Financial Crimes & Fraud Risk
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for vendors

Jack Henry™ has established conduct standards which reflect our commitment to our long-established values of honesty, integrity, respect, and responsibility in all business dealings. It is our expectation that our vendors and partners will share and embrace these values as well as our commitment to regulatory compliance. For this reason, we have established a Code of Conduct.
Please visit our Vendor Code of Conduct.
Please visit our Vendor Safety Program.
While vendors are independent entities of Jack Henry, the business practices and actions of a vendor when conducting business with Jack Henry or with our clients may have a significant impact and reflect upon Jack Henry. Because of this, we expect all vendors, and their employees, agents, subcontractors, and representatives to understand and follow our high ethical standards set forth in the Code of Conduct while the vendor is conducting business with us or our clients. It is the responsibility of our vendors and representatives to understand and adhere to Jack Henry’s expectations. Vendors should notify a member of Jack Henry’s management if and when any situation develops that may cause the vendor or vendor's representative to operate in a way that may be in conflict with our Code of Conduct. We reserve the right to sever a business relationship with any vendor or vendor representative who behaves in a manner that we consider to be inconsistent with our Code of Conduct.

VIP members

The Jack Henry Vendor Integration Program (VIP) gives third-party vendors direct access to Jack Henry’s technical resources to achieve product integration with our core platforms and complementary solutions. This creates a win-win for these companies and our mutual customers by significantly speeding up the integration process and removing the financial institution as an intermediary while the work is completed.
VIP is unprecedented in the industry in that we welcome all vendors, even those that compete with our own ancillary products. Our primary objective is ensuring that our bank and credit union clients are able to quickly and easily deploy the technology products that they need, whether they come from us or someone else.
Please note that Jack Henry neither recommends, nor endorses, the products provided by our VIP members. We can only certify the technical soundness of the product integration. Not every vendor integrates to all cores. Please email if you would like to confirm that a vendor has an integration with a particular Jack Henry core.

Current VIP vendors that wish to have a blurb added to this list can click here to complete the request form.
Third-party vendors interested in joining VIP can click here .

current VIP members


8x8 is a global leader in cloud communications. 8x8 solutions are transforming the future of business communications in banks with 8x8 XCaaS™ (eXperience Communications as a Service™), an integrated contact center, voice communications, video, chat, and API solution built on one global cloud communications platform. 8x8 uniquely eliminates the silos between Unified Communications as a Service (UCaaS) and Contact Center as a Service (CCaaS) in banks to power the secure communications requirements of all employees globally as they work together to deliver differentiated banking experiences for customers.


Offers a full line of solutions for financial cards, magnetic encoding, and the issuance of plastic cards.


Abrigo provides technology that over 2,500 banks and credit unions use to manage risk and drive growth. Take a stand with powerful AML software designed to detect, manage, and resolve suspicious activity. From customer due diligence and watchlist scanning to case management and reporting, the Abrigo system puts you in control. The 4-factor scenario coverage model includes rules, behaviors, typologies, and AI financial crime logic. The BAM+ fraud prevention will detect and alert you to a host of fraud types, while providing you a case management system to resolve alerts quickly and efficiently.


AcceleWage offers a Software-as-a-Service for credit unions that automates Earned Wage Access for employees of Select Employer Groups. Thanks to AcceleWage, credit unions can acquire new direct deposit members, increase revenues and at the same time contribute to the financial wellness of workers in their communities.

Access Business Technologies

ABT focuses on the Mortgage Department of credit unions, CUSOs and other supporting service organizations. ABT’s core strength is moving data between mortgage software platforms. A successful interface eliminates the need to re-key data between your Loan Origination System (LOS) and target platform(s) (core, servicing, accounting). ABT’s MortgageExchange interface has earned an excellent reputation for its ability to move all available mortgage data fields between platforms. With a cloud interface solution, ABT monitors both ends of the interface solution, ensuring data is moving seamlessly, securely and accurately.

