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13 Woodville Terrace, Hillsborough Township, NJ 08844 | Hillsborough, NJ 8844
Neal Kreitman Sr. Partner 908-872-9128
Phone: 9088729128 http://www.abnpartners.net
Service Areas: Branding, Market Research, Membership Surveys
727 Allston Way Ste. C | Berkeley, CA 94710
Mark Barish SVP Sales & Business Development 510-725-7635
Phone: 5108480606 | Fax: 5108480608 http://www.accesssoftek.com/
Service Areas: Retail Investments, Mobile & Online Services, Online Fraud/Security
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
350 Veterans Way Ste. 200 | Carmel, IN 46032
Amy Hearn VP, Marketing & Communications 800-826-9384
Phone: (800) 497-4357 http://www.alliedsolutions.net
Service Areas: Auto Recovery, Auto Remarketing, Gap Insurance
Allied Solutions, LLC 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 over 4,000 banks and cred
4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555
Mary Westberg Executive Director
Phone: 7205404621 https://www.alloyacorp.org/invest/
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 Parkway | 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 Street16th 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
PO Box 1220 | 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 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: 8002131983 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
2444 Levante | Carlsbad, CA 92009
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
4952 Warner Avenue Suite 105 | Huntington Beach, CA 92649
Dennis Phelan COO 800-664-2567
http://www.countyrecordsresearch.com
Service Areas: Market Research, Retail 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
404 Camino Del Rio S. #400 | San Diego, CA 92108
Michael Joplin President/CEO 858-467-7200
Phone: 8584677200 | Fax: 8582680021 http://www.curevest.com
Service Areas: Collections, Member Financial Planning, Member Services
17250 Newburgh Rd | Livonia, MI 48170
Lisa C. Rizk Chief Revenue Officer/COO, MCULSC (800) 262-6285
Phone: (800) 262-6285 | Fax: 8664754564 http://www.cusolutionsgroup.com/
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 so together we can have an impact on peopl
1001 Connecticut Ave. N.W. Ste. 1001 | Washington, DC 20036
Eric Sanchez VP, Sales 202-759-5357
Phone: (800) 541-1500 http://www.studentchoice.org
Service Areas: Loan Participations, Student Lending, Financial Literacy
Credit Union Student Choice is a credit union service organization (CUSO) that positions credit unions as leaders in education finance by offering a comprehensive solution that helps them deliver fair-value private education loans and corresponding financ
5910 Mineral Point Rd. | Madison, WI 53701
Robert Trunzo President & Chief Executive Officer
Phone: (800) 356-2644 http://www.cunamutual.com
Service Areas: Lending, Member Insurance, Institutional Insurance
CUNA Mutual Group is a financially strong insurance, investment and financial technology company that believes a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” we have a long history of worki
305 21st St., Ste. 170 | Galveston, TX 77550
Stacy Lumadue EVP, Marketing & Business Development 916-662-1270
Phone: 512-400-4172 https://www.curevl.com/
Service Areas: Student Lending, Financial Literacy, Technology
CURevl is a Credit Union Service Organization (CUSO) helping credit unions attract new younger members leveraging education finance. We understand asset ratio compressions and will work with you to determine your specific liquidity needs including forward
10150 Meanley Dr. First Fl. | San Diego, CA 92131
Tami Cain Executive Director, Business Development 858-530-4440
Phone: (858) 530-4440 | Fax: 8588826593 http://www.cusonet.com
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 200 credit unions acro
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
830 Crescent Centre Dr. Ste. 350 | Franklin, TN 37067
Chris Hazlewood Senior Account Executive 615-864-7529
Phone: 6158647525 https://www.customerstream.net/
Service Areas: eMarketing, Marketing, Loyalty/Reward Programs
25885 McBean Parkway, #214 | Santa Clarita, CA 91355
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: 6178692623 https://www.decisionpartners.org/credit_unions/moneyedu.cfm
Service Areas: Financial Literacy, Calculators, Personal Finance Management (PFM) Tools
177 Huntington Ave. Ste. 1703 #42644 | Boston, MA 2115
John Wallace Chief Sales Officer
Phone: 8577762402 https://www.digitalonboarding.com/
Service Areas: Direct Marketing, eMarketing, Member Services
The Digital Onboarding engagement platform was co-developed with DCU to turn account openers into fully engaged relationships. Email and text messages link members to their personalized microsites. Self-service tools help them enroll in direct deposits in
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
260 Park Ave, Suite 1160 | NY, NY 10169
Phone: 6468477045 http://www.firstpointfinancial.com/
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning
3002 S Jefferson Avenue Suite 2019 | Saint Louis, MO 63118
Jon Floyd Principal 314-433-3013
http://www.floydtapia.net/credit-repair
Service Areas: Financial Literacy, Social Media, Legal Services
801 Crescent Centre Dr. Ste. 500 | Franklin, TN 37067
Andrea Heger SVP, Sales and Client Success 615-764-2082
Phone: (615) 764-2707 http://franklin-madison.com
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 he
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
8829 Chapel Sq. Dr. | Cincinnati, OH 45249
Phil Markwell Partner 513-583-1215
Phone: (888) 753-7678 | Fax: 5136979383 http://www.frostinsure.com/
