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Platinum Suppliers

Business Alliance Financial Services, LLC CloudFirst COCC CU Solutions Group CURevl Empyrean Solutions Engageware Fiserv Glia IMM:  The eSignature Company LenderClose LendKey Member Driven Technologies Nymbus Origence, a CU Direct Brand REPAY Sharetec Systems, Inc. State National Companies Trellance

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3911 Concord Pike #8030 | Wilmington, DE 19803

Phone: 310-571-5475

Service Areas: Mobile & Online Services, Technology, Technology Consulting

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ACES Risk Management (ARMCO)

205 North Detroit Street, Suite 200 | Denver, CO 80206

Kyle Kehoe
EVP of Sales & Marketing

Phone: 8008581598

Service Areas: Technology, Audit/CPA, Compliance

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301 Lindenwood Drive, Suite 301 | Malvern , PA 19355

Katie Barnes
Head of Marketing & Partnerships

Phone: 484-913-1703

Service Areas: Technology, Technology Consulting, Consulting

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1551 S Washington Ave, Ste 130 | Piscataway, NJ 08854

Ruhsora Magruf
Marketing Manager

Phone: 9087912916

Service Areas: Bill Pay, Online/Mobile Bill Pay, Technology

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200 Dryden Road | Dresher, PA 19025

Jane Weizenegger
Strategic Relations

Phone: 2156488000 | Fax: 2156484888

Service Areas: Technology, Compliance, Consulting

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5316 W Hwy 290 Service Rd | Austin, TX 78735

Phone: 512-569-3684

Service Areas: Mobile & Online Services, Mobile Banking, Technology

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Business Alliance Financial Services, LLC

1500 N. 19th St. Ste. 600 | Monroe, LA 71201

Richard Guillot

Phone: (318) 387-1132 | Fax: 3183872221

Service Areas: Employee Training, Business Lending, Technology

BAFS is a full-service CUSO that offers a daily, interactive and cost effective approach to establishing and maintaining a Commercial Loan Program utilizing both people and technology. Our intimate approach creates a working relationship that feels like you have your own in-house Commercial Loan Underwriting, Credit Administration, Loan Review, and Training departments; while our BLAST portal provides a state of the art Software as a Service platform to deliver exceptional products and services to the credit union's staff and members.

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Champion Insurance Services

2444 Levante | Carlsbad, CA 92009

Madelyn Salerno
Business Development

Phone: 7604731926

Service Areas: Member Insurance, Technology

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3 Parklane Blvd. | Dearborn, MI 48126

Andrea Brown
VP, Sales and Marketing

Phone: 313-903-7039

Service Areas: Marketing, Online Member Support, Technology

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48 South Service Rd, Suite 203 | Melville, NY 11747

Jillana Esposito
Account Manager

Phone: 212-564-4922

Service Areas: Business Continuity, Technology, Virtualization/Cloud Services

Since 2001, Data Storage Corporation’s has been providing reliable and efficient IT solutions including Infrastructure-as-a-Service, hybrid cloud solutions, Disaster Recovery, IBM systems and storage, software, cyber security, and other managed services focused on the IBM Power community across a variety of industries

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100 Executive Blvd. | Southington, CT 6489

Lisa Fabiaschi
Assistant Vice President of Business Development

Phone: 8606747297

Service Areas: Online Banking, Data Processing, Technology

COCC is an award-winning financial technology company that has been servicing financial institutions throughout the Northeastern United States since 1967. COCC’s unique cooperative structure allows the company to focus on client satisfaction and delivering innovative technology and solutions, coupled with unmatched service.

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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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CU Hiring

3688 E Campus Drive, #150 | Eagle Mountain, UT 84045

Phone: 8016475234

Service Areas: HR, Recruitment, Technology

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CU Solutions Group

17250 Newburgh Rd | Livonia, MI 48170

Lisa C. Rizk
EVP / Chief Revenue Officier

Phone: 800-262-6285

Service Areas: HR, Marketing, Technology

CU Solutions Group (CUSG) offers Martech, Performance and Consumer Rewards solutions through three divisions. It offers eight core products including Web Design & Hosting, MemberXP, CUBE TV Studios, Performance Pro, Compease, The Learning Center, Love My Credit Union Rewards and Save to Win with five additional significant investment in outside companies, Marquis, CalcXML, Think|Stack, WHITE64 and AudioEye. CUSG has more than 125 investors comprised of credit unions, credit union leagues, and credit union system organizations. The company also maintains strategic partnerships with Intuit TurboTax, Carvana, Comcast Xfinity, Charter Spectrum, H&R Block, CU Risk Intelligence, and many others. For more information, visit

