2021
VENDOR DIRECTORY
Stronger Together Through Courage, Compassion and Community
It takes courage to face today’s unprecedented challenges. It also takes compassion, community and an unwavering commitment of support. Like you, we’re passionate about helping people stay healthy and safe during times of crisis and well beyond. Recognizing each other’s unique story or situation helps bring everyone closer to overcoming obstacles—big and small. We are stronger together.
Learn more at cunamutual.com/strongertogether
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. CORP-3019077.1-0320-0422 © CUNA Mutual Group, 2020 All Rights Reserved.
2021 League of Southeastern Credit Unions & Affiliates
VENDOR DIRECTORY ATM MANAGED SERVICES
CORE PROCESSING SERVICES
AUDIT & CONSULTING
CYBERSECURITY
Members ATM Alliance................15
Cash Transactions, LLC...................7 CU Audit & Compliance Group...........................................7 Equifax............................................11 MeridianLink..................................18 Nearman, Maynard, Vallez, CPAs...........................................18 Saltmarsh, Cleaveland & Gund.......................................19 Sarah H. Moore & Associates CU Virtual, LLC, CEO................19
AUTOMOBILE SOLUTIONS
DDI Technology............................11 IWS Group.....................................14
COLLECTIONS
Allied Solutions...............................6 Checkmark Collections..................7 CU Recover & The Loan Service Center...............................10 Equifax............................................11 IWS Group.....................................14 MeridianLink..................................18 REPAY.............................................19
COMPLIANCE & RISK MANAGEMENT
Absolute Financial Services, Inc.................................................6 Allied Solutions...............................6 The Baker Group.............................6 BankTEL, an AvidXchange Company.....................................6 CU Audit & Compliance Group...........................................7 CUNA Mutual Group....................10 Equifax............................................11 MeridianLink..................................18 Nearman, Maynard, Vallez, CPAs...........................................18 Saltmarsh, Cleaveland & Gund.......................................19
Members Core Alliance...............18
PIVOT Group LLC..........................18
DATA PROCESSING
CUProdigy......................................10 CU*SOUTH....................................10 Equifax............................................11 Sage Direct, Inc.............................19
DEPOSIT INSURANCE
Excess Share Insurance................11
EFT SERVICES
Allied Solutions...............................6 Cash Transactions, LLC...................7 DDI Technology............................11
Vining Sparks.................................20
HUMAN RESOURCES
KOFE, a program by Consolidated Credit Solutions....................................14 LEVERAGE Benefits Group..........15
INSURANCE
CUNA Mutual Group....................10 LEVERAGE Benefits Group..........................15
LEGAL SERVICES
Kass Shuler, P.A..............................14 Kudulis Reisinger and Price....................................15 Sorenson Van Leuven Law Firm....................................20
LENDING SERVICES
Absolute Financial Services, Inc.................................................6 Cash Transactions, LLC...................7 Consultants & Builders, Inc............7 The Element Group......................11
Access Softek, Inc............................6 Allied Solutions...............................6 CUNA Mutual Group....................10 CU*SOUTH....................................10 IWS Group.....................................14 LendKey.........................................15 MeridianLink..................................18 REPAY.............................................19
FINANCIAL SERVICES
MARKETING
FACILITY DESIGN
Absolute Financial Services, Inc.................................................6 Access Softek, Inc............................6 American Share Insurance.............6 The Baker Group.............................6 BankTEL, an AvidXchange Company.....................................6 Corporate America Credit Union............................................7 Corporate One Federal Credit Union.............................................7 CUNA Mutual Group....................10 Deluxe............................................11 IWS Group.....................................14 KOFE, a program by Consolidated Credit Solutions....................................14 LEVERAGE Payment Solutions....................................15 OSG................................................18 Saltmarsh, Cleaveland & Gund.......................................19 Shared Cooperative Services, LLC..................................20 Shared Services for Credit Unions............................20 Skyway Capital Markets, LLC.......20
Each product category identifies a list of suppliers. To obtain a specific company’s contact information, including website, turn to the VENDOR DIRECTORY on pages 6-20.
MEMBER SERVICE SOLUTIONS
Absolute Financial Services, Inc.................................................6 Access Softek, Inc............................6 CU*SOUTH....................................10 Equifax............................................11 IWS Group.....................................14 KOFE, a program by Consolidated Credit Solutions....................................14
MORTGAGE SERVICES
Access Softek, Inc............................6 Allied Solutions...............................6 Common Bond Title, LLC...............7 MeridianLink..................................18 myCUmortgage............................18 Saltmarsh, Cleaveland & Gund.......................................19
NETWORK SECURITY SERVICES
Absolute Financial Services, Inc.................................................6 QSI, Inc...........................................19 Saltmarsh, Cleaveland & Gund.......................................19
OPERATIONAL SOLUTIONS
Absolute Financial Services, Inc.................................................6 BankTEL, an AvidXchange Company.....................................6 Cash Transactions, LLC...................7 CUProdigy......................................10 Credit Union Vendor Management.............................10 DDI Technology............................11 Deluxe............................................11 The Element Group......................11 Equifax............................................11 HC3.................................................14 Integrity RFP Consulting..............14 IWS Group.....................................14 LEVERAGE Payment Solutions....................................15 MeridianLink..................................18 Onovative......................................18 QSI..................................................19 Sage Direct, Inc.............................19 Saltmarsh, Cleaveland & Gund.......................................19
PRIMARY DEPOSIT INSURANCE
American Share Insurance.............6
Please note: LEVERAGE Preferred Partners can be easily identified by the Preferred Partner logo next to each of their listings. For more on how to become a Preferred Partner visit, www.myleverage.com/join.
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Welcome to LSCU’s Vendor Directory – a valuable resource to assist credit union executives in identifying, locating and sourcing credit union suppliers and their products and services.
Access Softek, Inc............................6 Allied Solutions...............................6 Cash Transactions, LLC...................7 Deluxe............................................11 The Element Group......................11 Equifax............................................11 Growth by Design.........................14 IWS Group.....................................14 KOFE, a program by Consolidated Credit Solutions........................................14 Onovative......................................18 Print Resources, Inc.......................19 Sage Direct, Inc.............................19
LEVERAGE Rewards......................15 REPAY.............................................19 Shared Cooperative Services, LLC..................................20 Shared Services for Credit Unions............................20
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PRODUCT CATEGORIES
THE CREDIT UNION ADVISORS
Since 1944, Saltmarsh has provided auditing, tax and consulting services to a wide range of credit unions from small single location institutions to larger multi-billion-dollar institutions. As industry specialists, we know the financial, operational and regulatory challenges you face. We also know the solutions you need.
