Callahan Clients, please log in for direct access to:
Request Information
Upgrade Your Subscription
We recently launched an all-new client portal to help you get the most out of your Callahan resources. Discover new features, access all analytics tools, get support, find relevant best-practices, and much more!
Note: Starting February 1, 2018 we will no longer support this version of the portal. Please click the button below and bookmark the new site for continued access.
Switch To The New Portal
Thank you for your interest in reading the fantastic content we have on CreditUnions.com! However, the page you are trying to access is for subscribers-only. To learn more, select an option below.
All users must now log in to read, research, browse, and have fun on CreditUnions.com. Yes, we still offer freebies. And, yes, it’s worth the extra effort.
Update Account Information
Buyer's Guide
Operations & Technology
Not Listed? Update Your Company Information.
4057 N. Wilson Drive | Milwaukee, WI 53211-1848
Katherine R. Versteegh Vice President of Client Services and Marketing 414-963-7800
Phone: 4149637800 | Fax: 4149637899 http://solutions.abdata.com
Service Areas: Checks, Direct Marketing, Print Materials, Statement Printing
2100 W. Orangewood Avenue, Suite 200 | Orange, CA 92868
Cindy Condran Director of Marketing and Business Development
Phone: 888-685-7100 http://www.abgraphics.com
Service Areas: Direct Marketing, Marketing, Statement Printing
13740 Research Blvd, Building 2, Suite T | Austin, TX 78750
Brad Smith President 512-231-1750
Phone: 5123513697 | Fax: 5122311752 http://www.aboundresources.com
Service Areas: Business Continuity, Audit/CPA, Compliance, Consulting, Contract/Vendor Management
850 Iron Point Road, Suite 100 | Folsom, CA 95630-9010
Robert Madsen Sales & Marketing Operations 951-365-5100
Phone: 888-422-3400 http://www.myabt.com/default.aspx
Service Areas: Network Security, Technology Consulting, Virtualization/Cloud Services
Founded in 1999, Access Business Technologies (ABT), is a leading provider of hosted, on-demand mortgage technologies, mortgage-specific data warehouses, and data connections between LOS, Core, and Servicing platforms. ABT provides virtual access to business technologies that empower mortgage professionals in a secure work-from-anywhere environment. We are a certified Microsoft Gold Partner and SSAE 18 Type II cloud solution provider to over 900 banks, credit unions, and non-depository lenders. We are partner with nearly a dozen leading mortgage software vendors, integrating our suite of cloud products—EmailGuardian®, DocumentGuardian®, NetworkGuardian®, SMART Email Signatures®, JumpSpace™, and BankGrade™ hosting for Calyx PointCentral, Encompass, and Byte Pro.
205 North Detroit Street, Suite 200 | Denver, CO 80206
Kyle Kehoe EVP of Sales & Marketing 800-858-1598
Phone: 8008581598 https://www.armco.us/
Service Areas: Technology, Audit/CPA, Compliance
21575 Ridgetop Circle | Sterling, VA 20166
Phone: 8044759309 https://www.home.neustar/
Service Areas: Call Centers, Online Fraud/Security, Operations
6795 East Tennessee Avenue, Suite 426 | Denver, CO 80224
Scott Teel Marketing Director (980) 216-9293
Phone: 3033009886 | Fax: 3033006586 http://www2.agilityrecovery.com/
Service Areas: Business Continuity, Consulting
301 Lindenwood Drive, Suite 301 | Malvern , PA 19355
Katie Barnes Head of Marketing & Partnerships 570-301-7199
Phone: 484-913-1703 https://akuvo.com/
Service Areas: Technology, Technology Consulting, Consulting
1551 S Washington Ave, Ste 130 | Piscataway, NJ 08854
Ruhsora Magruf Marketing Manager 908-791-2916
Phone: 9087912916 https://www.alacriti.com/
Service Areas: Bill Pay, Online/Mobile Bill Pay, Technology
35 Technology Pkwy. S. Ste. 200 | Peachtree Corners, GA 30092
Wendi Klein VP Marketing & Communications 760-410-9000
Phone: (678) 966-0844 http://www.alogent.com
Service Areas: Check Processing, Online Banking, Document Imaging
Alogent provides proven, end-to-end check payment processing, enterprise content management, digital banking, and loan origination technologies to financial institutions, currently including over 2,400 credit unions and community banks. Our solutions are versatile, scalable, user-friendly, and exceptionally stable. Because of our relentless focus on innovation, our clients consistently exceed their productivity, financial, and customer experience goals. Learn more about Alogent at www.alogent.com.
P.O. Box 17524 | Shreveport, LA 71106
Lynn Sayad Senior Vice President (888) 624-8455
http://www.laserprinting.com
Service Areas: eMarketing, eStatements, Statement Printing
28110 Se Fern Dr | Boring, OR 97009
Suzette Palanuk CEO (503) 489-1020
Phone: 503-489-1020 | Fax: 503-489-1001 http://www.pointracs.com
Service Areas: IT Outsourcing
4 Crosby Dr. | Bedford, MA 1730
Dylan Tancill Director, Bank & Credit Union Team 978-275-8204
Phone: (978) 275-8204 | Fax: 9784411114 https://www.altair.com/data-analytics/
Service Areas: Card Fraud, Mortgage Subservicing, Data Processing
The Altair Data Analytics platform empowers credit unions large & small to harness the power of automated data preparation, data visualization and predictive analytics. Analysts, Data Scientists and Business users at over 800 credit unions rely on Altair to enable data access, automate reconciliation, streamline data migration & reporting during mergers, complete regulatory reporting, predict fraud, create credit risk scorecards, optimize collections, prevent member churn and gain powerful insights from marketing analytics.
