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CUNA: Credit Union National Association
3SI
3SI has proven GPS and staining cash security to protect your credit union during a robbery. More than 160,000 cash areas are protected with our products in North America. 3SI solutions recover cash, capture the criminal, and deter crime. 3SI offers credit union discounts through its alliance with CUNA Strategic Services.
CUNA contact: Debbie Bergenske
800-356-9655, ext. 4340
dbergenske@cuna.com
Fax: 608-231-4127
Mary Pifer, marketing manager
800-523-1430
mary_pifer@3sisecurity.com
Fax: 610-280-2077
Accel Members Financial Counseling
The Accel Financial Counseling program was developed by GreenPath Inc., one of the most successful nonprofit financial education and counseling organizations in the nation. Founded in 1961 by credit unions for credit unions, the Accel program is designed to offer your members a comprehensive financial education and counseling program.
Joe Day, director of business development
800-356-9655, ext. 5794
jday@cuna.com
Fax: 608-231-4370
AFTECH, Another Fiserv Connection
AFTECH—another Fiserv connection—is a major supplier of core processing systems and Internet services to credit unions across the United States. AFTECH offers state-of-the-art member services, including AFTECH’S Advantage core processing; commercial account processing; and sophisticated Internet services, including best-of-breed home banking with aftech@net, credit report updating, and lobby kiosks.
Dick McConnell, director of marketing
610-233-4000, ext. 423
dick.mcconnell@aftech.fiserv.com
Fax: 610-233-4015
Agility Recovery Solutions
The Agility business continuity solution is simple, but profound. Should your credit union experience a business interruption, within 48 hours Agility will deliver the resources you need to get back up and running and connected to your members, including mobile branch space, PCs, satellite phone and Internet, power generation, desks, chairs, and more.
CUNA contact: Tom Lybeck
800-356-9655, ext. 4109
tlybeck@cuna.com
Fax: 608-231-4127
Membership sales
866-364-9696
taylor.busby@agilityrecovery.com
Fax: 704-341-9099
AIG United Guaranty
A wholly-owned subsidiary of American International Group Inc. (AIG), AIG United Guaranty has insured consumer loans, including first and second mortgages, for more than 34 years. Credit unions choose AIG United Guaranty because of our financial strength, commitment to providing innovative programs, and outstanding customer service. We deliver customized pricing, delegated underwriting authority, paperless origination and servicing via Web-based functions, a simplified claims process, and a comprehensive claims program. AIG United Guaranty, One Partner, Countless Advantages®.
Pat Wheeler, senior account executive
800-334-0296
wheelejp@ugcorp.com
Fax: 800-362-7137
Aimbridge Lending Solutions
Audrey Mulhair, director of client services
303-306-3247
Fax: 303-306-3248
ALM First Financial Advisors LLC
ALM First Financial Advisors offers balance sheet risk management, strategic planning and investment execution services to credit unions nationwide. As an SEC-registered advisor, since 1995 we’ve provided fee-based advisory services, offering objective, independent advice. We serve our clients by helping them monitor risk, maximize financial performance and achieve regulatory compliance.
Margot H. Strong, director of business development
800-752-4628, ext. 107
mstrong@almfirst.com
Fax: 214-987-1052
American Lenders Service Co.
American Lenders Service Co. provides collateral recovery nationwide. With over 180 offices in 45 states we can service all your account needs. We also offer our clients a Web-based marketing venue known as ALSCOAutoAuction.com. The auction venue is free. Contact Mike Self at 432-332-0361.
Mike Self, national marketing manager
432-332-0361
mikeself@americanlenders.com
Fax: 432-332-1065
AQ2 Technologies
Tim P. Smith, vice president of sales
205-290-8120
Fax: 205-290-8139
Armoured Resistance Mechanisms Inc.
Custom manufacturer of bullet-resistant products, including teller lines, custom millwork, wall armour, doors, package exchange units, cash trays, transaction modules, windows and framing. We provide turnkey physical security solutions or components for installation by others.
Steven Pretty, sales manager
517-223-7618, ext. 1
steven_pretty@hotmail.com
Fax: 517-223-7678
AutoIMS
AutoIMS delivers standard online applications and connectivity services to the remarketing industry. From assigning vehicles to auctions and recovery agents, AutoIMS provides data analysis tools to identify, benchmark, and streamline logistical processes.
Don A. Meadows, president/CEO
678-597-3900
donmeadows@earthlink.net
Fax: 678-597-3939
Baker Hill, an Experian Co.
Julie A. Ward, senior credit union relationship manager
800-821-8664, ext. 1864
Fax: 317-571-5125
Bancography
Bancography offers custom branch network optimization services; individual branch site analysis and financial projections; and Bancography Plan, a market analysis and branch planning software tool. Bancography also performs primary marketing research to measure market awareness, customer satisfaction and attrition factors, and regularly releases secondary research on industry topics.
Laura Levie, marketing director
205-252-6671
laura@bancography.com
Fax: 205-251-2269
Bartlett, Pringle & Wolf LLP
CPA firm providing integrated financial solutions to credit unions. We know the credit union industry, technology, accounting needs, and work with over 30 credit unions nationwide. We supply business intelligence solutions for general ledger, accounts payable, fixed assets, payroll, financial reporting, and more to work with your core processor.
W. Scott Hadley, partner/CFO
805-963-7811
shadley@bpw.com
Fax: 805-564-2103
BCI
BCI provides strategic planning, facility design, and construction management services for financial institutions nationwide. Our services include demographic/ market research, site search and analysis, interior/retail design, strategic marketing, and brand positioning that ensure successful new and remodeled facilities.
David Jaeckels, executive vice president
414-273-6676, ext. 153
djaeckels@bciusa.biz
Fax: 414-273-1507
Billcon Corporation of America
In today’s fast-paced and ever-changing financial services industries, you can’t afford the luxury of trusting an unknown. Billcon, a specialist in the manufacturing of currency handling systems since 1962, has provided state-of-the-art solutions to companies in almost every industry throughout the world. Billcon manufactures and distributes a complete line of high-quality currency and coin counting/sorting and counterfeit-detection machines, including the N-Series Compact Note Counter, D-551 Currency Discrimination Counter, CHS-10 High-Speed Coin Counter, and CCS-65 Coin Counter/Sorter.
Sohei Kozaki, customer service manager
310-328-1775
info@billcon.com
Fax: 310-370-2994
BISYS Retirement Services
Credit union team, retirement products & solutions
218-825-5229
Fax: 218-825-5012
Black Book National Auto Research
Established in 1955, Black Book National Auto Research provides the most accurate and up-to-date vehicle valuation tools available. Black Book users include more than 2,000 credit unions, automobile manufacturers, insurance companies, and more.
Joe Day, director of business development
800-356-9655, ext. 5794
jday@cuna.com
Fax: 608-231-4370
Bluepoint Solutions
Bluepoint Solutions is the premier, turn-key document management/imaging software provider. Our document management/imaging solutions are specifically designed for a credit union environment and follow best practices guidelines. Bluepoint introduces C21 Capture. C21 Capture is a robust and user-intuitive document management/imaging software that seamlessly integrates with your current accounting system.
Patrick Kinnard, sales
888-332-7052, ext. 374
pat.kinnard@bluepointsolutions.com
Brookwood Capital
Tim Kolk, managing partner
603-924-7215
Fax: 603-924-7149
Business Partners LLC
Business Partners is a full-service, member business lending credit union service organization (CUSO) run for credit unions by credit unions. Business Partners specializes in the areas of loan origination, loan participation, underwriting, servicing, and quality control for commercial real estate, small business loans, and SBA-guaranteed loans.