Bill Massey
Denice Miller
Lee Bell
Paul Allen
Connie Edwards
Kristen Stogniew
thecreditunionadvisors.com | saltmarshcpa.com
Qualifying credit unions can now customize the deposit protection provided to members Double Cover Add $250,000 of additional deposit insurance to primary coverage limits on all classes of accounts
Select Cover Add from $100,000 to $5,000,000 of additional deposit insurance to primary coverage limits on select classes of accounts such as Business Savings and Public Funds - Select Cover not available in Florida
ATTRACT
PROTECT RETAIN
Custom Cover Add up to $250,000 of additional deposit insurance to primary coverage limits on specific classes of accounts such as IRAs and CDs
Contact Mike Baswell mbaswell@ExcessShare.com 614.557.0555
ExcessShare.com
LET US DESIGN YOUR NEXT MEMBER ENGAGING BRANCH!
DESIGN
BUILD
ENGAGE
every bit matters “Not only is this our tagline but it’s also a motto that we strive to live up to. The difference between good and great is minute. We can’t lose sight of the small details that truly separate excellence.”
- Nate Baldasaro, Co-Founder
603.319.8951 info@everybitmatters.com www.everybitmatters.com
2021 League of Southeastern Credit Unions & Affiliates
VENDOR DIRECTORY A
ALLIED SOLUTIONS, LLC
Mark Rodriguez 6111 Broken Sound Parkway NW, Suite 120 Boca Raton, FL 33487 Phone: 305-962-6736 mark.rodriguez@alliedsolutions.net www.alliedsolutions.net
ABSOLUTE FINANCIAL SERVICES, INC. Carl Schriber 2251 Destiny Way, Unit 2 Odessa, FL 33556 Phone: 727-753-0233 carl@afsiatms.com www.afsiatms.com
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Experience, Quality and Value, together these qualities have formed the foundation that have made Absolute Financial Services a national leader in the ATM industry since 1994. Absolute is a full-service provider of banking equipment, specializing in fully refurbished and new ATMs, ITMs and TCRs. We provide your financial institution with complete solutions for all of your projects from recommending the appropriate unit, providing the hardware, delivery, coordinating the installation, set-up and bring live, to ongoing 1st and 2nd line maintenance. Our reputation as a company that stands behind everything we do to ensure your satisfaction is our highest priority.
ACCESS SOFTEK, INC. Paolo Canciari 1807 W. Diehl Road Naperville, IL 60563 Phone: 312-833-8024 PCanciari@AccessSoftek.com www.AccessSoftek.com
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Access Softek helps credit unions serve their members by providing the best, most innovative digital banking suite on the market. Over six million members securely and easily manage their money using Access Softek solutions today. Our comprehensive digital banking suite includes everything consumers and business owners need. From the basics of online and mobile banking to account opening, lending, and conversational banking to our newest innovations in biometric authentication for contact centers, we have it all.
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 16 regional offices and service centers around the country and is a subsidiary of Securian Financial Group, Inc. Visit alliedsolutions.net to learn more.
AMERICAN SHARE INSURANCE
Mike Baswell 5656 Frantz Road Dublin, OH 43017 Phone: 614-557-0555 mbaswell@americanshare.com www.americanshare.com When credit unions insure members’ deposits with American Share, more of their money is protected. American Share offers $250,000 of coverage per account, with no limit to the number of accounts held by a member. American Share is approved to serve credit unions in Alabama.
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THE BAKER GROUP
Wayne Story 1601 NW Expressway, FL 20 Oklahoma City, OK 73118 Phone: 888-333-8521 WStory@gobaker.com www.GoBaker.com
The Baker Group is one of the nation’s largest independently owned securities firm specializing in investment and cashflow management for public entities. We’ve helped our clients improve decision making, better manage cashflows and maximize investment portfolio performance since 1979. Our consultative approach to strategic planning includes education and strict policy adherence to ensure that every solution is as unique as our clients. You can reach any office by calling 1-800-937-2257 or find us on the web at www.gobaker.com.
BANKTEL, AN AVIDXCHANGE COMPANY Abbey Senn 2 Perimeter Park S, Suite 535 West Birmingham, AL 35243 Phone: 205-887-4711 asenn@avidxchange.com www.banktel.com
BankTEL is an AvidXchange company that provides accounts payable solutions to financial institutions. Our solutions help credit unions manage their expenses with easyto-use software that maintains transparency, accountability, and regulatory compliance. Our flagship product is called ASCEND, which is an accounting suite designed to interface with a financial institution’s current core. ASCEND allows a credit union’s accounting team to electronically manage their accounts payable, vendor information, invoices, prepaid and accruals, fixed assets, expense reports, and vendor payments. ASCEND helps credit unions cut costs, improve employee productivity, eliminate paper trails, and automate their internal processes.
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CASH TRANSACTIONS, LLC Russ Schoper 4286 Humphries Hill Rd Austell, GA 30106 Phone: 770-941-6680 russ.schoper@cashtrans.com www.cashtrans.com
Since 1996, CashTrans has served over 1,500 community financial institutions, across the Southeast including Florida, Georgia, and Alabama. Our products and solutions are leading edge and include NCR’s and Hyosung’s high quality advanced ATM and teller video solutions. CashTrans is an industry leader with ATM Fleet Managed Services, turn-key equipment outsourced programs, deposit automation, teller cash recyclers, branch safes, branch equipment, security systems, drive through VAT systems, instant card issuance, mobile video banking, ATM and security monitoring and much more. Our clients deserve and expect only the best and we commit that we will earn your business every day!
CHECKMARK COLLECTIONS Melissa Nash 2475 Mercer Avenue, Ste 307 West Palm Beach, FL 33401 Phone: 561-697-4911 mnash@checkmarkcollections.com www.checkmarkcollections.com
With a stellar reputation in the ARM industry, Checkmark Collections meets the collection needs of clients backed by established methods to increase recovery. “Partnered with seasoned litigators, we Fetch Your Money!”
COMMON BOND TITLE, LLC Lynn Hightower-Moore 300 Office Park Drive, Ste 230 Mountain Brook, AL 35223 Phone: 205-421-1010 mailbox@CommonBondTitle.com www.CommonBondTitle.com
Common Bond Title partners with credit unions to support their mortgage staff through the closing process and help members; buy their first homes, refinance, to send children to college,
and buy their dream homes. We prepare the Loan Estimates, Closing Disclosures, closing packages, order documents, search titles, close loans, and retrieve recordings/final policies.
CONSULTANTS & BUILDERS, INC.