Access Softek

Access Softek offers an integrated solution for the four pillars of digital banking: online banking, mobile banking, mobile and online lending, and mobile and online account opening. The company's history of innovative digital banking firsts includes the first app-based mobile banking and the first triple play of app, WAP, and SMS banking, and continues with its industry-leading use of A.I. and machine learning. Since 1986 they have continued to unveil cutting-edge industry firsts to over 400 credit unions from their Berkeley, California headquarters. Access Softek is mobile-first and A.I. everywhere. works with community banks to improve their data audit, quality, and reporting through services such as: Data Integration, Data Migration, Data Warehouse and Cloud Platform Configuration, Data Quality Auditing, and Data Visualization. These services make up our Data as a Service model. We find that many banks need help pulling data from their core into a local server environment or a cloud platform. This is our specialty and we are growing every day to help more banks improve data usage.

Aithent, Inc.

Aithent Inc. provides solutions to credit unions to better fight fraud, manage debit card and ATM disputes, address BSA/AML requirements, and track and resolve member and regulatory complaints. By leveraging a case-centric solution that incorporates advanced analytics and system integrations, Aithent provides credit unions with functionality to improve operational efficiencies and better meet compliance requirements by linking front-line staff with back-office staff through digital forms and streamlining risk management functions.


AKUVO is focused on creating, delivering, and supporting data-driven, cloud-based solutions and providing expert consultative services for the credit union market, with a concentration in loan portfolio and delinquency management. AKUVO products and services create the opportunity for enhanced decision-making capabilities and business performance.

Alacriti Payments, LLC

Alacriti is a payment technology innovator that delivers customized solutions and services for credit unions and their members. With a proven track record collaborating with financial institutions of all sizes, Alacriti’s seasoned team specializes in forward-thinking payment solutions that can be tailored to each credit union’s needs. Alacriti’s flagship product, Orbipay®, is a multi-channel, cloud-based electronic bill presentment and payment (EBPP) solution designed to give members the flexibility they require. It features a user-friendly interface for hassle-free payments, a robust account-based version with advanced functionality, and a member service portal that provides unparalleled visibility into billing history and payment behavior.

Alkami Technology

With the nation’s fastest growing cloud-based digital banking platform, Alkami facilitates digital success for banks and credit unions in the U.S. The Alkami Platform helps banks and credit unions engage with their retail and business customers with a modern digital-first infrastructure built for speed, security, and extensibility. Through bold investments in technology and culture, and developing authentic bonds with remarkable clients, Alkami continues to be an industry leader in digital banking.

Allied Solutions

Allied Solutions provides insurance, lending and risk management solutions to more than 4,000 financial institutions in North America. Dedicated to helping their clients grow, protect and evolve their business, Allied Solutions is a wholly owned and independently operated subsidiary of Securian Financial Group.


A low code API platform for connecting financial products and services to community banks and credit unions.


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 and its NXT platform is built from the ground up as a result of market research and customer feedback. Future-proof your digital channels with a single platform that marries mobile, digital and voice, inclusive of consumer and business banking functionality, branding and marketing capabilities, predictive analytics, loan servicing, ‘nudge’ tools, reward systems and more. With rich out-of-the-box functionality, an open architecture and enterprise-grade security, Alogent delivers the tools to go-live quickly with limitless scalability.

Andera Inc.

Andera is a leading provider of online account opening and funding solutions in the U.S.


Antuar is a financial software company focused on the branch channel of financial institutions. inBranch Kiosk is a customer facing, hardware agnostic, assisted self-service product; coupled with branch staff tablets that offer your customers a new option for banking. This is branch automation while maintaining the human touch. Please visit the Antuar website to learn more.

