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Platinum Suppliers

Access Softek, Inc. Allied Solutions CU Realty Services, LLC CU Solutions Group Cubus Solutions CUNA Mutual Group CUSO Financial Services, L.P. Franklin Madison Frost Financial Services, Inc. GreenPath Financial Wellness IWS Lending Solutions, Inc. (LSI) State National Companies Support EXP SWBC The Servion Group

ABN Partners

13 Woodville Terrace, Hillsborough Township, NJ 08844

Neal Kreitman
Sr. Partner

Phone: 9088729128

Service Areas: Branding, Market Research, Membership Surveys

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Access Softek, Inc.

727 Allston Way, Suite C | Berkeley, CA 94710

Mark Barish
SVP Sales & Business Development

Phone: 510-848-0606 | Fax: 510-848-0608

Service Areas: Retail Investments, Mobile & Online Services, Online Fraud/Security

Access Softek, Inc. lives on the cutting edge of digital banking technology. Dedicated to innovation and continually improving the member experience, Access Softek’s most recent innovations include: an easy-to-use automated investment tool completely integrated within mobile and online banking; biometric call center authentication designed to improve security and reduce call times; and a fraud control tool which uses machine learning and a deep neural network to prevent fraud. These are the latest steps in Access Softek’s history of innovative digital banking firsts, which include the first app-based mobile banking; first web-based Personal Financial Management (PFM); and first triple play of app, WAP, and SMS banking. Since 2004, Access Softek has continued to deliver industry firsts to over 400 bank and credit union customers from its Berkeley, California headquarters. Learn more at

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Alliance Reverse Mortgage

3033 Cleveland Avenue, Suite 150 | Santa Rosa, CA 95403

Fernande Marie Bencze
Vice President

Phone: 707-535-2932 | Fax: 866-902-7513

Service Areas: Mortgages, Member Financial Planning, Member Retirement Planning

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Allied Solutions

2805 North Dallas Parkway Suite 300 | Plano, TX 75093

Amy Hearn
VP, Marketing & Communications

Phone: 8004974357

Service Areas: Auto Recovery, Auto Remarketing, Gap Insurance

Allied Solutions is one of the largest providers of insurance, lending and marketing products to financial institutions in the US. Allied Solutions uses technology based products and services customized to meet the needs of 4,000 clients along with a portfolio of innovative products and services from a wide variety of providers.  Allied Solutions maintains over 15 regional offices and services centers around the country and is a subsidiary of Securian Financial Group, Inc.   

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Alloya Investment Services

4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555

Mary Westberg
Executive Director

Phone: 7205404621

Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments

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American Share Insurance Corp.

5656 Frantz Road | Dublin, OH 43017

Lori Solberg
Vice President, Sales & Marketing

Phone: 800-521-6342 | Fax: 614-764-1493

Service Areas: Member Insurance

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Aon Integramark

1145 Sanctuary Pkwy # 300 | Alpharetta, GA 30009

Lyndon Akins

Service Areas: Member Insurance

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Auto Buyers Network (ABN)

P.O. BOX 6026 | Somerset, NJ 08873

General 888-418-CARS (2277)
Member Services

Phone: 732-873-5200

Service Areas: Auto, Auto Buying Service, Financial Literacy, Calculators, Business Continuity

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Auto Exam

17555 El Camino Real | Houston, TX 77058

Shane Vaughn
Vice President

Phone: 800-709-5792 | Fax: 713-944-4244

Service Areas: Auto Leasing, Lending, Member Insurance, Institutional Insurance

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595 Market Street 16th Floor | San Francisco, CA 94108

Phone: 7144471110

Service Areas: Financial Literacy

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Banzai / Third Degree

1292 South 1510 East | Provo, UT 84606

Morgan Vandagriff

Phone: 801-709-1809

Service Areas: Financial Literacy

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Bluespire Strategic Marketing

