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Member Services

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Platinum Suppliers

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

ABN Partners

13 Woodville Terrace, Hillsborough Township, NJ 08844 | Hillsborough, NJ 8844

Neal Kreitman
Sr. Partner
908-872-9128

Phone: 9088729128
http://www.abnpartners.net

Service Areas: Branding, Market Research, Membership Surveys

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Access Softek, Inc.

727 Allston Way, Suite C | Berkeley, CA 94710

Mark Barish
SVP Sales & Business Development
510-725-7635

Phone: 510-848-0606 | Fax: 510-848-0608
http://www.accesssoftek.com/

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

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

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Alliance Reverse Mortgage

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

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Allied Solutions

2805 N. Dallas Pkwy. Ste. 300 | Plano, TX 75093

Amy Hearn
VP, Marketing & Communications
800-826-9384

Phone: 8004974357
http://www.alliedsolutions.net

Service Areas: Auto Recovery, Auto Remarketing, Gap Insurance

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

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Alloya Investment Services

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

Mary Westberg
Executive Director

Phone: 7205404621
http://www.balancesheetsolutions.org/

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

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American Share Insurance Corp.

5656 Frantz Road | Dublin, OH 43017

Lori Solberg
Vice President, Sales & Marketing

Phone: 800-521-6342 | Fax: 614-764-1493
http://www.americanshare.com

Service Areas: Member Insurance

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Aon Integramark

1145 Sanctuary Parkway | Alpharetta, GA 30009

Lyndon Akins
SVP

http://www.aon.com/default.jsp

Service Areas: Member Insurance

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Auto Buyers Network (ABN)

P.O. BOX 6026 | Somerset, NJ 08873

General 888-418-CARS (2277)
Member Services
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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Auto Exam

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

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BALANCE

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

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Banzai / Third Degree

1292 South 1510 East | Provo, UT 84606

Morgan Vandagriff
Founder

Phone: 801-709-1809
http://www.teachbanzai.com

Service Areas: Financial Literacy

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Bluespire Strategic Marketing

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

Jen Joly
Marketing & Communications Director

Phone: 8007276397 | Fax: 9529209930
http://www.bluespiremarketing.com

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

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Brass|Media

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

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Breakaway Incentives

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

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Buzz Points, Inc

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

Cisco Sacasa
CFO
512-493-0713

Phone: 512-493-0713
https://www.buzzpoints.com/

Service Areas: Promotions/Incentives, Loyalty/Reward Programs

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California Long Term Care Insurance Services

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

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Capital Integrated

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

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Careington International

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

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CFI Group

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

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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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ClearChoice Member Purchase Program

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

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County Records Research

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

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Credit Union Financial Network

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

Mike Prior
President/CEO
800-405-8850

Phone: 6023757384 | Fax: 6028438377
http://www.cufn.org

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

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Creditor Resources, Inc.

400 Galleria Pkwy Ste 1000 | Atlanta, GA 30339

Robin Jones
Director of Marketing and Training

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

Service Areas: Lending, Member Insurance

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CRI Solutions, Inc.

6671-H Santa Barbara Rd | Elkridge, MD 21075

Jennifer Simon
VP of Sales & Account Management

Phone: 410-796-0908 | Fax: 410-964-9693
www.crisolutions.com

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

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CU Realty Services, LLC

11638 E. Four Peaks Road | Scottsdale, AZ 85262

Tina Powers
COO

Phone: 8016515419 | Fax: 8775196591
http://www.curealty.com

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

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

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CU Revest, LLC

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

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CU Solutions Group

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

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

Phone: 8002626285 | 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. Visit CUSolutionsGroup.com.

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Cubus Solutions

3049 Independence Dr. Ste. A | Livermore, CA 94551

Jim Berthelsen
SVP, Sales & Business Development
925-344-5030

Phone: 8553943969
http://www.cubussolutions.com

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

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

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CUNA Mutual Group

5910 Mineral Point Rd. | Madison, WI 53701

Robert Trunzo
President & Chief Executive Officer

Phone: 8003562644
http://www.cunamutual.com

Service Areas: Lending, Member Insurance, Institutional Insurance

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

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CUSO Financial Services, L.P.

