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Buyer's Guide

Operations & Technology

Browse Suppliers

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Platinum Suppliers

Alogent Altair Data Analytics Baker Hill Corporation Business Alliance Financial Services, LLC CliftonLarsonAllen, LLP COCC CompuSource Systems, Inc. CU*Answers CUNA Strategic Services Doxim Inc. eDOC Innovations Engageware Finastra FIS Fiserv GBQ Partners, LLC Glia ICI Consulting, Inc. IMM:  The eSignature Company LenderClose LendKey Marquis Member Driven Technologies Nymbus Open Lending Origence, a CU Direct Brand RenoFI REPAY Sharetec Systems, Inc. State National Companies Strategic Resource Management (SRM) Symitar Synergent The Knowlton Group, LLC Trellance Xpress Data, Inc.

A.B. Data, Ltd.

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

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ABG Marketing and Business Communications

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

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Abound Resources

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

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Access Business Technologies, LLC

850 Iron Point Road, Suite 100 | Folsom, CA 95630-9010

Robert Madsen
Sales & Marketing Operations
951-365-5100

Phone: 8884223400
http://www.myabt.com/default.aspx

Service Areas: Network Security, Technology Consulting, Virtualization/Cloud Services

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ACES Risk Management (ARMCO)

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

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Administrative Services, LLC (a Neustar Company)

21575 Ridgetop Circle | Sterling, VA 20166

Phone: 8044759309
https://www.home.neustar/

Service Areas: Call Centers, Online Fraud/Security, Operations

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Agility Recovery Solutions

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

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AKUVO

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

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Alacriti

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

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Alogent

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.

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Alpha Omega Laser

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

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AlphaPk, LLC

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

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Altair Data Analytics

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.

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AltiGen Communications, Inc.

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

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American Technology Services, LLC (ATS)

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

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AMI Information Systems

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

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Analysis Express, LLC

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

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Apperson Print Management Services

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

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AppPax, LLC

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)

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Appraisal Shield

15812 N Penn, Suite 2 | Edmond, OK 73013

Stephen Schmedt
President
888-345-7778

https://www.appraisalshield.com

Service Areas: Mortgage Processing, Technology Consulting

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Ascensus

200 Dryden Road | Dresher, PA 19025

Jane Weizenegger
Strategic Relations

Phone: 2156488000 | Fax: 2156484888
http://www.ascensus.com

Service Areas: Technology, Compliance, Consulting

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Attainium Corp

5022 North Idaho Road | Apache Junction, AZ 85119

Bob Mellinger
President
571-248-8200

Phone: 571-248-8200
https://www.attainium.net

Service Areas: Business Continuity, Consulting

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Auto Buyers Network (ABN)

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

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Automated Voice & Data Solutions

3100 Timmons, Suite 510 | Houston, TX 77027

Sharon Moon
President

Phone: 713-963-0900 | Fax: 713-963-9500
http://www.avds.com

Service Areas: Telecom/Communications

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AXIS Data Solutions

6851 TPC Drive | Orlando, FL 32822

Christina Hodges

Phone: 8008523174
http://axisdatasolutions.com/

Service Areas: eStatements, Statement Printing

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Baker Hill Corporation

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.

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BankingON

5316 W Hwy 290 Service Rd | Austin, TX 78735

Phone: 512-569-3684
https://bankingon.io/

Service Areas: Mobile & Online Services, Mobile Banking, Technology

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Barchart (formerly Stockgroup Media, Inc.)

209 W. Jackson Blvd., Suite 200 | VA

Kent Patterson
Account Manager

http://www.barchartmarketdata.com/home.php

Service Areas: IT Outsourcing

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Bloom Group LLC

| DE

Larry Bloom

http://www.bloomgroupllc.com/

Service Areas: Technology Consulting

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Bonadio & Co., LLP

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

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Business Alliance Financial Services, LLC

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.