6700 France Ave. South, Suite 300 | Minneapolis, MN 55435

Jen Joly
Marketing & Communications Director

Phone: 8007276397 | Fax: 9529209930

Service Areas: Branding, Direct Marketing, Financial Literacy, Calculators, eStatements

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2780 NW Monterey Drive | Corvallis, OR 97330

Jeff Horton
Director of Partnerships

Phone: 5417538546 | Fax: 5417538548

Service Areas: Advertising, Branding, eMarketing, Print Materials, Financial Literacy

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Breakaway Incentives

555 North Point Center East # 230 | Alpharetta, GA 30022

Greg Trzaska
Chief Marketing Officer

Phone: 678-893-8210 | Fax: 678-893-8248

Service Areas: Credit Cards, Promotions/Incentives, Loyalty/Reward Programs

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Buzz Points, Inc

3815 S. Capital of Texas Hwy, Suite 140 | Austin, TX 78704

Cisco Sacasa

Phone: 512-493-0713

Service Areas: Promotions/Incentives, Loyalty/Reward Programs

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California Long Term Care Insurance Services

1601 Bayshore Highway, Suite 360 | Burlingame, CA 94010

Phone: 6506925202 | Fax: 6506925204

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning

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Capital Integrated

14241 Midlothian Tpke., #502 | Midlothian, VA 23113

James Collins

Phone: 8002131983

Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning

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Careington International

7400 Gaylord Parkway | Frisco, TX 75034

Mark Roberts
Manager of National Accounts

Phone: 800-441-0380 | Fax: 877-335-7811

Service Areas: Executive Benefits & Compensation, Member Insurance

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CFI Group

625 Avis Drive | Ann Arbor, MI 48108

Kirsten Parker
Marketing Manager

Fax: 7349300911

Service Areas: Market Research, Membership Surveys, Performance Benchmarking

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Champion Insurance Services

Madelyn Salerno
Business Development

Phone: 7604731926

Service Areas: Member Insurance, Technology

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ClearChoice Member Purchase Program

PO Box 3518 | Greenwood Village, CO 80155

Eric Webb

Phone: 855-245-4404

Service Areas: Lending, Loan Participations, Loyalty/Reward Programs

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County Records Research

Dennis Phelan

Service Areas: Market Research, Retail Investments

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Credit Union Financial Network

16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382

Mike Prior

Phone: 6023757384 | Fax: 6028438377

Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments

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Creditor Resources, Inc.

400 Galleria Pkwy Ste 1000 | Atlanta, GA 30339

Robin Jones
Director of Marketing and Training

Phone: 800-521-1670 | Fax: 678-402-2112

Service Areas: Lending, Member Insurance

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CRI Solutions, Inc.

6671-H Santa Barbara Rd | Elkridge, MD 21075

Jennifer Simon
VP of Sales & Account Management

Phone: 410-796-0908 | Fax: 410-964-9693

Service Areas: Employee Benefits & Compensation, Gap Insurance, Member Insurance, Online Account Opening, Online Loan Applications

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CU Realty Services, LLC

11638 E Four Peaks Road | Scottsdale, AZ 85262

Tina Powers

Phone: 8016515419 | Fax: 8775196591

Service Areas: Mortgages, Direct Marketing, Loyalty/Reward Programs

CU Realty Services is celebrating its 20th anniversary as the leading real estate technology CUSO for credit unions. Our turnkey real estate marketing platform, HomeAdvantage®, helps credit unions reach, identify, and nurture home-buyer leads and close more purchase loans. Launched in 2000, CU Realty has worked with hundreds of credit unions and mortgage CUSOs nationwide and has given back over $48M in cash-back benefits to members. For more information, visit

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CU Revest, LLC

404 Camino Del Rio S. #400 | San Diego, CA 92018-3588

Michael Joplin

Phone: 8584677200 | Fax: 8582680021

Service Areas: Collections, Member Financial Planning, Member Services

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CU Solutions Group

38695 W. Seven Mile Road, Suite #200 | Livonia, MI 48152-7097

Lisa C. Rizk
Chief Revenue Officer/COO, MCULSC
(800) 262-6285

Phone: 8002626285 | Fax: 8664754564

Service Areas: HR, Member Services, Mobile & Online Services

CU Solutions Group serves the credit union industry through technology, marketing, performance and strategic advisory solutions. The organization is dedicated to helping its clients serve, grow and remain strong. Visit

