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
Member Services
Not Listed? Update Your Company Information.
13 Woodville Terrace, Hillsborough Township, NJ 08844
Neal Kreitman Sr. Partner 908-872-9128
Phone: 9088729128 http://www.abnpartners.net
Service Areas: Branding, Market Research, Membership Surveys
3033 Cleveland Avenue, Suite 150 | Santa Rosa, CA 95403
Fernande Marie Bencze Vice President 707-535-2932
Phone: 707-535-2932 | Fax: 866-902-7513 http://AllReverse.com
Service Areas: Mortgages, Member Financial Planning, Member Retirement Planning
2805 North Dallas Parkway Suite 300 | Plano, TX 75093
Amy Hearn VP, Marketing & Communications 800-826-9384
Phone: 8004974357 http://www.alliedsolutions.net
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.
4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555
Mary Westberg Executive Director
Phone: 7205404621 http://www.balancesheetsolutions.org/
Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments
5656 Frantz Road | Dublin, OH 43017
Lori Solberg Vice President, Sales & Marketing
Phone: 800-521-6342 | Fax: 614-764-1493 http://www.americanshare.com
Service Areas: Member Insurance
1145 Sanctuary Pkwy # 300 | Alpharetta, GA 30009
Lyndon Akins SVP
http://www.aon.com/default.jsp
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
17555 El Camino Real | Houston, TX 77058
Shane Vaughn Vice President
Phone: 800-709-5792 | Fax: 713-944-4244 http://www.autoexam.com
Service Areas: Auto Leasing, Lending, Member Insurance, Institutional Insurance
595 Market Street 16th Floor | San Francisco, CA 94108
kdavis@balancepro.org President 800-808-4327
Phone: 7144471110 http://www.balancepro.org
Service Areas: Financial Literacy
1292 South 1510 East | Provo, UT 84606
Morgan Vandagriff Founder
Phone: 801-709-1809 http://www.teachbanzai.com
6700 France Ave. South, Suite 300 | Minneapolis, MN 55435
Jen Joly Marketing & Communications Director
Phone: 8007276397 | Fax: 9529209930 http://www.bluespiremarketing.com
Service Areas: Branding, Direct Marketing, Financial Literacy, Calculators, eStatements
2780 NW Monterey Drive | Corvallis, OR 97330
Jeff Horton Director of Partnerships 541-753-8546
Phone: 5417538546 | Fax: 5417538548 http://brassmedia.com
Service Areas: Advertising, Branding, eMarketing, Print Materials, Financial Literacy
555 North Point Center East # 230 | Alpharetta, GA 30022
Greg Trzaska Chief Marketing Officer 678-893-8210
Phone: 678-893-8210 | Fax: 678-893-8248 http://www.breakawayincentives.com
Service Areas: Credit Cards, Promotions/Incentives, Loyalty/Reward Programs
3815 S. Capital of Texas Hwy, Suite 140 | Austin, TX 78704
Cisco Sacasa CFO 512-493-0713
Phone: 512-493-0713 https://www.buzzpoints.com/
Service Areas: Promotions/Incentives, Loyalty/Reward Programs
1601 Bayshore Highway, Suite 360 | Burlingame, CA 94010
Phone: 6506925202 | Fax: 6506925204 http://www.CaliforniaLongTermCare.com
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning
14241 Midlothian Tpke., #502 | Midlothian, VA 23113
James Collins CEO 800-213-1983
Phone: 800-213-1983 http://www.capitalintegrated.com
Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning
7400 Gaylord Parkway | Frisco, TX 75034
Mark Roberts Manager of National Accounts 800-441-0380
Phone: 800-441-0380 | Fax: 877-335-7811 http://www.careington.com
Service Areas: Executive Benefits & Compensation, Member Insurance
625 Avis Drive | Ann Arbor, MI 48108
Kirsten Parker Marketing Manager 734-930-9090
Fax: 7349300911 http://www.cfigroup.com
Service Areas: Market Research, Membership Surveys, Performance Benchmarking
Madelyn Salerno Business Development 760-473-1926