410 East Plumeria Drive | San Jose, CA 95134
Renee Long Manager, Financial Services Accounts
Phone: 5102529712 | Fax: 4085979020 http://www.altigen.com
Service Areas: Telecom/Communications
2751 Prosperity Ave, 6th Floor | Fairfax, VA 22031
Alex Koludrovic Vice President & General Manager
Phone: 703-876-0300 https://www.networkATS.com
Service Areas: IT Outsourcing, Network Security, Virtualization/Cloud Services
8348 Corporate Dr | Racine, WI 53406
Jason Greenwood Vice President 800-558-3709
Phone: 2628864170 | Fax: 2628863020 http://www.amicusystems.com
Service Areas: Mobile Banking, Online Banking, Data Processing
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
13910 Cerritos Corporate Drive | Cerritos, CA 90703-2457
Greg Lester Product Manager
Phone: 704-399-2571 | Fax: 704-394-3780 http://www.appersonprint.com
Service Areas: Document Imaging
151 Ted Turner Drive NW | Atlanta, GA 30303
Ken Proctor Chief Risk Officer 404-692-7016
Phone: 404-692-7016 http://www.apppax.com
Service Areas: Technology Consulting, Consulting, Enterprise Risk Management (ERM)
15812 N Penn, Suite 2 | Edmond, OK 73013
Stephen Schmedt President 888-345-7778
https://www.appraisalshield.com
Service Areas: Mortgage Processing, Technology Consulting
200 Dryden Road | Dresher, PA 19025
Jane Weizenegger Strategic Relations
Phone: 2156488000 | Fax: 2156484888 http://www.ascensus.com
Service Areas: Technology, Compliance, Consulting
5022 North Idaho Road | VA
Bob Mellinger President 571-248-8200
Phone: 5712488200 https://www.attainium.net
P.O. BOX 6026 | Somerset, NJ 08873
General 888-418-CARS (2277) Member Services 888-418-2277
Phone: 732-873-5200 http://www.AutoBuyersNetworkLLC.com
Service Areas: Auto, Auto Buying Service, Financial Literacy, Calculators, Business Continuity
3100 Timmons, Suite 510 | Houston, TX 77027
Sharon Moon President
Phone: 713-963-0900 | Fax: 713-963-9500 http://www.avds.com
6851 TPC Drive | Orlando, FL 32822
Christina Hodges
Phone: 8008523174 http://axisdatasolutions.com/
Service Areas: eStatements, Statement Printing
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.
5316 W Hwy 290 Service Rd | Austin, TX 78735
Phone: 512-569-3684 https://bankingon.io/
Service Areas: Mobile & Online Services, Mobile Banking, Technology
209 W. Jackson Blvd., Suite 200 | VA
Kent Patterson Account Manager
http://www.barchartmarketdata.com/home.php
| DE
Larry Bloom
http://www.bloomgroupllc.com/
Service Areas: Technology Consulting
171 Sully's Trail Suite 201 | Pittsford, NY 14534
Jeff Paille, CPA Partner 585-249-2889
Phone: 585-249-2889 | Fax: 585-381-3131 http://www.bonadio.com/spotlights/credit-unions/
Service Areas: Board Education, Business Continuity, Audit/CPA, Compliance, Consulting
1500 N. 19th St. Ste. 600 | Monroe, LA 71201
Richard Guillot President/CEO 318-387-1132
Phone: (318) 387-1132 | Fax: 3183872221 http://www.bafsllc.com/
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.
PO Box 6081 | Inglewood, CA 90302
Todd Holtzman Director, Business Development
Phone: 3104121290 | Fax: 3104121060 http://www.businessdatainc.com
Service Areas: Direct Marketing, eStatements, Document Imaging, Statement Printing
6167 Bristol Pkwy Ste 330 | Culver City, CA 90230
Iuval Hatzav VP of Marketing
Fax: 4197352419 www.card-scanner.com
915 Peach Blossom | Rochester Heights, MI 48306
Tom Carswell President
Phone: 800-869-0493 | Fax: 248-651-2664 www.carswelldata.com
Service Areas: Statement Printing
632 Ellsworth Rd | Rome, NY 13441
Toni Schottenhammer Vice President of Marketing 310-545-4373
Phone: 8006980299 https://www.cathedralcorporation.com
Service Areas: Checks, eStatements, Statement Printing
324 Apple Drive | Steamboat Springs, CO 80487
Tom Miller-Freutel Executive Vice President
Phone: 800-864-6877 | Fax: 888-600-9465 http://www.callcbc.com/
P.O. Box. 7169 | Bloomfield Hills, MI 48302
Nirav Doshi CEO 248-651-8602
Phone: (248) 651-8602 http://www.securecdp.com
Service Areas: Check 21, e-Signatures, Document Imaging
CDP provides SMART workflow solutions for regulated industries. We enable out of branch customer experiences and compliance automation for hundreds of Credit Unions and Community Banks throughout the U.S. From lending to account services, we help our clients digitize documents, automate processes, and simplify information management for their customers, employees, and regulators. We deliver targeted technology that rapidly enables digital member experiences and growth
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
2444 Levante | Carlsbad, CA 92009
Madelyn Salerno Business Development 760-473-1926
Phone: 7604731926 http://corp.1clickcoverage.com/
Service Areas: Member Insurance, Technology
1165 Hembree Road Suite 110 | Roswell, GA 30076
Michael Sulcer Business Development - Credit Unions 678-387-3204
Phone: 6783873204 http://www.clearchoiceinc.com
Service Areas: Call Centers, Telecom/Communications, Virtualization/Cloud Services
1051 Clinton Street Ste 212 | Buffalo, NY 14206-2823
susan.malik@clearinsight.ca
Phone: 9052745884 http://www.clearinsight.ca
Service Areas: Technology Consulting, Consulting
220 S. Sixth St. Ste. 300 | Austin, MN 55912
Bryan Mogensen Principal
Phone: (602) 604-3551 | Fax: 6123764850 http://www.claconnect.com
Service Areas: Technology Consulting, Audit/CPA, Compliance
CLA exists to create opportunities for our clients, our people, and our communities through our industry-focused advisory, outsourcing, accounting, and consulting services. From identifying and mitigating risk, to merger and acquisition consulting and complying with regulations, CLA's experienced team guides clients through challenging times and helps position them for future success.
100 Executive Blvd. | Southington, CT 6489
Lisa Fabiaschi Assistant Vice President of Business Development
Phone: 8606747297 https://www.cocc.com/
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.
102-121 Research Drive | Saskatoon, SK S7N-1K2
Elissa Riddell Director, Marketing
Phone: 3069861080 https://www.coconutsoftware.com/
Service Areas: Data Processing, Operations, Technology
110 John Muir Dr. | Amherst, NY 14228
Gary Gonzales President 800-295-9100
Phone: (800) 295-9100 | Fax: 7166363711 http://www.css4cu.com
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.