Jean Faenza, president/CEO
818-206-3753
jean.faenza@businesspartnersllc.com
Fax: 818-206-4753
Byte Software
Gail Joyce, sales and marketing manager
800-695-1008, ext. 118
Fax: 425-823-3042
Calculated Industries Inc.
Allen Alexander, sales and marketing manager
775-445-6265
Fax: 775-445-6465
Canon U.S.A. Inc. (digital multifunction copier/fax equipment and supplies)
Canon is the networked office solutions leader with the highest number of copier, laser facsimile, and color copier/printer placements. Providing multifunctional copiers, laser copiers and laser faxes, your credit union will benefit from the significant discounts on Canon equipment and supplies available through its alliance with CUNA Strategic Services.
CUNA contact: Brenda Halverson
800-356-9655, ext. 4110
bhalverson@cuna.com
Fax: 608-231-4127
Ken Miller, national account executive
815-479-1630
kmiller@cusa.canon.com
Fax: 815-479-1631
Canon U.S.A. Inc. (micrographic/imaging equipment and supplies)
Canon provides solutions for branch, teller, and merchant item and MICR data capture for microfilm replacement or electronic transmittal to a central item processing provider. Additional products assist in meeting vital records management needs for both storage and retrieval efficiency. Discounts on Canon products are available through its alliance with CUNA Strategic Services.
CUNA contact: Brenda Halverson
800-356-9655, ext. 4110
bhalverson@cuna.com
Fax: 608-231-4127
John Burgess, major account executive
412-735-0612
jburgess@cusa.canon.com
Fax: 412-653-1317
Card Scanning Solutions
Card Scanning Solutions is the leading developer of identification-card reading systems based on Optical Character Recognition (OCR) technology. Its product line includes driver’s license scanners, passport scanners, magnetic strip/2D barcode readers, and biometric signature pads.
Sales engineer
310-691-8920
info@card-reader.com
Fax: 419-735-0611
Ceto and Associates
Paula McKeone, business development manager
678-297-1151, ext. 238
Fax: 678-297-1127
Clayco Financial Facilities
Tom Lombardo, national director-business development
888-429-3330, ext. 252
Fax: 314-890-7410
CMC/FLEX
For nearly 30 years FLEX has been known for integration and simplicity. Our latest innovation—JUICE—is everything you’d expect from a modern application. JUICE provides FLEX, a state-of-the-art graphical client built upon an advanced architectural framework. See credit union innovation at its finest in JUICE. FLEX—Keeping it simple.
Todd Chytraus, national marketing director
800-262-3539
todd@cmcflex.com
Fax: 801-545-4998
CommonBond Communications Inc.
Penny Yeatts, manager
800-947-3182
CompuSource Systems Inc.
CompuSource is a leading provider of complete data processing systems for credit unions. Our highly integrated component-based approach makes CompuShare an ideal solution for credit unions with growing memberships from 300-10,000. With 450 credit unions nationwide, CompuSource has the experience to provide the most comprehensive open system for your credit union.
Gary L. Gonzales, president
800-295-9100
sales@css4cu.com
Fax: 716-636-3711
Consultants & Builders Inc.
Consultants & Builders Inc. (CBI) is a design/build firm focusing exclusively on the development of financial institutions within the southeastern United States. Established in 1986, the company offers a wide range of services including facility design and construction, as well as branding and retail delivery services.
Anne Smith, director of marketing
770-729-8183, ext. 2020
anne.smith@consultantsandbuilders.com
Fax: 770-416-9619
Consumer Benefit Services Inc.
Consumer Benefit Services Inc. (CBSi) is a leading provider of innovative, value-added enhancements and loyalty programs to more than eight million consumers through credit unions, banks, associations, and direct marketing partners. CBSi and its fully integrated subsidiaries provide our clients with the resources and marketing solutions they demand.
Matthew Martorano, vice president, sales-USA
630-420-6200, ext. 1152
mattm@consumerbenefit.com
Fax: 630-420-2294
CO-OP Financial Services
CO-OP Financial Services, the nation’s largest credit union EFT network and processor, was named the No. 1 CUSO by Callahan & Associates. Wholly-owned by more than 1,000 member credit unions, CO-OP provides volume discounts on 38 products and services in four lines of business—CO-OP Network, CO-OP ATM Processing, CO-OP Card Services, and CO-OP Shared Branching.
Annette Bowlick, vice president business development
800-782-9042
annette.bowlick@co-opfs.org
Fax: 909-941-0979
Credit Union 24
Credit Union 24 is a flexible, member-owned, full-service, deposit-taking ATM and POS network with multiple processor links, hundreds of thousands of POS locations and more than 100,000 ATM terminals across the country. Credit Union 24’s voluntary CU HERE surcharge-free program is part of one of the largest fee-free ATM networks in the country, and includes both on- and off-premise surcharge-free terminals. Headquartered in Tallahassee, Fla., the Credit Union 24® Network is a strong, growing and independent EFT cooperative, and is the only credit union-owned POS network in the country. To join our EFT cooperative, call Tom Terrusa at 877-570-2824.
Tom Terrusa, assistant vice president, national sales group
877-570-2824
tom.terrusa@cu24.com
Credit Union Leasing of America
Greg Gandolfo, vice president, business development
800-878-5400, ext. 366
Fax: 619-516-3910
Credit Union Service Corp. (CUSC)
CUSC is the premier credit union-owned network enabling credit unions to provide their members with transaction services at thousands of locations nationwide via shared branching. Through the Next Generation Network, the only credit union-owned switch, members receive the most economical and fraud resistant method of accessing shared branching.
Craig Beach, vice president, marketing/business development
678-812-1300
craig.beach@cusc.net
Fax: 678-812-1301
CU Business Capital LLC
CU Business Capital LLC provides business deposit and business lending services enabling credit unions to accelerate membership by leveraging businesses and existing SEG relationships.
Murray Halperin, senior vice president, marketing & business development
954-704-5411
murray.halperin@cubusinesscapital.com
Fax: 954-704-5497
CU Direct Connect
CU Direct Connect has been providing a full-service indirect lending program for Colorado credit unions for more than 13 years and currently works with 50+ credit unions. CU Direct Connect can help credit unions or CUSOs across the nation develop their own successful program with their unique cooperative model.
Chad Shane, director of sales
720-974-1371
cshane@cuila.com
Fax: 303-996-6281
CU Members Mortgage
CU Members Mortgage has been the leader in mortgage origination services for credit unions since 1982. Hundreds of loan programs ensure that your members get the loan that’s just right for their lifestyle, and retained servicing means they’ll enjoy superior service long after their closing. We offer the industry’s most sophisticated online application, compatible with all major platforms, plus co-branded servicing and non-solicitation of other financial services. Superior member service and income for your bottom line. Can your current provider say that?
Linda Clampitt, senior vice president
800-607-3474, ext. 225
lindacl@homeloancu.com
Fax: 972-991-5036
CUBUS Solutions
CUBUS Solutions can help you provide a new generation of services for your members. We are focused on software applications that enhance member value through care, convenience and cost savings while differentiating you in the marketplace. With CUPoints"!, enhance your member loyalty by rewarding them for using your products and services with points they can exchange for rewards. With CUDeposits"!, let members deposit checks over the Web. With CUNotify"!, safeguard your members information through CUStatements, CUAlerts and CULetters. CUBUS Solutions can help you create new value for your members while creating differentiation between you and your competition.