Phone: 7604731926 http://corp.1clickcoverage.com/
Service Areas: Member Insurance, Technology
PO Box 3518 | Greenwood Village, CO 80155
Eric Webb President 855-245-4404
Phone: 855-245-4404 http://goclearchoice.com
Service Areas: Lending, Loan Participations, Loyalty/Reward Programs
Dennis Phelan COO 800-664-2567
http://www.countyrecordsresearch.com
Service Areas: Market Research, Retail Investments
16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382
Mike Prior President/CEO 800-405-8850
Phone: 6023757384 | Fax: 6028438377 http://www.cufn.org
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments
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
6671-H Santa Barbara Rd | Elkridge, MD 21075
Jennifer Simon VP of Sales & Account Management
Phone: 410-796-0908 | Fax: 410-964-9693 www.crisolutions.com
Service Areas: Employee Benefits & Compensation, Gap Insurance, Member Insurance, Online Account Opening, Online Loan Applications
11638 E Four Peaks Road | Scottsdale, AZ 85262
Tina Powers COO
Phone: 8016515419 | Fax: 8775196591 http://www.curealty.com
Service Areas: Mortgages, Promotions/Incentives, Loyalty/Reward Programs, Member Services, Website Services
CU Realty Services empowers credit unions to increase their purchase mortgage business by becoming their members’ First Point of Contact for buying or selling homes. For members, it means convenience and cost-savings. Participating credit unions saved their members an average of $1,500 in realty commissions last year. Through our turnkey program, credit unions offer members web-based tools to find homes, research neighborhoods, calculate costs and connect to experienced Realtors® in CU Realty’s agent network. Call Tina Powers, (800) 203-9014, ext. 104, or visit www.curealty.com.
404 Camino Del Rio S. #400 | San Diego, CA 92018-3588
Michael Joplin President/CEO 858-467-7200
Phone: 8584677200 | Fax: 8582680021 http://www.curevest.com
Service Areas: Collections, Member Financial Planning, Member Services
38695 W. Seven Mile Road, Suite #200 | Livonia, MI 48152-7097
Lisa C. Rizk SVP, Sales & Corporate Marketing (800) 262-6285
Phone: 8002626285 | Fax: 8664754564 http://www.cusolutionsgroup.com/
Service Areas: Marketing, Member Services, Mobile & Online Services
CU Solutions Group is a credit union service organization serving the credit union industry through enhanced technology, marketing, performance solutions and strategic advisory services. The organization is dedicated to helping its 3,400 credit union clients serve, grow and build financial strength. Learn more at CUSolutionsGroup.com.
3049 Independence Drive Suite A | Livermore, CA 94551
Jim Berthelsen SVP, Sales & Business Development 925-344-5030
Phone: 8553943969 http://www.cubussolutions.com
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.
P.O. Box 391 | Madison, WI 53701
Robert Trunzo President & Chief Executive Officer
Phone: 8003562644 http://www.cunamutual.com
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.
10150 Meanley Dr., 1st Floor | San Diego, CA 92131
Connie Gregory SVP, Business Development 858-530-4440
Phone: 8586864724 | Fax: 8585301929 http://www.cusonet.com
Service Areas: Financial Literacy, Member Financial Planning, Member Retirement Planning, Retail Investments
CFS provides customized investment, insurance and financial advisory services to a credit union's members, based on the terms and conditions of an individually-tailored agreement. In addition, CFS provides the extensive program, sales and marketing support needed to grow revenues meaningfully and expand services efficiently.