805 W. Stadium Blvd. | Jefferson, MO 65109
Clay Hamlet Director of Sales and Acquisitions 800-933-4873
Phone: (800) 933-4873 https://www.cspiinc.com/
Service Areas: Online Banking, Data Processing, Document Imaging
6 Technology Park Drive | Westford, MA 01886
Candace Berman Corporate Communications Manager
Phone: (978) 952-0200 | Fax: (978) 952-0201 www.concerto.com
5225 S Loop 289 #207 | Lubbock, TX 79424
Phone: 8003566568 https://conetrix.com/
Service Areas: Network Security, Audit/CPA, Compliance
665 Hwy. 74 South | Peachtree City, GA 30269
Mark Staley President
Phone: 7704873883 | Fax: 7704873366 http://www.conmarsystems.com
11475 Great Oaks Way Suite 300 | Alpharetta, GA 30022
Phone: 800-940-5941 https://www.controlscan.com
Service Areas: Online Fraud/Security, Network Security
352 Ana G Mendez, Carr 176 Km 1.1 | SAN JUAN, PR 927
James Arroyo President 787-310-4634
Phone: 7873104634 | Fax: 7872724901 http://www.costecpr.com
Service Areas: Auto Buying Service, Indirect Auto Lending, Online Banking, Technology Consulting
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
6250 Jupiter Ave Ne | Belmont, MI 49306
Bill Thomas President
Phone: 616 726-1000 | Fax: 616 726-1050 www.cowww.com
3688 E Campus Drive, #150 | Eagle Mountain, UT 84045
Phone: 8016475234 http://www.cuhiring.com
Service Areas: HR, Recruitment, Technology
6000 28th St. Se. | Grand Rapids, MI 49546
Scott Collins Executive VP, National Sales and Marketplace
Phone: (800) 327-3478 | Fax: 6162855735 http://www.cuanswers.com
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 over 50 years ago, CU*Answers is a 100% credit union-owned cooperative CUSO providing services to all credit unions.
1021 Watervliet-Shaker Road | Albany, NY 12212
Ryan Crone Client Development Manager
Phone: 5187649412 | Fax: 5187824350 http://www.cucinc.net
929 Harrison Avenue Suite 102 | Columbus, OH 43215
Jason Jones President 877-607-5426
Phone: 6144290888 http://www.cu-centric.com
Service Areas: Data Processing, Document Imaging, Technology Consulting
80 M Street SE, c/o WeWork | Washington, DC 20003
Sam Brownell President 202-617-9581
Phone: 2026179581 http://cucollaborate.com/
Service Areas: Board Education, Technology Consulting, Consulting, Contract/Vendor Management
1100 Campus Drive, Suite 700 | Stow, OH 44224
Christian Dabney Regional Manager 833-827-5167
Phone: 8338275167 http://www.cuinterface.com
Service Areas: Online Loan Applications, Remote Deposit Capture (RDC), Data Processing
5025 South Orange Avenue | Orlando, FL 32809
John Pantaleon CEO/President
Phone: 8885964947 | Fax: 8663163915 http://www.cutopiasolutions.com
3146 Northeast Expy Ne | Atlanta, GA 30341-5345
Shelly Anderson Director of Marketing
http://www.datamatx.com
3091 Governors Lake Dr | Norcross, GA 30071
Phone: 1673876300 https://www.dataoceans.com/
Service Areas: Operations, Statement Printing, Technology
1525, McCarthy Blvd, Suite 1133 | Milpitas, CA 95035
Murali P Partner 408-475-7873
Phone: 4084757873 | Fax: 4087091830 http://www.decisionminds.com
Service Areas: IT Outsourcing, Technology Consulting, Virtualization/Cloud Services
131 Continental Drive, Suite 409 | Newark, DE
Andrew MacDowell Advisory Services Practice Director 302-299-1570
http://www.decisivedge.com
Service Areas: Collections, Loan Originations Systems, Technology Consulting
710 Second Ave. Suite 310 | Seattle, WA 98104
Phone: 2065128691 https://www.defensestorm.com
Service Areas: Network Security, Technology
280 Madsen Dr | Bloomingdale, IL 60108
Scott Koepka Vice President, Compliance
Phone: 4252510833 http://www.dmsolutions.com
5995 Mayfair Road NW | Uniontown, OH 44685
Katie Sturznickel Head of Marketing
Phone: 3304904000 | Fax: 7168730050 http://www.diebold.com
Service Areas: ATM Processing, Branch Planning, Cash Recyclers, Shared Branching, Video Tellers
1385 Broadway, 19th Floor | New York, NY 10018
Sharon Daniels Chief Marketing Officer
Phone: 2127418181 http://boardbooks.com
3532 Griffitt Bend Rd | Talladega, AL 35160
Carl McMillion Area Sales Manager
Phone: 205-443-0163 | Fax: 205-444-1488 http://www.dirtech.com
14754 NE 95th Street | Redmond, WA 98052
Jay Gilani Business Development Director
Phone: 425-558-9597 | Fax: 425-558-9537 www.docugraphy.com
747 E. Whitcomb Ave. | Madison Heights, MI 48071
Angie Langill Director, Marketing Operation
Phone: (437) 317-3635 | Fax: 9054759819 http://www.doxim.com
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.