10150 Meanley Drive, First Floor | San Diego, CA 92131

Tami Cain
Executive Director, Business Development
858-530-4440

Phone: 8585304440 | 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 185 credit unions across the country.

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

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Cusotm Card Systems, Inc. an ABnote Company

N 16970 Dallas Pwky Suite 600 | Dallas, TX 75248

Noe Rodriguez
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

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CustomerStream

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

Chris Hazlewood
Senior Account Executive
615-864-7529

Phone: 6158647525
https://customerstream.net

Service Areas: eMarketing, Marketing, Loyalty/Reward Programs

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cuTradeInBids

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

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Decision Partners LLC

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

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Financial Network Investment Corporation

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

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FirstPoint Financial

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

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Floyd Tapia and Associates

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

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Franklin Madison

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

Andrea Heger
SVP, Sales and Client Services
615-764-2082

Phone: 6157642707
http://franklin-madison.com

Service Areas: Direct Marketing, Marketing, Member Insurance

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

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Freimark & Associates, Inc.

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

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Frost Financial Services, Inc.

8829 Chapel Square Drive | Cincinnati, OH 45249

Phil Markwell
Partner
513-583-1215

Phone: 8887537678 | Fax: 5136979383
http://www.frostinsure.com/

Service Areas: Auto, Gap Insurance, Member Insurance

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

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Fuze Digital Solutions

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

Jean Van Court
Chief Customer Officer
425-649-1246

https://www.fuzedigital.com

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

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Gateway Services Group, LLC

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

Kees Woudenberg
Dir., Product Management and Sales
303-728-3452

Phone: 303-728-3452
http://gsgllc.com

Service Areas: Loan Participations, Gap Insurance, Member Insurance

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GreenPath Financial Wellness

36500 Corporate Drive | Farmington Hills, MI 48331

Mandy Meinecke
Manager of Business Development
248-994-8755

Phone: 2489948755
http://www.greenpath.org

Service Areas: Employee Benefits & Compensation, Financial Literacy

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

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GWC Warranty

1430 Redbud Way | Cumming, GA 30041

Chris Barry
VP - Strategic Alliances

Phone: 704-622-5626
http://www.gwcwarranty.com

Service Areas: Member Insurance

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Insuritas

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

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Interstate National Corporation

6120 Powers Ferry Rd. Suite 200 | Atlanta, GA 30339

Phone: 6788943500

Service Areas: Auto, Member Insurance

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INVEST Financial

8745 Henderson Road, Suite 300 | Tampa, FL 33634

Jonathan DeMayo
Business Development Specialist
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

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IWS

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

Eric Wikander
President
561-981-7024

Phone: 561-981-7000 | Fax: 561-981-7048
http://www.iwsgroup.com

Service Areas: Auto, Auto Buying Service, Gap Insurance

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

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Laser Member Cards, LLC

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

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Lending Solutions, Inc. (LSI)

2200 Point Blvd. Ste. 110 | Elgin, IL 60123

Tyler Miller
Director of Marketing
847-844-2200

Phone: 8885746572
https://www.belivelsi.com/

Service Areas: Call Centers, Lending, Member Services

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

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LifeHelp Insurance Administrative Services

6724 Lockheed Drive Suite 1 | Redding, CA 96002

Henry Cuenca
President

Phone: 8003454543
http://www.lifehelp.com

Service Areas: Member Insurance

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LPL Financial Services

9785 Towne Centre Drive | San Diego, CA 92121

James Norwood
V.P., Financial Institution Services

Fax: 7043764476
http://www.joinlpl.com

Service Areas: Financial Literacy, Member Insurance, Consulting

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Member Loyalty Group LLC

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

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Members Trust Company

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

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MGIC - Mortgage Guaranty Insurance Corporation

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

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Montrose Travel Service

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

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NARCUP, Inc

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

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National Credit Union Foundation

5710 Mineral Point Road | Madison, WI 53705

Gigi Hyland
Executive Director

Phone: 800-356-9655
http://www.ncuf.coop

Service Areas: Financial Literacy, Associations

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National CU Income Services

12130 Northwest Fifth Court | Plantation, FL 33325

Keith Winn
President

Phone: 800-776-9466
http://www.ncuis.com

Service Areas: Member Insurance

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National CU Services, Inc.