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Business Data, Inc

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

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Card Scanning Solutions

6167 Bristol Pkwy Ste 330 | Culver City, CA 90230

Iuval Hatzav
VP of Marketing

Fax: 4197352419
www.card-scanner.com

Service Areas: Document Imaging

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Carswell Data Products

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

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Cathedral Corporation

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

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CBANC

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/

Service Areas: IT Outsourcing

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CDP

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

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CDW

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

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Champion Insurance Services

2444 Levante | Carlsbad, CA 92009

Madelyn Salerno
Business Development
760-473-1926

Phone: 7604731926
http://corp.1clickcoverage.com/

Service Areas: Member Insurance, Technology

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Clear Choice Telephones

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

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Clear Insight FPM

1051 Clinton Street Ste 212 | Buffalo, NY 14206-2823

susan.malik@clearinsight.ca

Phone: 9052745884
http://www.clearinsight.ca

Service Areas: Technology Consulting, Consulting

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CliftonLarsonAllen, LLP

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.

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COCC

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.

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Coconut Software

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

Elissa Riddell
Director, Marketing

Phone: 3069861080
https://www.coconutsoftware.com/

Service Areas: Data Processing, Operations, Technology

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CompuSource Systems, Inc.

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.

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Computer Service Professionals, Inc.

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

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Concerto Software

6 Technology Park Drive | Westford, MA 01886

Candace Berman
Corporate Communications Manager

Phone: (978) 952-0200 | Fax: (978) 952-0201
www.concerto.com

Service Areas: CRM/MRM

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CoNetrix

5225 S Loop 289 #207 | Lubbock, TX 79424

Phone: 8003566568
https://conetrix.com/

Service Areas: Network Security, Audit/CPA, Compliance

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ConmarSystems, Inc.

665 Hwy. 74 South | Peachtree City, GA 30269

Mark Staley
President

Phone: 7704873883 | Fax: 7704873366
http://www.conmarsystems.com

Service Areas: Statement Printing

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ControlScan, Inc.

11475 Great Oaks Way Suite 300 | Alpharetta, GA 30022

Phone: 800-940-5941
https://www.controlscan.com

Service Areas: Online Fraud/Security, Network Security

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Cooperativa de Servicios Tecnologicos de PR

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

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CoreTrac, Inc.

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

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COWWW Software

6250 Jupiter Ave Ne | Belmont, MI 49306

Bill Thomas
President

Phone: 616 726-1000 | Fax: 616 726-1050
www.cowww.com

Service Areas: Document Imaging

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CU Hiring

3688 E Campus Drive, #150 | Eagle Mountain, UT 84045

Phone: 8016475234
http://www.cuhiring.com

Service Areas: HR, Recruitment, Technology

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CU*Answers

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

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
http://www.cucinc.net

Service Areas: Data Processing

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CU-Centric LLC

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

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CUCollaborate

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

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CU-Interface

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

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CUNA Strategic Services

5710 Mineral Point Road | Madison, WI 53705

Barb Lowman
President
(912) 570-5581

Phone: 8172266338
https://www.cunastrategicservices.com

Service Areas: Delivery Channels, Lending, Operations

CUNA Strategic Services connects credit unions to innovative, industry-specific solutions that help drive membership growth and operational excellence at an attractive price. Our goal is to help credit unions find new, innovative products and services to integrate into their operations.We save money. With a nationwide footprint, negotiating power, collective buying and the ability to serve the entire credit union market, we leverage economies of scale and save you money.We work with industry-leading providers. Our alliance providers go through a rigorous vetting process to ensure their solutions have credit unions’ best interests in mind.We solve problems. Every solution from our alliance providers effectively solves a problem in the credit union market. With Credit Union National Association data and insights, we facilitate new business development prioritization and create strong solution-provider relationships.