Anne Anderson 3100 Medlock Bridge Road, Suite 420 Peachtree Corners, GA 30071 Phone: 770-729-8183 anne.anderson@consultantsandbuilders.com www.consultantsandbuilders.com Consultants & Builders, Inc. (CBI) is a full-service design-build firm providing the most creative and cost-efficient solutions for our clients’ facility needs. Established in 1986, the company offers a complete portfolio of integrated services including consulting, design, construction, branding and retail delivery, furniture procurement and facility management services.
CORPORATE AMERICA CREDIT UNION Gisli Magnusson 4365 Crescent Road Irondale, AL 35210 Phone: 800-292-6242 services@corpam.org www.corpam.org
“Different Starts Here” is our motto – but what exactly does that mean? It means we think differently, act differently and treat our members differently with a common goal – to truly add value to your organization. Serving nearly 500 credit unions across the nation, Corporate America Credit Union is a dedicated, not-for-profit financial cooperative governed by a board of directors elected from and by our member-owner credit unions. Members enjoy a comprehensive list of products and services including investment, liquidity, and payment solutions. Our priority is your future success. Let us pay you a visit – we know a partnership with CACU will be beneficial!
CORPORATE ONE FEDERAL CREDIT UNION Christine Mayes 8700 Orion Place Columbus, OH 43240 Phone: 866-MyCorp1 x 9231 cmayes@corporateone.coop www.corporateone.coop
Serving more than 750 credit unions nationwide, Corporate One Federal Credit Union has been leading the way in providing premier investment, funding, and payment solutions for America’s credit unions for more than 70 years. In addition to helping member credit unions grow their bottom line, manage cash effectively, and succeed in the faster-payments arena, Corporate One continues to nurture and grow its wholly owned CUSOs: Accolade Asset/Liability Advisory Services (balance sheet management), Lucro Commercial Solutions (business lending), and Sherpa Technologies (digital solutions).
CU AUDIT & COMPLIANCE GROUP
Marcus King 22 Inverness Center Parkway, Ste 200 Birmingham, AL 35242 Phone: 662-322-1038 marcus.king@cuacg.com www.cuacg.com CU Audit & Compliance Group (CUACG) is solely focused on meeting the auditing needs of Credit Unions. CUACG currently serves over 200 Credit Unions in Alabama, Georgia, Florida, Mississippi, and Tennessee. CUACG provides a wide range of services from Annual Supervisory Committee Audits to Cash Counts to Fraud Investigations, and everything in between.
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Vining Sparks Services for Credit Unions
Asset/ Liability Reporting & Strategy
Loan Trading Solutions
Bond Accounting & Safekeeping Services
Investment Strategies & web-based portfolio management
Total return, bond swap, & leverage analytics Board & management education
Bill Ogles 800-786-1315 bogles@viningsparks.com
Lee Chandler 800-786-1245 lchandler@viningsparks.com
What peace of mind feels like. IWS is a leading provider of auto-protection products, among them Vehicle Service Agreements (VSA) and Guaranteed Asset Protection (GAP). We work exclusively with credit unions, so we understand the credit union movement and devotion to their members. That’s why, at IWS, we provide best-in-class service, sales support, and training.
We protect your members from unexpected, high cost auto repairs. Peace of mind your members can count on. We also offer substantial revenue enhancing opportunities for your credit union. We have a team of dedicated Product Specialists to provide details of all IWS warranty solutions, simplifying the process for your loan staff so they can focus on the other needs of your members.
To learn more about IWS, contact Michael Leon: 630.626.0722 | mleon@iwsgroup.com iwsgroup.com | 800.333.3028
2021 League of Southeastern Credit Unions & Affiliates
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VENDOR DIRECTORY CUNA MUTUAL GROUP Ann Hessel 5910 Mineral Point Road Madison, WI 53701 Phone: 608-238-5851 ann.hessel@cunamutual.com www.cunamutual.com
CUNA Mutual Group is a financially strong insurance, financial technology and investment company. With roots in the credit union movement, we have a generations-long history of working with financial institutions to protect and grow their businesses. We enable our customers to help their customers achieve financial stability through solutions that stay ahead of the pace of today’s rapidly changing marketplace. The companies of CUNA Mutual Group offer commercial, personal insurance products; lending solutions; retirement, investment, data and analytics, and marketing services. Learn more at www.cunamutual.com
CUPRODIGY
Jon McMullen 420 E South Temple, Ste 520 Salt Lake City, UT 84037 Phone: 801-451-9101 jmcmullen@cuprodigy.com www.cuprodigy.com Prodigy is a Core and Cloud Credit Union Service Organization (CUSO), created when several credit unions banded together with a vision of collaboration and desire to own their future. Since then, we have taken the Fintech model to create an open, modern, API focused core software platform. Our core is a native browser based, cloud centered platform that is beautifully designed and simple to use. Our network is an open architecture ecosystem where credit unions can own their future and the systems they choose to operate.
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CU RECOVERY & THE LOAN SERVICE CENTER Bryan Moffitt 26263 Forest Blvd Wyoming, MN 55092 Phone: 877-505-7352 bryan@curecovery.com www.curecovery.com
CU Recovery, a PSCU company, is a full-service collection agency managing non-performing and charged of loans with a comprehensive menu of thirdparty collection services. Since 1990, CU Recovery has worked with over 2700 credit unions nationwide and is a leading industry expert for credit union collections of all loan types. The Loan Service Center provides first-party collection services to minimize loan loss by managing early stage delinquency. Our agents work under the direction of your collection department following your procedures. Our broad spectrum of collection resources combined with our training programs help credit unions manage and mitigate loan delinquency rates.
CU*SOUTH
Starla Honea 23210 US Hwy 98 Fairhope, AL 36532 Phone: 800-293-7554 sales@cusouth.com www.cusouth.com When credit unions collaborate to design a frictionless experience for members, good things happen! We are a CUSO - Credit Union Service Organization. We believe the way forward for our industry is partnership, networking and collaboration. Features that are missing from the most expensive banking platforms are integrated in one platform that can be used by CU’s of all sizes.
CREDIT UNION VENDOR MANAGEMENT Kelli Silvernale 3692 Coolidge Court Tallahassee, FL 32311 Phone: 850-558-1082 kelli@cuvm.org www.cuvm.com
CUVM (Credit Union Vendor Management), created by credit unions for credit unions, provides vendor management services for credit unions. Credit unions often share many common vendor partners. Our solution provides cloud-based technology to efficiently collect and distribute due diligence documentation, and manage vendor relationships. We provide a dedicated analyst and a team of support staff to ensure the success of your Vendor Management program. Services Include: • Free Sample Board Policy • Risk Assessment • Assistance Limited Reviews • Vendor Document Repository • Archived Documents • Permission based access to the CUVM Contract Management System • Disaster Recovery Tool
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DDI TECHNOLOGY
Troy Moore 1 Wellness Blvd, Ste 201 Irmo, South Caroline 29063 Phone: 844-836-1621 troy.moore@dditechnology.com www.dditechnology.com
DESIGN BUILD SOLUTIONS INC.