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 https://www.trinovus.com/
3710 Rawlins St. Suite 1075 | Dallas, TX 75219
Phone: 4064424994 https://www.eccho.org
Service Areas: Check 21, Employee Training, Operations
35 Corporate Drive, Suite 209 | Burlington, MA 01803
Colin Piper President
Phone: 7812225070 http://www.econiq.com
1197 Exchange St. Ste. 1 | Middlebury, VT 5753
Joseph Lao Vice President of Sales and Market Development 800-425-7766
Phone: (800) 425-7766 | Fax: 4356572989 http://edoclogic.com/
Service Areas: Check Processing, e-Signatures, Document Imaging
eDOC Innovations, a CUSO, is a leader in mobile enterprise digital transaction management (mDTM™) software. For 30 years, eDOC has been designing easy to use solutions for credit unions that reduce overhead, increase operational efficiency, automate, and manage workflow to eliminate paper processes and provide mobile conveniences for their members. Our flagship solution, eDOCSignature®, enables members to safely and securely e-sign documents from any location. An intuitive interface helps simplify the electronic document creation process for credit union employees, and it integrates with verification services to easily confirm a member’s identity prior to signing. Designed with credit unions in mind, eDOCSignature is trusted by over 600 credit unions on 40+ core processors to remotely facilitate daily transactions. eDOC Innovations' leading solutions, eDocLogic, CheckLogic, and eDOCSignature seamlessly integrate with existing applications to remove friction in digital transactions and can be deployed on premise or in software as a service (SaaS) model
855 Lincoln Street | Lapeer, MI 48446
David Patten CEO/Founder
Phone: 727-656-9381 http://www.eface2face.com
Service Areas: Branch Planning, Branching, Call Centers, IT Outsourcing, Technology Consulting
1945 Techny Rd Ste 4 | Northbrook, IL 60062
Richard Schager Sr Sales
Phone: 847-272-4442 http://edocsinc.com
Service Areas: Direct Marketing, eStatements, Document Imaging
10773 NW 58th Street, Suite 402 | Doral, FL 33178
Andres Gonzalez President, CEO
http://www.eficash.com
2560 Progress St Ste C | Vista, CA 92083
Terry Fyffe President
Phone: 7605999945 http://www.eoshost.com
Service Areas: Direct Marketing, Statement Inserts, eStatements, Online/Mobile Bill Pay, Statement Printing
1811 North Hutchinson Rd | Spokane, WA 99212
Eric Trick Builder of Bridges
Phone: 5095341514 | Fax: 5095349229 http://www.espsolution.net
1000 Conger St | Eugene, OR 97402
Chris Moran President
Phone: 1-800-688-4741 | Fax: 1-541-344-0572 www.eugeneprint.com
1202 Richardson Dr. Suite 303 | Richardson, TX 75080
Donna Buhr Sales Manger
Fax: 9093073049 http://www.esri.com/bmapfinancial
6121 Hollis St., Ste. 2 | Emeryville, CA 94608
Sales Department NULL NULL
Phone: 8773828581 | Fax: 5109037200 http://www.evault.com
5200 Hahns Peak Dr | Loveland, CO 80538
Mike Einsel Director
Phone: 800-929-3400 | Fax: 800-929-3297 http://www.factualdata.com
10300 Eaton Place, Suite 260 | Fairfax, VA 22030
Mary Lou Naso Sales Manager 800-733-3326
Phone: 8003266335 | Fax: 7033833220 http://www.fedcomp.com
Service Areas: Mobile & Online Services, Website Services, Data Processing
14285 Midway Rd. Suite 200 | Addison, TX 75001
Barry Malone SVP, Sales 972-458-8583
Phone: 9724588583 http://www.fics.com
Service Areas: Loan Originations Systems, Mortgages, Technology
7801 Hardwick Place | Fishers, IN 46038
Rick Shockley President 317-578-4669
http://www.fincorestrategies.com
Service Areas: Data Processing, Technology Consulting, Consulting
Finastra USA Corporation 555 S.W. Morrison St., Suite 300 | Portland, OR 97204
Americas Marketing Team Americas Marketing Team 800-989-9009
Phone: 8009899009 https://www.finastra.com/communitymarkets
Service Areas: Operations & Technology, Lending, Mobile & Online Services
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 www.finastra.com.
4 First American Way | Santa Ana, CA 92707
Brad Chmura Vice President, Sales
Phone: 866-377-6639 http://www.datatree.com
Service Areas: Lending, Mortgage Processing, Mortgages, Document Imaging
5565 Glenridge Connector | Atlanta , GA 30342
Jason Weida Vice President, Financial Services
Phone: (913)660-0625 https://www.firstdata.com
Service Areas: Credit Cards, Debit Cards, ATM Networks, Mobile & Online Services, Technology
10800 Pecan Park Blvd Suite 310 | Austin, TX 78730
Leigh Richey Director of Marketing 512-900-8893
Phone: 5124188989 | Fax: 5125320574 https://firstclose.com/
Service Areas: Lending, Technology
601 Riverside Ave. | Jacksonville, FL 32204
Bill Hampton SVP, Credit Union Division 727-227-5783
Phone: (816) 804-0565 | Fax: 7275569051 http://www.fisglobal.com
Service Areas: Credit Card Processing, Mobile & Online Services, Data Processing
Let’s reimagine the credit union experience. FIS has a history of partnership with credit unions and in-depth knowledge of the credit union marketplace spanning 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 and exceed your member needs with our integrated and modernized payments solutions, core platforms and dedicated servicing. For more information about FIS, please visit our website, call 877.776.3706 or email getinfo@fisglobal.com.
255 Fiserv Dr. | Brookfield, WI 53045
getsolutions@fiserv.com 407-971-8168
Phone: (262) 879-5000 | Fax: 6102334015 http://www.fiserv.com
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 fiserv.com and follow on social media for more information
5225 Exploration Drive | Indianapolis, IN 46268
Mike Winter President/CEO
Phone: 3176123350 | Fax: 3176123351 http://www.fivision.com
8520 Sandy Parkway | Sandy, UT 84070
Preston Packer Director- Sales/Marketing 800-262-3539
Phone: 8002623539 http://www.flexcutech.com
Service Areas: Auto, eStatements, Mobile Banking, Data Processing, Document Imaging
5330 Technology Lane | Birmingham, AL 35217
Carl McMillion Account Executive
Phone: 2564931939 http://flexdigital.com
2855 East Guasti Road, Suite 202 | Ontario, CA 91761
Nathan W. Rogers Vice President of Marketing
Phone: 9097531200 | Fax: 9093943521 http://www.fscc.com
Service Areas: Call Centers, Shared Branching, Mobile Banking, Remote Deposit Capture (RDC), Business Continuity
3300 S. Fairview Street | Santa Ana, CA 92704
Dick O'Neil Sr. Market Executive, Credit Unions
Phone: 714-436-3300 | Fax: 714-436-3396 http://fssi-ca.com
3601 Algonquin Road Suite 510 | Rolling Meadows, IL 60008
Phone: 847-632-1002 http://www.fusionrm.com/
Service Areas: Business Continuity
230 W. St. Ste. 700 | Columbus, OH 43215
Scott H. Runyan Director 614-947-5272
Phone: (614) 947-5291 http://gbq.com/
With over 219 associates and offices in Ohio and Indiana, GBQ provides proactive audit, compliance, IT and management consulting services to the credit union industry. We have a team of professionals that exclusively serves credit unions, offering a diversity of expertise, background and education to our clients. At GBQ we empower the growth of our Credit Union clients.