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CUTopia

5025 South Orange Avenue | Orlando, FL 32809

John Pantaleon
CEO/President

Phone: 8885964947 | Fax: 8663163915
http://www.cutopiasolutions.com

Service Areas: Data Processing

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DATAMATX

3146 Northeast Expy Ne | Atlanta, GA 30341-5345

Shelly Anderson
Director of Marketing

http://www.datamatx.com

Service Areas: Statement Printing

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DataOceans LLC

3091 Governors Lake Dr | Norcross, GA 30071

Phone: 1673876300
https://www.dataoceans.com/

Service Areas: Operations, Statement Printing, Technology

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Decision Minds

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

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DecisivEdge, LLC

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

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DefenseStorm

710 Second Ave. Suite 310 | Seattle, WA 98104

Phone: 2065128691
https://www.defensestorm.com

Service Areas: Network Security, Technology

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Diamond Communication Solutions

280 Madsen Dr | Bloomingdale, IL 60108

Scott Koepka
Vice President, Compliance

Phone: 4252510833
http://www.dmsolutions.com

Service Areas: Statement Printing

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Diebold Nixdorf

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

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Diligent Board Member Services, Inc. / Diligent Boardbooks

1385 Broadway, 19th Floor | New York, NY 10018

Sharon Daniels
Chief Marketing Officer

Phone: 2127418181
http://boardbooks.com

Service Areas: IT Outsourcing

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Direct Technologies Inc

3532 Griffitt Bend Rd | Talladega, AL 35160

Carl McMillion
Area Sales Manager

Phone: 205-443-0163 | Fax: 205-444-1488
http://www.dirtech.com

Service Areas: Statement Printing

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DocuGraphy

14754 NE 95th Street | Redmond, WA 98052

Jay Gilani
Business Development Director

Phone: 425-558-9597 | Fax: 425-558-9537
www.docugraphy.com

Service Areas: Statement Printing

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Doxim Inc.

747 E. Whitcomb Ave. | Madison Heights, MI 48071

Angie Langill
Director, Marketing Operation

Phone: (437) 317-3635 | Fax: 9054759819
http://www.doxim.com

Service Areas: eMarketing, eStatements, Statement Printing

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.

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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
https://www.trinovus.com/

Service Areas: Data Processing

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ECCHO

3710 Rawlins St. Suite 1075 | Dallas, TX 75219

Phone: 4064424994
https://www.eccho.org

Service Areas: Check 21, Employee Training, Operations

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Econiq

35 Corporate Drive, Suite 209 | Burlington, MA 01803

Colin Piper
President

Phone: 7812225070
http://www.econiq.com

Service Areas: CRM/MRM

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eDOC Innovations

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

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eFace2Face Technology, LLC

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

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Efficient Document Solutions

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

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EFICASH

10773 NW 58th Street, Suite 402 | Doral, FL 33178

Andres Gonzalez
President, CEO

http://www.eficash.com

Service Areas: IT Outsourcing

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Electronic Output Solutions (EOS)

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

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Engageware

100 Ames Pond Dr. | Tewksbury, MA 1876

DJ Haskins
Vice President of Marketing
800-654-0510

Phone: 9786546800
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.

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Enhanced Software Products (ESP)

1811 North Hutchinson Rd | Spokane, WA 99212

Eric Trick
Builder of Bridges

Phone: 5095341514 | Fax: 5095349229
http://www.espsolution.net

Service Areas: Data Processing

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EP Imaging C

1000 Conger St | Eugene, OR 97402

Chris Moran
President

Phone: 1-800-688-4741 | Fax: 1-541-344-0572
www.eugeneprint.com

Service Areas: Document Imaging

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ESRI

1202 Richardson Dr. Suite 303 | Richardson, TX 75080

Donna Buhr
Sales Manger

Fax: 9093073049
http://www.esri.com/bmapfinancial

Service Areas: CRM/MRM

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Evault, Inc., a Seagate Company

6121 Hollis St., Ste. 2 | Emeryville, CA 94608

Sales Department NULL
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Phone: 8773828581 | Fax: 5109037200
http://www.evault.com

Service Areas: Document Imaging

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Factual Data Corp-Direct Lender Services

5200 Hahns Peak Dr | Loveland, CO 80538

Mike Einsel
Director

Phone: 800-929-3400 | Fax: 800-929-3297
http://www.factualdata.com

Service Areas: IT Outsourcing

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FedComp, Inc.

