CUES Supplier Member Directory

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.

Do you want to be included in our CUES Supplier Member Directory - please contact Rina Salverson  at rina@cues.org for details.

CUES Supplier Member Directory

Accella LLC

Contact: Jason King

303 Cloverleaf Ln.
Severna Park, Maryland 21146

410.695.4899

Accella is a digital partner that empowers you to achieve your organizational goals through digital strategy and technology delivery. We foster customer communities, create real-world impact, and drive customer action through websites and mobile applications.

SERVICES PROVIDED

  • Consulting/Marketing
  • Consulting/Technology
  • E-Commerce
  • Marketing Services/Advertising Agency
  • Marketing Services/Creative Services
  • Web Pages/Site Design

Allied Solutions

Contact: Lesli Jameson

6111 Plano Pkwy
Plano, Texas 75093

972.447.3723

Premier

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.

SERVICES PROVIDED

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

ALM First Financial Advisors LLC

Contact: contact ALM

2911 Turtle Creek Blvd # 500
Dallas, Texas 75219-6255

800.752.4628

ALM First is an SEC-registered investment advisor and strategic partner to approximately 300 financial institutions across the country, offering deep expertise to financial institutions by formulating strategies for managing risk and enhancing return.  With approximately $22 billion of investments under management, ALM First offers commission-free, fee-based services.

SERVICES PROVIDED

  • Consulting/Investment
  • Software/ALM
  • Consulting/Financial Management
  • Consulting/Mergers

Alogent

Contact: Wendi Klein

350 Technology Pkwy #200
Peachtree Corners, Georgia 30092-2979

678.966.0844

Alogent’s proven, end-to-end check processing, enterprise content management, digital banking, and loan origination technologies serve over 2,400 credit unions and banks, including some of the largest national and international institutions. Alogent Digital is built from the ground up as a result of market research and customer feedback. Revolutionary for the digital banking space, it supports any device or browser, and is uniform across all channels. Alogent Digital also boasts an open architecture, unlimited integration potential, modern technology stack, and customizable user interface. Flexible and scalable, our solutions are user-friendly, and our clients consistently exceed their productivity, financial, and customer experience goals.

SERVICES PROVIDED

  • Check 21
  • Document Imaging/Archiving
  • e-Document Strategy Management
  • Image Processing
  • Mobile Banking
  • Online Banking
  • Software/Internet/PC Banking
  • Transaction Processing
  • Advisor Technology

Aprio

Contact: Ian Warner

1090 West Georgia St. #450
Vancouver, British Columbia V6E 3V7

855.552.7746

SERVICES PROVIDED

  • Board Governance
  • Election Services

Azeus Convene

Contact: Wesley Crowder

8105 Rasor Blvd # 272
Plano, Texas 75024-0116

800.795.2024

Convene is an award-winning board management software trusted by board directors, executives and committee teams in over 80 countries worldwide. Backed by a CMMI Level 5 company with over 25 years of experience in information technology, Convene is designed specifically for leaders to easily stay on top of the entire meeting process – from pre-meeting agenda preparation to post-meeting document distribution. Convene comes with a wide range of intuitive tools and tight security features such as Voting, e-Signature Conversations, Audit Trail, and Actions Tracking to aid boards in ensuring accountability and promoting collaboration, to enable more efficient and effective decision making.

SERVICES PROVIDED

  • Board Governance
  • Board Policies
  • Board Training
  • Compliance/Regulatory Issues
  • Security/Risk Management
  • Technology

Bancography

Contact: Laura Levie

1827 First Ave. N Suite 200
Birmingham, Alabama 35203

205.252.6671

Bancography provides consulting services, software tools and marketing research to financial institutions to support their branch, product and brand positioning strategies.  Bancography offers branch planning and network optimization services in addition to Bancography Plan, our market analysis and branch planning software tool.   In support of our clients’ current operations, Bancography builds branch staffing models, provides product and profitability assessments, and performs primary marketing research to measure market awareness, brand strength, onboarding, satisfaction and attrition factors.

