | Fax: 7166363711

Service Areas: Data Processing

CompuSource Systems, Inc. specializes in Core Processing Systems for small and medium sized credit unions. As a major nationwide supplier, CompuSource has distinguished itself by providing the highest reliability and support to its customers.

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Computer Service Professionals, Inc.

805 W Stadium Blvd | Jefferson City, MO 65109

Clay Hamlett
Director of Sales

Phone: 800-933-4873

Service Areas: Online Banking, Data Processing, Document Imaging

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6000 28th Street SE | Grand Rapids, MI 49546

Scott Collins
Executive VP, National Sales and Marketplace

Phone: 8003273478 | Fax: 6162855735

Service Areas: Online Banking, Data Processing, Document Imaging

CU*Answers offers expertise in implementing technical solutions to operational needs, and is a leader in helping credit unions form strategic alliances and partnerships. CU*Answers provides a wide variety of services for credit unions including its flagship CU*BASE® processing system (online and in-house) and Internet development services featuring It’s Me 247 online and mobile banking. Additional services include document imaging solutions, web development, and network design and security. Founded 45+ years ago, CU*Answers is a 100% credit union-owned cooperative CUSO providing services to all credit unions.

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CUC, Inc.

1021 Watervliet-Shaker Road | Albany, NY 12212

Ryan Crone
Client Development Manager

Phone: 5187649412 | Fax: 5187824350

Service Areas: Data Processing

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CU-Centric LLC

929 Harrison Avenue Suite 102 | Columbus, OH 43215

Jason Jones

Phone: 6144290888

Service Areas: Data Processing, Document Imaging, Technology Consulting

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1100 Campus Drive, Suite 700 | Stow, OH 44224

Christian Dabney
Regional Manager

Phone: 8338275167

Service Areas: Online Loan Applications, Remote Deposit Capture (RDC), Data Processing

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5025 South Orange Avenue | Orlando, FL 32809

John Pantaleon

Phone: 8885964947 | Fax: 8663163915

Service Areas: Data Processing

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eBank Systems, Inc.

2811 South Loop 289, Suite 17 | Lubbock, TX 79423

Mark Hamer
Vice President, Director of Sales & Marketing

Phone: 806-748-8444 | Fax: 806-748-9696

Service Areas: Data Processing

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Enhanced Software Products (ESP)

1811 North Hutchinson Rd | Spokane, WA 99212

Eric Trick
Builder of Bridges

Phone: 5095341514 | Fax: 5095349229

Service Areas: Data Processing

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FedComp, Inc.

10300 Eaton Place, Suite 260 | Fairfax, VA 22030

Mary Lou Naso
Sales Manager

Phone: 8003266335 | Fax: 7033833220

Service Areas: Mobile & Online Services, Website Services, Data Processing

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Financial Core Strategies

7801 Hardwick Place | Fishers, IN 46038

Rick Shockley

Service Areas: Data Processing, Technology Consulting, Consulting

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744 Primera Blvd., Suite 2000 | Lake Mary, FL 32746

Business Development Team
Business Development Representative

Phone: 8009899009

Service Areas: Loan Originations Systems, Mobile & Online Services, Data Processing

Finastra is building an open platform that accelerates collaboration and innovation in financial services, creating better experiences for people, businesses and communities. Supported by the broadest and deepest portfolio of financial services software, Finastra delivers this vitally important technology to financial institutions of all sizes across the globe, including 90 of the world’s top 100 banks. Our open architecture approach brings together a number of partners and innovators. Together we are leading the way in which applications are written, deployed and consumed in financial services to evolve with the changing needs of customers. Learn more at

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11601 Roosevelt Blvd. N | Jacksonville, FL 32204

Keith E. Nolan
VP, Credit Union Community and Alliance Sales

Phone: 7272275783 | Fax: 7275569051

Service Areas: Credit Card Processing, Mobile & Online Services, Data Processing

FIS is advancing credit unions and the member experience. Our history of partnership with credit unions and in-depth knowledge of the credit union marketplace spans over 40 years.  We are dedicated to creating best in class credit union and member experiences through a direct, trusted partnership that delivers shared success. Let’s continue taking action together and help you meet member needs with our integrated and modernized payments solutions, core platforms and dedicated servicing. For more information about FIS & Credit Unions, please visit, call 877.776.3706 or email

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FLEX Credit Union Technology

8520 Sandy Parkway | Sandy, UT 84070

Preston Packer
Director- Sales/Marketing

Phone: 8002623539

Service Areas: Auto, eStatements, Mobile Banking, Data Processing, Document Imaging

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Member Driven Technologies

30230 Orchard Lake Rd | Farmington Hills, MI 48334

Gary Lee
Chief Client Officer

Phone: 5866981301 | Fax: 5867959234

Service Areas: Data Processing, IT Outsourcing, Technology

MDT hosts the Episys® core platform from Symitar® to provide credit unions with a private cloud alternative for core processing and IT needs. The CUSO’s service-first, hybrid approach to outsourcing enables credit unions to boost efficiencies and security and reduce costs while maintaining a high level of control.