DDI Technology provides a complete title management suite for financial institutions nationwide. Our solution enables your team to streamline processes, improve reporting, and manage exceptions with a simple, userfriendly application. Additional system features include total-loss payoff, user customization and integration. DDI can assist all 50 states while providing exceptional customer service. DDI Technology is a member of the IAA, Inc. family of companies and focuses on delivering superior products, professional service and high-touch customer service for all areas of vehicle title management. DDI fosters partnerships with progressive and innovative businesses by supplying new technologies; enabling partners to provide superior service to their customers while delivering time efficiencies and reducing operating costs. RRED PARTN FE
Michael Wood 8370 W. Hillsborough Ave, Suite 203 Tampa, FL 33615 Phone: 813-374-9401 mwood@designbuildsolutionsinc.com www.designbuildsolutions.com Design Build Solutions Inc. was founded specifically to assist financial institutions in Florida and Alabama design and build better, more efficient and profitable facilities. From discrete site identification and evaluation thru effective design and construction, Design Build Solutions Inc. will partner with you to deliver a new approach to the member experience.
DOEREN MAYHEW John Murnane, CPA 12060 SW 129th, Ste 201 Miami, FL 33186 Phone: 888-433-4839 murnane@doeren.com www.doeren.com
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services, along with check and forms. For our approximately 4,000 financial institution customers, Deluxe offers industry-leading programs in data analytics, customer acquisition and treasury management solutions, fraud prevention and profitability solutions, as well as checks.
DELUXE
Angie Simerda 307 W. Second St O’Fallon, MO 63366 Phone: 314-570-3476 angie.simerda@deluxe.com fi.deluxe.com Deluxe is a Trusted Business Technology company for enterprises, small businesses and financial institutions offering a range of solutions to help customers manage and grow their businesses. Approximately 4.8 million small business customers access a wide range of products and services from Deluxe, including incorporation services, logo design, website development and hosting, email marketing, social media, search engine optimization and payroll
Doeren Mayhew is a leading credit union CPA firm providing audit, internal audit, regulatory compliance, IT assurance, merger advisory and much more. As a top-two credit union auditor in the nation, the firm services nearly 350 credit unions and CUSOs in 40 states across the nation. Learn more by visiting doeren.com.
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THE ELEMENT GROUP
Grant Fleming 155 Brewery Lane Portsmouth, New Hampshire 03801 Phone: 770.755.8921 Grant@everybitmatters.com www.everybitmatters.com
Element provides niche expertise in design, build, and engagement services for financial institutions. Element serves as the complete package for financial institutions looking to modernize how they interact with their customers. At the core of Element’s partnerships is a passion to transform the financial experience of the outdated standard branches into engaging and dynamic retail-type financial environments. From Element’s signature creative designs to the quality of the building foundation, to the digital content on displays that engage members, every element of your financial environment becomes relevant to the next generation of financial consumers.
EQUIFAX
Jackie Jones 1550 Peachtree St. Atlanta, GA 30309 Phone: 330-261-2911 Jackie.Jones@equifax.com www.equifax.com/business/ financial-services Equifax helps turn data and insights into action. Our analytics enable companies to approve more members, hire more people and avoid unnecessary risk – helping businesses grow faster and efficiently. Our proprietary analytics and explainable AI turn everyday data into powerful insights and uncover hidden opportunities. As a business, being able to act with confidence is essential. The more you can say “yes,” the more you build deep, meaningful member relationships that grow your business.
EXCESS SHARE INSURANCE Mike Baswell 5656 Frantz Road Dublin, OH 43017 Phone: 614-557-0555 mbaswell@ExcessShare.com www.ExcessShare.com
Since 1993, Excess Share Insurance (ESI) has offered additional deposit insurance for member accounts that exceed the coverage limits provided by their credit union’s primary share insurance. This unique program is provided exclusively to credit unions. ESI is proud to serve credit unions in Alabama, Florida and Georgia.
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JOIN THE HUNDREDS OF CREDIT UNIONS WHO MADE A WISE CHOICE!
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eStatement Processing
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Tax Form Processing
Collection Letters
Target Marketing Services
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Mailing & Data Services
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Connect with us:
CALL 800-729-8310 OR VISIT SAGEDIRECT.COM TODAY!
September 12-15, 2021 Westin Jekyll Island Jekyll Island, GA
For more information, go to www.lscu.coop
CLEAN. SIMPLE. UNCOMPLICATED. LEVERAGE Benefits Group offers solutions tailored to provide the best fit for each credit union. Solutions that employ collective buying power to curtail the rising costs of employee benefits. We provide expert consulting, credit union specific insight, and progressive technology that reduce the costs, complexity and time of benefit administration.
TOTAL COMPLIANCE SOLUTION
EFFICIENT ENROLLMENT MANAGEMENT
Learn more about LEVERAGE Benefits Group at myleveragebenefits.com
COST CONTAINMENT
2021 League of Southeastern Credit Unions & Affiliates
VENDOR DIRECTORY G GROWTH BY DESIGN
Kristi Arrington 2810 Premiere Pkwy, Ste 150 Duluth, GA 30097 Phone: 678-542-3451 kristi.arrington@growthbydesign.org www.growthbydesign.org Growth by Design is a full service, integrated marketing communications, production and consulting agency that has been in business for over 20 years. We believe we can do it all and do it all well! We have many competitive advantages, but our number one differentiator is that we KNOW credit unions. We design the concepts, commodities and results that feed credit union growth, allowing each client to reach their full potential and enabling us to fulfill our passion for making great things happen.
H HC3
Jeffery Reeves 2461 1st Ave S Birmingham, AL 35210 Phone: 205-838-2345 jreeves@hc3.io www.hc3.io By managing complex data generated from multiple client systems, HC3 helps financial institutions communicate with their members. HC3 offers solutions for document redesign, intelligent marketing campaigns, and seamless delivery of printed and digital communications. Through these member-driven solutions, HC3 empowers financial institutions to give their members a multi-channel document experience.
We are payments consultants focused on helping our credit union partners reduce costs, optimize paymentsrelated solutions, and improve service delivery with any current or prospective vendor in their ecosystem. We support credit unions of all asset sizes and our core services include full RFP project management, vendor contract and pricing negotiation, and payments network analysis, in addition to a host of other consulting services.