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305 21st St., Ste. 170 | Galveston, TX 77550

Stacy Lumadue
EVP, Marketing & Business Development

Phone: 512-400-4172

Service Areas: Student Lending, Financial Literacy, Technology

CURevl is a Credit Union Service Organization (CUSO) helping credit unions attract new younger members leveraging education finance. We understand asset ratio compressions and will work with you to determine your specific liquidity needs including forward purchase agreements, spot loan sales, and participation arrangements. We also own our own technology for those wanting to manage their program in-house

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DataOceans LLC

3091 Governors Lake Dr | Norcross, GA 30071

Phone: 1673876300

Service Areas: Operations, Statement Printing, Technology

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710 Second Ave. Suite 310 | Seattle, WA 98104

Phone: 2065128691

Service Areas: Network Security, Technology

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Empyrean Solutions

304 Cambridge Rd. Suite 201 | Woburn, MA 01801

Roxanna Bradford
Market Manager, Community Banks & Credit Unions

Phone: 6173887010

Service Areas: Technology, Asset/Liability Management (ALM), Compliance

Empyrean Solutions is a leading provider of asset/liability management, risk, compliance, and performance management solutions for banks and credit unions. Empyrean's software allows financial institutions of all sizes to take control of their balance sheet management, scenario planning, and risk/performance analysis in a single integrated software platform. The company offers a host of modules, including asset and liability management, liquidity stress testing, deposit analytics, budgeting, and profitability. Empyrean works with over 600 banks and credit unions, ranging from $50 million to $200+ billion in assets.

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100 Ames Pond Dr. | Tewksbury, MA 1876

DJ Haskins
Vice President of Marketing

Phone: 9786546800

Service Areas: Call Centers, Employee Training, Technology

Engageware, headquartered in Tewksbury, MA, is the industry-leading provider of customer engagement solutions. Trusted by more than 400 financial institutions, Engageware's self-service, knowledge management, and appointment scheduling solutions ensure the right answer, at the right time, delivered by the right resource. Engageware’s solutions help members help themselves and help employees help customers, so you can expand member relationships, optimize operational efficiency, and drive growth.  For more information, visit

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14285 Midway Rd. Suite 200 | Addison, TX 75001

Dyan Dalton
VP-Sales & Marketing

Phone: 972-458-8583

Service Areas: Loan Originations Systems, Mortgages, Technology

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FIntegrate Technology

Kris Nuss
Director of Sales

Phone: 1833468478

Service Areas: Collections, Operations, Technology

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First Data Corporation

5565 Glenridge Connector | Atlanta , GA 30342

Jason Weida
Vice President, Financial Services

Phone: (913)660-0625

Service Areas: Credit Cards, Debit Cards, ATM Networks, Mobile & Online Services, Technology

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10800 Pecan Park Blvd Suite 310 | Austin, TX 78730

Leigh Richey
Director of Marketing

Phone: 5124188989 | Fax: 5125320574

Service Areas: Lending, Technology

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255 Fiserv Dr. | Brookfield, WI 53045

Phone: (262) 879-5000 | Fax: 6102334015

Service Areas: Operations, Technology

Fiserv, Inc. (NASDAQ:FISV) aspires to move money and information in a way that moves the world. As a global leader in payments and financial technology, the company helps clients achieve best-in-class results through a commitment to innovation and excellence in areas including account processing and digital banking solutions; card issuer processing and network services; payments; e-commerce; merchant acquiring and processing; and the Clover® cloud-based point-of-sale solution. Fiserv is a member of the S&P 500® Index and the FORTUNE® 500, and is among the FORTUNE Magazine World's Most Admired Companies®. Visit and follow on social media for more information

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

John Fernandez
SVP, Marketing

Phone: (917) 771-0102

Service Areas: CRM/MRM, Technology

Glia is reinventing how businesses support their customers in a digital world. Glia's Digital Customer Service (DCS) solution enriches web and mobile experiences with digital communication choices, on-screen collaboration, and AI-enabled assistance. Glia has partnered with over 250 banks, credit unions, insurance companies and other financial institutions worldwide to improve the customer experience and drive business results. Named both a Deloitte Technology Fast 500™ company and a Great Place to Work (with a 97% employee satisfaction rating) for a second year in a row, Glia continues to achieve broad industry recognition and customer service thought leadership including publishing the definitive book on DCS with Wiley. The company has raised over $150 million in funding from top investors. To learn more, visit