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Cubus Solutions

3049 Independence Drive Suite A | Livermore, CA 94551

Jim Berthelsen
SVP, Sales & Business Development

Phone: 8553943969

Service Areas: Loyalty/Reward Programs, eStatements, Mobile & Online Services

Cubus provides a powerful online banking platform that integrates online banking, payments and personal finance in one seamless user experience. Cubus also provides best of breed online applications such as e-alerts, e-statements, e-notices, rewards, remote deposit capture, funds transfer, loan acquisition, loan servicing (payments and skips). Our solutions save money, increase convenience, and create new revenue streams. Headquartered in Livermore, California, Cubus is a trusted solution provider with years of success with its credit unions. 

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CUNA Mutual Group

P.O. Box 391 | Madison, WI 53701

Robert Trunzo
President & Chief Executive Officer

Phone: 8003562644

Service Areas: Lending, Member Insurance, Institutional Insurance

CUNA Mutual Group was founded in 1935 by credit union pioneers and our commitment to their vision continues today. We offer insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage™ branded consumer insurance products; and investment and retirement services to help our customers succeed.

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CUSO Financial Services, L.P.

10150 Meanley Dr., 1st Floor | San Diego, CA 92131

Tami Cain
Executive Director, Business Development

Phone: 8585304440 | Fax: 8588826593

Service Areas: Member Financial Planning, Member Retirement Planning, Retail Investments

Established in 1997, CUSO Financial Services, L.P., specializes in placing and supporting investment programs inside credit unions. Through our partnerships, the company provides customized investment and insurance solutions to over 185 credit unions across the country.

With our sister broker-dealer, Sorrento Pacific Financial, LLC, we’ve grown to more than $30 billion in AUA. Our focus is on providing leading wealth management services including the best tools, technology, resources and customized solutions to support credit union growth, by assisting members in achieving their financial goals and deepening the relationship through every touchpoint.

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Cusotm Card Systems, Inc. an ABnote Company

N 16970 Dallas Pwky Suite 600 | Dallas, TX 75248

Noe Rodriguez

Service Areas: Card Fraud, Card Portfolio Management, Credit Cards, Loyalty/Reward Programs, Mobile Banking

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830 Crescent Centre Dr. Ste. 350 | Franklin, TN 37067

Chris Hazlewood
Senior Account Executive

Phone: 6158647525

Service Areas: eMarketing, Marketing, Loyalty/Reward Programs

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Mark Chandler

Phone: 6619049111

Service Areas: Auto, Auto Buying Service, Member Services

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Decision Partners LLC

152 Commonwealth Ave. #8 | Concord, MA 01742

Angela Alton
Credit Union Outreach Specialist

Phone: 6178692623

Service Areas: Financial Literacy, Calculators, Personal Finance Management (PFM) Tools

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Financial Network Investment Corporation

200 North Sepulveda Boulevard #1300 | El Segundo, CA 90245

Nathan Bergeland
CEO, Founder

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning, Retail Investments

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FirstPoint Financial

Phone: 6468477045

Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning

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Floyd Tapia and Associates

Jon Floyd

Service Areas: Financial Literacy, Social Media, Legal Services

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Franklin Madison

801 Crescent Centre Drive, Suite 500 | Franklin, TN 37067

Andrea Heger
SVP, Sales and Client Services

Phone: 6157642707

Service Areas: Direct Marketing, Marketing, Member Insurance

An industry pioneer with nearly 50 years of experience, Franklin Madison builds financial security for individuals and families by delivering industry-leading insurance products and marketing services through its credit union partners. Franklin Madison helps generate increased loyalty and incremental revenue for more than 3,500 financial institutions. Based in Franklin, Tennessee, Franklin Madison has approximately 200 employees. For more information, visit or follow us @frnklnmadison and LinkedIn.