IWS GROUP
Michael Leon 5901 Broken Sounds Parkway, Ste 400 Boca Raton, FL 33487 Phone: 630-626-0722 mleon@iwsgroup.com www.iwsgroup.com IWS is a nationally recognized provider of auto warranty solutions, protecting credit union members for over 29 years. Our solutions include: Vehicle Service Agreements (VSA), Guaranteed Asset Protection (GAP), and Appearance Protection (RestoraGuard). We work exclusively with credit unions, understanding the credit union movement and dedication to members. Being a leading provider of auto-protection products, we offer peace of mind to your members from unexpected high-cost auto repairs; while offering substantial non-interest, revenue enhancing opportunities for your credit union. We pride ourselves with best-inclass service, sales support, and training, before, during, and after the sale. People first, products that work.
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INTEGRITY RFP CONSULTING
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Jeff Johnson 10810 Boyette Road, Unit 2532 Riverview, FL 33569 Phone: 877-315-9399 jjohnson@integrityrfp.com www.integrityrfp.com
KASS SHULER, P.A.
Jeff Mouch 1505 N. Florida Ave Tampa, FL 33602 Phone: 813-229-0900 x5240 JMouch@Kasslaw.com www.kasslaw.com
At Kass Shuler P.A., our commitment to providing innovative legal services has helped us become one of the most reputable business law firms in Florida. We pride ourselves on providing clients with exceptional service and problem resolution across all of our practice areas, including: Appeals, Arbitrations, Business Organizations, Business/ Commercial Litigation, Creditor’s Rights/ Bankruptcy/Consumer Protection and Regulatory Disputes Collections, Construction Litigation and Lien Disputes, Contracts (commercial loans, leases, equipment leasing & finance, asset purchase & sales, restrictive covenants, etc.), Default Services, (residential and commercial foreclosures, evictions and REO), Estate Planning/Probate, Real Estate (commercial purchase & sales, commercial lending, contract/lease disputes, easements, boundary disputes, quiet title actions, resulting trusts, etc.)
KOFE, A PROGRAM BY CONSOLIDATED CREDIT SOLUTIONS Beatriz Hartman 5701 W Sunrise Blvd Fort Lauderdale, FL 33313 Phone: 954-377-9210 bhartman@consolidatedcredit.org www.kofetime.com KOFE, short for Knowledge of Financial Education is a comprehensive, all in one financial wellness platform created by Consolidated Credit Solutions to assist Credit Unions exceed their financial educational goals. From our co-branded portal offering engaging digital tools and resources, to unlimited and unbiased financial coaching through an exclusive toll free number, KOFE has become a financial wellness leader that Credit Unions trust. KOFE’s value proposition expands to live and on-demand webinars, in-person seminar content, marketing support and so much more to make sure our Credit Union partners are successful at reaching their financial educational goals.
Alan Babcock 3692 Coolidge Court Tallahassee, FL 32311 Phone: 850-558-1102 alan.babcock@myleverage.com www.myleverage.com
LEVERAGE Benefits Group, a partnership between LEVERAGE and The Salus Group, an experienced benefits consulting firm among credit unions, offers a turnkey solution that provides comprehensive and competitive employee benefits and services at affordable prices. Services include medical solutions, ancillary products, administration and compliance services, consolidated invoicing, and benefits consulting.
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LEVERAGE REWARDS
Alan Babcock 3692 Coolidge Court Tallahassee, FL 32311 Phone: 850-558-1102 alan.babcock@myleverage.com www.myLeverageBenefits.com
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LENDKEY
Alan Babcock 3692 Coolidge Court Tallahassee, FL 32311 Phone: 850-558-1102 alan.babcock@myleverage.com www.myLeverageBenefits.com LendKey provides credit unions easy access to whole and participation loans through its digital lending platform, which includes origination, servicing, and balance sheet management solutions. Over the last 10 years, LendKey has facilitated over $4 billion for its credit union partners in private student loans, student refinance and home improvement loans. LendKey’s unique loan participation model allows for fractional ownership in loans, empowering credit unions to broaden their portfolio while mitigating risk. LendKey manages the entire life of the loan process, as well as contributing to marketing and lead generation efforts.
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Kudulis Reisinger and Price provides quality legal services when you need them. We are a trusted legal partner who understands credit unions. Our areas of practice include regulatory compliance, litigation, employment, mergers, bond claims, collections, bankruptcy, and trademark/copyright law. We are at your service.
LEVERAGE BENEFITS GROUP
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Edward Reisinger 2000 Southbridge Pkwy, Ste 415 Birmingham, AL 35209 Phone: 800-666-3151 ed@krpfirm.com www.krpfirm.com
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LEVERAGE PAYMENT SOLUTIONS
Credit unions are always looking for ways to enhance their engagement with members. LEVERAGE Rewards is a valuable program that not only increases loyalty, but also transaction volume. What makes LEVERAGE Rewards unique is that it can be used on a variety of products and programs for members as well as employees. The program links multiple accounts to an individual, along with family members, to help the member earn points quicker. The program also offers a customizable website, marketing and performance consulting, and a dynamic suite of administration tools for a turnkey program.
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Lindsey Cole 3692 Coolidge Court Tallahassee, FL 32311 Phone: 850-558-1198 lindsey.cole@myleverage.com www.myleverage.com
MEMBERS ATM ALLIANCE
LEVERAGE Payment Solutions provides a comprehensive array of services for credit unions. These services include debit and credit card processing, surcharge free network access, rewards, and consultative support. Our approach is to partner with our credit unions in developing an overall card strategy with the purpose of maximizing the relationship between the credit union and their members. These strategies and the corresponding solutions are tailored to meet the specific needs of each credit union we work with, regardless of size.
Members ATM Alliance is a Credit Union Service Organization (CUSO) created to assist credit unions in ATM management. We are owned collectively by the credit unions within the Alliance and we operate in partnership with Fiserv to fulfill the managed services for your ATMs.
Kyle Fowler 2810 Premiere Parkway, Ste 150 Duluth, GA 30097 Phone: 678-542-3479 MAAInfo@membersatm.org www.membersatm.com
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Shared Services for Credit Unions
Shared Branching
THE PINNACLE OF THE COOPERATIVE SPIRIT
Convenience, Member Retention, Disaster Recovery Join the Network that gives your Members access to branches nationwide and overseas. No matter where your members are going – down the street, to another state or across the world, we are there for them.