5307 E. Mockingbird Lane Suite 1001 | Dallas, TX 75206
Rich Alterman SVP, Business Development 214-256-5916
http://www.gdslink.com
Service Areas: Card Portfolio Management, Online Loan Applications, Technology Consulting
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
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
8801 W. 137th Street | Scottsdale, AZ 85260
Thomas Roberts CEO
http://www.gonetusa.com
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
2350 N UNiversity Drive #840108 | Pembroke Pines, FL 33084
Rani Guptar CEO 954-655-9127
Phone: 9546559127
Service Areas: Operations, Consulting, Strategic Planning
925 Zane Ave North | Minneapolis, MN 55422
Don Schindle Sales
Phone: 763-544-3571 | Fax: 763-544-6287 http://www.heinrichenvelope.com
3350 Eastbrook Ave. Suite 103 | Fort Collins, CO 80525
Dan Holt CEO
Phone: 9702127100 http://www.goheit.com
28500 Clemens Rd | Westlake, OH 44145
Michelle Harbinak Shapiro Marketing Manager 440-788-5000
Phone: 440-788-5000 | Fax: 440-788-5100 http://onbase.com
Service Areas: Check 21, Mortgage Processing, Document Imaging, Compliance, Contract/Vendor Management
4700 South Syracuse Parkway 4th Floor | Denver, TX 80237
Debbie Wildgoose Manager
www.ibm.com
739 Pinta Dr. | St. Petersburg, FL 33715
Greg Schratwieser President / CEO 800-729-8237
Phone: (800) 729-8237 https://www.ici-consulting.com
Service Areas: Technology Consulting, Consulting, Contract/Vendor Management
Since 1994, ICI Consulting has advised over 560 financial institutions on technology issues. ICI has assisted financial institutions evaluate and negotiate the following applications: Core Processing, Online and Mobile Banking, Check Processing, CRM, Loan Origination and all other back office areas. ICI offers the following consulting services: Assessments, Business Cases, Vendor Evaluations, Contract Negotiations and Project Managing Conversions
2501 Seaport Drive, Ste SH400 | Chester, PA 19013
Michael Cebrick Manager, Corporate Sales 302-366-1055
https://icona.com
Service Areas: Employee Training, Business Continuity, Strategic Planning
25152 Springfield Court, Suite 120 | Valencia, CA 91355
David Esarey Senior Productivity Specialist
Phone: 800-549-6626 | Fax: 800-554-0081 http://www.ignisis.co/
Service Areas: IT Outsourcing, Technology Consulting, Telecom/Communications
16 Technology #170 | Irvine, CA 92618
Bill Hiatt President
Phone: 949.727.2001 | Fax: 949.727.2156 http://www.imagingtech.com
2 City Hall Plz. | Rahway, NJ 7065
Michael Ball Vice President, Markets & Strategy 800-836-4750
Phone: (800) 836-4750 http://www.immonline.com
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 1350 Financial Institutions using IMM eSign today, we provide simply the best eSignature solutions. We can make banking safe and easy for your members too!
245 Commerce Blvd | Liverpool, NY 13088
Fran Coudriet Director of Marketing Innovation 315-506-4567
Phone: 800-466-4189 http://imsdirect.com/
Service Areas: Delivery Channels, eStatements, Statement Printing
P.O. Box 190012 | North Charleston, SC 29419
Will McGregor President
Phone: 8435695009 | Fax: 8437457009 http://www.iltech.us
Service Areas: Auto, Indirect Auto Lending, Lending, Technology, Consulting
141 Jefferson Drive | Menlo Park, CA 94025
InfoIMAGE, Inc. Corporate Sales 650-473-6328
Phone: 650-473-6388 | Fax: 650-473-6300 http://www.infoimageinc.com
Service Areas: eStatements, Online Banking, Statement Printing
1403 W. 10th Place Suite B-101 | Tempe, AZ 85281
Dale Cornelius Director of Sales
http://www.ifsphoenix.com
500 SW 39th Street, Suite 200 | Renton, WA 98057
Erin Paiso Director of Marketing
http://www.infratel.com
Service Areas: Call Centers, Telecom/Communications
8208 Melrose Suite 120 | Lenexa, KS 66214
Frank Bednar Sales and Business Development
http://www.innovision.com
24 Washington Avenue | North Haven, CT 06473
David DiVincenzo President
Phone: 203-234-8441 | Fax: 203-234-7925 http://www.i-f-s.com
548 Market St. #94029 | Atlanta, GA 30309
Laura Bryant Sr. Sales Manager 650-381-9283
Phone: 6503819283 https://interface.ai/
Service Areas: Call Centers, Online Member Support, Technology
230-1000 Roosevelt Ave North Vancouver, CANADA V7P 2B2 | North Vancouver, DE V7M1P3
Rachel Lai Client Services Manager
http://www.intranetconnections.com
1300 Valley House Dr. Suite 100-13 | Rohnert Park , CA 94928
Phone: (707) 921-7071 http://iqrconsulting.com/
Service Areas: Card Portfolio Management, Market Research, Technology Consulting, Consulting
870 Market Street, Suite 462 | San Francisco, CA 94102
Joanna Bruno President
Fax: 6269144496 http://www.jrbrunoassoc.com
Service Areas: Board Education, Employee Incentive Programs, Document Imaging, Compliance, Consulting
8012 Bee Cave Rd | Austin, TX 78746
Thomas Scanland VP of Strategic Accounts 512-423-2525
Phone: 512-423-2525 http://www.khorus.com
Service Areas: Technology Consulting, Performance Benchmarking, Strategic Planning
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
7400 Fullerton Rd. Suite 110 | Springfield, VA 22153
Scott Bobowick EVP
http://www.l-e.com
13755 Hutton Drive Suite 100 | Dallas, TX 75234
Contact Lanvera
Phone: 9724886418 http://www.lanvera.com
Service Areas: eStatements, Document Imaging, Statement Printing
3001 Westown Pkwy. Ste. 200 | West Des Moines, IA 50266
Allen Jingst SVP, Sales 855-525-6730
Phone: (855) 525-6730 http://lenderclose.com
Service Areas: Loan Originations Systems, Mortgage Processing, Technology
LenderClose is technology modernizing the financial services industry by supercharging the home equity lending process by fast-tracking the loan file processing through our innovative approach to deliver speed and efficiency to lenders while delivering exceptional borrower experience. Based in Des Moines, Iowa, the rapidly-growing company equips community lenders with innovative workflows and process automation they need to compete in the competitive market. Schedule a demo at LenderClose.com/book-demo and follow us on LinkedIn and Twitter @LenderClose.