Aptys Solutions

Aptys Solutions is the leading solutions providers for financial institutions who want to consolidate and simplify payments across the enterprise. By providing a single modular technology platform, Aptys is offering a better way for FI’s to automate and manage payments. FI's can select the payment rail needed to manage any payment type including ACH, wire, checks, and faster payments. Aptys provides the built-in tools FI’s need in today’s fast-paced environment to automate payment processing from the customers mobile device, to posting in the core, and delivering out to the clearing network.

AscendantFX Capital Inc.

AscendantFX is a provider of international payment solutions for credit unions. AFX provides state of the art technology and worldwide banking relationships that delivers payments faster, easier and at a lower cost to the credit unions and its members. AFX has built its reputation by providing global foreign exchange solutions to credit unions.


Ascensus delivers high-quality solutions for the retirement plan marketplace.

Atris Technology

For more than two decades, Atris remains focused on automation success. Our FlexTeller platform provides streamlined teller operations in a variety of environments, including integrated front counter image capture to slash processing costs. Atris debit card processing solutions deliver affordable real-time core connectivity for any institution and debit card network. Our Information Technology Managed Services represents a comprehensive suite of regulatory and compliance solutions including SIEM correlation and data security, helping customers automate oversight of their technology infrastructure.​

Auto Exam

Auto Exam, Inc. has been protecting credit unions and their member’s auto loan collateral since 1992. Auto Exam is a full-service provider of credit union loan protection products including: vehicle service contracts, GAP coverage, collateral protection products, credit insurance, GPS tracking, and much more.


Autobooks empowers more than 600 financial institutions to better serve and monetize new and existing small business relationships by enabling business owners to send digital invoices, get paid online, manage cash flow, and automate accounting — all directly from their existing online and mobile banking. Because the Autobooks payment acceptance and invoicing tools are directly integrated into digital banking, a financial institution’s existing channels are transformed into a day-to-day destination for businesses — leading to increased deposits, non-interest fee income, and lending opportunities. Over time, Autobooks has been proven to reduce reliance on competing third-party apps, allowing financial institutions to (re)establish primacy in this crucial segment.


Financial institutions are spending heavily on their strategic digital transformation. Until now, they have had limited options when putting key functions online – such as account opening, loan, and credit card applications. These projects take many months or years to deliver, frequently exceed budget estimates, and are inflexible in changing markets. Avoka solves that problem with a cloud-based platform, Avoka Transact, which enables financial institution to come to market rapidly, reducing the cost and risk of building these applications. And once built, financial institutions can continuously analyze results and iterate quickly.

Avtex Solutions LLC

Avtex is a full-service Customer Experience (CX) consulting and solution provider focused on helping organizations build trust with their customers. Avtex guides organizations through the process of creating or improving CX strategies, platforms and policies, and offers a wide range of services to support CX, including CX Consulting, Technology Optimization, Technology Innovation and Systems Management. Avtex is recognized as a top Microsoft and Genesys® Gold Partner, these partnerships help provide a wide range of technology solutions, including Contact Center, Customer Intelligence, Business Productivity, App Development and more.


VSI Solutions, Inc. dba BankPoint is a leading provider of enterprise software for banks, credit unions, and non-bank lenders. The BankPoint platform seamlessly overlays core banking systems with a simple, user-friendly solution that dramatically improves and simplifies the way institutions operate. BankPoint increases productivity, improves efficiency, and reduces errors in multiple areas, including Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Review, Treasury Pipeline Management, Document Management, and more. BankPoint was founded in 2002 and is based in McKinney, TX.

BankTEL, an AvidXchange Company

BankTEL, an AvidXchange company provides accounts payable solutions to over 1,700 financial institutions. BankTEL’s solutions help banks manage their expenses with easy-to-use software that maintains transparency, accountability, and regulatory compliance. BankTEL’s flagship product, Ascend, is a hosted accounting suite designed to interface with a financial institution's current core. Ascend allows accounting teams to electronically manage their accounts payable, vendor information, invoices, prepaid and accruals, fixed assets, expense reports, and vendor payments. Also, Ascend is web-integrated, making it user-accessible at any time, from any device. Ascend helps banks cut costs, automate their internal processes, and eliminate paper trails.