PO Box 8063 | Madison, WI 53708

Thomas Stanek
President

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

Service Areas: Member Insurance

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Old Republic Insured Credit Services, Inc.

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

E. L. Taylor
Executive Vice President, Sales

www.oldrepublicics.com/

Service Areas: Member Insurance

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OMI (OutSource Management Inc.)

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

James Banyas
Director of Channel Development

http://www.outsourcemanagement.com

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

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Pet Protect Inc.

P.O. Box 11447 | Naples, FL 34103

Rhona Sutter
President

http://www.pethealthinsure.com

Service Areas: Member Insurance

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RMS Inc.

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

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Saylent Technologies, Inc.

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

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Securities America

12325 Port Grace Blvd. | La Vista, NE 68128

Mike Anderson
First VP of Financial Institutions
402-399-9111

Phone: 402-399-9111
http://joinsai.com

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

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Selman & Company

6110 Parkland Boulevard | Mayfield Heights, OH 44124

David Selman
President

Phone: 440-646-9336 | Fax: 440-646-9339
http://www.selman.cc

Service Areas: Member Insurance

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Sentinel Warranty

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

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State National Companies

1900 L Don Dodson Drive | Bedford, TX 76021

Mike Gallagher
Director of Marketing

Phone: 800-877-4567e | Fax: 877-400-8686
http://www.statenational.com

Service Areas: Member Insurance

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

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Strategic Contact, Inc.

9510 SW 151st Avenue | Beaverton, OR 97007

Lori Bocklund
President
503-579-8560

Phone: 5035798560
http://www.strategiccontact.com

Service Areas: Call Centers, Member Services, Consulting

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Strategic Solutions

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

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StrategyCorps

201 Summit View Drive, Suite 250 | Brentwood, TN 37027

Mike Branton
Managing Partner

http://www.strategycorps.com

Service Areas: Checks, Member Services

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STRATIX Marketing

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

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Subcat Marketing

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

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Support EXP

830 E. Franklin St. | Dayton, OH 45459

Lew Thomson
Client Success Sr. Manager
800-444-5465

Phone: 8004445465 | Fax: 9374345743
http://www.supportexp.com

Service Areas: Mystery Shopping, Employee Training, Membership Surveys

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

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Support Insurance Systems Agency, Inc.

830 East Franklin St. | Dayton, OH 45459

Support Insurance Sales

Phone: 800-444-5465 | Fax: 937-434-9562
http://www.qualitycpi.com

Service Areas: Collections, Member Insurance, Institutional Investments

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SWBC

9311 San PedroSuite 600 | San Antonio, TX 78216

Mark Hein
CEO, The Financial Institution Group
2105034281

Phone: 2105034281
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 wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With more than 2,800 employees and offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states

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The Graham Law Firm, PLLC

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

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The Servion Group

500 Main Street Suite 100 | New Brighton, MN 55112

S. Brad Crandall
CEO
651-631-3111

Phone: 6516313111 | 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 the areas of mortgage lending, commercial lending, residential and commercial title, real estate, and financial advisory.

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Transamerica Life & Protection Financial Solutions

2700 W Plano Pkwy | Plano, TX 75075

Tom Kazar
Vice President, Sales
630-215-6042

Phone: 630-215-6042
http://www.transamerica.com/financial-professional

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

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Universal Assurors Agency, Inc.

12809 West Dodge Road | Omaha, NE 68164

Frederick J. Ostdiek
Senior Business Development Manager

http://www.universalassurors.com

Service Areas: Member Insurance

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Vehicle Administrative Services, Ltd.

14135 Midway Road, Suite 150 | Addison, TX 75001

Olivia Van Wye
Marketing & Sales

Phone: 9729002042 | Fax: 9724553992
http://www.vehicleadminservices.com

Service Areas: Auto Leasing, Member Insurance

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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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Wave2

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

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Weber Consulting Group, LLC

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

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