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

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FICS Inc.

14285 Midway Rd. Suite 200 | Addison, TX 75001

Dyan Dalton
VP-Sales & Marketing
972-458-8583

Phone: 972-458-8583
http://www.fics.com

Service Areas: Loan Originations Systems, Mortgages, Technology

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Financial Core Strategies

7801 Hardwick Place | Fishers, IN 46038

Rick Shockley
President
317-578-4669

http://www.fincorestrategies.com

Service Areas: Data Processing, Technology Consulting, Consulting

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Finastra

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.

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First American

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

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First Data Corporation

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

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FirstClose

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

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FIS

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. 

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Fiserv

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

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fiVision

5225 Exploration Drive | Indianapolis, IN 46268

Mike Winter
President/CEO

Phone: 3176123350 | Fax: 3176123351
http://www.fivision.com

Service Areas: CRM/MRM

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FLEX Credit Union Technology

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

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FlexDigital

5330 Technology Lane | Birmingham, AL 35217

Carl McMillion
Account Executive

Phone: 2564931939
http://flexdigital.com

Service Areas: Statement Printing

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FSCC, LLC - Part of CO-OP Shared Branching

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

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FSSI

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

Service Areas: Document Imaging

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Fusion Risk Management, Inc.

3601 Algonquin Road Suite 510 | Rolling Meadows, IL 60008

Phone: 847-632-1002
http://www.fusionrm.com/

Service Areas: Business Continuity

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GBQ Partners, LLC

230 W. St. Ste. 700 | Columbus, OH 43215

Scott H. Runyan
Director
614-947-5272

Phone: (614) 947-5291
http://gbq.com/

Service Areas: Technology Consulting, Audit/CPA, Compliance

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.

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GDS Link, LLC

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

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Glia

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

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Global Wave Group

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

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GoNet USA LLC

8801 W. 137th Street | Scottsdale, AZ 85260

Thomas Roberts
CEO

http://www.gonetusa.com

Service Areas: CRM/MRM

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Great Minds, Inc.

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

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Health-Lync, LLC

2350 N UNiversity Drive #840108 | Pembroke Pines, FL 33084

Rani Guptar
CEO
954-655-9127

Phone: 9546559127

Service Areas: Operations, Consulting, Strategic Planning

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Heinrich Envelope Corp

925 Zane Ave North | Minneapolis, MN 55422

Don Schindle
Sales

Phone: 763-544-3571 | Fax: 763-544-6287
http://www.heinrichenvelope.com

Service Areas: Statement Printing

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HEIT Consulting, Inc.

3350 Eastbrook Ave. Suite 103 | Fort Collins, CO 80525

Dan Holt
CEO

Phone: 9702127100
http://www.goheit.com

Service Areas: IT Outsourcing

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Hyland Software, Inc.

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

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IBM Corporation

4700 South Syracuse Parkway 4th Floor | Denver, TX 80237

Debbie Wildgoose
Manager

www.ibm.com

Service Areas: CRM/MRM

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ICI Consulting, Inc.

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

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ICONA

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

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Ignisis

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

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Imaging Technology Group

16 Technology #170 | Irvine, CA 92618

Bill Hiatt
President

Phone: 949.727.2001 | Fax: 949.727.2156
http://www.imagingtech.com

Service Areas: Document Imaging

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IMM: The eSignature Company

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!

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IMS, Inc.

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

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Indirect Lending Solutions LLC

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

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InfoIMAGE, Inc.