Mary Ann Herne, vice president, business development
925-606-8708, ext. 102
mherne@cubussolutions.com
Fax: 925-606-8701
CUDL
CUDL is the leader in indirect and point-of-sale lending services for the credit union industry. As a CUSO, CUDL develops custom applications, training, and marketing programs to help credit unions achieve their auto lending goals. The CUDL Network connects over 8,000 automobile dealerships with over 580 credit unions nationwide.
Jerry Neemann, chief operating officer
877-744-2835, ext. 2304
jerry.neemann@cudl.com
Fax: 909-297-2904
CUNA Councils
The CUNA Councils provide resources, information, networking, and professional development to credit union professionals. Membership is open to credit union employees with responsibilities in six key areas of credit union management: chief financial officers; human resources/training and development; lending; marketing and business development; operations, sales, and service; and technology.
David Rohn, vice president
800-356-9655, ext. 4368
drohn@cuna.com
Fax: 608-231-4061
CUNA Economics & Statistics
CUNA's Economics & Statistics department provides customized comparative analysis, research, consultation, and information services to credit unions, leagues, and the general public. It's the primary source for market research, financial service trends, economic and financial analysis, and credit union industry and historical information.
Jeanne Sheahan, director of research services
800-356-9655, ext. 4226
jsheahan@cuna.com
Fax: 608-231-5799
CUNA Mutual Group
CUNA Mutual Group is the leading provider of financial services to credit unions and their members worldwide, offering insurance, services, and asset management solutions. More information on the company is available on the company’s Web site at cunamutual.com, or call 800-356-2644.
Gerry Singleton, director, league and association relations
800-356-2644, ext. 6302
gerry.singleton@cunamutual.com
Fax: 608-218-2011
CUNA Personal Finance
Financial literacy materials from CUNA Personal Finance teach smart money management and the credit union difference. In a variety of print and electronic formats, we give consumers the information they need to improve their skills in budgeting, saving, borrowing, buying, and investing.
Joe Day, director of business development
800-356-9655, ext. 5794
customerservice@cuna.com
Fax: 608-231-4370
CUNA Professional Development
CUNA Professional Development (CPD) is the leading provider of educational services to credit unions. CPD's programs extend beyond theory and information to application. Our participants don't just learn, they experience learning. And they do so in a variety of formats, including schools, conferences, online learning, books, and self-study courses.
Todd Spiczenski, vice president
800-356-9655, ext. 4249
elearning@cuna.com training.cuna.org CUN
Fax: 608-231-4253
CUNA Research & Advice
From member surveys to the annual E-Scan report to our new CU360 research portal, CUNA Research & Advice provides a wide range of credit union research services. We also publish Credit Union Magazine and newsletters to provide information and advice for credit union staff, management, and volunteers.
Doug Benzine, vice president, research and advisory services
800-356-9655, ext. 4172
mktresearch@cuna.com
Fax: 608-231-4027
CUNA Strategic Services
CUNA Strategic Services, along with its carefully chosen providers, saves you money and time by providing the products, services, and technologies your credit union needs to compete effectively in the modern financial marketplace.
Wes Millar, senior vice president
800-356-9655, ext. 4138
wmillar@cuna.com
Fax: 608-231-4127
CUNA Strategic Services Calendars
Increase business and enhance membership loyalty for less than one-half of one cent per day. CUNA’s calendars are a cost-effective tool for raising awareness of the movement through its credit union-specific benefit statements and financial tips. Choose from a variety of styles, all with free imprinting.
Brenda Halverson, product manager
800-356-9655, ext. 4110
bhalverson@cuna.com
Fax: 608-231-4127
Curtis 1000
Steve Lawrence, vice president, marketwise group
678-380-9095, ext. 2241
CUSA Technologies, Another Fiserv Connection
CUSA Technologies—a total credit union solution. More than 800 credit unions nationwide rely on us for the integrated tools, support, and strategies that drive their successes, including: core data processing; disaster recovery; online data backup; 5300 call reporting tools; asset/liability management; ATM & debit card needs; loan decisioning; statement printing and mailing; CD-ROM archiving; online banking and bill paying; regulatory compliance and more. Visit our Web site at www.cusa.com today to learn how to gain and maintain a strong competitive advantage.
Teresa Zundel, director, marketing communications
801-902-8769
teresa.zundel@fiserv.com
Cypress Software Systems
Cypress Software Systems develops automated risk-based loan application processing software for license to community and regional lenders. The company’s vision of success serves the needs of credit unions, finance companies and banks that wish to implement loan application decision and tracking tools like those of larger regional lending institutions.
Troy Anderson, vice president, sales
800-394-5777, ext. 106
tanderson@go-cypress.com
Fax: 817-514-6007
Datatrac
Datatrac is the leading provider of rate intelligence information, featuring the most comprehensive database in the industry with over eight million interest rates updated annually. Make more accurate, timely and informed pricing decisions, and save 50% on packages available exclusively through the alliance between Datatrac and CUNA Strategic Services.
CUNA contact: Doug Tangwall
800-356-9655, ext. 4073
dtangwall@cuna.com
Fax: 608-231-4127
Eric Wanek, director of partner relations
800-257-7101, ext. 3033
eric.wanek@datatrac.net
Fax: 414-223-2337
De La Rue Cash Systems
De La Rue Cash Systems provides accurate, efficient and secure cash handling solutions to credit unions, offering discounts through its alliance with CUNA Strategic Services. De La Rue helps you execute your retail banking strategies, changing the focus of your frontline from cash to your members and reducing costs.
CUNA contact: Doug Tangwall
800-356-9655, ext. 4073
dtangwall@cuna.com
Fax: 608-231-4127
Stephen Bruns, credit union coordinator
800-255-9472
sbruns@brunsinc.com
Fax: 800-273-5840
DealerTrack Inc.
DealerTrack provides innovative software and data solutions for the automotive retail industry. Our network connects over 22,000 dealers to over 350 financing sources, the majority of which are credit unions. Our subscription-based products enable dealers to receive consumer leads, compare financing options, sell aftermarket products, document compliance, and execute contracts electronically.
Frank Noto, director of lender sales & development
516-734-3662
frank.noto@dealertrack.com
Fax: 516-734-3809
DEI Incorporated
A national design/build company that goes beyond the expected. We create sales environments by incorporating all aspects of facility planning, from site search & selection, strategic analysis & planning through architecture, construction, interior design, branding & retail concept design. At DEI, we design and build to grow your business.
Neil K. Kool, vice president, sales
513-825-5800
tlinton@dei-corp.com
Fax: 513-825-1947
Design Build Concepts Inc.
Design Build Concepts provides a single-source facility development program exclusively for financial institutions. DBC’s architects, interior designers, construction managers and bank marketing consultants offer comprehensive services from site selection and space planning through design and construction. Based in Atlanta, DBC has served financial institutions throughout the Southeast since 1975.
Jim Givan, president/CEO
888-201-6578
info@designbuildconcepts.com
Fax: 404-812-3251
DiCom Software
Doug Latare, executive vice president
407-246-8060
Didier Printing
Didier Printing is a leading supplier of secure credit, debit and prepaid plastic cards to the financial community. Didier offers a suite of FREE design services that include stock designs, professional design assistance, and its renowned Web-based design tool, “Card Designer.” For years Didier has distinguished itself in card quality and expedient delivery. With the recent introduction of the OSCAR enterprise-wide print system, our customers will now enjoy the clarity and brilliance of high definition printing along with a reduction in cycle time. As always, Didier is better by design!
Janice Platzer, sales/marketing administrator
800-852-7373
sales@didierprinting.com
Fax: 260-424-4923
Diebold Incorporated
Diebold is a global leader of self-service delivery systems, solutions, and services for the financial market. The discounted superior products/services offered to credit unions through Diebold and CUNA Strategic Services include ATMs, self-service equipment, supplies, physical and electronic security products, managed services for self-service equipment, and risk analysis software applications.
