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CUES Annual Buyer's Guide

Look through our full list of trusted vendors dedicated to the credit union industry. All CUES Supplier members adhere to the CUES Supplier Member Code of Ethics.

** indicated vendors that are not CUES Supplier Members



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Advisors Plus

Contact: Arnie Goldberg, Vice President

580 Carillon Parkway
St. Petersburg, Florida 33716

727.299.2535

 Advisors Plus

Advisors Plus works with credit unions to help them meet their business challenges and grow.  Our consultants create insightful, data-driven financial and marketing solutions that lead the industry in measurable results. Find out how your credit union can take advantage of Advisors Plus expertise and analytics to create marketing growth campaigns and portfolio, contact center, and operations optimizations that you can take straight to the bottom line.

SERVICES PROVIDED

  • Branch Delivery Enhancements
  • Call Centers
  • Card Services
  • Compliance/Regulatory Issues
  • Consulting/Financial Management
  • Consulting/Marketing
  • Consulting/Operations
  • Consulting/Planning
  • Credit Card Services
  • Credit Scoring
  • Debit Card Services
  • Differentiation/Positioning Strategy
  • Marketing Services/Direct Mail
  • Marketing Svcs/Cross-Sell Sales Tracking
  • Strategic Planning
  • More services

Affinion Insurance Solutions

Contact: Ron Zickert

400 Duke Dr.
Franklin, Tennessee 37067

615.764.2013

SERVICES PROVIDED

  • Insurance/Credit Union
  • Insurance/Member
  • Marketing Services/Creative Services
  • Marketing/Direct Mail

Allied Solutions

Contact: 1

6111 Plano Pkwy
#2500
Plano, Texas 75093

1

 Allied Solutions

SERVICES PROVIDED

  • Collections/Repossessions
  • Credit Card Processing
  • Employee Benefits
  • Executive Retirement Benefits
  • Insurance/Member
  • Lending/Consumer Lending
  • Lending/Mortgage Lending
  • Marketing Services/Direct Mail
  • Mobile Banking
  • Rewards/Member Loyalty Rewards
  • Sales Culture Development
  • Security/Risk Management
  • Software/Collections
  • Software/Repossessions/Recoveries
  • More services

Ascensus

Contact: Jane Weizenegger, Relationship Manager Strategic Partnerships

PO BOX 979
Brainerd, Minnesota 56401

218.825.5163

SERVICES PROVIDED

  • Compliance/Regulatory Issues
  • Consulting/Financial Management
  • e-Learning
  • Education/Training
  • Forms/Supplies
  • Internet Services
  • Learning Management System
  • Retirement Plan Provider
  • Software/Compliance
  • Software/Training
  • Strategic Planning
  • Technology
  • Training
  • More services

Baker Hill

Contact: David Helmick, SVP/Sales/Marketing

12655 SW Center St.
100 Cascade Plaza West
Beaverton, Oregon 97005

971.371.7877

SERVICES PROVIDED

  • Consulting/Financial Management
  • Consulting/Marketing
  • Customer Relationship Management
  • Differentiation/Positioning Strategy
  • Earnings Enhancement Programs
  • Incentive Programs
  • Market Intelligence
  • Marketing Services/MCIF
  • Marketing Services/Sales Tracking
  • Marketing Svcs/Cross-Sell Sales Tracking
  • Member Profitability
  • Member Relationship Management
  • Performance Management & Information
  • Product Profitability
  • Strategic Planning
  • More services

BALANCE

Contact: Erin Allen, VP/ National Sales

1655 Grant St.
#1300
Concord, California 94520

415.780.7554

With BALANCE, credit unions can offer their members world-class financial education, content and one-on-one counseling to promote financial wellness. Our suite of white-label programs includes money-management coaching, housing education, identity theft solutions, webinars, toolkits, online modules, gamification, and youth programs—all designed to financially empower credit union members.