Billing Tree

BillingTree offers financial institutions easy-to-use payment processing solutions that help create a rich and positive member experience. These customizable payment solutions allow your credit union the ability to accept credit/debit card and ACH payments, coupled with award-winning consultative customer service and support that makes the seemingly complex world of payments seem easy. BillingTree is a true partner in payments for all financial institutions. BillingTree also features the Debit Cards Only (DCO) filter product that was designed exclusively to offer credit unions the ability to increase revenue immediately by accepting debit card payments on loans from their institution.

Bottomline Technologies

Bottomline Technologies is an online banking provider, focused on business banking and treasury management in addition to online account opening services (Andera & oFlows). Bottomline’s solutions can help your business members perform sophisticated business-focused tasks such as ACH & wire payments, payroll, balance reporting, and many others. Bottomline’s integrated wireless solution allows your members to access these functions on the go.

Built Technologies

Built’s collaborative software streamlines the collateral monitoring and draw management process – a process widely recognized as highly cumbersome, costly, and fraught with risk. By bringing the draw management process online, Built helps banks reduce construction loan risk, increase loan profitability, transform the borrower experience, simplify compliance, and provide unprecedented portfolio insights. With Built, banks have access to real-time data to make more informed decisions on their construction portfolio while simultaneously providing borrowers a convenient, digital experience with faster access to money to push projects forward.

Burroughs Payment Systems, Inc. (HIP)

Burroughs Payment Systems offers a comprehensive suite of products that include desktop check and full-page enabled scanners, cash automation solutions, printers, software, and related services.

Business Data, Inc. (BDI)

Putting client opportunities into motion! BDI opens doors for financial institutions to empower critical end-user communications. BDI offers a unique suite of cost-cutting, high-value document processing and statement services to keep you ahead of the curve in today’s financial marketplace. BDI customers enjoy efficient design and cross-selling marketing integration alternatives that are second to none. Discover the opportunities waiting for you at BDI -- e-document delivery, print & mail, archive, periodic notices, and much more.

Canon USA Inc.

Canon is a worldwide leader in the delivery of high quality compact and high-volume check transports to credit unions and other financial institutions, for the processing of checks and related small documents. Canon also provides office document scanners, network-attached scanners, thermal receipt printers, and related services. The hallmarks of Canon products are superb image quality, long lifespan and reliability, outstanding ease of use, and wide breadth of product offerings. Using Canon can help financial institutions improve costs, workflow efficiency, data security, and compliance strategies.

Car Solutions

Car Solutions has been providing credit unions with automotive and loan consulting services since 1991. This includes a suite of Mechanical Breakdown Protection, GAP and Roadside Assistance products. These fully insured service contracts protect the member’s financial security and the credit union’s collateral. In 1999 Car Solutions introduced one of the first internet-based quoting tools and has been a technology leader since. All of their systems are custom built and based on years of credit union input and experience. Their integration provides the quickest and easiest path to quoting their products and the associated monthly payment to the member.

CenturionCares Inc.

Centurion, Inc. is a contact center technology manufacturer. Its core product is Centurion CARES (Communication and Relationship Engagement Solution) a server that supports the Centurion ACD, IVR, Outbound Notification, and CRM solutions.

Ceto & Associates

Ceto and Associates specializes in developing solutions, which provide financial institutions the ability to increase profitability through the implementation of revenue enhancement programs and the optimization of overall operational efficiencies.


The CFM model is simple; they build the drivers for all hardware in the space, package them in a solution with the correct footprint (thin), provide simple methods for integrating with core providers and provide full visibility to the performance, health and utilization for all hardware they drive.

CO-OP Financial Services

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.