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

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Information Formatting Services, Inc. (IFS)

1403 W. 10th Place Suite B-101 | Tempe, AZ 85281

Dale Cornelius
Director of Sales

http://www.ifsphoenix.com

Service Areas: Statement Printing

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Infratel US

500 SW 39th Street, Suite 200 | Renton, WA 98057

Erin Paiso
Director of Marketing

http://www.infratel.com

Service Areas: Call Centers, Telecom/Communications

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Innovision Corporation

8208 Melrose Suite 120 | Lenexa, KS 66214

Frank Bednar
Sales and Business Development

http://www.innovision.com

Service Areas: Statement Printing

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Integrated Financial Systems (IFS)

24 Washington Avenue | North Haven, CT 06473

David DiVincenzo
President

Phone: 203-234-8441 | Fax: 203-234-7925
http://www.i-f-s.com

Service Areas: Document Imaging

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Interface

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

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Intranet Connections

230-1000 Roosevelt Ave North Vancouver, CANADA V7P 2B2 | North Vancouver, DE V7M1P3

Rachel Lai
Client Services Manager

http://www.intranetconnections.com

Service Areas: IT Outsourcing

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IQR Consulting

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

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J.R. Bruno & Associates - SBA/Member Business Lending Outsource

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

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Khorus

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

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KIVA Group, Inc.

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

Service Areas: CRM/MRM, Technology

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L & E Meridian

7400 Fullerton Rd. Suite 110 | Springfield, VA 22153

Scott Bobowick
EVP

http://www.l-e.com

Service Areas: Statement Printing

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Lanvera

13755 Hutton Drive Suite 100 | Dallas, TX 75234

Contact Lanvera

Phone: 9724886418
http://www.lanvera.com

Service Areas: eStatements, Document Imaging, Statement Printing

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LenderClose

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.

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LendKey

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.

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Level 9

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

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Lexis Nexis Risk & Information Analytics Group

6601 Park of Commerce Blvd | Boca Raton, FL 33487

Phone: 5619994430 | Fax: 5619810826
http://www.lexisnexis.com/risk/

Service Areas: Operations, Technology, Technology Consulting

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Lexmark International

740 W. New Circle Road | Lexington, KY 40550

Phone: 8592322000
http://www.lexmark.com/

Service Areas: Branch Displays/Signage, Mobile & Online Services, Document Imaging

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LKCS

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

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Marquis

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.

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Media Systems Technology Corporation

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

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Member Driven Technologies

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.

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Mendix

268 Summer Street 4th Floor | Boston, MA 2110

Phone: 8573172070
http://www.mendix.com

Service Areas: IT Outsourcing, Technology, Virtualization/Cloud Services

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Microm, Inc.

8466 Kell Avenue | Bloomington, MN 55437

Chris Sankey
President

Phone: (800) 933-4243 | Fax: (877) 483-3035
http://www.microm.org

Service Areas: eStatements, Statement Printing

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Millennial Vision, Inc. (MVi)

4578 Highland DriveSuite A-150 | Salt Lake City, UT 84117

Scott Cowan
VP Sales & Marketing

Phone: 8886846684
http://www.mviusa.com

Service Areas: Document Imaging

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Moss Adams, LLP

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

Service Areas: Technology Consulting, Audit/CPA, Compliance

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nCino, Inc.

6770 Parker Farm DrSuite 300 | Wilmington, NC 28405

Chris Soule
Director of Business Development
9104442255

Phone: 9104442255
http://ncino.com

Service Areas: Business Lending, Loan Originations Systems, CRM/MRM

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NCP Solutions, LLC

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

Service Areas: Statement Printing

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Next Step

6000 Metrowest Blvd.,Suite 107 | Orlando, FL 32835

Linda Vick
Executive Vice President

Phone: 4079268250
http://www.nextstepinc.com

Service Areas: Technology, Technology Consulting, Consulting

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nTeras Corporation

727 East Utah Valley Drive Suite 300 | American Fork, UT 84003

Scot Llewelyn
Sales Manager

http://www.rapidassist.com

Service Areas: Telecom/Communications

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Nymbus

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.

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OH/Audio, Inc.

Grant Creek Rd | Missoula, MT 59808-8630

Tomm Furch
President

Phone: 4065492427
http://ohaudio.com

Service Areas: Telecom/Communications

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Olympic Data Services, Inc.