For more information, visit www.ss4cu.com Contact: Jay Hogan (561) 869-8613 The Member Friendly Network 8895 N. Military Trail, Ste. 104D • Palm Beach Gardens, Florida 33410
Realize your check program potential How to get the most out of your check program » Review your check program performance and together we’ll identify ways to drive additional improvement
» Self-serve channel strategies can lead to increased profits, branch efficiency and account holder satisfaction
» Getting checks into the hands of new account holders helps to ensure they continue to order from you
Investments in the check program by Deluxe will benefit you and your account holders Contact Angie Simerda angie.simerda@deluxe.com | 314.570.3476 © 2020 Deluxe Corporation
2021 League of Southeastern Credit Unions & Affiliates
VENDOR DIRECTORY MEMBERS CORE ALLIANCE Kyle Fowler 2810 Premiere Parkway, Ste 150 Duluth, GA 30097 Phone: 678-542-3479 stephen.dunbar@lscu.coop www.memberscorealliance.com
PR E
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Chris Vallez, CPA, MBA 10621 N. Kendall Drive #219 Miami, FL 33176 Phone: 800-288-0293 info@nearman.com www.nearman.com
PR E
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MYCUMORTGAGE
Wendy Kull 3560 Pentagon Blvd, Suite 301 Beavercreek, OH 45431 Phone: 937-956-1256 wkull@mycumortgage.com www.mycumortgage.com
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myCUmortgage partners with credit unions nationwide to grow their mortgage business and help members achieve their dream of home ownership. Our CUSO delivers comprehensive mortgage solutions that make credit unions great mortgage lenders. Working with our mortgage experts, credit unions benefit from training, marketing, originations, processing, underwriting,
ONOVATIVE
Cynthia Glover 118 East Main St., 6th Floor Louisville, KY 40202 Phone: 866-380-4816 cglover@onovative.com https://www.onovativebanking.com Onovative, an automated marketing and communication software provider, put controls back in the hands of credit union marketers. Onovative’s affordable marketing software for planning, automation and execution empowers
OSG
Scott G. Koepka 100 Challenger Road, Suite 303 Ridgefield Park, New Jersey 07660 Phone: 742-942-4006 Scott.Koepka@osgconnect.com https://osgconnect.com/ OSG offers financial institutions a roadmap to digital transformatioin. We deliver end-to-end, fully-integrated presentment and payment solutions that facilitate stronger customer and member connections—all while meeting regulatory and security requirements. Harness data, drive digital adoption, and improve experiences with one trusted source.
P RRED PARTN FE
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With 1700+ clients, MeridianLink connects all sizes of credit unions to better technology, service, people, and solutions. Our products and services span the entire digital lending journey from deposit account opening, consumer and mortgage loan origination, credit reporting, data access and verification, business consulting, analytics, collections, and scoring.
Established in 1979, Nearman, Maynard, Vallez, CPAs has provided auditing and consulting services exclusively to credit unions throughout the United States. Our dedication to credit unions has given us the unique ability to provide exceptional service at a reasonable price. Our primary objective is to assist our clients in accomplishing their goal of being the best financial institution for their members. This objective is achieved through the quality of our audits, an excellent level of client service, and the overall value we provide. Our services include certified audits, Supervisory Committee Guide audits, pension audits, internal audit, compliance, and much more!
RRED PARTN FE
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NEARMAN, MAYNARD, VALLEZ, CPAS
MERIDIANLINK
Sales Support 1600 Sunflower Avenue Costa Mesa, California 92626 Phone: 714-780-2599 salessupport@meridianlink.co www.meridianlink.com
you to manage data for strategizing throughout the consumer lifecycle and engage with consumers through multiple channels. With software that integrates directly with your existing core banking systems, Onovative helps credit unions drive results by bolstering growth with their current account holders and within their markets. Learn more about how you can take control back at onovative.com ER
The Members Core Alliance provides credit unions with a solid, reliable and user friendly core processing platform through a cooperative effort among those you already know and trust.. your peers! We enable credit unions to outsource their core data processor to a common platform while streamlining operations, lowering expenses, and easing their compliance burdens.
servicing, secondary market access, and a full suite of conventional and government products. Plus, we offer the flexibility to incorporate your portfolio loans and the ability to choose to retain servicing on portfolio loans. This is how we mortgage! Equal Housing Opportunity. NMLS#565434.
PIVOT GROUP LLC
Jim Soenksen 5555 Glenridge Connector, Suite 200 Atlanta, GA 30342 Phone: 404-419-2160 jsoenksen@pivotgroup.com www.pivotgroup.com PIVOT Group LLC is an Independent and Objective Audit, Assessment, and Compliance Services Firm. Focusing on Reg 748 A&B and PCI Services. PIVOT Group LLC is also an approved Leverage Services Business Partner.
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PRINT RESOURCES, INC. Rocky Stewart 2720 19th Street South Birmingham, AL 35209 Phone: 205-879-8000 rocky@printresourcesinc.com www.printresourcesinc.com
Print Resources, Inc ... your credit union partner for traditional print collateral and integrated cross-media marketing solutions … Commercial Printing, Graphic Design, Variable Data Print & Mail, Statement Printing.
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QSI, INC.
Sandy Edwards 107 Schuler Drive Bardstown, KY 40004 Phone: 502-350-7839 sandy.edwards@qsibanking.com www.qsibanking.com QSI is the world’s largest financial reseller of NCR products and services. We provide turnkey delivery of ATM and ITM solutions, including professional services. Remote compliance and operational services include patch management, EJ retrieval, anti-virus, hard drive encryption, BIOS password management, whitelisting, and marketing campaigns. Custom outsourcing of equipment and services for ATM deployments is available, including transaction processing. We are a full-service bank equipment provider of security and traditional equipment with broad service capabilities. Don’t let your ATM or security service provider hold you hostage -check out our customer-friendly maintenance agreements and find out why customers love QSI!
SALTMARSH, CLEAVELAND & GUND
REPAY
Kyle Harbuck 3 West Paces Ferry Rd, Suite 200 Atlanta, GA 30305 Phone: 866-644-0165 info@repay.com www.repay.com REPAY (NASDAQ: RPAY) is an innovative, full-service payment technology and processing provider for credit unions. REPAY’s payment technology helps credit unions increase member satisfaction and enhance the member experience by offering members convenient and secure payment options. The REPAY platform provides credit/debit card processing, Instant Funding, ACH processing, IVR/ phone pay, text pay, electronic bill payment and presentment (EBPP) systems, and member-facing payment portals, including web portals and mobile apps. With REPAY’s omni-channel product offerings, members can pay anytime, anywhere through self-serve payment methods. REPAY provides innovative payment solutions, compliance education, and expertise through exceptional product and service experiences.
S
SAGE DIRECT, INC.