CUNA contact: Shirley Mazanet
800-356-9655, ext. 4290
smazanet@cuna.com
Fax: 608-231-4127
Elizabeth King, credit union marketing manager
800-806-6827
moreinfo@diebold.com
Fax: 704-599-3180
Digital Defense Inc.
Patrick Shannon, vice president, sales
210-582-6102
Fax: 210-822-9216
Digital Resolve
Sales/marketing department
678-258-3000
DigitalMailer Inc.
Greg Crandell, executive vice president, business development
866-994-4900, ext. 106
Fax: 703-783-8836
Discover Network
A new kind of payments network that better connects partners to increase profits and create loyalty. Discover® Network supports credit, debit and prepaid card issuers with connectivity to over four million merchant and cash access locations throughout North America and the Caribbean. Discover Network is operated by Discover Financial Services.
Sherril Cavaletto, network strategic development
866-847-2344
Elan Financial Services
Elan Financial Services is a leading EFT processor and provider of ATM, debit, credit, and prepaid card solutions. Elan also owns and operates the national surcharge-free MoneyPass® ATM network. When combined with our unique service guarantee, Elan delivers what other providers only promise.
Troy Cullen, national sales manager
800-343-7064
information@elanfs.com
Fax: 412-552-2290
Employment Technologies Corp.
Employment Technologies is the leader in simulation technology for pre-employment testing. Our award-winning EASy Simulations® are proven to increase the accuracy of hiring decisions, reduce hiring time and costs, accelerate employee development, and reduce turnover. Employment Technologies offers complete hiring solutions for key credit union jobs. Visit us at www.etc-easy.com and discover the difference simulation can make!
Jane Stein, customer management
800-259-8626, ext. 211
info@etc-easy.com
Fax: 407-788-1496
Enterprise Car Sales
Enterprise Car Sales is one of the largest sellers of certified used vehicles in the United States, offering customers more than 120 makes & models of high-quality, low-mileage, ASE-certified used vehicles. Enterprise Car Sales creates value-added partnerships with national and local credit unions, providing members with easy access to high-quality used vehicles.
Brooke Gilchrist, national marketing manager
314-512-4181
bgilchrist@erac.com
Fax: 314-512-4451
EPL Inc.
EPL, a full-service provider of business and technology solutions, has a completely open architecture platform giving credit unions real choices. Credit union-owned, EPL enables credit unions to drive business from their members’ perspective, offering Web-based consumer lending, member business lending, shared branching, MRM, and a premier core processing application, i-Power.
CUNA contact: Debbie Bergenske
800-356-9655, ext. 4340
dbergenske@cuna.com
Fax: 608-231-4127
Jim Gowan, executive vice president, sales & marketing
800-852-1286
jim.gowan@epl.net
Fax: 205-408-5345
EVault Inc., A Seagate Technology Co.
EVault, a wholly-owned subsidiary of Seagate Technology, is the trusted expert in complete data protection solutions for over 8,500 small to large enterprise customers globally. Since 1997, EVault’s software and outsourced services for backup, recovery, archiving, business continuity and e-discovery have allowed customers to conform to industry-specific compliance and security regulations. EVault s DeltaPro"!, patented quick file scanning, and patented adaptive compression technologies make it easy to secure, protect and recover critical data across a broad range of operating systems and applications, delivering the highest performing online backup and recovery solution available. Visit www.evault.com or call 877-382-8581 for more information.
877-382-8581
sales@evault.com
Fax: 510-903-7200
Executive Compensation Solutions
Executive Compensation Solutions (ECS) brings innovative thinking to a variety of executive compensation and benefit issues. These include compensation benchmarking and client-driven surveys, incentive structures, “equity-like” compensation arrangements, retirement plans, elective deferred compensation, actuarial consulting, valuation services, survivor, disability and long term care benefits. We have special expertise working with credit unions.
Laurie Beecher, director of communications
626-914-2333
lbeecher@ecs-m.com
Fax: 626-914-5550
FIA Card Services
The pioneer in credit card affinity marketing, FIA Card Services is the industry leader in providing credit card solutions for credit unions and thousands of other membership organizations. Call FIA Card Services to learn more about innovative credit card programs and the most exciting rewards program in the credit card industry.
Jeffrey Fincher, senior vice president
302-432-3401
creditunion@fiacardservices.com
Fax: 302-432-2957
FICS
Founded in 1983 and headquartered in Dallas, the FICS mortgage technology specialists provide flexible, comprehensive residential and commercial technology solutions to the mortgage industry. FICS’ solutions are designed around the latest technology and incorporate innovative document management and Web-based capabilities into its full suite of products.
Barry C. Malone, vice president, sales
972-458-8583
fics@loanware.com
Fax: 972-458-0863
Fidelity National Information Services Inc. (FIS)
FIS is an industry-leading provider of information technology solutions. FIS partners with credit unions to optimize efficiencies, mitigate risks, and build business. Our INTEGRATED solutions include: core processing, business intelligence, e-banking, check imaging, card services, fraud protection, payment processing, and EFT/debit services.
Fran Kester, sales
877-482-8786
Fax: 904-854-4124
Financial Management Solutions Inc.
Meredith J. Deen, executive vice president
877-887-3022
Fax: 770-619-3095
Financial Service Centers Cooperative Inc.
FSCC is an international shared branching network, owned and controlled by credit unions representing over $125 billion in credit union assets with access to over 2,500 shared branches in 46 states and six countries. FSCC shared branching services will be available at 2,200 7-Eleven® stores nationwide through Vcom® Unit kiosks. In addition, FSCC delivery channels and services include 24/7 shared branching call center services, self-service kiosks, comprehensive disaster recovery preparedness and business continuity plans. FSCC security products include member data protection and fraud detection solutions for credit unions.
Gail Picken, national sales director
888-372-2669, ext. 1230
gpicken@fscc.com
Fax: 909-394-3521
First Carolina Corporate Credit Union
Jill Bennett, vice president, member relations
800-585-4317, ext. 3253
Fax: 336-299-7842
First Data Star Network
First Data offers debit services, including PIN-secured, signature/stored value card processing; ATM driving/monitoring services; enhanced ATM services such as deposit automation and gateway management; and is operator of the STAR® Network, offering cardholders access at more than 1.9 million retail and ATM locations across the country.
Dana Connor, director of marketing
302-793-6042
dana.connor@firstdata.com
Fax: 302-793-4423
Freddie Mac
Look to Freddie Mac every step of the way for mortgage business solutions to create new opportunities for your members. Our credit union experts help you match your members with the right mortgages, make your secondary market sale quick and profitable, and provide support and innovative solutions to help you realize new possibilities.
CUNA contact: Tom Lybeck
800-356-9655, ext. 4109
tlybeck@cuna.com
Fax: 608-231-4127
Charles Johanek, sales strategy manager
866-220-2074
charles_johanek@freddiemac.com
Fax: 608-231-4127
Galaxy Credit Union Solutions, Another Fiserv Connection
Galaxy Credit Union Solutions, another Fiserv Connection, delivers member-focused applications and data center solutions. For over 40 years, Galaxy has provided premier core processing solutions to hundreds of credit unions of all sizes nationwide. Fiserv Continuum, a product division of Galaxy, offers fully-integrated ancillary products to complement various core systems.
800-876-9000, ext. 365
salesinfo@galaxyplus.com
Fax: 248-828-4357
Glatt Consulting LLC
Glatt Consulting LLC is a boutique consulting firm specializing in quality, focused strategic planning and product development services for credit unions.