2915 4th Ave. South | Seattle, WA 98134

Randy Bostrom
Sales Manager

Phone: 206-343-3300 | Fax: 206-343-3030
www.olydata.net

Service Areas: Statement Printing

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OMI (OutSource Management Inc.)

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

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OnApproach, LLC

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

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Ongoing Operations LLC

P.O. Box 218 | Maugansville, MD 21767

Kirk Drake
President/CEO

Phone: 240-527-6801 | Fax: 301-348-2080
http://www.ongoingoperations.com

Service Areas: Business Continuity

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Onovative

605 North Shore Drive | Jeffersonville, IN 47130

Chris Hall
Head of Customer Development
888-503-6615

Phone: 8885036615
http://www.onovative.com

Service Areas: Direct Marketing, Marketing, CRM/MRM

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Open Lending

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.

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Origence, a CU Direct Brand

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.

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OSG Billing Services

100 Challenger Rd Ste 303 | Ridgefield Park, NJ 07660

Sharon Kulawiak
Credit Union Specialist

Phone: 2018711100 | Fax: 2018713550
http://www.osgstatementservices.com

Service Areas: Statement Printing

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Output Services, Inc

6410 Odell Pl | Boulder, CO 80301

Phone: 3037098286 | Fax: 3037098286

Service Areas: Print Materials, Statement Inserts, Statement Printing

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Palmetto Cooperative Services, LLC

PO Box 1787 | Irmo, SC 29063

John Slack
Chief Sales Officer

Phone: 8037328415
http://trypcsi.com/

Service Areas: eStatements, Statement Printing

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Pay Lynxs

1020 SW Taylor Street | portland, OR 97209

Phone: 503-477-1702
https://paylynxs.com

Service Areas: Technology, Virtualization/Cloud Services, Compliance

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Pearrari Solutions, Inc.

9340 E Ocotillo Dr | Tucson, AZ 85749

Randall Pearson
Managing Principal Consultant

http://www.pearrari.com

Service Areas: Technology Consulting

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Percipia Networks

816 Morrison Road | Gahanna, OH 43230

Akrit Malik
Account Executive

Phone: 614-856-1123 | Fax: 614-751-2008
http://www.percipia.com

Service Areas: Telecom/Communications

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Pinnacle Data Systems LLC

350 Automation Way | Hoover, AL 35244

Peggy Banks
Account Executive

http://www.pinnacledatasystems.com

Service Areas: Statement Printing

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Pinnacle Financial Strategies

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)

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PowerHouse Consulting, Inc.

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

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Premiere Global Services

3399 Peachtree Rd. Ne Suite 700 | Atlanta, GA 30326

Dawn Johnson
Business Solution Specialist

http://www.premiereglobal.com

Service Areas: Telecom/Communications

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Problem Solved, Inc.

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

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Prodigy

420 E South Temple Ste 520 | Salt Lake City, UT 84111

Craig Peterson
Director of Marketing

Phone: 8014519101
http://www.cudp.com

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

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Protegrity

5 High Ridge Park 2nd Floor | Stamford, CT 06905

Phone: 2035694683
http://www.protegrity.com

Service Areas: Network Security, Technology, Technology Consulting

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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
http://www.rcolmstead.com

Service Areas: Data Processing

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Raddon Financial Group

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

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ReliaMax

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

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RenoFI

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.

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REPAY

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.

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Rex Corporation

1840 N Michigan Ave | Saginaw, MI 48602

Jeff Luplow
Vice President

Phone: 800-487-4460 | Fax: 989-754-1600
http://www.rexdms.com

Service Areas: Document Imaging

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RNET Financial Technology Consulting

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

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Robert C. Davis and Associates

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

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Samaha & Associates, Inc.

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

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SangamOne Connected Services Pvt Ltd

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

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SearchAmerica

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

Service Areas: IT Outsourcing

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Securden, Inc.

2035 Sunset Lake Road,, Suite B-2, | Newark, DE 19702

Phone: 3022661686
https://www.securden.com/

Service Areas: Online Fraud/Security, Network Security, Technology

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SER Solutions, Inc.

