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Buyer's Guide

Data Processing

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Platinum Suppliers

COCC CompuSource Systems, Inc. Computer Service Professionals, Inc. CU*Answers FIS Member Driven Technologies Sharetec Systems, Inc. Synergent Trellance United Solutions Company

Altair Data Analytics

4 Crosby Dr. | Bedford, MA 1730

Dylan Tancill
Director, Bank & Credit Union Team

Phone: (978) 275-8204        | Fax: 9784411114

Service Areas: Card Fraud, Mortgage Subservicing, Data Processing

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AMI Information Systems

8348 Corporate Dr | Racine, WI 53406

Jason Greenwood
Vice President

Phone: 2628864170 | Fax: 2628863020

Service Areas: Mobile Banking, Online Banking, Data Processing

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100 Executive Blvd. | Southington, CT 6489

Lisa Fabiaschi
Assistant Vice President of Business Development

Phone: 8606747297

Service Areas: Online Banking, Data Processing, Technology

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

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Coconut Software

102-121 Research Drive | Saskatoon, SK S7N-1K2

Elissa Riddell
Director, Marketing

Phone: 3069861080

Service Areas: Data Processing, Operations, Technology

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CompuSource Systems, Inc.

110 John Muir Dr. | Amherst, NY 14228

Gary Gonzales

Phone: (800) 295-9100 | Fax: 7166363711

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.

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Computer Service Professionals, Inc.

805 W. Stadium Blvd. | Jefferson, MO 65109

Clay Hamlet
Director of Sales and Acquisitions

Phone: 800-933-4873

Service Areas: Online Banking, Data Processing, Document Imaging

As a valued software and service provider leading the FinTech industry for 33 years, CSPI continues to focus on the needs of today’s progressive financial institutions to meet the growing demands of account holders by providing core solutions, digital banking, document management and item processing. We are core-agnostic and support API-first technology to create real-time integration for our Aurora Advantage Digital Banking product suite. Our dedicated team strives to enhance the user experience, deliver innovative solutions, significantly increase productivity, and provide exceptional service that exceeds your expectations. We believe if our client succeeds, we succeed.

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6000 28th St. Se. | Grand Rapids, MI 49546

Scott Collins
Executive VP, National Sales and Marketplace

Phone: (800) 327-3478 | Fax: 6162855735

Service Areas: Online Banking, Data Processing, Document Imaging

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.

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CUC, Inc.

1021 Watervliet-Shaker Road | Albany, NY 12212

Ryan Crone
Client Development Manager

Phone: 5187649412 | Fax: 5187824350

Service Areas: Data Processing

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CU-Centric LLC

929 Harrison Avenue Suite 102 | Columbus, OH 43215

Jason Jones

Phone: 6144290888

Service Areas: Data Processing, Document Imaging, Technology Consulting

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1100 Campus Drive, Suite 700 | Stow, OH 44224

Christian Dabney
Regional Manager

Phone: 8338275167

Service Areas: Online Loan Applications, Remote Deposit Capture (RDC), Data Processing

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5025 South Orange Avenue | Orlando, FL 32809

John Pantaleon

Phone: 8885964947 | Fax: 8663163915

Service Areas: Data Processing

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eBank Systems, Inc.

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

Service Areas: Data Processing

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Enhanced Software Products (ESP)

1811 North Hutchinson Rd | Spokane, WA 99212

Eric Trick
Builder of Bridges

Phone: 5095341514 | Fax: 5095349229

Service Areas: Data Processing

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FedComp, Inc.

10300 Eaton Place, Suite 260 | Fairfax, VA 22030

Mary Lou Naso
Sales Manager

Phone: 8003266335 | Fax: 7033833220

Service Areas: Mobile & Online Services, Website Services, Data Processing

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Financial Core Strategies

7801 Hardwick Place | Fishers, IN 46038

Rick Shockley

Service Areas: Data Processing, Technology Consulting, Consulting

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601 Riverside Ave. | Jacksonville, FL 32204

Dave Fura
SVP, Payment Solution

Phone: (816) 804-0565 | Fax: 7275569051

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

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FLEX Credit Union Technology

8520 Sandy Parkway | Sandy, UT 84070

Preston Packer
Director- Sales/Marketing

Phone: 8002623539

Service Areas: Auto, eStatements, Mobile Banking, Data Processing, Document Imaging

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Member Driven Technologies

30230 Orchard Lake Rd. | Farmington Hills, MI 48334

Gary Lee
Chief Client Officer

Phone: (586) 698-1319 | Fax: 5867959234

Service Areas: Data Processing, IT Outsourcing, Technology

MDT hosts the Episys; core platform from Symitar to provide credit unions with a private cloud alternative for core processing and IT needs. The CUSO's service-first, hybrid approach to outsourcing enables credit unions to boost efficiencies and security and reduce costs while maintaining a high level of control.