N 16970 Dallas Pwky Suite 600 | Dallas, TX 75248
Noe Rodriguez SVP/CIO 972-735-0714
http://www.trisminstantissuance.com/Home/index.php
Service Areas: Card Fraud, Card Portfolio Management, Credit Cards, Loyalty/Reward Programs, Mobile Banking
Mark Chandler CEO 661-904-9111
Phone: 6619049111 https://www.cutradeinbids.com/site/credit_unions
Service Areas: Auto, Auto Buying Service, Member Services
152 Commonwealth Ave. #8 | Concord, MA 01742
Angela Alton Credit Union Outreach Specialist
Phone: 617-869-2623 https://www.decisionpartners.org/credit_unions/moneyedu.cfm
Service Areas: Financial Literacy, Calculators, Personal Finance Management (PFM) Tools
200 North Sepulveda Boulevard #1300 | El Segundo, CA 90245
Nathan Bergeland CEO, Founder 952-829-0000
http://www.usadvisorsnetwork.com
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning, Retail Investments
Phone: 6468477045 http://www.firstpointfinancial.com/
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning
Jon Floyd Principal 314-433-3013
http://www.floydtapia.net/credit-repair
Service Areas: Financial Literacy, Social Media, Legal Services
801 Crescent Centre Drive, Suite 500 | Franklin, TN 37067
Andrea Heger SVP, Sales and Client Services 615-764-2082
Phone: 6157642707 http://franklin-madison.com
Service Areas: Direct Marketing, Marketing, Member Insurance
An industry pioneer with over 45 years of experience, Franklin Madison builds financial security for individuals and families by delivering industry-leading insurance products and marketing services through our brand partners. The Company helps generate increased loyalty and incremental revenue for more than 3,500 financial institutions. Franklin Madison’s primary investor is Mill Point Capital, a New York-based private equity firm focused on investing in strong, established businesses looking to grow. Based in Franklin, Tennessee, Franklin Madison has approximately 200 employees. For more information, visit franklin-madison.com or follow us on twitter: @frnklnmadison.
7056 Corporate Way | Dayton, OH 45459
Jay Freimark President
Phone: 937-435-0012 | Fax: 937-435-0146 http://www.loantrackusa.com
Service Areas: Collections, Direct Marketing, Member Insurance
8650 Governors Hill Drive Suite 355 | Cincinnati, OH 45249
Phil Markwell Partner 513-583-1215
Phone: 8887537678 | Fax: 5136979383 http://www.frostinsure.com/
Service Areas: Auto Buying Service, 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.
12819 Southeast 38th St Suite 505 | Bellevue, WA 98006
Jean Van Court Chief Customer Officer 425-649-1246
https://www.fuzedigital.com
Service Areas: Call Centers, Member Services, Online Member Support
7600 East Orchard Road, Suite #320-N | Greenwood Village, CO 80111
Kees Woudenberg Dir., Product Management and Sales 303-728-3452
Phone: 303-728-3452 http://gsgllc.com
Service Areas: Loan Participations, Gap Insurance, Member Insurance
38505 Country Club Dr. Ste. 210 | Farmington Hills, MI 48331
Mandy Meinecke Manager of Business Development 248-994-8755
Phone: 2489948755 http://www.greenpath.org
Service Areas: Employee Benefits & Compensation, Financial Literacy
GreenPath Financial Wellness is a national non-profit working to "Remix the American Dream so that it works for everyone." Since 1961, GreenPath has focused on counseling and educating credit union members to manage debt, prepare for large purchases, and make informed financial decisions. GreenPath has been working in collaboration with Credit Union National Association to serve America's credit unions for more than 10 years.
1430 Redbud Way | Cumming, GA 30041
Chris Barry VP - Strategic Alliances
Phone: 704-622-5626 http://www.gwcwarranty.com
One Hartfield Blvd, Suite 301 | East Windsor, CT 06088
Maxine Moody Director Corporate Sales
Fax: 8606531154 http://www.insuritas.com
Service Areas: Member Insurance, Institutional Insurance
6120 Powers Ferry Road NW | Atlanta, GA 30339
Phone: 6788943500
Service Areas: Auto, Member Insurance
8745 Henderson Road, Suite 300 | Tampa, FL 33634
Jonathan DeMayo Business Development Specialist 813-880-5276
Phone: 813-880-5276 | Fax: 813-890-6411 http://www.investfinancial.com
Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance
5901 Broken Sound Parkway NW – Suite 400 | Boca Raton, FL 33487
Eric Wikander President 561-981-7024
Phone: 561-981-7000 | Fax: 561-981-7048 http://www.iwsgroup.com
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.