21680 Ridgetop Circle | Dulles, VA 20166

Art Callahan
VP, Mid-Tier Sales

Phone: 703.948.5500 | Fax: 703.430.7738
http://www.ser.com

Service Areas: Document Imaging

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Share One, Inc.

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

Service Areas: Data Processing

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Sharetec Systems, Inc.

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.

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SMA Technologies

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

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SOSystems

720 East Timpanogos Parkway | Orem, UT 84097

Dennis Madson
Director-Marketing

Phone: 801 222 0200 | Fax: 801-222-0250
www.so-sys.com

Service Areas: CRM/MRM

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Sprint

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

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SRMS Network Technologies

107 Fadler Drive | Gilbertsville, PA 19525

Ray Lutteroty
President

Phone: 800-369-6647 | Fax: 484-944-9201
http://www.srmstechnologies.com

Service Areas: Telecom/Communications

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St. Meyer and Hubbard

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

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State National Companies

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.

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Strategic Resource Management (SRM)

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?

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Strategix Performance, Inc.

1280 Bison West B9-14 | Newport Beach, CA 92660

Deborah Cataldo
Sr. Vice President

http://www.strategixperformance.com

Service Areas: CRM/MRM

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Strohl Risk Solutions

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)

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Symitar

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/

Service Areas: Data Processing, IT Outsourcing, Technology

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.

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Synergent

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.

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Technadigm

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

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TGI Direct, Inc.

5365 Hill 23 Drive | Flint, MI 48507

Robert White
Vice President, Sales

Phone: 8102395553 | Fax: 8102394321
http://www.tgidirect.com/solutions

Service Areas: Document Imaging

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The CSC Group

6802 West Snowville Road | Brecksville, OH 44141

Deborah Perrella
Marketing Specialist

Phone: 800-646-4272 | Fax: 440-546-4282
http://www.csc-groupinfo.com

Service Areas: Document Imaging

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The Knowlton Group, LLC

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.

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The Landmark Image

875 Cotting Lane Suite C | Vacaville, CA 95688

Ray Goodson
CEO

http://www.landmarkimage.com

Service Areas: Statement Printing

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ThinAir

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

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TPSi Statement Rendering Services

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

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Trellance

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

Nikki Dever
Marketing
888-930-2728

Phone: 888-930-2728
https://www.trellance.com/

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
http://www.trexgroup.com

Service Areas: Data Processing, Technology

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Unifi Software

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

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United Solutions Company

PO Box 5496 | Tallahassee, FL 32317

Jim Giacobbe
President

Phone: 8509429186 | Fax: 8509429228
http://www.unitedsolutions.coop

Service Areas: Data Processing

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Venminder, Inc

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

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Verdafero Inc

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

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Verian

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

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Veristor Systems

4850 River Green Pkwy | Duluth, GA 30096

Ferrol Macon
VP, Architecture

Service Areas: Network Security, Technology, Technology Consulting

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VisiFI, Inc.

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

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Voip Werx, LLC

7756 Mitchell Park Dr. | Cleves, OH 45002

David Laake
Managing Partner
513-453-4558

Service Areas: Video Tellers, Telecom/Communications, Virtualization/Cloud Services

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Vysym Corporation

P.O. Box 51660 | Irvine, CA 92619

Marketing Services

Phone: 800-825-4493 | Fax: 949-452-0845
http://www.vysym.com

Service Areas: Telecom/Communications

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Wacom

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

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Watkins Consulting Inc

888 Bestgate Road Suite 401 | Annapolis, MD 20401

Phone: 2028610020
http://www.watkinsconsulting.com

Service Areas: Operations, Compliance, Consulting

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XLNsystems, Inc.

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

Service Areas: Document Imaging

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Xpress Data, Inc.

10983 Via Frontera. | San Diego, CA 92127

Naomi Castillo
Business Development Manager
858-676-9888

Phone: 8586769888 | Fax: 8586769899
http://www.xdi.com

Service Areas: eStatements, Document Imaging, Statement Printing

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

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