Peter Beaudet 3400 Raleigh Drive SE Grand Rapids, MI 49512 Phone: 904-295-5906 pbeaudet@sagedirect.com www.sagedirect.com Sage Direct excels in partnering with financial institutions and marketers to provide accurate, secure, and cost-effective document processing and marketing services. We generate mailed, electronic, credit card and mortgage statements. Additional services include daily notices, tax forms and target marketing.
Bill Massey, CPA 900 N 12th Ave. Pensacola, FL 32501 Phone: 800-477-7458 bill.massey@saltmarshcpa.com www.thecreditunionadvisors.com
Saltmarsh is well-known for helping credit unions across the country, from small single location institutions to larger multibillion-dollar institutions. As the firm’s largest specialty practice, our Financial Institution Advisory Group offers expertise beyond traditional audit and tax, including regulatory compliance, De Novo/M&A assistance and loan and information system reviews. We look forward to helping clients address the emerging trends and competitive, economic, and regulatory issues facing the industry and provide opportunities for training, interaction and engagement. To learn more about our team and services, please visit www.thecreditunionadvisors.com.
SARAH H. MOORE & ASSOCIATES CU VIRTUAL, LLC, CEO
Sarah H. Moore 124 Evergreen Drive Deatsville, AL 36022 Phone: 334-315-5062 sarahhendersonmoore@gmail.com Executive and Board consulting services in strategic planning, mergers & acquisitions, efficiency initiatives, franchise rationalization, revenue enhancement, problem solving, executive evalutations, and board training. Offers a virtual annual meeting and election solution through CU Virtual, LLC. Moore has over 25 years of financial institution executive experience and is a former administrator of the ACUA.
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2021 League of Southeastern Credit Unions & Affiliates
VENDOR DIRECTORY SHARED COOPERATIVE SERVICES, LLC
Laura Vann 22 Inverness Center Parkway, Suite 200 Birmingham, AL 35242 Phone: 866-231-0545 ext. 2181 laura.vann@myscservices.com www.sharedcooperativeservices.com Shared Cooperative Services is the shared branching network for Alabama and Georgia credit unions and is affiliated with the national shared branching network, CO-OP Shared Branch. Open doors to your members at more than 6,000 locations in all 50 states, including over 350 locations in Alabama and Georgia. Shared Cooperative Services and CO-OP Shared Branch are the solution for your business continuity and member convenience needs.
SHARED SERVICES FOR CREDIT UNIONS Jay Hogan 8895 N Military Trail, Suite 104D Palm Beach Gardens, FL 33410 561-869-8613 mmaragh@ss4cu.com www.ss4cu.com
Shared Services for Credit Unions connects Florida credit unions to CO-OP Shared Branch for over 5,600 nationwide locations making networked credit unions #2 compared to the top banks in the country. Shared Branching is not only a cost effective branch solution, it also provides peace of mind in the event of a disaster. Looking for non-interest income? Florida, being a top destination state, provides many credit unions added revenue while simply fulfilling the ‘people helping people’ credit union mission. Shared Branching is a win for you and your members!
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SKYWAY CAPITAL MARKETS, LLC
Dennis Holthaus 100 North Tampa Street, Suite 3550 Tampa, FL 33602 813-955-8955 dennis.holthaus@skywaycapitalmarkets.com www.skywaycapitalmarkets.com.com Skyway Capital Markets, LLC is a privately-held, independent investment bank that provides strategic advice an execution on equity and debt capital raising, mergers and acquisitions, loan sales and asset divestitures, and financial advisory services. Our Financial Institutions Group clients include: Depository institutions (banks, thrifts and credit unions); Financial Technology; Specialty Finance; Insurance; and Trust and Asset Management. Our team’s diverse background as advisors, industry executives, board members and investors provide a unique and broad understanding of the industry’s financial, regulatory and competitive landscape.
SORENSON VAN LEUVEN LAW FIRM Jim Sorenson/Tyler Van Leuven 2015 Delta Blvd. Tallahassee, FL 32303 850-388-0500 jim@svllaw.com; tyler@svllaw.com www.svllaw.com
Sorenson Van Leuven is a law firm providing legal services to Credit Unions for collections, bankruptcy, foreclosure, and litigation matters. Further, we provide consulting to Credit Unions on matters related to loss mitigation, collections, recovery and loan servicing issues. We have attorneys licensed in Florida and Georgia.
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VINING SPARKS
Bill Ogles/Lee Chandler 775 Ridge Lake Blvd. #200 Memphis, TN 38120 Phone: 800-786-0995 bogles@viningsparks.com lchandler@viningsparks.com www.viningsparks.com Vining Sparks is a fixed income firm focused on the investment and balance sheet management needs of middle market institutional investors, with an emphasis on depository institutions. Vining Sparks began as a securities dealer with an Asset/Liability Management focus over 35 years ago and continues serving depository institutions with the total balance sheet in mind. The firm is employee owned and has over $90mm in partners’ equity and an annual trading volume averaging $150 billion with customers located in all 50 states and many foreign countries. The firm also ranks in the top 15 underwriters of new U.S. Agency debt. nationwide.
Marketing & Communication
Win the digital transformation…
Solutions for Credit Unions
We are a full service marketing agency creating remarkable growth results for credit unions! Marketing Strategy Print/Digital Media Public Relations
Social Media Videography Web Design
Your customers want to bank after hours. You want to reduce cost to serve. You can do it all with digital.
We bring all your technology together so your customers get the best experience, anywhere anytime. And your staff? They’ll have it easier, too.
Contact us today to see what kind of growth we can create for your credit union! 2810 Premiere Parkway, Suite #150 • Duluth, GA 30097 678-542-3451 • contact@growthbydesign.org www.growthbydesign.org
800-262-7995 WWW.CASHTRANS.COM
We will earn your business everyday!
Local Partnership. National Impact. LEVERAGE Payment Solutions provides your members with a seamless and benefit-rich card experience. Offering the latest platforms and technology on a national scale through CO-OP Financial Services, along with comprehensive value-added services and personal support on a local level, we provide products services designed to make your credit union stronger, your job easier, and your members happier. With LEVERAGE Payment Solutions in your corner, you’ll have access to personal consultative services, putting proven experience and expertise to work for your success!
Debit Card Solutions
Prepaid Card Solutions
Credit Card Solutions
Rewards Solutions
Chargeback Solutions For more information, visit www.myleverage.com, call 404-984-1780, or contact julie.yanes@myleverage.com.
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TO PARTNER WITH 2021 League of Southeastern Credit UnionsPROUD & Affiliates
VENDOR DIRECTORY
ACCESS MORE. Tap into a full enterprise suite of solutions that enables you to attract, retain and grow members and assets more quickly.