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Freimark & Associates, Inc.

7056 Corporate Way | Dayton, OH 45459

Jay Freimark

Phone: 937-435-0012 | Fax: 937-435-0146

Service Areas: Collections, Direct Marketing, Member Insurance

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Frost Financial Services, Inc.

8650 Governors Hill Drive Suite 355 | Cincinnati, OH 45249

Phil Markwell

Phone: 8887537678 | Fax: 5136979383

Service Areas: Auto, Gap Insurance, Member Insurance

The VisualGap web application can help Credit Unions to better serve their member's needs and maximize fee income opportunities through the power of Menu Selling. Frost is the largest independent GAP administrator in the Credit Union market and serves the needs of more than 1150 lenders nationwide.

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Fuze Digital Solutions

12819 Southeast 38th St Suite 505 | Bellevue, WA 98006

Jean Van Court
Chief Customer Officer

Service Areas: Call Centers, Member Services, Online Member Support

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Gateway Services Group, LLC

7600 East Orchard Road, Suite #320-N | Greenwood Village, CO 80111

Kees Woudenberg
Dir., Product Management and Sales

Phone: 303-728-3452

Service Areas: Loan Participations, Gap Insurance, Member Insurance

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GreenPath Financial Wellness

38505 Country Club Dr. Ste. 210 | Farmington Hills, MI 48331

Mandy Meinecke
Manager of Business Development

Phone: 2489948755

Service Areas: Employee Benefits & Compensation, Financial Literacy

GreenPath Financial Wellness, a national non-profit since 1961, believes that everyone deserves the opportunity to pursue their dreams – whatever they may be. Financial wellness is fundamental to that opportunity. GreenPath has been working in collaboration with Credit Union National Association to serve America’s credit unions for more than 10 years, and has formal partnerships with over 500 credit unions across the country to empower financial health among their members.

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GWC Warranty

1430 Redbud Way | Cumming, GA 30041

Chris Barry
VP - Strategic Alliances

Phone: 704-622-5626

Service Areas: Member Insurance

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One Hartfield Blvd, Suite 301 | East Windsor, CT 06088

Maxine Moody
Director Corporate Sales

Fax: 8606531154

Service Areas: Member Insurance, Institutional Insurance

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Interstate National Corporation

6120 Powers Ferry Road NW | Atlanta, GA 30339

Phone: 6788943500

Service Areas: Auto, Member Insurance

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INVEST Financial

8745 Henderson Road, Suite 300 | Tampa, FL 33634

Jonathan DeMayo
Business Development Specialist

Phone: 813-880-5276 | Fax: 813-890-6411

Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance

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5901 Broken Sound Parkway NW – Suite 400 | Boca Raton, FL 33487

Eric Wikander

Phone: 561-981-7000 | Fax: 561-981-7048

Service Areas: Auto, Auto Buying Service, Gap Insurance

IWS is a leading provider of VSA/MBI protection and GAP to credit unions nationwide. IWS provides vehicle protection solutions and peace of mind for credit union members that go above and beyond products to include world class service after the sale. The company’s proven success in the industry is based on their Value Based Training© program which educates credit union manager and staff on performance improvement as well as product knowledge.

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Laser Member Cards, LLC

2230 Stafford Rd, Suite 115 | Plainfield, IN 46168

Debra Kaferly

Phone: 770-693-6704

Service Areas: Print Materials, Statement Inserts, Loyalty/Reward Programs

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Lending Solutions, Inc. (LSI)

2200 Point Boulevard Suite 110 | Elgin, IL 60123

Tyler Miller
Director of Marketing

Phone: 8885746572

Service Areas: Call Centers, Lending, Member Services

In 1994, three friends, Mark Johnson, Phil Stewart and Rex Johnson shared a vision. They created a new way for financial service companies to Connect People with People. They believed then, as they still do today, that leveraging technology in order to enable conversations, nurtures loyalty. This foundation is the strength which continues to guide who we are, what we believe and how we connect with people. To this day, it drives our passion to deliver flexible solutions and remarkable service for our clients.