Tom Glatt, executive consultant/owner
888-217-5988, ext. 801
info@glattconsulting.com
Fax: 888-217-5988
Harland Financial Solutions - LaserPro
Since 1985, LaserPro has simplified the lending process, allowing loan officers to focus on member needs. After entering member information, loan parameters, and collateral details, LaserPro dynamically produces compliant documents for the loan package. Backed by a $1 million compliance warranty, LaserPro is endorsed by CUNA for member business lending.
CUNA contact: Tom Lybeck
800-356-9655, ext. 4109
tlybeck@cuna.com
Fax: 608-231-4127
Richard Newman, inside sales manager
800-815-5592, ext. 2262
richard.newman@harlandfs.com
Fax: 503-790-9207
Harland Financial Solutions - Touché
The Touché Member Relationship Management solution consists of three fully-integrated software deliverables. It encompasses analytical, interactive, and sales and service MRM components. Touché Advisor—consultative support and training services—guides institutions through implementation and operation of the solution throughout the entire enterprise.
CUNA contact: Tom Lybeck
800-356-9655, ext. 4109
tlybeck@cuna.com
Fax: 608-231-4127
Richard Newman, inside sales manager
800-815-5592, ext. 2262
richard.newman@harlandfs.com
Fax: 503-790-9207
The Henderson Jones Consulting Group
Our firm provides consistent service by professionals who know the credit union industry. We furnish prompt responses to client requests for consultation without the need for approval from distant home offices. We also provide continuity of personnel at both the staff and management levels, resulting in a more cost effective service.
Mike W. Henderson, CPA
304-333-1515, ext. 103
mike@hendersoncg.com
Fax: 304-333-1516
HRValue Group LLC
HRValue Group is the preferred provider of executive search and professional human resources and consulting services to credit unions nationwide. HRValue Group is owned by 20 state leagues and CUNA Mutual Group and was built by the credit union movement to exclusively serve the HR needs of credit unions. HRValue Group offers a complete package of expert services designed to address shortcomings in HR programs and to fortify what works. HRValue Group’s services include targeted recruitment and retention, competitive compensation, systematic training programs, effective succession planning, and more.
CUNA contact: Rick Govek
800-356-9655, ext. 4189
rgovek@cuna.com
Fax: 608-231-4127
Jim Fournier, chief operating officer
888-272-4598
jff@mcul.org
Fax: 866-802-0415
IBT
IBT, a CUNA Strategic Services preferred provider, is the leader in design, build and retail consulting solutions for credit unions. With more than 20 years of experience and thousands of projects delivered, IBT offers a complete single-source solution, including strategic positioning, turnkey project management and design/build, brand merchandising, performance training and branching solutions for Latino and other diversity markets. Our teams bring clients extensive knowledge of key industry trends, along with a national scope and broad portfolio of projects to help you create a facility that will deliver long-term value.
CUNA contact: Shirley Mazanet
800-356-9655, ext. 4290
smazanet@cuna.com
Fax: 608-231-4127
Jenny Cathrow, vice president, marketing
770-279-4419
jenny.cathrow@ibtenterprises.com
Fax: 770-381-2123
Idiz Incorporated
Kent Dicken, owner
317-576-0602
Fax: 317-576-0610
Image Sensations
Pat Soucy, account executive
888-692-4429
Fax: 603-692-0920
Indirect Lending Technologies LLC
Through its Web-based system, DILLS"!, ILT provides credit unions with a complete solution for managing indirect lending. DILLS"! includes an application for dealers, integration with RouteOne and DealerTrack, a thorough automated underwriting system, a manual underwriting program, an exhaustive suite of reports and the best service in the industry.
Dana Odegard, national marketing manager
801-581-9500, ext. 2
inLighten
inLighten is the leading provider of digital signage networks for credit unions. inLighten's full array of retail media solutions includes video rate boards, Internet kiosks, audio systems, and traditional print media. Combined with inLighten's network management and specialized content offerings, clients achieve greater economy, efficiency, and profitability in their retail initiatives.
Jackie Fatta, vice president
716-685-3224
Fax: 716-685-9549
Integra Software Systems
Integra Software Systems is your credit union source for a complete A to Z Internet-based loan origination system. Consumer and mortgage lending supported. Functionality includes wholesale and retail lending, consumer direct portal, broker portal, lead management, call center, point of sale module, pricing engine and complete loan fulfillment.
Tim Bartek, senior vice president, sales & marketing
301-924-4441
tbartek@integra-online.com
Fax: 301-774-4422
Integra Systems
Web-based search and scanning capability for OFAC compliance and fraud prevention. Utilized in all industries. Integrated in numerous third party software products. National compliance training.
Martha M. Scott, vice president, national sales
866-632-2471
mscott@integrasystems.net
Fax: 478-625-2014
IntegraSys, Another Fiserv Connection
Leveraging 30 years of industry experience, IntegraSys delivers a comprehensive range of well-integrated systems and services that accelerate credit unions’ growth and drive business efficiencies. IntegraSys’ core processing platforms leverage Microsoft® .NET technology and feature an advanced service-oriented architecture to deliver seamless integration, faster time to market and premium usability—giving credit unions maximum value for their investment. IntegraSys also offers a robust suite of ancillary solutions that address key business issues, including loan origination, asset/liability management, ATM, debit and credit card services, member relationship management tools, fraud prevention products, and Internet banking, lending, and bill payment services.
Jeff Givens, senior vice president, sales
469-287-3620
jeff.givens@integrasys.fiserv.com
Intrusion Inc.
Intrusion s Compliance Commander"! offers the industry s only data leak prevention technology that actually blocks all ports and protocols against customer data leaks. Compliance Commander"! supports high availability and comes bundled with leading e-mail encryption for the most reliable and affordable data leak solution on the market.
Garry Hemphill, vice president of sales
972-301-3655
Fax: 972-301-3685
John M. Floyd & Associates
John M. Floyd & Associates (JMFA) is CUNA Strategic Services’ preferred provider for earnings enhancement programs. JMFA is a leading provider of overdraft privilege programs serving more than 2,000 financial institutions in 49 states and Central America. JMFA is also recognized for training, account acquisition, and executive placement, as well as product, service, pricing, and technology improvement consulting.
CUNA contact: Brenda Halverson
800-356-9655, ext. 4110
bhalverson@cuna.com
Fax: 608-231-4127
Cher Floyd, chief operating officer
800-809-2307
marketing@jmfa.com
Fax: 281-424-8864
LemmonTree Marketing Group
Add our team to yours and make every marketing dollar count! Improve marketing ROI and your credit union’s ROA with our Virtual Marketing Outsource, CU PowerTracking, E-Marketing Department and CU Marketing University. As a full-service consulting firm serving credit unions nationwide for 23 years, we drive solutions for results using targeted direct mail, branding strategies, e-marketing, market research and CU PowerTracking using MCIF as a Marquis Software Authorized Consulting Firm. Our e-marketing department supports your marketing to online members. The CU Marketing University is a two-track academically-based program with one-week courses in February and September focusing on strategic marketing planning.
Nicolette Lemmon, president
888-536-6243
7solutions@lemmontree.com
Fax: 480-967-1407
Lending Solutions Inc.
LSI is the leading provider of 24x7 lending/member service call center services to over 300 financial institutions. Trained on Rex Johnson’s renowned cross-sales methods, our highly-skilled loan representatives utilize the latest technology to provide your members with the highest level of service at each point of contact.