SERVICES PROVIDED

  • e-Learning
  • Education/Training
  • Employee Benefits
  • Financial Literacy
  • Financial Management
  • Human Resources/Training
  • Learning Management System
  • More services

Bancography

Contact: Laura Levie, Marketing Director

1827 First Ave. N
Suite 200
Birmingham, Alabama 35203

205.251.3227

SERVICES PROVIDED

  • Branch Planning
  • Branch Staff Scheduling
  • Delivery Systems
  • Marketing Services/Research
  • Marketing Services/Sales Tracking
  • Member Profitability
  • Member Satisfaction Research
  • Product Profitability
  • More services

BFB Gallagher

Contact: Liz Santos, Area VP/Marketing/Business Development

4600 Park Road
#200
Charlotte, North Carolina 28209

877.332.2265

 BFB Gallagher

BFB Gallagher consults on Executive Benefits, Benefit Liability Management, and Institutional Asset Management for credit unions and other nonprofit organizations. Our expertise is in the tax code related to nonqualified plans for highly compensated individuals. We provide solutions for recruiting, rewarding, and retaining executives, including innovative methods for offsetting those costs. Our customized solutions focus on performance and regulatory compliance throughout the life of your benefit plans.

SERVICES PROVIDED

  • Asset/Liability Management
  • Board Policies
  • Compliance/Regulatory Issues
  • Consulting/Investment
  • Employee Benefits
  • Executive Retirement Benefits
  • Human Resources/Benefits
  • Human Resources/Compensation
  • Insurance/Credit Union
  • Investments/Securities
  • Retirement Plan Provider
  • More services

Bluepoint Solutions, Inc.

Contact: Alissa Fry-Harris, Director of Marketing

2560 Anthem Village Drive
#200
Henderson, Nevada 89052

760.410.9000 x340

SERVICES PROVIDED

  • Check 21
  • Document Imaging/Archiving
  • e-Document Strategy Management
  • Fraud Risk Management
  • Image Processing
  • Transaction Processing
  • More services

Business Compensation Consulting

Contact: Kathy Smith, President

1255 W. 15th St.
#830
Plano, Texas 75075

972.781.2020

SERVICES PROVIDED

  • Consulting/Investment
  • Employee Benefits
  • Executive Retirement Benefits
  • Human Resources/Benefits
  • Human Resources/Compensation
  • Incentive Programs
  • More services

BYM Agency

Contact: Kat Anstine, Chief Operating Officer

7260 W 135 St
Suite 100
Overland Park , Kansas 66223

913-541-1255

SERVICES PROVIDED

  • Advertising Agency
  • Brand Strategies
  • Consulting/Marketing
  • Consulting/Mergers
  • Differentiation/Positioning Strategy
  • Marketing Services/Ad Specialties
  • Marketing Services/Advertising Agency
  • Marketing Services/Creative Services
  • Marketing Services/Direct Mail
  • Marketing Services/Sales Tracking
  • Marketing/Research
  • Media
  • Mergers
  • Social Media
  • Web Pages/Site Design
  • More services

Callahan & Associates

Contact: Tim Taylor, VP

1001 Connecticut Ave., NW
#1001
Washington, Dist of Columbia 20036

202.223.3920

Callahan & Associates is dedicated to helping the credit union industry thrive. Our team of experts provides leading research, analytics, networking, and consulting solutions. More than 4,000 credit unions and suppliers rely on us for the latest data, actionable insights, and benchmarking tools to help them achieve their strategic goals.

SERVICES PROVIDED

  • Asset/Liability Management
  • Consulting/Board Development
  • Consulting/Financial Management
  • Consulting/Investment
  • Consulting/Management
  • Consulting/Mergers
  • Consulting/Planning
  • Data Processing/Hardware
  • Education/Training
  • Executive Development
  • Financial Management
  • Investments/Securities
  • Market Intelligence
  • Software/Consulting & Vendor Search
  • Software/Financial Planning
  • Strategic Planning
  • More services