2230 Stafford Rd, Suite 115 | Plainfield, IN 46168
Debra Kaferly Owner 770-693-6704
Phone: 770-693-6704 http://www.lasermembercards.com
Service Areas: Print Materials, Statement Inserts, Loyalty/Reward Programs
2200 Point Boulevard Suite 110 | Elgin, IL 60123
Tyler Miller Director of Marketing 847-844-2200
Phone: 8885746572 https://www.belivelsi.com/
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.
6724 Lockheed Drive Suite 1 | Redding, CA 96002
Henry Cuenca President
Phone: 8003454543 http://www.lifehelp.com
9785 Towne Centre Drive | San Diego, CA 92121
James Norwood V.P., Financial Institution Services
Fax: 7043764476 http://www.joinlpl.com
Service Areas: Financial Literacy, Member Insurance, Consulting
1825 N Winnebago Suite 301 | Chicago, IL 60647
Michelle Bloedorn CEO 773-252-4901
Phone: 7732524901 http://www.memberloyaltygroup.com
Service Areas: Loyalty/Reward Programs, Membership Surveys, Performance Benchmarking
14025 Riveredge Drive, Suite 280 | Tampa, FL 33637
Sheldon Reynolds Vice President Trust and Investments 888-727-9191
Phone: 8136005245 | Fax: 8139087053 http://www.memberstrust.com
Service Areas: Member Estate Planning, Retail Investments, Institutional Investments
250 East Kilbourn Ave Emagic-3rd Floor | Milwaukee, WI 53202
Karen Maierle Marketing Program Manager
http://www.cu.mgic.com
Service Areas: Mortgages, Direct Marketing, Financial Literacy
2343 Honolulu Avenue | Montrose, CA 91020
Chris Martin Marketing Manager 818-553-3200
Phone: 818-553-3200 http://www.montrosetravel.com
Service Areas: Loyalty/Reward Programs
5733 Modernaire St. | Madison 53711
Mark Endres Marketing Director 608-354-9654
Phone: 6083549654 http://narcup.com
Service Areas: Marketing, Member Retirement Planning, Member Services
5710 Mineral Point Road | Madison, WI 53705
Gigi Hyland Executive Director
Phone: 800-356-9655 http://www.ncuf.coop
Service Areas: Financial Literacy, Associations
12130 Northwest Fifth Court | Plantation, FL 33325
Keith Winn President
Phone: 800-776-9466 http://www.ncuis.com
PO Box 8063 | Madison, WI 53708
Thomas Stanek President
Phone: 800-241-5518 | Fax: 608-241-3282
307 N. Michigan Avenue 14th Floor | Chicago, IL 60601
E. L. Taylor Executive Vice President, Sales
www.oldrepublicics.com/
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
830 Anchor Rode Drive | Naples, FL 34103
Rhona Sutter President
http://www.pethealthinsure.com
Matt Domanico Vice President of Marketing 817-410-1392
http://www.goRMS.com
Service Areas: Employee Incentive Programs, Promotions/Incentives, Loyalty/Reward Programs
Phone: 5085702161 | Fax: 5085283513 http://saylent.com
Service Areas: Card Portfolio Management, Direct Marketing, Market Research, Promotions/Incentives, Loyalty/Reward Programs
12325 Port Grace Blvd. | La Vista, NE 68128
Mike Anderson First VP of Financial Institutions 402-399-9111
Phone: 402-399-9111 http://joinsai.com
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Retail Investments
6110 Parkland Boulevard | Mayfield Heights, OH 44124
David Selman President
Phone: 440-646-9336 | Fax: 440-646-9339 http://www.selman.cc
1250 Main St, Suite 300 | Napa, CA 94559
Mike Seguin Business Development Manager 336-207-8062
Phone: 336-207-8062 http://www.sentinelwarranty.com/
Service Areas: Auto, Lending, Member Insurance