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OnApproach, LLC

3455 Plymouth Blvd. Ste.200 | Plymouth, MN 55447

Paul Ablack

Phone: 7635577118 | Fax: 7632314433

Service Areas: Data Processing, IT Outsourcing

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209 East Gordon Ave. | Layton, UT 84041

Craig Peterson
Director of Marketing

Phone: 8014519101

Service Areas: Business Continuity, Data Processing, IT Outsourcing, Network Security, Operations

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R.C. Olmstead, Inc.

5555 Wall Street | Dublin, OH 43017

Tom Leib
Director of Sales and Marketing

Phone: 800-589-7312 | Fax: 614-652-2061

Service Areas: Data Processing

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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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Sharetec Systems, Inc.

7989 Lake Dr. | Lino Lakes, MN 55014

Harold Crabill
Sr. Account Executive

Phone: 844-802-4441

Service Areas: eStatements, Online Banking, Data Processing

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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SMA Technologies

15333 JFK Blvd, Suite 300 | Kingwood, TX 77339

Ashley Thompson
VP of Marketing

Phone: 512-680-0586

Service Areas: Business Continuity, Data Processing, Operations

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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
Senior Marketing Manager

Phone: 6195426951 | Fax: 8772280048

Service Areas: Data Processing, IT Outsourcing, Technology

Symitar® joins our credit union partners to serve the needs of the modern member. We offer an open technology foundation that enables and promotes your people-helping-people goals. From open APIs to personalized member-centric tools to a collaborative, strategic engagement with our customers, we stand ready to boost your success. Symitar is your human-centered, tech-forward, insight-driven partner. Together we advance the value and importance of credit union membership.

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P.O. Box 1236 | Westbrook, ME 04092

Tim Brooks
VP, Corporate Marketing

Phone: 8003410180 | Fax: 2077736715

Service Areas: Branding, eMarketing, Data Processing, Technology

Providing members the latest technology while maintaining operational efficiency takes time and effort. As a managed services provider, Synergent delivers customized, integrated services through a single source. We are a strategy-driven host of Symitar’s Episys® core processing, and trusted industry experts providing credit unions with payments, technology, business intelligence, and marketing services. No matter the product, our team of experts knows how to choose it, install it, integrate it, and help credit unions get the most out of it. Our innovation is your competitive advantage.

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The Knowlton Group, LLC

13 Stoneledge Dr. #7 | Troy, NY 12182

Brewster Knowlton
Owner & Principal Consultant

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

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3031 N. Rocky Point Drive W - Suite 750 | Tampa, FL 33607

Wendy Nolan
SVP, Sales & Business Development

Phone: 8888302728

Service Areas: Data Processing, Consulting

Trellance is the leading provider of data analytics and business intelligence solutions, professional services and consulting for credit unions. The company’s solutions and services, together with the patented common data model of its signature M360 product, are used by credit unions to find actionable insights, improve member experience and achieve portfolio growth. Founded in 1989, Trellance is headquartered in Tampa, Fla. and serves more than 1,500 organizations throughout the United States.

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T-REX Group

214 W 29th Street, 17th Floor | New York, NY 10001

Phone: 212-256-1289

Service Areas: Data Processing, Technology

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Unifi Software

1810 Gateway Drive, Suite 380 | San Mateo, CA 94404

Andy Sheldon

Phone: 3129333803

Service Areas: Marketing, Data Processing, Technology

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United Solutions Company

PO Box 5496 | Tallahassee, FL 32317

Jim Giacobbe

Phone: 8509429186 | Fax: 8509429228

Service Areas: Data Processing

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VisiFI, Inc.

22 Inverness Center ParkwaySuite 400 | Birmingham, AL 35242

Roger Willey
Chief Revenue Officer

Phone: 4025924414 | Fax: 4025924422

Service Areas: Mobile & Online Services, Data Processing, Virtualization/Cloud Services

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