Bill Hultstrand, manager, marketing & communications
800-937-4249, ext. 3375
marketing@nlpc.com
Level5
Propel your credit union to greater growth and new performance levels. Exclusively serving financial institutions through a continuum of five levels of services (strategic consulting, real estate, design, construction and branding), Level5’s market insights, service-integration, building and branding expertise enable us to lead credit unions to locations that are ideally situated, attract/retain loyal members, accommodate diverse financial service needs, and support dynamic retail/merchandising environments.
CUNA contact: Shirley Mazanet
800-356-9655, ext. 4290
smazanet@cuna.com
Fax: 608-231-4127
Mike Colvin, senior vice president, marketing/sales
404-761-0008
mcolvin@level5.com
Fax: 678-539-2850
Liberty
Liberty provides credit unions with solutions that include services for share draft/check printing, direct marketing, statements, and Stratics, a suite of analytical marketing tools and behavioral models predicting accountholder purchase propensities and attrition. These services support credit unions’ efforts to acquire, grow, and retain their membership and achieve their institutional goals.
CUNA contact: Tom Lybeck
800-356-9655, ext. 4109
tlybeck@cuna.com
Fax: 608-231-4127
Kristy Grayson, director of marketing
800-356-9655, ext. 4109
kgrayson@libertysite.com
Fax: 608-231-4127
LifeLock
Stop ID theft before it happens with LifeLock theft prevention service. Your members look to you to help them protect their name and their assets. Offering LifeLock at a discount will provide a value-added service and generate revenue for your credit union. LifeLock backs its service with a $1 million guarantee.
CUNA contact: Brenda Halverson
800-356-9655, ext. 4110
bhalverson@cuna.com
Fax: 608-231-4127
Laura O’Sullivan, account executive
800-255-1692
llosullivan@mpicompanies.com
Fax: 269-983-3442
Manheim
Manheim, the world’s leading provider of automotive services to commercial sellers, financial institutions and dealers, offers a full array of services including EasyStep Remarketing"!, a professionally managed, comprehensive remarketing program designed specifically for the credit union movement to facilitate the remarketing of repossessed vehicles. For more information, call 866-340-2681.
Bill Nutkins, manager, national accounts
615-762-2903
bill.nutkins@manheim.com
Fax: 615-332-6016
Members Business Services
Members Business Services can help your credit union to quickly, economically, and safely offer a full line of business loan and deposit services with a program designed for your members in your market. We have a unique business model with a full line of business services.
Denise Mattice, senior vice president/chief administrative officer
909-723-1227
dmattice@membersbusiness.com
Fax: 909-723-1201
MEMBERS Trust Co.
Sheldon Reynolds, vice president, trust and investments
888-727-9191, ext. 704
Fax: 813-978-9954
Members United Corporate Federal Credit Union
Members United Corporate FCU proudly serves over 2,100 credit unions. In conjunction with its wholly-owned CUSO, Balance Sheet Solutions LLC, it offers credit unions a complete line of quality, financial solutions including investments, balance sheet management and broker/dealer services, lending, payment systems, and more.
John Garey, assistant vice president, business consulting-national accounts
800-782-2431, ext. 2639
john.garey@membersunited.org
Midwest Corporate Federal Credit Union
Doug Wolf, president/CEO
800-852-2677
Fax: 701-223-2654
Millennial Vision Inc.
Millennial Vision Inc. provides credit unions with a complete suite of electronic document management solutions including Check 21 processing, electronic document capture systems, paperless receipts, signature pads, photo ID and COLD report systems. We help reduce expenses, improve member service, and provide disaster recovery solutions for critical documents.
Scott Cowan, vice president, sales
888-684-6684
scottc@mviusa.com
Fax: 801-277-6696
MoneyGram
MoneyGram provides money order and official check outsourcing services and offers discounts through its alliance with CUNA Strategic Services. For 65+ years, MoneyGram has been helping people and businesses by providing affordable, reliable and convenient payment services. MoneyGram service is available at 114,000 agent locations in approximately 170 countries.
CUNA contact: Shirley Mazanet
800-356-9655, ext. 4290
smazanet@cuna.com
Fax: 608-231-4127
Michael Daugherty, vice president, payments systems sales & marketing
800-356-5678, ext. 2246
mdaugherty@moneygram.com
Fax: 952-591-3860
MoneyPass
MoneyPass® is the nation’s third largest surcharge-free ATM network with thousands of locations nationwide. Offer your cardholders the ultimate in convenience, accessibility and value by joining MoneyPass and you can reward yourself with decreased expenses and increased cardholder satisfaction and revenue. For more information, go to www.moneypass.com.
Troy Cullen, national sales manager
800-343-7064
information@elanfs.com
Fax: 412-552-2290
NAVCO Security Systems
Jim Kauker, chief sales officer
714-779-7499, ext. 131
Fax: 714-779-2619
Nearman, Maynard, Vallez CPAs & Consultants P.A.
Established in 1979, Nearman, Maynard, Vallez CPAs is a full-service CPA firm providing consulting and auditing services throughout the United States. Offering services such as certified audits, IT general controls reviews, information systems security reviews and penetration testing, internal auditing, compliance reviews, pension audits, strategic planning, business resumption planning, and more.
Rachel Fisher, CISA, NCCO, partner
800-288-0293
info@nearman.com
Fax: 770-719-1888
NEFE High School Financial Planning Program
The NEFE High School Financial Planning Program is a free financial education curriculum aimed at high schoolers in the upper grades. Hundreds of credit unions have introduced this program to their area high schools. In addition to being entirely free, the program is completely non-commercial.
Greenwood Village, CO 80111
303-224-3511
Newtek Business Services
Newtek enables your credit union to easily expand into member business services. At no cost, your credit union can access a turnkey platform which includes SBA lending, electronic payment processing, Web hosting, Web site development & domain registration, data storage, outsourced digital bookkeeping, business plan preparation services, and tax filing, preparation and advisory services.
CUNA contact: Rick Govek
800-356-9655, ext. 4189
rgovek@cuna.com
Fax: 608-231-4127
Kathy Marien, senior vice president
866-610-2862
kmarien@newtekbusinessservices.com
Fax: 212-356-9525
North American Buildings Inc.
Tommy Thompson, sales manager
888-800-8866
Fax: 316-821-9597
OfficeMax Inc.
OfficeMax is a premier multinational distributor of office technology, supplies, furniture, paper, and print services. With unique customer service features that make buying office products simpler and more cost effective, your credit union will save time and up to 75% off every order through OfficeMax’s alliance with CUNA Strategic Services.
CUNA contact: Rick Govek
800-356-9655, ext. 4189
rgovek@cuna.com
Fax: 608-231-4127
Stan Konieczka, senior key account manager
888-216-0377
stankonieczka@officemax.com
Fax: 877-702-2523
Oliphant Financial LLC
Melody A. Cuff, senior vice president
941-556-1450
Fax: 941-360-8993
Parsam Technologies - uMonitor
Richard Whiddon, vice president of sales
901-757-1212, ext. 7118
PAYjr Inc.
Jessica R Stroud, manager-partner marketing
214-618-7037
Fax: 214-618-7051
Pemco Technologies
Pemco Technologies provides innovative payment solutions to the financial industry including credit signature processing; debit signature processing; PIN-based processing; ATM services; cardholder award programs; fraud management, detection, and prevention; and gift card programs. Award-winning reliability and renowned customer service have made Pemco one of the nation s top payment solutions companies.
1100 Olive Way, Suite 150
800-881-7488, ext. 3410
marty.murphy@pemcotech.com
Fax: 206-352-3501
Perimeter eSecurity
Perimeter eSecurity, a CUNA Strategic Services endorsed managed security provider, is the leading provider of managed networking and information security services for financial institutions. Perimeter’s unique centralized architecture offers best-in-class pre-integrated technology with complete redundancy, continuous upgrades, complemented with a 24/7 engineering staff of trained subject-matter experts.