Pivot Technology Services d/b/a Computacenter is a Worldwide Systems integrator and technology reseller. Computacenter helps clients design, build, deploy, and optimize complex IT solutions across an array of technologies. The Contact Center Practice of Computacenter helps clients improve their Customer Service, boost brand awareness, and create memorable client experiences. As a full-service Customer Experience practice, Computacenter offers credit unions the insight and technology partnerships that help drive innovation and member satisfaction.

Computer Service Professionals, Inc.

As a software and service provider, CSPI has always focused on the needs of today’s progressive community banks. CSPI is valued by banks around the country as a technology partner and for providing easy-to-use software and hardware solutions that significantly increase productivity. Our Aurora software suite includes Aurora Online & Mobile Banking, Aurora Document Imaging, Aurora Item Processing and WebDeposit. We take great pride in customer support and look forward to exceeding our customer's expectations!

Connect Financial Software Solutions

Connect develops and delivers technology solutions designed to leverage multi-channel access to their client’s membership. Their solutions assure a seamless back-office workflow and an optimal member experience across the online, mobile, in-branch, and call center touch points.


Constant is a fintech provider of digitized, self-service technologies for credit unions and their members. Constant is transforming the outdated business of getting debt repaid by automating manual loan management tasks and empowering borrowers to self-serve. Constant modernizes loan servicing and loss mitigation with interactive, digital solutions that enable borrowers to better understand, manage and pay back their debts. Credit unions, in turn, are able to reduce the cost of servicing a loan and drive down errors and compliance risk, while improving member experiences - without having to change core systems.

Constellation Digital Partners, LLC

The first open digital financial services platform specifically designed to enable a marketplace of digital financial services; helping credit unions unlock innovation and provide the next generation of digital services.


Convera helps 1,800+ financial institutions and FinTechs monetize their existing customer base and grow internationally. As the largest non-bank B2B cross-border payments company in the world, Convera leverages decades of expertise and technology-led payment solutions to help customers capture value with every transaction. Convera turns complex, cross-border payments into simple, local payments by providing access to 500+ bank accounts worldwide. This means transactions may cost less and be easier to track than conventional correspondent banking. As one of the most expansive settlement networks globally, Convera’s capabilities are built with compliance at its core, so customers can confidently grow their business.


Cotribute is the award-winning fintech platform that enables profitable revenue and member growth for credit unions. Cotribute's capabilities include digital account opening, loan origination, member onboarding, smart cross-selling, robot process automation (for back office operations), analytics and SEG/community engagement programs. Cotribute's clients range from Fortune 500 financial institutions operating across the US to small regional credit unions. Cotribute is built on blazing fast cloud-based micro-services architecture, is SOC2 Type 2 certified, seamlessly integrates with core systems and is on a mission to deliver beautiful digital experiences to every member.

CPI Card Group

CPI Card Group is a leading provider in payment card production and related services. CPI offers a single source for credit, debit and prepaid debit cards including EMV® chip, instant issuance, personalization and fulfillment. CPI provides Card@Once®, an easy instant issuance solution for printing high-quality EMV contact and contactless cards, in-branch and on-demand. The cloud-based system can be integrated with core processing platforms and printers work with just an internet connection after a short implementation period. Financial institutions can be up and running with a secure and compact solution in approximately 8 - 10 weeks. Card@Once is backed by our exceptional service and 24/7 real-time support.


CRMNEXT is a leading CRM solution provider custom-built for financial services, empowering over 1 million team members and 65,000 branches and call centers worldwide. A Gartner Magic Quadrant visionary company, CRMNEXT enables credit unions to improve service quality, enhance member experiences and grow deposits without growing costs. Through the use of work simplification and automation, the platform makes it simpler to complete service tasks and leverage data-science based insights to deepen member relationships. On average, CRMNEXT reduces the length of member transactions by 90%, increases employee productivity by 60%, and contributes as much as a 40% increase to bottom-line revenue.