9999 Carver Rd. Ste. 400 | Blue Ash, OH 45242
Will Sneed Director, Lender Partnerships
Phone: 6468434435 http://www.lendkey.com
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 www.lendkey.com/lend.
P.O. Box 297 | East Montpelier, VT 05651-0297
Spencer Pryce President 802-229-2005
Phone: 8022292005 https://Level9.com
Service Areas: Website Design, Website Services, Technology Consulting
6601 Park of Commerce Blvd | Boca Raton, FL 33487
Phone: 5619994430 | Fax: 5619810826 http://www.lexisnexis.com/risk/
Service Areas: Operations, Technology, Technology Consulting
740 W. New Circle Road | Lexington, KY 40550
Phone: 8592322000 http://www.lexmark.com/
Service Areas: Branch Displays/Signage, Mobile & Online Services, Document Imaging
1723-25 Fourth Street | Peru, IL 61354
Sid Haas Vice President of Business Development 815-220-3904
Phone: 866-552-7866 | Fax: 815-223-6885 http://www.lk-cs.com
Service Areas: Direct Marketing, Website Design, Statement Printing
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.
One Aliso Viejo Parkway | Aliso Viejo, CA 92656
Ron Masterson Credit Union Support Admin
Phone: 8009922554 http://creditunionit.com
Service Areas: Delivery Channels, Mobile & Online Services, Technology Consulting
30230 Orchard Lake Rd. | Farmington Hills, MI 48334
Gary Lee Chief Client Officer 5866981319
Phone: (586) 698-1319 | Fax: 5867959234 https://www.mdtmi.com/
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.
268 Summer Street 4th Floor | Boston, MA 2110
Phone: 8573172070 http://www.mendix.com
Service Areas: IT Outsourcing, Technology, Virtualization/Cloud Services
8466 Kell Avenue | Bloomington, MN 55437
Chris Sankey President
Phone: (800) 933-4243 | Fax: (877) 483-3035 http://www.microm.org
4578 Highland DriveSuite A-150 | Salt Lake City, UT 84117
Scott Cowan VP Sales & Marketing
Phone: 8886846684 http://www.mviusa.com
14555 Dallas Pkwy. Ste. 300 | Dallas, TX 75254
Wendy O'Connor Marketing Manager 214-242-7504
Phone: 214-242-7504 https://www.mossadams.com/cu
6770 Parker Farm DrSuite 300 | Wilmington, NC 28405
Chris Soule Director of Business Development 9104442255
Phone: 9104442255 http://ncino.com
5200 East Lake Blvd. | Birmingham, AL 35217
Kris Nuss Senior Vice President - Sales Manager
Phone: 205-421-7200 | Fax: 205-421-7201 http://www.ncpsolutions.com
6000 Metrowest Blvd.,Suite 107 | Orlando, FL 32835
Linda Vick Executive Vice President
Phone: 4079268250 http://www.nextstepinc.com
727 East Utah Valley Drive Suite 300 | American Fork, UT 84003
Scot Llewelyn Sales Manager
http://www.rapidassist.com
1688 Meridian Ave. Ste. 700 | Miami Beach, FL 33139
Allison Netzer Chief Marketing Officer
Phone: (855) 210-7874 http://www.nymbus.com/
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.
Grant Creek Rd | Missoula, MT 59808-8630
Tomm Furch President
Phone: 4065492427 http://ohaudio.com
2915 4th Ave. South | Seattle, WA 98134
Randy Bostrom Sales Manager
Phone: 206-343-3300 | Fax: 206-343-3030 www.olydata.net
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
3455 Plymouth Blvd. Ste.200 | Plymouth, MN 55447
Paul Ablack CEO 763-231-4433
Phone: 7635577118 | Fax: 7632314433 http://www.onapproach.net/
Service Areas: Data Processing, IT Outsourcing
P.O. Box 218 | Maugansville, MD 21767
Kirk Drake President/CEO
Phone: 240-527-6801 | Fax: 301-348-2080 http://www.ongoingoperations.com
605 North Shore Drive | Jeffersonville, IN 47130
Chris Hall Head of Customer Development 888-503-6615
Phone: 8885036615 http://www.onovative.com
1501 S. Mopac Expy. Ste. 450 | Austin, TX 78746
John Flynn Chairman/CEO 512-892-0400
Phone: (512) 892-0400 https://www.openlending.com
Service Areas: Auto, Technology
Open Lending (NASDAQ: LPRO) provides loan analytics, risk-based pricing, risk modeling and default insurance to auto lenders throughout the United States. For 20 years they have been empowering financial institutions to create profitable auto loan portfolios by saying “yes” to more automotive loans. For more information, please visit www.openlending.com.
18400 Von Karman Ave. Ste. 900 | Irvine, CA 92612
Phil DuPree Chief Revenue Officer 833-908-0121
Phone: (833) 908-0121 https://www.origence.com
Service Areas: Indirect Auto Lending, Loan Originations Systems, Technology
Origence, a CU Direct brand delivers the ultimate origination experience. We help lenders increase loan volume and income, create efficiencies, and fuel growth through our automotive, lending, and strategic solutions. Today, our next generation technology solutions and services span across indirect lending, mortgage and consumer loan origination, digital retail, analytics, marketing and CRM, auto shopping, identity theft solutions, consulting, and outsourced loan processing.