SERVICES PROVIDED

  • Branch Planning
  • Delivery System
  • Marketing Services/Research
  • Marketing Services/Sales Tracking
  • Member Profitability
  • Member Relationship Assessment/Management
  • Product Profitability

BFB Gallagher

Contact: Liz Santos

4250 Congress St, Suite 225
Charlotte, North Carolina 28209-4615

877.332.2265

Premier

BFB Gallagher consults on Executive Benefits, Benefit Liability Management, and Institutional Asset Management. We provide credit unions and other non-profit organizations with solutions for recruiting, rewarding, and retaining talented executives, including innovative methods for offsetting those costs. BFB designs, implements, and services plans for the life of the account. Our customized solutions ensure federal and state regulatory compliance in meeting your specific needs, from board education and design to implementation and administration. BFB’s proprietary online portal provides clients and participants with account access, on-demand reports, accounting entries, and more. BFB earned the NAFCU Preferred Partner designation for Executive Benefits and Compensation Consulting Services.

SERVICES PROVIDED

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

Business Compensation Consulting

Contact: Maria Kell

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

800.781.2099

Business Compensation Consulting leads the industry with its approach to servicing its clients with state of the art plan design that assists credit unions in attracting, retaining and rewarding their leaders through:  compensation consulting; design and implementation of customized Executive benefit plans; Company Owned Life Insurance (COLI); and succession planning.

SERVICES PROVIDED

  • Executive Retirement Benefits
  • Human Resources/Benefits
  • Incentive Programs
  • Insurance/Credit Union
  • Succession Planning/Management

Capital Performance Group, LLC

Contact: Mary Beth Sullivan

1331 H St. NW #801
Washington, District of Columbia 20005

202.337.7872

Capital Performance Group is a management consulting firm founded in 2001. We focus exclusively on the financial services industry. We have four practice areas: Strategy, Marketing, Distribution Planning, and Finance/Risk Management. We provide value to our clients by delivering proven solutions to critical business issues, empowering decision-makers with relevant, concise, well-organized information, and engineering work practices to drive efficiencies and productivity.

SERVICES PROVIDED

  • Consulting/Facility
  • Consulting/Lending
  • Consulting/Marketing
  • Performance Management & Information
  • Product Profitability
  • Strategic Planning
  • Branch Network Transformation
  • Digital Channel Planning
  • Strategic Planning

ChappellRoberts

Contact: Christine Turner

1600 E. 8th Ave. A-133
Tampa, Florida 33605

813.281.0088

Change is inevitable.  If you’re ready for change, you’ve come to exactly the right place. The ChappellRoberts team is a collection of business-minded, strategic thinkers.  Through branding, advertising, marketing and public relations, we move businesses forward, not by the inch, but by the mile.

SERVICES PROVIDED

  • Advertising Agency
  • Marketing Services/Advertising Agency
  • Marketing Services/Creative Services
  • Marketing Services/Direct Mail
  • Marketing Services/Research
  • Social Media
  • Web Pages/Site Design
  • Strategic Planning

Choice Creative Solutions

Contact: Jeff Klein

6163 NW 86th St #101
Johnston, Iowa 50131

515.251.8018

Premier

SERVICES PROVIDED

  • Advertising Agency
  • Consulting/Marketing
  • Customer Relationship Management
  • Sales Culture Development
  • Social Media
  • Consulting/Technology
  • Web Pages/Site Design

CO-OP Financial Services

Contact: Anil Sharma

9692 Haven Ave.
Rancho Cucamonga, California 91730

800.782.9042

Premier

CO-OP Financial Services is a payments and financial technology company whose mission is ensuring the success of the credit union movement. CO-OP payments solutions, engagement services and strategic counsel help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. For more information, visit www.co-opfs.org.

SERVICES PROVIDED

  • ATM/EFT/POS Networks
  • Card Services
  • Call Centers
  • Credit Card Processing
  • Credit Card Services
  • Debit Card Processing
  • Fraud Risk Management
  • Kiosks
  • Member Profitability
  • Mobile Banking
  • Online Banking
  • Rewards/Member Loyalty Rewards
  • Shared Branching

CobbleStone Systems Corp

Contact: Bradford Jones

100 Overlook Center Floor 2
Princeton, New Jersey 08540

866.330.0056

CobbleStone Software is a leader in providing enterprise contract management, vendor, and eSourcing software solutions for over 20 years and is trusted by thousands of users. CobbleStone’s contract management solutions provide an automated and streamlined process with contract and vendor tracking, user-defined fields, configurable email alerts, calendar notifications, contract workflow management, multiple security options, authoring of contract templates with dynamic clauses, revenue/cost management, full text indexing and searching, vendor/client ratings, document version control, custom reports, electronic signature, smarter contracts with AI, and more.