CEO Velocity

Contact: Scott Mcclymonds

6303 Persimmon St
Fayetteville, Arkansas 72704

479.263.0774

SERVICES PROVIDED

  • Branch Planning
  • Consulting/Management
  • Consulting/Marketing
  • Consulting/Planning
  • Customer Relationship Management
  • Differentiation/Positioning Strategy
  • Executive Development
  • Human Resources
  • Market Intelligence
  • Marketing Services/MCIF
  • Marketing Services/Research
  • Marketing Services/Sales Tracking
  • Member Profitability
  • Member Relationship Management
  • Member Satisfaction Research
  • Performance Management & Information
  • Strategic Planning
  • More services

CO-OP Financial Services

Contact: Member Services

9692 Haven Ave.
Rancho Cucamonga, California 91730

800.782.9042

 CO-OP Financial Services

CO-OP Financial Services is the nation’s largest credit union service organization in terms of number of credit unions, assets and members. The company helps credit unions thrive by providing products and services that make it more convenient for members to do business with them. To learn more, visit us online.

SERVICES PROVIDED

  • Call Centers
  • Credit Card Processing
  • Debit Card Processing
  • Fraud Risk Management
  • Kiosks
  • Lending/Commercial Lending
  • Lending/Mortgage Lending
  • Marketing Services/Direct Mail
  • Mobile Banking
  • Online Banking
  • Rewards/Member Loyalty Rewards
  • Shared Branching
  • Surcharge-Free ATM Access
  • More services

CobbleStone Systems Corp

Contact: Bradford Jones, Director/Sales & Marketing

100 Overlook Center
Floor 2
Princeton, New Jersey 08540

866.330.0056

 

SERVICES PROVIDED

  • Contract Management
  • Software/Browser-Based Software
  • Software/Compliance
  • Software/Consulting & Vendor Search

COMPASS 4 CUs, LLC

Contact: Gaye DeCesare, NCCO, CUCE, BSACS, President/CEO

PO Box 8016
Woodbridge, Virginia 22195

877.806.7412

Draft one of the COMPASS All-Stars for your next compliance conference, annual meeting, corporate client user group, or volunteer conference.

Engage your audiences with fun and insightful presentations on a wide range of compliance topics. Whether speaking in person or remotely via Webinar or audio conference, COMPASS puts the FUN in Compliance FUNdamentals!

SERVICES PROVIDED

  • Compliance/Regulatory Issues
  • Consulting/Operations
  • Education/Training
  • Legislation/Regulatory Issues
  • Security/Risk Management
  • Training
  • More services

ComplianceTech

Contact: Maurice Jourdain-Earl, Managing Director

2010 Corporate Ridge
Suite 820
McLean, Virginia 22102

202.842.3800

ComplianceTech is a fair lending consultant and software vendor to financial institutions and government agencies. ComplianceTech specializes in providing high tech analytical solutions to legal and regulatory compliance personnel. ComplianceTech is known for its software products: LendingPatterns™ and Fair Lending Magic™. Our services include: geo-coding, surrogate coding, mapping and fair fending risk & data needs assessments.

SERVICES PROVIDED

  • Compliance/Regulatory Issues
  • Consulting/Technology
  • Legislation/Regulatory Issues
  • Lending/Auto Loans
  • Lending/Commercial Lending
  • Lending/Mortgage Lending
  • Mortgage Lending Services
  • Software/Compliance
  • More services

Concepts Unlimited Advertising Agency

Contact: Steve Jones, President

1250 Capital of Texas Hwy South
#3-350
Austin, Texas 78746

800.882.5236

SERVICES PROVIDED

  • Advertising Agency
  • Annual Reports
  • Branch Merchandising
  • Brand Strategies
  • Consulting/Marketing
  • E-mail Management/Marketing
  • Marketing Services/Creative Services
  • Marketing Services/Direct Mail
  • Marketing Svcs/Newsletters/Publications
  • Media
  • More services

Cornerstone Advisors, Inc.

Contact: Sam Kilmer, Sr Director/Client Development

7272 E. Indian School Road
Suite 400
Scottsdale, Arizona 85251

480.423.2030

Cornerstone Advisors specializes in integrating best practice strategy, technology, and efficiency improvement for credit unions and banks. CUs leverage Cornerstone’s proven industry metrics in their strategic initiatives and vendor selection decisions. Our solution areas include Strategy; Performance; Technology; Contracts; Payments; Channels; and Research & Knowledge Sharing, including GonzoBanker Roundtables for CU executives.