1900 L Don Dodson Drive | Bedford, TX 76021
Mike Gallagher Director of Marketing
Phone: 800-877-4567e | Fax: 877-400-8686 http://www.statenational.com
9510 SW 151st Avenue | Beaverton, OR 97007
Lori Bocklund President 503-579-8560
Phone: 5035798560 http://www.strategiccontact.com
Service Areas: Call Centers, Member Services, Consulting
12015 July Ave N | Hugo, MN 55038
Jeanne Murphy Founder & Growth Strategist 612-616-6861
http://www.strategicsolutions.org
Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting
Mike Branton Managing Partner
http://www.strategycorps.com
Service Areas: Checks, Member Services
27251 State Road 54 Suite B14-212 | Wesley Chapel, FL 33544
Brandon Diehl President 888-901-3091
Phone: 8889013091 http://stratixmarketing.com
Service Areas: Advertising, Marketing, Financial Literacy
331 Thor Place | Brea, CA 92821
James Flores President/CEO
Phone: 714-447-1110 | Fax: 714-447-1113 http://www.subcatmarketing.com
Service Areas: Direct Marketing, Marketing, Financial Literacy
830 E. Franklin Street | Dayton, OH 45459
Lew Thomson Client Success Sr. Manager 9375351396
Phone: 9375351396 | Fax: 9374345743 http://www.supportexp.com
Service Areas: Market Research, Loyalty/Reward Programs, 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.
830 East Franklin St. | Dayton, OH 45459
Support Insurance Sales
Phone: 800-444-5465 | Fax: 937-434-9562 http://www.qualitycpi.com
Service Areas: Collections, Member Insurance, Institutional Investments
9311 San Pedro Suite 600 | San Antonio, TX 78216
Mark Hein CEO, The Financial Institution Group 866-316-1162
Phone: 2105034281 http://www.swbc.com
Service Areas: Collections, Gap Insurance, Member 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
Michael Graham President 915-598-8885
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
500 Main Street | New Brighton, MN 55112
S. Brad Crandall CEO
Phone: 651-631-3111 https://www.myservion.com
Service Areas: Business Lending, Mortgages, Member Financial Planning
Founded in 1987, The Servion Group—a CUSO—supports credit unions around the country. Based in Minnesota, we offer solutions related to mortgage, title, realty, commercial lending, and financial advisory/planning. The company was created to provide the products, services, and programs credit unions need to be competitive in their marketplaces.
2700 W Plano Pkwy | Plano, TX 75075
Tom Kazar Vice President, Sales 630-215-6042
Phone: 630-215-6042 http://www.transamerica.com/financial-professional
Service Areas: Marketing, Member Insurance, Mobile & Online Services
12809 West Dodge Road | Omaha, NE 68154
Frederick J. Ostdiek Senior Business Development Manager
http://www.universalassurors.com
14135 Midway Road, Suite 150 | Addison, TX 75001
Olivia Van Wye Marketing & Sales
Phone: 9729002042 | Fax: 9724553992 http://www.vehicleadminservices.com
Service Areas: Auto Leasing, Member Insurance
1311 SE Cardinal Court | Vancouver, WA 98683
Mike Dana Business Development Manager
Phone: 5035253100 http://esignature.wacom.com/credit-unions
Service Areas: Video Tellers, Member Services, Technology
155 E Boardwalk Drive, Suite 300 | Fort Collins, CO 80525
Keith Weber Owner
Phone: 970-232-3314 http://www.kjweber.com
Service Areas: Retail Investments