CU NextGen

CU NextGen is the CUSO dedicated to bringing next-generation technology to credit unions, helping them improve the service delivered to their members, the daily experiences of their staff members, and the efficiency of their operations. CU NextGen is a partnership between Members Development Company, a consortium of over 83 owner organizations – including 79 credit unions – and ClaySys Technologies, a technology company with leading products in the no-code application development, robotic process automation (RPA), and artificial intelligence spaces. CU NextGen builds on the work these two innovators have implemented within MDC’s collaborative network of progressive credit unions and represents our shared strategic initiative to deliver next-gen technology beyond the MDC network to credit unions across North America.

Cubus Solutions

Cubus Solutions makes banking easy for credit union members. The Cubus One digital banking platform includes state of the art security, account management, PFM, bill pay, A2A and P2P transfers, RDC, card management, small business services, messaging, and forms. In addition, the platform supports branding, and one-to-one-member marketing. Cubus One supports web, mobile, phone and voice-assisted banking capability. Cubus Solutions is a trusted solution provider for over a hundred customers, with over 10 years of proven success

Cummins-Allison Corp.

Cummins-Allison Corp. supplies easy to use and reliable coin and currency equipment for small and large financial institutions.

CUNA Mutual Group

CUNA Mutual Group is a leading provider of financial services to credit unions, their members, and valued customers worldwide. This includes CUNA Mutual Group Payment Protection.


CUTEK is a full-service, credit union consulting and programming firm that is dedicated to the Symitar® client base. CUTEK leadership team members each have 20+ years of Symitar experience and expertise in PowerOn®/Repgen programming, process improvement, and product and software development, as well as extensive credit union knowledge to assist most any need. CUTEK also supports a full suite of products that meet the credit union's individual needs.


DATAMATX is one of the nation’s largest privately held full-service providers of customized print and electronic billing. The company has three state-of-the-art distribution centers covering all regions of the United States.


Datava combines data integration, curation and analysis with relationship management, data visualization and workflow tools to provide Member Relationship Management (MRM) and Business Intelligence solutions, specifically for credit unions. Datava allows credit unions to deepen member satisfaction, grow revenue, reduce manual processes, and increase employee productivity with no internal management, at half the cost of other solutions. Datava's modules include MRM, Profitability/ROI analysis, Sales Performance/Goal/Incentive Reporting, Member Onboarding, Problem Resolution, Learning Management, Campaign Success Measurement, Predictive Analytics, Referral Management/Success Measurement, Indirect Lending, SEG Management, Financial Reporting and more. On average, Datava's clients have achieved 20% increase in new loan dollars and 50% increase in cross-sell.


DefenseStorm provides cybersecurity, cybercompliance and cyberfraud solutions specifically built for banking to achieve and maintain Cyber Safety & Soundness. The DefenseStorm GRID is the only co-managed, cloud-based and compliance-automated solution of its kind, operating as a technology system and as a service supported by experts in financial institution security and compliance. It watches everything on a financial institution’s network and matches it to defined policies for real time, complete and proactive cyber exposure readiness, keeping security and fraud teams smart and executives accountable.


defi SOLUTIONS provides the most flexible loan origination system software created for lenders by lenders. With defi SOLUTIONS, you can automate as much or as little as you want (and even auto structure deals and return them to your dealers in seconds). defi will reduce your time and cost to make changes (through configuration not code), and help you better use the resources you already have in place. With access to the industry’s leading integrations, defi ANALYTICS dashboards and reporting, and exceptional service and customer support, your team is set and ready to accomplish your business goals.


Deluxe Financial Services helps credit unions increase member engagement, and turn those relationships into profitable revenue. Deluxe Financial Services focuses on the customer lifecycle — acquire, onboard, engage, and operate — with a growing array of inventive, client-inspired FinTech solutions designed to help clients grow in a changing, competitive landscape.

Diebold Nixdorf

Diebold Nixdorf is the global leader in connected commerce, providing end-to-end services, software and hardware solutions for credit unions worldwide. Founded in 1859, Diebold Nixdorf is an expert in providing comprehensive self-service solutions to credit unions throughout the world. As consumer expectations evolve and the world becomes more digital, Diebold Nixdorf helps clients meet the needs of the consumer-centric global ecosystem.