To learn more about CobbleStone Software, contact the CobbleStone Team at sales@cobblestonesoftware.com, call 866-330-0056, or visit www.cobblestonesoftware.com

SERVICES PROVIDED

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

Concepts Unlimited Advertising Agency

Contact: Steve Jones

1250 Capital of Texas Hwy South Suite 2-240
Austin, Texas 78746

512.328.3576

Why Concepts Unlimited?  Because “smart, funny, go-to people creating powerful brand identities, savvy marketing, compelling creativity and long-term client relationships with credit unions around the country for 39 years” wouldn’t fit on our business cards.

SERVICES PROVIDED

  • Advertising Agency
  • Branch Merchandising
  • Brand Strategies
  • Consulting/Marketing
  • Marketing Services/Creative Services
  • Marketing Services/Direct Mail
  • Marketing/Newsletters/Publications
  • Media
  • Social Media

Convene, Inc.

Contact: Wes Crowder

8105 Rasor Boulevard #272
Plano, Texas 75024

1.800.795.2024

SERVICES PROVIDED

  • Board Governance
  • Compliance/Regulatory Issues
  • Digital/Digitized Signature Capture
  • Document Imaging/Archiving
  • e-Document Strategy Management
  • Information Security
  • Software/Compliance
  • Technology

Cornerstone Advisors, Inc.

Contact: Barry Katzen

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

480.990.5756

Cornerstone Advisors’ multidisciplinary team brings financial services consulting expertise with
an inside perspective that comes from having worked alongside banks, credit unions and
fintechs for nearly two decades. We develop and implement strategies that prepare our clients
for industry changes shaped by evolving technology innovations, regulations and consumer
channel preferences and expectations. Our independent insights along with our proprietary
Insight Vault data, research and benchmarks offer a unique view that help our clients stay
competitive and excel in today’s financial services industry.

SERVICES PROVIDED

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

Corporate America Credit Union

Contact: Lisa Coffey

4365 Crescent Rd.
Irondale, Alabama 35210

800.292.6292

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. Corporate America serves nearly 500 credit unions by providing access to a comprehensive list of products and services including investments, liquidity solutions, and correspondent services such as ACH, item processing, and remote deposit capture. Our priority is serving the needs of our member-owners to help ensure their future success. For more information, call (800)292.6242 or visit www.corpam.org. 

SERVICES PROVIDED

  • Asset/Liability Management
  • Check 21
  • Corporate Credit Union
  • Fraud Risk Management
  • Investments/Securities
  • Mobile Banking
  • Payments
  • Share Draft Services
  • Lending/Commercial Lending

CPI Card Group

Contact: Renee Henry

10026 W. San Juan Way Suite 200
Littleton, Colorado 80127

720.889.1704

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 and dual interface, personalization, instant issuance, fulfillment and digital payment services.  CPI has more than 20 years of experience in the payments market and is a trusted partner to financial institutions. Serving our customers from locations throughout the United States, we have a large network of high security facilities, each of which is certified by one or more of the payment brands: Visa, Mastercard®, American Express and Discover®.

SERVICES PROVIDED

  • ATM Supplies/Services/Solutions
  • Credit Card Services
  • Consulting/Technology
  • Payments
  • Prepaid Programs
  • Technology
  • Consulting/Facility
  • Consulting/Marketing

CTMA Advisors

Contact: Scott Albraccio

100 S Shore Dr
East Haven, Connecticut 06512-4691

877.358.0829 ext. 138

CTMA Advisors is a SEC Registered Investment Advisor, we serve our clients at the highest fiduciary level.  With over 60 years of credit union experience we understand your business and can help tailor plans and manage capital to fund solutions for Employee Benefit Expense offset plans, Qualified and Non-Qualified programs.  We offer Smart, Simple Solutions to help your credit union Attract and Retain Executives and Employees.  With CTMA you're dealing directly with the team that designs the plan and manages the assets.  We are here to help you become the employer of choice in this competitive marketplace for talent.

SERVICES PROVIDED

  • Executive Retirement Benefits
  • Insurance/Credit Union
  • Consulting/Investment
  • Consulting/Mergers
  • Human Resources/Succession Planning