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IMM: The eSignature Company

2 City Hall Plz. | Rahway, NJ 7065

Michael Ball
Senior Vice President, Markets & Strategy

Phone: (800) 836-4750

Service Areas: Check 21, e-Signatures, Technology

For over 25 years, IMM has been the only eSign vendor to exclusively serve the unique eSignature needs of Financial Institutions. With IMM eSign, customers can sign new account documents, lending documents, or other documents created by any business system & safely and securely in the comfort of home. Completed documents are then automatically indexed with keywords and moved for archival into the Credit Union's imaging system &eliminating traditional scanning and indexing. With over 1600 Financial Institutions using IMM eSign today, we provide simply the best eSignature solutions. We can make banking safe and easy for your members too!

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Indirect Lending Solutions LLC

P.O. Box 190012 | North Charleston, SC 29419

Will McGregor

Phone: 8435695009 | Fax: 8437457009

Service Areas: Auto, Indirect Auto Lending, Lending, Technology, Consulting

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548 Market St. #94029 | Atlanta, GA 30309

Laura Bryant
Sr. Sales Manager

Phone: 6503819283

Service Areas: Call Centers, Online Member Support, Technology

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iSoftware4Banks, Inc

11231 NW 20th St, Suite 140 - 337 | Miami, FL 33172

Vincent Raniere

Phone: 305-588-9825

Service Areas: Operations, Technology, Consulting

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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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3001 Westown Pkwy Ste 200 | West Des Moines, IA 50266

Allen Jingst

Phone: (855) 525-6730

Service Areas: Loan Originations Systems, Mortgage Processing, Technology

LenderClose is a cloud-native home equity and real estate lending technology platform transforming the lending process by injecting workflows and automation solutions with a best-of-breed partner ecosystem for credit unions and community banks. A feature-rich, multi-solution technology solution focused on providing lenders with best-in-class user experience. Schedule a demo at and follow us on LinkedIn and Twitter @LenderClose.

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9999 Carver Rd. Ste. 400 | Blue Ash, OH 45242

Will Sneed
SVP, Lender Partnerships

Phone: 6468434435

Service Areas: Loan Participations, Student Lending, Technology

LendKey provides credit unions easy access to whole and participation loans through its digital lending platform, which includes origination, servicing, and balance sheet management solutions. Over the last 10 years, LendKey has facilitated over $4 billion for its credit union partners in private student loans, student refinance and home improvement loans. LendKey's unique loan participation model allows for fractional ownership in loans, empowering credit unions to broaden their portfolio while mitigating risk. LendKey manages the entire life of the loan process, as well as contributing to marketing and lead generation efforts. In addition, LendKey helps credit unions deploy excess liquidity through its recurring flow-based participation platform called Aliro. Aliro by LendKey streamlines and automates the process for credit unions to access loan participations, while also providing end-to-end servicing, remittance, reporting and accounting functions. For more information, visit

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Lexis Nexis Risk & Information Analytics Group

6601 Park of Commerce Blvd | Boca Raton, FL 33487

Phone: 5619994430 | Fax: 5619810826

Service Areas: Operations, Technology, Technology Consulting

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Member Driven Technologies

30230 Orchard Lake Rd. | Farmington Hills, MI 48334

Gary Lee
Chief Client Officer

Phone: (586) 698-1319 | 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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268 Summer Street 4th Floor | Boston, MA 2110

Phone: 8573172070

Service Areas: IT Outsourcing, Technology, Virtualization/Cloud Services

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Next Step

6000 Metrowest Blvd.,Suite 107 | Orlando, FL 32835

Linda Vick
Executive Vice President

Phone: 4079268250

Service Areas: Technology, Technology Consulting, Consulting

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1688 Meridian Ave. Ste. 700 | Miami Beach, FL 33139

Allison Netzer
Chief Marketing Officer

Phone: 8552107874

Service Areas: Mobile Banking, IT Outsourcing, Technology

Nymbus enables banks and credit unions of any size to grow and attract new market segments by delivering a full suite of banking technology, including Loan Origination, CRM and Digital, along with the operational resources to launch and run a new digital bank. Whichever growth path you choose, Nymbus buys back decades of lost time and accelerates your ability to engage and support the entire customer journey.