CUNA contact: Debbie Bergenske
Brian M. Otte, vice president of corporate development
813-907-1733
Fax: 813-929-4188
Prime Alliance Inc.
Prime Alliance was created by credit unions to ensure that more members become homeowners using credit union financing. Innovation—Prime Alliance enjoys an earned reputation for being innovative and remains committed to helping credit unions do more with less. Experience—Prime Alliance’s team has deeper ‘macro-knowledge’ of the credit union industry and real estate lending than any other mortgage company serving credit unions. Choices—Choices is not a marketing slogan but our technology architecture, our partner relationships, and our ability to help a credit union develop an operating plan unique to their strategic plan.
Keith Nolan, executive vice president, sales and marketing
703-993-9109
knolan@primealliancesolutions.com
PSB, The Marketing SuperSource
Melodee Miller, business development manager
877-384-7772, ext. 246
Fax: 949-465-0777
PSCU Financial Services
PSCU Financial Services is the nation’s largest credit union service organization (CUSO). As a nonprofit cooperative, the company is owned by more than 500 member credit unions nationwide, representing more than 11 million cardholder accounts and 400,000 online bill payment subscribers.
Thomas Beatty, marketing services manager
800-443-7728, ext. 7877
tbeatty@pscufs.com
Fax: 727-561-7869
PULSE EFT Association LP
PULSE is one of the nation’s leading ATM/debit networks, currently serving more than 4,400 banks, credit unions and savings institutions across the country. PULSE is owned by Discover Financial Services LLC, a business unit of Morgan Stanley (NYSEMS). The network links cardholders with nearly 260,000 ATMs, as well as POS terminals at retail locations nationwide. The company is also a valued resource for industry research related to electronic payments and is committed to providing its participants with education on evolving products, services and trends in the payments industry. For more information, visit www.pulse-eft.com.
Shellie Ennis, sales support
800-420-2122
shellieennis@pulse-eft.com
Fax: 832-214-0300
Rapid Real Estate
Rapid Real Estate is your direct access to real estate settlement services for the initiation and closing of loan transactions, including credit bureau, appraisal, valuation, title (non-insurance and traditional), real estate tax services, and flood certification. Pay only for the services you use, and cut ordering time in half!
CUNA contact: Rick Govek
800-356-9655, ext. 4189
rgovek@cuna.com
Fax: 608-231-4127
Joyce King, lending services manager
800-472-1702
joycek@ccul.org
Fax: 909-581-3443
Sage Data Security
Sari Greene
207-879-7243
Fax: 207-879-7241
SCAN COIN North America Inc.
Founded in 1966, SCAN COIN is a leading supplier of self-service lobby solutions and was the first company to introduce self-service lobby coin counters for the public in 1988. You can offer your members the ultimate in convenience with a SCAN COIN CDS self-service coin counter in your lobby.
Per Lundin, executive vice president and chief operating officer
800-336-3311, ext. 11
inquiry@scancoin-usa.com
Fax: 703-729-8600
Share One Inc.
Don Conrad, vice president
800-888-0766
Fax: 901-362-8524
Source Technologies
Credit unions of all sizes count on Source Technologies’ powerful self-service banking solutions to better serve their members—and cut costs. Our concourse kiosks and software offer reliable and secure self-service platforms that allow members to manage their own banking transactions in the branch—or in remote locations.
Bill Lynch, vice president, self-service solutions
800-922-8501
blynch@sourcetech.com
Southeast Corporate Federal Credit Union
Southeast Corporate is a top tier corporate credit union serving credit unions nationwide with investment, liquidity and correspondent services. Southeast is a leader in Check 21 services, and offers business services through its Member Business Solutions CUSO. It also offers ALM modeling tools for credit unions of any size.
Sandy Baker, vice president, business development
866-829-7528, ext. 330
sbaker@secorp.org
Fax: 904-861-2573
Standard Register
You know Standard Register for affordable, high-quality check encoding equipment. Explore time-saving, member-satisfying check printing and efficient document management solutions developed especially for credit unions. Standard Register offers attractive discounts through its alliance with CUNA Strategic Services and a proven strategy to reduce inefficiencies and improve performance, enhancing your bottom line.
CUNA contact: Doug Tangwall
800-356-9655, ext. 4073
dtangwall@cuna.com
Fax: 608-231-4127
Walt Jones, executive account manager
877-350-8264
walter.jones@standardregister.com
Fax: 877-350-8264
Strohl Systems
Strohl Systems provides tools to build business continuity plans, practice for disruptions, and prevail over disasters. Strohl’s Internet-based PLANet, designed specifically for community financial institutions, enables users to build and maintain plans quickly and easily. PLANet builds plans that help you meet FFIEC and NCUA requirements. Visit www. planetstrohl.com or call 800-634-2016.
CUNA contact: Tom Lybeck
800-356-9655, ext. 4109
tlybeck@cuna.com
Fax: 608-231-4127
Eric Strohl, vice president
800-634-2016
estrohl@strohlsystems.com
Fax: 610-768-4135
Strunk & Associates LP
In business since 1976, Strunk and Associates LP is a financial institution advisory service recognized nationally for its innovative design, development, and implementation of the original “Overdraft Privilege Service Program” for the financial institution community.
Mike Sobba, vice chairman
877-485-8808
msobba@strunklp.com
Fax: 816-746-5595
Summit Information Systems, Another Fiserv Connection
In today’s demanding financial services market, Summit knows what it takes to stay ahead of the competition. Available in-house and service bureau, the Summit Spectrum® system delivers a broad suite of browser-based financial products, electronic services and technology tools—all on a robust open platform—so credit unions can offer personalized services to their members anytime and any place. Summit, your competitive advantage.
Dave Pumper, marketing
800-937-7500, ext. 6235
dave.pumper@summit.fiserv.com
Fax: 541-758-8438
Support Financial Resources
Tammy Bell, sales manager
800-444-5465, ext. 132
Fax: 937-434-9562
Support Insurance Systems Agency Inc.
Tammy Bell, sales manager
800-444-5465, ext. 132
Fax: 937-434-9562
SVM LP
SVM has been the leader in the gift card industry since 1997. We carry all of the major gasoline brand gift cards along with over 60 of the most popular retail, restaurant and hotel gift cards. We offer a variety of custom options including thermal printing, custom designs, and more.
Jim Speir, director of sales
800-972-7481, ext. 105
jim.speir@svmcards.com
Fax: 847-553-9222
Symbiot Property Services-America LLC
Benjamin Reng, account manager
801-307-0730, ext. 1017
Fax: 801-307-0731
Symitar, a Jack Henry & Associates Co.
Symitar was founded in 1985 and acquired by Jack Henry in 2000. Symitar is the leading provider of core processing solutions for credit unions of all sizes, now providing enterprise-wide automation to more than 630 credit unions, including 30 with assets exceeding $1 billion. According to Callahan and Associates, a respected source of surveys and published data related to the credit union industry, for the seventh consecutive year Symitar’s core processing platforms were implemented by more credit unions with assets exceeding $25 million than any competitive alternative.
Dennis Jones, marketing manager
888-796-4827
sales@symitar.com
Fax: 619-542-6701
Syntellect
Steve Mooney
800-788-9733
Tangram Inc.
Mike McElherne, sales executive
262-292-0211
Fax: 262-478-1050
Target GiftCards
Encourage new accounts, generate referrals, thank your clients or reward your team with Target GiftCardsSM, the most-requested gift card in the business world. Order as many as you like—from $1 to $2000—and the happy recipients can redeem them at 1,500 Target and SuperTarget stores or online at target.com.