100 Challenger Rd Ste 303 | Ridgefield Park, NJ 07660
Sharon Kulawiak Credit Union Specialist
Phone: 2018711100 | Fax: 2018713550 http://www.osgstatementservices.com
6410 Odell Pl | Boulder, CO 80301
Phone: 3037098286 | Fax: 3037098286
Service Areas: Print Materials, Statement Inserts, Statement Printing
PO Box 1787 | Irmo, SC 29063
John Slack Chief Sales Officer
Phone: 8037328415 http://trypcsi.com/
1020 SW Taylor Street | portland, OR 97209
Phone: 503-477-1702 https://paylynxs.com
Service Areas: Technology, Virtualization/Cloud Services, Compliance
9340 E Ocotillo Dr | Tucson, AZ 85749
Randall Pearson Managing Principal Consultant
http://www.pearrari.com
816 Morrison Road | Gahanna, OH 43230
Akrit Malik Account Executive
Phone: 614-856-1123 | Fax: 614-751-2008 http://www.percipia.com
350 Automation Way | Hoover, AL 35244
Peggy Banks Account Executive
http://www.pinnacledatasystems.com
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)
360 Route 101 STE 6 | Bedford, NH 03110
Kathleen Peterson Chief Vision Officer 603-488-0202
Phone: 6034880202 | Fax: 6034880202 http://www.powerhouse1.com
Service Areas: Call Centers, Technology Consulting, Telecom/Communications
3399 Peachtree Rd. Ne Suite 700 | Atlanta, GA 30326
Dawn Johnson Business Solution Specialist
http://www.premiereglobal.com
445 Merchant Street | Vacaville, CA 95687
Paul Schwerdtfeger CEO 707-451-2611
Phone: 7074512611 | Fax: 7074472918 http://www.problemsolved.com
Service Areas: Credit Cards, Debit Cards, Technology Consulting
209 East Gordon Ave. | Layton, UT 84041
Craig Peterson Director of Marketing
Phone: 8014519101 http://www.cudp.com
Service Areas: Business Continuity, Data Processing, IT Outsourcing, Network Security, Operations
5 High Ridge Park 2nd Floor | Stamford, CT 06905
Phone: 2035694683 http://www.protegrity.com
Service Areas: Network Security, Technology, Technology Consulting
5555 Wall Street | Dublin, OH 43017
Tom Leib Director of Sales and Marketing
Phone: 800-589-7312 | Fax: 614-652-2061 http://www.rcolmstead.com
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
2300 E 54th Street North | Sioux Falls, SD 57104
Tom Caulfield Director of Sales 605-444-4845
Phone: 605-951-5169 | Fax: 605-271-1940 http://www.ReliaMax.com
Service Areas: Student Lending, Technology, Institutional Investments
340 S. Lemon Ave. 8866 | Walnut, CA 91789
Lee Miller President & Co-Founder 855-736-6341
Phone: (610) 213-5982 https://www.renofi.com/
Service Areas: Mortgages, eMarketing, Technology
RenoFi makes renovations possible through purpose-built renovation loans, powered by our unique renovation underwriting platform. RenoFi Loans leverage a home’s “after renovation value,” allowing homeowners to borrow 11x more, on average, than a traditional home equity loan. RenoFi provides the only renovation underwriting platform enabling credit unions to offer a turn-key renovation lending program to new and existing members. RenoFi was founded in 2018 and is backed by the leading technology investors, including First Round Capital, Canaan Partners and Comcast Ventures. For more information, visit www.renofi.com.
3 W. Paces Ferry Rd. Ste. 200 | Atlanta, GA 30305
Kyle Harbuck Business Development 866-216-2736
Phone: (877) 607-5468 https://www.repay.com/
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.
1840 N Michigan Ave | Saginaw, MI 48602
Jeff Luplow Vice President
Phone: 800-487-4460 | Fax: 989-754-1600 http://www.rexdms.com
1831 Monterey Blvd | Hermosa Beach, CA 90254
Robert Arnett CEO 310-318-6593
Phone: 310-318-6593 http://rnetconsulting.com
Service Areas: Technology Consulting, Consulting, Strategic Planning
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
650 West Ave., Unit 3011 | Miami Beach, FL 33141
Sabeh F. Samaha President/CEO 855-772-6242
Phone: 8557726242 http://www.ssamaha.com
Service Areas: Technology Consulting, Contract/Vendor Management, Mergers
No. 8, National CHS, Sector 3 Airoli, 400708 | Navi Mumbai, AL 40070-8
Chandrashekar Rao Kuthyar Lead Consultant
Phone: 9620463232 http://www.sangamone.ccom
Service Areas: Delivery Channels, Mobile Banking, Technology Consulting
7001 E. Fish Lake Road | Maple Grove, MN 55311
Rick Godfrey Inside Sales Manager
Phone: 763-416-1047 | Fax: 763-416-1098 http://www.searchamerica.com
2035 Sunset Lake Road,, Suite B-2, | Newark, DE 19702
Phone: 3022661686 https://www.securden.com/
Service Areas: Online Fraud/Security, Network Security, Technology
21680 Ridgetop Circle | Dulles, VA 20166
Art Callahan VP, Mid-Tier Sales
Phone: 703.948.5500 | Fax: 703.430.7738 http://www.ser.com
2650 Thousand Oaks Blvd. Suite 1120 | Memphis, TN 38118
Don Conrad Senior Vice President, Sales 800-888-0766
Phone: 9017953512 | Fax: 9013628524 http://www.shareone.com
7989 Lake Dr. | Lino Lakes, MN 55014
Harold Crabill Sr. Account Executive 800-649-7754
Phone: (844) 802-4441 http://www.sharetec.com
Service Areas: Data Processing, Statement Printing, Technology
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. Visit www.sharetec.com and follow us on social media for more information and the latest company news.
15333 JFK Blvd, Suite 300 | Kingwood, TX 77339
Ashley Thompson VP of Marketing 281-312-6611
Phone: 512-680-0586 http://www.SMAtechnologies.com
Service Areas: Business Continuity, Data Processing, Operations
720 East Timpanogos Parkway | Orem, UT 84097
Dennis Madson Director-Marketing
Phone: 801 222 0200 | Fax: 801-222-0250 www.so-sys.com
6200 Sprint Pkwy. | White Lake, MI 48386
Jeff Muglia National Credit Union Client Director 248.390.0930
https://business.sprint.com/
Service Areas: IT Outsourcing, Network Security, Technology, Virtualization/Cloud Services
107 Fadler Drive | Gilbertsville, PA 19525
Ray Lutteroty President
Phone: 800-369-6647 | Fax: 484-944-9201 http://www.srmstechnologies.com
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
1900 L Don Dodson Dr. | Bedford, TX 76021
Heather Clyde Content Marketing Manager
Phone: 8008774567 | Fax: 8774008686 http://www.statenational.com
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.
5100 Poplar Ave. Ste. 2500 | Memphis, TN 38137
Benjamin Mrva EVP, Business Development 9016810204
Phone: (901) 681-0204 http://www.srmcorp.com/
Service Areas: Card Portfolio Management, Technology Consulting, Strategic Planning
Strategic Resource Management (SRM) has been chosen by more than 1,050 financial institutions to advise in payments, digital banking, core processing, and operational efficiencies ; unlocking billions in value for our clients along the way. How may we help you?