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Open Lending

1501 S. Mopac Expy. Ste. 450 | Austin, TX 78746

John Flynn

Phone: (512) 892-0400

Service Areas: Auto, Technology

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Origence, a CU Direct Brand

18400 Von Karman Ave. Ste. 900 | Irvine, CA 92612

General Inquiries

Phone: (833) 908-0121

Service Areas: Indirect Auto Lending, Loan Originations Systems, Technology

Origence, a CU Direct Brand delivers the ultimate origination experience. For 25 years, we have helped lenders increase loan volume, create efficiencies, and fuel growth through our automotive, lending, and strategic solutions. Today, our next generation technology solutions and services span across indirect lending, consumer loan and account origination, marketing automation, auto shopping, identity theft solutions, and lending operations. We help financial institutions optimize the customer experience, leveraging integrated solutions to bring efficiency, productivity, and profitability to lenders. Visit for more information.

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Pay Lynxs

1020 SW Taylor Street | portland, OR 97209

Phone: 503-477-1702

Service Areas: Technology, Virtualization/Cloud Services, Compliance

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5 High Ridge Park 2nd Floor | Stamford, CT 06905

Phone: 2035694683

Service Areas: Network Security, Technology, Technology Consulting

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2300 E 54th Street North | Sioux Falls, SD 57104

Tom Caulfield
Director of Sales

Phone: 605-951-5169 | Fax: 605-271-1940

Service Areas: Student Lending, Technology, Institutional Investments

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340 S. Lemon Ave. 8866 | Walnut, CA 91789

Lee Miller
President & Co-Founder

Phone: (610) 213-5982

Service Areas: Mortgages, eMarketing, Technology

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3 W. Paces Ferry Rd. Ste. 200 | Atlanta, GA 30305

Kyle Harbuck
Business Development

Phone: (877) 607-5468

Service Areas: Debit Card Processing, Collections, Technology

REPAY's innovative payment technology transforms card and ACH processing into nimble, scalable solutions enabling credit unions to deliver an exceptional member experience. Members can pay anytime, anywhere through self-serve integrated payment channels, including IVR/phone pay, web, text pay and mobile apps, and credit unions can fund loans in minutes with REPAY Instant Funding.

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Securden, Inc.

2035 Sunset Lake Road,, Suite B-2, | Newark, DE 19702

Phone: 3022661686

Service Areas: Online Fraud/Security, Network Security, Technology

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Sharetec Systems, Inc.

7989 Lake Dr. | Lino Lakes, MN 55014

Farbod Salman
Director of Marketing

Phone: (844) 802-4441

Service Areas: Data Processing, Statement Printing, Technology

Sharetec Systems, provider of a true Web App core credit union system, delivers a return on investment (ROI), builds income streams and lowers operating expenses for over 280 credit unions globally. Since its establishment in 1993, Sharetec has grown steadily, welcoming over 50 new credit union clients in the past three years. Visit us on our social channels and our website at to find out more.

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6200 Sprint Pkwy. | White Lake, MI 48386

Jeff Muglia
National Credit Union Client Director

Service Areas: IT Outsourcing, Network Security, Technology, Virtualization/Cloud Services

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State National Companies

1900 L Don Dodson Dr. | Bedford, TX 76021

Heather Clyde
Content Marketing Manager

Phone: 8008774567 | Fax: 8774008686

Service Areas: Technology, Compliance, Institutional Insurance

As the nation's premier portfolio protection specialist for almost 50 years, and the only provider who is also the underwriter, State National offers customized, cost-effective solutions with less paperwork, less time and effort required, and greater transparency—all while delivering more in claim dollars than our competitors.

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The Knowlton Group, LLC

3 Coach Ln | Sandwich, MA 02563

Brewster Knowlton
Founder, CEO

Phone: 860-593-7842

Service Areas: Data Processing, Technology, Technology Consulting

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7650 W Courtney Campbell Causeway #900 | Tampa, FL 33607

Nikki Dever

Phone: 888-930-2728

Service Areas: Card Portfolio Management, Data Processing, Technology

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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Veristor Systems

4850 River Green Pkwy | Duluth, GA 30096

Ferrol Macon
VP, Architecture

Service Areas: Network Security, Technology, Technology Consulting

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1455 NW Irving Street, Suite 800 | Vancouver, WA 98683

Mike Dana
Business Development Manager

Phone: 5035253100

Service Areas: Video Tellers, Member Services, Technology

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