Service Areas: Auto, Gap Insurance, Member Insurance
"Your Members Deserve the Best"! The Frost GAP program been the gold standard for meeting the needs of Credit Unions and their members for more than 20 years. Known for our VisualGAP web application, we can help Credit Unions to better serve your member'
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
36500 Corporate Dr. | Farmington Hills, MI 48331
Mandy Meinecke Director of Business Development 248-994-8755
Phone: (248) 994-8755 http://www.greenpath.org
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 collaboratio
1430 Redbud Way | Cumming, GA 30041
Chris Barry VP - Strategic Alliances
Phone: 704-622-5626 http://www.gwcwarranty.com
| Scottsdale, AZ 85262
Jean Theis Chief Relationship Officer
Phone: 8016515419 | Fax: 8775196591 https://www.homeadvantage.com
Service Areas: Mortgages, Direct Marketing, Loyalty/Reward Programs
HomeAdvantage provides real estate services that helps credit unions increase their purchase mortgage business while saving their members money when they buy or sell a home. The company’s end-to-end real estate program is currently used by more than 120 c
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 Rd. Suite 200 | 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
Michael Leon Vice President of Sales 630-626-0722
Phone: 5619817000 http://www.iwsgroup.com
Service Areas: Auto, Auto Buying Service, Gap Insurance
IWS is a nationally recognized provider of auto warranty solutions, protecting credit union members for over 30 years. Our solutions include: Vehicle Service Agreements (VSA), Guaranteed Asset Protection (GAP), Appearance Protection (RestoraGuard), and
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
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
2200 Point Blvd. Ste. 110 | Elgin, IL 60123
Luke Kolquist VP - Sales & Marketing 847-844-2200
Phone: (312) 218-5430 https://www.belivelsi.com/
Service Areas: Call Centers, Lending, Member Services
LSI believes in helping people. Founded in 1994 by three friends who shared a vision – a financial services company that could help credit unions connect LIVE agents with their members, whatever time of day, or wherever that member may be. LSI’s unique Le
1825 N Winnebago Ste.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, WI 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
https://www.omi.co/
Service Areas: Branding, Direct Marketing, Loyalty/Reward Programs, eStatements, CRM/MRM
P.O. Box 11447 | Naples, FL 34103
Rhona Sutter President
http://www.pethealthinsure.com
16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382
Mike Prior President/CEO 800-405-8850
Phone: 6023757384 | Fax: 6028438377 www.pfgteam.com
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments
752 Port America Place Suite 300 | Grapevine, TX 76051
Matt Domanico Vice President of Marketing 817-410-1392
http://www.goRMS.com
Service Areas: Employee Incentive Programs, Promotions/Incentives, Loyalty/Reward Programs
1000 Franklin Village Dr., #260 | Franklin, MA 02038
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: 8007476111 https://www.securitiesamerica.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: 3362078062 http://www.sentinelwarranty.com/
Service Areas: Auto, Lending, Member Insurance
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 55013
Jeanne Murphy Founder & Growth Strategist 612-616-6861
http://www.strategicsolutions.org
Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting
201 Summit View Drive, Suite 250 | Brentwood, TN 37027
Mike Branton Managing Partner
http://www.strategycorps.com
Service Areas: Checks, Member Services
5322 Primrose Lake Circle, Suite D | 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 St. | Centerville, OH 45459
Lew Thomson Vice President Client Success 800-444-5465
Phone: 800-444-5465 http://www.supportexp.com
Service Areas: Mystery Shopping, Membership Surveys, Consulting
For over two decades, Support EXP has researched and innovated to help financial institutions optimize their CX performance, from Diagnosis to Differentiation. Our data-driven, comprehensive survey and mystery shop solutions; insight-rich data translation
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 Ave. Ste. 600 | San Antonio, TX 78216
Mark Hein CEO, The Financial Institution Group 2105034281
Phone: (210) 503-4281 http://www.swbc.com
Service Areas: Debit Card Processing, Collections, Gap Insurance
Headquartered in San Antonio, SWBC is a diversified financial services company providing a comprehensive range of risk management, payments and income generation products to financial institutions with visibility on all activities via one, online portal
416 North Stanton #430 | El Paso, TX 79901
Michael Graham President 915-598-8885
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
500 Main St. Ste. 100 | New Brighton, MN 55112
S. Brad Crandall CEO 651-631-3111
Phone: (651) 631-3111 | Fax: 6517879577 https://www.myservion.com
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 t
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 68164
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
1455 NW Irving Street, Suite 800 | Vancouver, WA 98683
Mike Dana Business Development Manager
Phone: 5035253100 http://signature.wacom.us/cu
Service Areas: Video Tellers, Member Services, Technology
12559 Carrington Hill Dr. | Gaithersburg, MD 20878
Kelly Warfel Sales Executive 954-818-6261
Phone: 3016521245 https://wave2locator.com/
Service Areas: Member Services, Mobile & Online Services, Online Member Support
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