1280 Bison West B9-14 | Newport Beach, CA 92660
Deborah Cataldo Sr. Vice President
http://www.strategixperformance.com
1006 W. 9th Ave | King of Prussia, PA 19406
Eric Strohl President & CEO 610-265-1002
http://www.erm365.com
Service Areas: Business Continuity, IT Outsourcing, Technology Consulting, Contract/Vendor Management, Enterprise Risk Management (ERM)
8985 Balboa Ave. | San Diego, CA 92123
Tracy Almquist Senior Marketing Manager 619-542-6951
Phone: (619) 542-6951 | Fax: 8772280048 http://www.symitar.com/
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.
P.O. Box 1236 | Westbrook, ME 4092
Tim Brooks VP, Corporate Marketing 800-341-0180
Phone: (800) 341-0180 | Fax: 2077736715 http://www.synergentcorp.com
Service Areas: Credit Cards, eMarketing, Data Processing
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.
10498 Doral Dr | Cedar Hills, UT 84062
Robert Lindsay Chief Operating Officer 801-803-8143
Phone: 801-803-8143 http://www.technadigm.com
Service Areas: Business Continuity, Contract/Vendor Management, Strategic Planning
5365 Hill 23 Drive | Flint, MI 48507
Robert White Vice President, Sales
Phone: 8102395553 | Fax: 8102394321 http://www.tgidirect.com/solutions
6802 West Snowville Road | Brecksville, OH 44141
Deborah Perrella Marketing Specialist
Phone: 800-646-4272 | Fax: 440-546-4282 http://www.csc-groupinfo.com
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.
875 Cotting Lane Suite C | Vacaville, CA 95688
Ray Goodson CEO
http://www.landmarkimage.com
777 High Street | Palo Alto, CA 94301
David McKenna Enterprise Sales Executive 407-417-7337
Phone: 407-417-7337 http://thinair.com
Service Areas: Network Security
100 Ames Pond Dr. | Tewksbury, MA 1876
DJ Haskins Vice President of Marketing 800-654-0510
Phone: (978) 654-6800 https://silvercloudinc.com/
Service Areas: Call Centers, Employee Training, Technology
TimeTrade SilverCloud, headquartered in Tewksbury, MA, is the industry-leading provider of customer engagement solutions. Trusted by more than 400 financial institutions, TimeTrade SilverCloud’s self-service, knowledge management, and appointment scheduling solutions ensure the right answer, at the right time, delivered by the right resource. TimeTrade SilverCloud’s solutions help customers help themselves and help employees help customers, so you can expand customer relationships, optimize operational efficiency, and drive growth. For more information, visit www.timetradesilvercloudinc.com.
5544 South 104th East Avenue | Tulsa, OK 74146
Roger Albert Account Executive
Phone: (800)422-9622 | Fax: (918)250-1983 http://www.tpsitulsa.com
Service Areas: Direct Marketing, eStatements, Statement Printing
3031 N. Rocky Point Dr. W. Ste. 750 | Tampa, FL 33607
Wendy Nolan SVP, Sales & Business Development 6082492270
Phone: (888) 830-2728 https://www.trellance.com/
Service Areas: Data Processing, Technology, 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
214 W 29th Street, 17th Floor | New York, NY 10001
Phone: 212-256-1289 http://www.trexgroup.com
Service Areas: Data Processing, Technology
1810 Gateway Drive, Suite 380 | San Mateo, CA 94404
Andy Sheldon CMO 650-218-4712
Phone: 3129333803 http://www.unifisoftware.com
Service Areas: Marketing, Data Processing, Technology
PO Box 5496 | Tallahassee, FL 32317
Jim Giacobbe President
Phone: 8509429186 | Fax: 8509429228 http://www.unitedsolutions.coop
1201 Grand Avenue, Suite 5 | Billings, MT 59102
Dana Bowers CEO/Founder & Board Member 270-304-3550
Phone: 2705065140 | Fax: 4063259738 https://www.venminder.com/
Service Areas: Technology Consulting, Compliance, Contract/Vendor Management
5522 Fulton Street | San Francisco, CA 94121
Phone: 408-512-1159 http://www.verdafero.com
Service Areas: Calculators, Technology Consulting, Virtualization/Cloud Services, Consulting, Performance Benchmarking
1245 Rosemont Dr. | Fort Mill, SC 29707
Dipa Mehta 704-602-3372
Phone: 704-547-7301 http://www.verian.com
Service Areas: Virtualization/Cloud Services, Contract/Vendor Management, Performance Benchmarking
4850 River Green Pkwy | Duluth, GA 30096
Ferrol Macon VP, Architecture
22 Inverness Center ParkwaySuite 400 | Birmingham, AL 35242
Roger Willey Chief Revenue Officer
Phone: 4025924414 | Fax: 4025924422 https://visifi.com/
Service Areas: Mobile & Online Services, Data Processing, Virtualization/Cloud Services
7756 Mitchell Park Dr. | Cleves, OH 45002
David Laake Managing Partner 513-453-4558
Service Areas: Video Tellers, Telecom/Communications, Virtualization/Cloud Services
P.O. Box 51660 | Irvine, CA 92619
Marketing Services
Phone: 800-825-4493 | Fax: 949-452-0845 http://www.vysym.com
1455 NW Irving Street, Suite 800 | Vancouver, WA 98683
Mike Dana Business Development Manager
Phone: 5035253100 http://esignature.wacom.com/credit-unions
Service Areas: Video Tellers, Member Services, Technology
888 Bestgate Road Suite 401 | Annapolis, MD 20401
Phone: 2028610020 http://www.watkinsconsulting.com
Service Areas: Operations, Compliance, Consulting
1103 Schrock Road, Suite 104 | Columbus, OH 43229-1179
Norman Stanski Sales and Marketing
Phone: 614-430-0198 | Fax: 614-430-9576 http://www.xlnsystems.com
10983 Via Frontera. | San Diego, CA 92127
Naomi Castillo Business Development Manager 858-676-9888
Phone: 8586769888 | Fax: 8586769899 http://www.xdi.com
Xpress Data, Inc. provides customized document production and delivery solutions exclusively for credit unions. Delivering statements, notices, letters and tax forms to members' digital devices or via first-class or certified mail is our core competency. To learn more about XDI and the credit unions we serve, visit us at www.xdi.com