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OnApproach, LLC

3455 Plymouth Blvd. Ste.200 | Plymouth, MN 55447

Paul Ablack

Phone: 7635577118 | Fax: 7632314433

Service Areas: Data Processing, IT Outsourcing

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420 E South TempleSte 520 | Salt Lake City, UT 84111

Craig Peterson
Director of Marketing

Phone: 8014519101

Service Areas: Business Continuity, Data Processing, IT Outsourcing, Network Security, Operations

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R.C. Olmstead, Inc.

5555 Wall Street | Dublin, OH 43017

Tom Leib
Director of Sales and Marketing

Phone: 800-589-7312 | Fax: 614-652-2061

Service Areas: Data Processing

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Share One, Inc.

2650 Thousand Oaks Blvd. Suite 1120 | Memphis, TN 38118

Don Conrad
Senior Vice President, Sales

Phone: 9017953512 | Fax: 9013628524

Service Areas: Data Processing

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Sharetec Systems, Inc.

7989 Lake Dr. | Lino Lakes, MN 55014

Farbod Salman
Director of Marketing

Phone: (844) 802-4441

Service Areas: Data Processing, Statement Printing, Technology

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

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SMA Technologies

1201 Fannin St Suite 202 | Houston, TX 77002

Ashley Thompson
VP of Marketing

Phone: 281-446-5000

Service Areas: Business Continuity, Data Processing, Operations

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P.O. Box 1236 | Westbrook, ME 4092

Tim Brooks
VP, Corporate Marketing

Phone: (800) 341-0180 | Fax: 2077736715

Service Areas: Credit Cards, eMarketing, Data Processing

Maintaining operational efficiencies and offering the latest advances requires substantial effort and attention. For over 50 years, credit unions have chosen Synergent as their data-driven managed services provider. We deliver customized, integrated solutions through a single source. We are a strategic host of Symitar’s Episys® core processing and trusted industry experts providing credit unions with payments, technology, 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. Synergent is here for you, just as you are there for your members.

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The Knowlton Group, LLC

3 Coach Ln | Sandwich, MA 02563

Brewster Knowlton
Founder, CEO

Phone: 860-593-7842

Service Areas: Data Processing, Technology, Technology Consulting

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

Nikki Dever

Phone: 888-930-2728

Service Areas: Card Portfolio Management, Data Processing, Technology

Trellance is the leading provider of data analytics and business intelligence solutions, professional services and consulting for credit unions. The company's solutions and services, together with the patented common data model of its signature M360 product, are used by credit unions to find actionable insights, improve member experience and achieve portfolio growth. Founded in 1989, Trellance is headquartered in Tampa, Fla. and serves more than 1,500 organizations throughout the United States

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T-REX Group

214 W 29th Street, 17th Floor | New York, NY 10001

Phone: 212-256-1289

Service Areas: Data Processing, Technology

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Unifi Software

1810 Gateway Drive, Suite 380 | San Mateo, CA 94404

Andy Sheldon

Phone: 3129333803

Service Areas: Marketing, Data Processing, Technology

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United Solutions Company

1585 Summit Lake Dr. | Tallahassee, FL 32317

Jim Giacobbe
President & CEO

Phone: 850-942-9186

Service Areas: ATM Networks, Data Processing, Network Security

United Solutions Company is a Credit Union Services Organization founded in 1983 and headquartered in Tallahassee, Florida. United Solutions Company is a member of the National Association of Credit Union Service Organizations, and in 2021 was awarded the CUSO of the Year: Distinguished Service Award. The mission of United Solutions Company is to host quality products and services using best of breed technology, with an emphasis on service and collaboration to ensure its customers remain competitive and profitable.

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VisiFI, Inc.

| Hoover, AL 35242

Roger Willey
Chief Revenue Officer

Phone: 4025924414 | Fax: 4025924422

Service Areas: Mobile & Online Services, Data Processing, Virtualization/Cloud Services

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