Kelly Monahan, gift card account executive
800-544-3875
giftcards@target.com
Fax: 800-440-4510
Teletrack Inc.
Paul Worden, national account director
800-729-6981, ext. 5242
Fax: 770-449-6647
Teres Solutions Inc.
Teres Solutions, a leader of direct and indirect lending solutions, offers comprehensive, value-added software and services to over 130 financial institutions today. Using Teres Solutions’ Software Application for Integrated Lending (SAIL), financial institutions gain a powerful and flexible solution to streamline and automate the lending process, improve customer relations, increase staff efficiency and grow assets under management.
Tim S. Kelly, senior vice president of sales and operations
512-218-4200, ext. 25
tim.kelly@teressolutions.com
Fax: 512-218-4213
TNB Card Services
TNB Card Services, owned and directed by credit unions, provides full service credit, debit, ATM processing and card issuing solutions to more than 475 credit unions nationwide. Fraud prevention, portfolio management, turnkey marketing and loyalty programs are among the additional services TNB provides.
Dusty Bowers, senior vice president, national sales manager
800-422-0733, ext. 6555
dusty.bowers@tnbcard.com
Fax: 972-391-6555
TraceSecurity Inc.
TraceSecurity is the leading provider of comprehensive, on-demand security compliance solutions. We help credit unions exceed federal and state data security compliance laws and effectively communicate security and compliance information. TraceSecurity provides services such as security vulnerability assessments and social engineering in addition to compliance manager software.
CUNA contact: Debbie Bergenske
800-356-9655, ext. 4340
dbergenske@cuna.com
Fax: 608-231-4127
Dariel LeBoeuf, senior vice president of channels & business development
225-612-2121
dariel@tracesecurity.com
Fax: 225-612-2269
Travelex
Travelex is the world’s largest supplier of foreign exchange products and services to business partners and consumers globally. Travelex, a CUNA Strategic Services provider, offers a wide range of products and services to credit unions including pre-paid travel card programs, travel money, foreign check clearing, foreign wires and foreign drafts. In addition to providing the best Travel Money products, our core capabilities include secure distribution, end-to-end customer support and overall program management. Ultimately, Travelex is here to provide credit unions with the finest service possible.
CUNA contact: Shirley Mazanet
800-356-9655, ext. 4290
smazanet@cuna.com
Fax: 608-231-4127
Clayton Ferrill, vice president, relationship management
866-475-5136
cunainfo@travelexamericas.com
Fax: 416-359-3660
Triton
Now you can afford to take the chains off your pens. Triton, the company that reset the bar for ATM affordability and performance, is doing it again for the financial market. With our complete line of affordable, reliable and attractive ATMs, Triton is emerging as the new choice for credit unions that want a trusted and proven partner, but are no longer willing to pay the high prices traditionally associated with ATM ownership. To learn more about Triton ATMs, visit us at www.triton.com or call 877-210-4020.
Mark D Smith, financial institution sales
770-977-9172
mark.smith@triton.com
USERS Incorporated, Another Fiserv Connection
USERS (www.users.com), a unit of Fiserv, helps credit unions grow and succeed by delivering core processing and related technologies that are highly scalable, open, completely integrated, and simplify connectivity with third-party products. USERS’ technologies add value to the credit union’s business and enable tangible benefits that include improved workflow and efficiency, reduced costs, increased revenue, improved security, and greater choice. USERS’ solutions are available in the in-house and online/ASP environments, with online data centers based in Pennsylvania, Washington, and Hawaii. To help credit unions maximize technology ROI, USERS offers a wide range of implementation, training and consulting services.
Stacey Motznik, vice president of marketing
800-523-7282
info@users.com
Fax: 610-293-4488
Verafin Inc.
Verafin is one of North America’s leading BSA/AML compliance & fraud detection software vendors and has a large credit union customer base. Verafin’s solution helps credit unions to ensure compliance with the FFIEC BSA/Anti-Money Laundering Examination Manual and significantly reduce manual compliance efforts. It is a comprehensive ‘all-in-one’ solution that automates BSA reporting; detects suspicious activity; electronically files reports with FinCEN; provides member risk scoring; performs watch list and 314(a) checking; provides fraud detection (check, debit, new account, etc.); and also includes case management. Its flexible platform integrates with any core processing system and its ‘next generation’ technology excels at detecting suspicious activity with minimal false positives.
CUNA contact: Tom Lybeck
800-356-9655, ext. 4109
tlybeck@cuna.com
Fax: 608-231-4127
Andrew King, product manager
877-368-9986
andrew.king@verafin.com
Fax: 709-368-3559
Veterinary Pet Insurance
Your members appreciate health insurance for their family. Imagine how happy they’ll be when you offer it for their pets. You can even get them a group discount. Your pet-loving members will be thankful for you and for VPI Pet Insurance, the nation’s oldest and largest pet health insurance plan.
Bill Gorman, group sales manager
800-872-7387, ext. 5647
bgorman@petinsurance.com
Fax: 714-989-0533
Vision Software Solutions
Vision Software Solutions offers products designed specifically for the credit union. fisCAL® is a financial analysis tool used by the member business lender to determine a borrower’s capacity to repay debt. PURCHASING AT A GLANCE® is a purchasing management system that reduces the costs for purchasing of supplies, forms, etc.
Jeff Beall, executive vice president
800-792-7224
jbeall@visionsoftwaresolutions.com
Fax: 843-571-2511
VoiceGard
VoiceGard will assist your credit union in developing a viable telecommunications recovery solution, ensuring your availability to your members. VoiceGard offers a secure and sustainable telecommunications network which can be utilized during a crisis event to restore telephone service. Voicegard: The VOICE of disaster recovery.
CUNA contact: Debbie Bergenske
800-356-9655, ext. 4340
dbergenske@cuna.com
Fax: 608-231-4127
Chuck Reagan, president
866-331-4273
chuck_reagan@voicegard.com
Fax: 856-669-5200
VSoft Corp.
Farrell Bull, business development associate
770-225-7692
Fax: 770-840-0727
Wells Fargo Card Services
Cynthia Anderson
Western Corporate Federal Credit Union (WesCorp)
Terry Agius, vice president, business development
800-442-4366, ext. 6307
Fax: 909-592-4545
Wolters Kluwer Financial Services
Wolters Kluwer Financial Services is a leading provider of compliance, content, technology, and services for financial institutions, securities, and insurance. We bring together some of the industry s most trusted and reliable solutions to help credit unions address compliance requirements, operate efficiently, and increase member loyalty. Our leading brands include AuthenticWeb"!, Bankers Systems, CCH® Capital Changes, CCH® Wall Street, Expere®, GainsKeeper®, GulfPak, PCi, NILS INSource®, Uniform Forms"!, and VPM® Mortgage Solutions. From paper documents, software, and training resources to fully integrated technology solutions, we deliver the products and services you need in today s rapidly and constantly changing financial services industry.
Matt Haupert, marketing manager
800-397-2341, ext. 5214
matt.haupert@wolterskluwer.com
Fax: 320-251-8110
XP Systems, Another Fiserv Connection
XP Systems offers in-house information management solutions. Our software, hardware and services combine to handle a credit union’s front- and back-office processing, including electronic channels such as ATMs, call centers and Internet banking. XP Systems collaborates closely with credit unions to deliver the most advanced member services, teller and lending platforms available. We’re proud of our reputation for on-time, in-balance conversions and delivering solutions that help credit unions thrive.
Audrey Overton, director, sales & marketing
800-231-8129
audrey.overton@xpsystems.com
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