SERVICES PROVIDED

  • Advisor Technology
  • Business Continuity Planning
  • Consulting/Lending
  • Consulting/Management
  • Consulting/Mergers
  • Consulting/Operations
  • Consulting/Planning
  • Consulting/Technology
  • Core Processing
  • Differentiation/Positioning Strategy
  • Mergers
  • Performance Management & Information
  • Security/Risk Management
  • Software/Consulting & Vendor Search
  • Strategic Planning
  • Technology Advisor
  • Vendor Negotiations
  • More services

Corporate America Credit Union

Contact: Mallory Wear, National Sales Director

4365 Crescent Rd.
Irondale, Alabama 35210

205.383.8987

SERVICES PROVIDED

  • Asset/Liability Management
  • Check 21
  • Corporate Credit Union
  • Deposit Platform
  • Investments/Securities
  • Mobile Banking
  • Share Draft Services
  • Strategic Planning
  • Web Pages/Site Design
  • More services

CPI Card Group

Contact: Janice Platzer, Marketing

10368 W. Centennial Rd.
Littleton, Colorado 80127

800.446.5036

CPI Card Group is a leading provider in payment card production and related services, offering a single source for credit, debit and prepaid debit cards including EMV® chip, personalization, instant issuance, fulfillment and mobile payment services. With more than 20 years of experience in the payments market and as a trusted partner to credit unions, CPI’s solid reputation of product consistency, quality and outstanding customer service supports our position as a leader in the market. Serving our customers from ten locations throughout the United States, Canada and the United Kingdom, we have the largest network of high security facilities in North America, each of which is certified by one or more of the payment brands: Visa, MasterCard, American Express, Discover and Interac in Canada. Learn more at www.cpicardgroup.com.

SERVICES PROVIDED

  • Card Manufacturer
  • Card Services
  • Credit Card Services
  • Debit Card Services
  • Digital Wallet
  • Education/Training
  • Mobile Banking
  • Payroll Card Programs
  • Prepaid Programs
  • Secure Card Manufacturing
  • Technology
  • More services

Credit Union Times

Contact: Sarah Snell Cooke, Publisher/Editor-in-Chief

1100 G St NW
9th Floor
Washington, Dist of Columbia 20005

202-370-4802

SERVICES PROVIDED

  • Marketing Services/Creative Services
  • Marketing/Newsletters/Publications
  • Media
  • News Source

CreditCap Advisors LLC

Contact: Michael MacDonald, Principal

1025 Westchester Ave.
Ste 311
White Plains, New York 10604

862.955.1262

SERVICES PROVIDED

  • Lending/Auto Loans
  • Lending/Commercial Lending
  • Lending/Consumer Lending
  • Lending/Home Equity/2nd Mortgage
  • Lending/Indirect Lending
  • Lending/Mortgage Lending
  • Portfolio Advisory Services
  • More services

CRI Canada

Contact: Nicole Benson, President

200-1601 Regent Ave W
Winnipeg, Manitoba R2C 3B3

204.582.4242

SERVICES PROVIDED

  • Software/Lending

CSCU

Contact: Wendy Nolan, VP/Sales

3031 N Rocky Point Dr W
#750
Tampa, Florida 33607

813.930.2728

 CSCU

CSCU is the credit union industry’s advocate, partner and leader in electronic payments solutions. Created by and for credit unions, CSCU is driven by the same principles that guide the industry. CSCU’s services and offerings are focused on driving the growth and success of our 2,300 member credit unions.

SERVICES PROVIDED

  • ATM/EFT/POS Networks
  • Credit Card Processing
  • Credit Card Services
  • Debit Card Processing
  • Debit Card Services
  • Fraud Risk Management
  • Mobile Banking
  • Rewards/Member Loyalty Rewards
  • More services

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