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LifeHelp Insurance Administrative Services

6724 Lockheed Drive Suite 1 | Redding, CA 96002

Henry Cuenca

Phone: 8003454543

Service Areas: Member Insurance

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LPL Financial Services

9785 Towne Centre Drive | San Diego, CA 92121

James Norwood
V.P., Financial Institution Services

Fax: 7043764476

Service Areas: Financial Literacy, Member Insurance, Consulting

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Member Loyalty Group LLC

1825 N Winnebago Suite 301 | Chicago, IL 60647

Michelle Bloedorn

Phone: 7732524901

Service Areas: Loyalty/Reward Programs, Membership Surveys, Performance Benchmarking

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Members Trust Company

14025 Riveredge Drive, Suite 280 | Tampa, FL 33637

Sheldon Reynolds
Vice President Trust and Investments

Phone: 8136005245 | Fax: 8139087053

Service Areas: Member Estate Planning, Retail Investments, Institutional Investments

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MGIC - Mortgage Guaranty Insurance Corporation

250 East Kilbourn Ave Emagic-3rd Floor | Milwaukee, WI 53202

Karen Maierle
Marketing Program Manager

Service Areas: Mortgages, Direct Marketing, Financial Literacy

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Montrose Travel Service

2343 Honolulu Avenue | Montrose, CA 91020

Chris Martin
Marketing Manager

Phone: 818-553-3200

Service Areas: Loyalty/Reward Programs

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5733 Modernaire St. | Madison 53711

Mark Endres
Marketing Director

Phone: 6083549654

Service Areas: Marketing, Member Retirement Planning, Member Services

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National Credit Union Foundation

5710 Mineral Point Road | Madison, WI 53705

Gigi Hyland
Executive Director

Phone: 800-356-9655

Service Areas: Financial Literacy, Associations

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National CU Income Services

12130 Northwest Fifth Court | Plantation, FL 33325

Keith Winn

Phone: 800-776-9466

Service Areas: Member Insurance

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National CU Services, Inc.

PO Box 8063 | Madison, WI 53708

Thomas Stanek

Phone: 800-241-5518 | Fax: 608-241-3282

Service Areas: Member Insurance

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Old Republic Insured Credit Services, Inc.

307 N. Michigan Avenue 14th Floor | Chicago, IL 60601

E. L. Taylor
Executive Vice President, Sales

Service Areas: Member Insurance

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OMI (OutSource Management Inc.)

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

James Banyas
Director of Channel Development

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

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Pet Protect Inc.

830 Anchor Rode Drive | Naples, FL 34103

Rhona Sutter

Service Areas: Member Insurance

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RMS Inc.

Matt Domanico
Vice President of Marketing

Service Areas: Employee Incentive Programs, Promotions/Incentives, Loyalty/Reward Programs

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Saylent Technologies, Inc.

Phone: 5085702161 | Fax: 5085283513

Service Areas: Card Portfolio Management, Direct Marketing, Market Research, Promotions/Incentives, Loyalty/Reward Programs

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Securities America

12325 Port Grace Blvd. | La Vista, NE 68128

Mike Anderson
First VP of Financial Institutions

Phone: 402-399-9111

Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Retail Investments

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Selman & Company

6110 Parkland Boulevard | Mayfield Heights, OH 44124

David Selman

Phone: 440-646-9336 | Fax: 440-646-9339

Service Areas: Member Insurance

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Sentinel Warranty

1250 Main St, Suite 300 | Napa, CA 94559

Mike Seguin
Business Development Manager

Phone: 3362078062

Service Areas: Auto, Lending, Member Insurance

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State National Companies

1900 L Don Dodson Drive | Bedford, TX 76021

Mike Gallagher
Director of Marketing

Phone: 800-877-4567e | Fax: 877-400-8686

Service Areas: Member Insurance

Get more portfolio protection with collateral protection insurance from the specialist. The exclusive choice of CUNA Mutual Group and successful credit unions nationwide, State National offers larger claims settlements, unmatched service and technology with a program backed by our “A” rated insurance carrier. See what’s possible with State National’s CPI.