ACCESS INTEGRATION. Meet your members wherever they are and put the power of one, seamless, integrated solution right at their fingertips. Online Banking | Mobile Banking | Omnichannel Account Opening | Online Lending
ACCESS INNOVATION. Stay at the forefront of the industry with cutting-edge innovations designed help you attain the strongest digital strategy and ensure the best service for your members. Real-Time Fraud Control | Biometric Authentication Manager
ACCESS SOFTEK. Take your business to the next level with a genuine omnichannel user experience, operations efficiency and a legacy of leadership in emerging fintech solutions.
WINNER – CUNA Technology Council’s 2020 Best of Show Award for our Biometric Authentication Manager!
Contact Tina Houdek, Channel Partner Account Manager, to find out how we can help you grow. 312.833.4109 CHoudek@AccessSoftek.com
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www.AccessSoftek.com
It’s time to get into the faster payment game.
Real-Time is a Real-Big Deal.
Offering faster payment options to help your credit union: » Add crucial liquidity
Corporate America Credit Union is now a funding agent for the Real-Time Payment (RTP) network and we are excited to offer this cutting-edge service option to our member credit unions. Our new suite of products will enable you to give your members the flexibility they want and provide new
» Reduce costs
opportunities for your credit union, too.
with Corporate America
Ready to learn more? Visit our website so you can learn more about our big-time, REAL-TIME products that can be a game changer for you.
Learn more about our faster payment products today.
» Increase member satisfaction » Reduce delinquency
Faster Payments
P2P PAYMENTS
Online
Loan
Payments
corpam.org/fasterpayments
1-800-292-6242
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YOU HAVE A CHOICE Choose American Share Credit unions in Alabama have the choice of being privately insured by the nation’s only non-federal share insurer for credit unions. Our role as insurer - not a regulator - gives you the freedom to run your credit union in a way that best serves your members.
Contact Mike Baswell mbaswell@AmericanShare.com | 614.557.0555
AmericanShare.com
From Experience Comes Perspective Skyway Capital Markets, LLC is a privately-held, independent investment bank that provides strategic advice and execution on equity and debt capital raising, mergers and acquisitions, loan sales and asset divestitures, and financial advisor y ser vices. Our Financial Institutions Group clients include: Depositor y institutions (banks, thrifts and credit unions); Financial Technology; Specialty Finance; Insurance; and Trust and Asset Management. Our team's diverse background as advisors, industr y executives, board members and investors provide a unique and broad understanding of the industr y's financial, regulator y and competitive landscape. We have ser ved as advisors for our clients in a number of ways including helping credit unions acquire banks; merge with other credit unions; and placing financial institution sub debt with institutional investors.
Our Impact
$1.5B
TOTAL TRANSACTIONS
25
YEARS AVERAGE EXPERIENCE
Dennis Holthaus Managing Director 813-210-9522 Dennis.Holthaus@skywaycapitalmarkets.com
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TOTAL PROFESSIONALS
SKYWAY CAPITAL MARKETS 100 NORTH TAMPA STREET, SUITE 3550, TAMPA, FL 33602 Tel. 813-210-9522 www.skywaycapitalmarkets.com MEMBER - FINRA/SIPC
Commitment is an act not a word. Serving credit unions exclusively since 1979. 100% of our clients are credit unions and credit union service organizations. Our commitment to one industry allows for an efficient audit with highly trained auditors that know your business.
www.nearman.com 800-288-0293
Powered by LEVERAG E
Our team of experts can help you navigate the changing regulatory and compliance environment. You’ll find a wide variety of audit services ranging from audit solutions to management consulting. Our experienced auditors will provide personal service and can develop new programs to meet the needs of your credit union. CUACG conducts a wide range of audits, such as: • • •
Supervisory Committee Audits Compliance Audits Fair Lending Reviews
• •
990 Tax Returns Member Account Verifications
Credit Union Audit and Compliance Group • • •
Is largest credit union audit and compliance firm within the Southeast, serving credit unions in Alabama, Georgia, Florida, Mississippi, and Tennessee Provides expertise to over 210 credit unions Serves credit unions exclusively and is focused solely on providing value to our clients
Visit CUACG.com for more information. Or contact Marcus King (Marcus.king@cuacg.com | 662.322.1038)
It’s a new OSG for a world. Create frictionless experiences by optimizing every critical member or customer interaction—from transactional communications to data-driven marketing touchpoints.
osgconnect.com
“
Checkmark offers a unique approach to our loan loss recoveries without the burden of our administrative time. We are very pleased to be working with them. The principals, Melissa & Marc, make the perfect team and are vested in making recovering our debt their priority. Their unique approach has added value to our bottom line, without noise from our members. I highly recommend giving them a try. - Michael Miller iTHINK Financial Credit Union
”
WE FETCH MONEY! Call today
561.697.4911
CheckMarkCollections.com
Web Based System
• • • • •
ATM Monitoring Cash Management Communications Deposit Processing First Line Maintenance • Hardware Maintenance • Software Maintenance
• Marketing • Reg E Claims / Disputes • Regulatory Compliance • Terminal Driving • Transaction Switching
Real Time System
No End of Day/ End of Month Downtime
Member-Centric Relational Database
Built-In System Scheduler
Streamlines Operations
Built-In Marketing
Built-In Loan Processing with Automated Decisioning
Eliminates Key-Man Risk
Lowers Expenses
Relationship Pricing
360 Account View
Give your members surcharge-free access to over 32,000 ATMs nationwide with MAA! www.membersatm.com
Easy to Process Transactions
Dedicated Loyal Support
Built-In Reporting Dashboard
Robust Report Capabilities with Crystal Reports
For more information, visit www.memberscorealliance.com
June 16-18, 2021 Hilton Bonnet Creek Orlando, FL
For more information, go to www.lscu.coop
November 17-19, 2021 The Grand Hotel Golf Resort & Spa Point Clear, AL
For more information, go to www.lscu.coop
Pay it with Payigy. Digital loan payments in 3 clicks. $
$XXX . XX pay
$
$
Payigy is a dynamic and mobile-friendly digital payments platform with a biller-direct user experience designed to help your credit union gain greater payment consistency and establish stronger relationships with your members. Learn more about Payigy by visiting: pi.sherpatech.org/payigy
Transform how you engage with your members who have loans. Streamline how you do business. Reduce costs Eliminate costs associated with processing checks and payments through third-party payment providers and printing coupon booklets. Grow primary memberships Platform features enable two-way messaging for personal engagement and the ability to share targeted specials and credit union news with members. Optimize your experience Optimized for mobile, customizable options allow members to select payment options, set alerts for various notifications and manage profiles. System flexibility enables your credit union to customize interface to its branding, voice and payment requirements.