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Strategic Contact, Inc.

9510 SW 151st Avenue | Beaverton, OR 97007

Lori Bocklund

Phone: 5035798560

Service Areas: Call Centers, Member Services, Consulting

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Strategic Solutions

12015 July Ave N | Hugo, MN 55038

Jeanne Murphy
Founder & Growth Strategist

Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting

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Mike Branton
Managing Partner

Service Areas: Checks, Member Services

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STRATIX Marketing

27251 State Road 54 Suite B14-212 | Wesley Chapel, FL 33544

Brandon Diehl

Phone: 8889013091

Service Areas: Advertising, Marketing, Financial Literacy

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Subcat Marketing

331 Thor Place | Brea, CA 92821

James Flores

Phone: 714-447-1110 | Fax: 714-447-1113

Service Areas: Direct Marketing, Marketing, Financial Literacy

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Support EXP

830 E. Franklin Street | Dayton, OH 45459

Lew Thomson
Client Success Sr. Manager

Phone: 8004445465 | Fax: 9374345743

Service Areas: Mystery Shopping, Employee Training, Membership Surveys

Over the last 20 years, we have become the customer experience (CX) management experts at leading and guiding transformations of banks and credit unions beyond the transactional level. We not only provide innovative solutions that capture authentic voice-of-the-customer and voice-of-the-employee feedback, we provide the insight, training and support necessary to act upon that feedback for comprehensive, long-lasting results.

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Support Insurance Systems Agency, Inc.

830 East Franklin St. | Dayton, OH 45459

Support Insurance Sales

Phone: 800-444-5465 | Fax: 937-434-9562

Service Areas: Collections, Member Insurance, Institutional Investments

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9311 San Pedro Suite 600 | San Antonio, TX 78216

Mark Hein
CEO, The Financial Institution Group

Phone: 2105034281

Service Areas: Debit Card Processing, Collections, Gap Insurance

Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With more than 2,800 employees and offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states

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The Servion Group

500 Main Street | New Brighton, MN 55112

S. Brad Crandall

Phone: 6516313111 | Fax: 6517879577

Service Areas: Business Lending, Mortgages, Member Financial Planning

Founded in 1987, The Servion Group—a CUSO--partners with credit unions around the country, providing them with the tools and support they need to establish and grow their businesses. The company offers solutions that empower credit unions to succeed in the areas of mortgage lending, commercial lending, residential and commercial title, real estate, and financial advisory.

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Transamerica Life & Protection Financial Solutions

2700 W Plano Pkwy | Plano, TX 75075

Tom Kazar
Vice President, Sales

Phone: 630-215-6042

Service Areas: Marketing, Member Insurance, Mobile & Online Services

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Universal Assurors Agency, Inc.

12809 West Dodge Road | Omaha, NE 68154

Frederick J. Ostdiek
Senior Business Development Manager

Service Areas: Member Insurance

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Vehicle Administrative Services, Ltd.

14135 Midway Road, Suite 150 | Addison, TX 75001

Olivia Van Wye
Marketing & Sales

Phone: 9729002042 | Fax: 9724553992

Service Areas: Auto Leasing, Member Insurance

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1311 SE Cardinal Court | Vancouver, WA 98683

Mike Dana
Business Development Manager

Phone: 5035253100

Service Areas: Video Tellers, Member Services, Technology

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| Gathersburg, MD

Kelly Warfel
Sales Executive

Phone: 3016521245

Service Areas: Member Services, Mobile & Online Services, Online Member Support

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Weber Consulting Group, LLC

155 E Boardwalk Drive, Suite 300 | Fort Collins, CO 80525

Keith Weber

Phone: 970-232-3314

Service Areas: Retail Investments

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