Digital Insight, an NCR Company

Digital Insight, an NCR company, powers eight out of the top 10 mobile applications on the market today offering both business and retail mobile and online applications. NCR itself is a top 10 provider of banking technologies and leader of omni-channel 2.0 solutions driving over 180 million financial transactions per day. NCR provides both retail and business digital transformation and banking solutions to banks and credit unions across mobile, online, ATM, and more.

Digital Onboarding

Digital Onboarding is the engagement platform that helps credit unions deepen relationships with members from the moment they join. It removes friction with unique features that make it easy to switch direct deposits, enroll in digital banking, update default payment methods with popular merchants, adopt eStatements, and more. Integrations enable CUs to trigger emails & SMS reminders that link to personalized microsites (PURLs) that guide members through each step of the account activation process. Credit unions have also used the platform to double cross-sell rates and deliver member numbers securely when members need to access digital banking or switch direct deposits.


DoubleCheck is the only real-time notification service alerting credit union members when they have insufficient funds, enabling them to alter which transactions are paid and allowing them to add funds to their account, adjust overdraft protection or use a credit card. This helps members avoid the ripple effect of consequences resulting from bouncing a payment, including poor credit and a damaged reputation. DoubleCheck was specifically designed as a member-centric solution that allows credit unions to maintain their NSF fees and receive incremental revenue every time DoubleCheck is used. It also has built-in safeguards to manage compliance and help reduce potential litigation and the impact of pending legislation.

Dovenmuehle Mortgage, Inc.

With deep industry expertise and experience partnering with credit unions of all sizes, Dovenmuehle provides complete private label mortgage subservicing solutions that are designed around the credit union’s and their members' needs—and delivered with hands-on support, every step of the way. Through proprietary innovations and command of complex regulations, Dovenmuehle helps credit unions protect their businesses, assets, and member relationships today—so they can capture opportunities tomorrow.


Doxim is a customer communications and engagement technology leader for financial services and regulated industries. The Doxim Customer Engagement Platform is a suite of integrated SaaS solutions that enable financial institutions to communicate effectively throughout the entire customer lifecycle, drive wallet share, and address key digitization and operational efficiency challenges. Doxim’s suite includes account opening and customer onboarding, CRM, business analytics, campaign management, ECM, document composition, processing, and omni-channel document delivery solutions. Secure and compliant - Doxim’s platform delivers value to over 1,800 clients across North America.

eCU Technology LLC

Born from a credit union, Origins™ is eCU Technology’s online account and loan origination solution, focusing on speed, compliance, and flexibility to help FIs establish a superior user experience that truly values members’ time. Unlike other online application platforms, Origins takes what can be a long and intimidating process to transform it into a user-friendly, compliant, and efficient experience. An average new membership application can be completed in less than five minutes, increasing overall satisfaction with the institution. Comprehensive back-office management gives FI staff the necessary tools to efficiently manage the entire application process lifecycle.


Effectiv provides a risk management, fraud and compliance automation platform for credit unions. Effectiv’s mission is to automate compliance needs while helping credit unions fight financial crime with an omnichannel approach to account opening, loan application processing, transaction monitoring, case management and data vendor management combining both human and artificial intelligence interaction. Built by a team who enabled enterprises like U.S. Bank, Chime, Google, PayPal, and Walmart to manage fraud and risk at scale, Effectiv’s solutions utilize dozens of industry-leading data sources helping credit unions utilize expert-built solutions that come pre-integrated with best-in-class data intelligence.

Eltropy, Inc.

Eltropy provides credit unions with a secure and compliant way to leverage text messaging for delivering a superior member experience. Credit unions can leverage Eltropy's technology for Marketing, Sales, Lending, Collections, Support and several other use cases. Eltropy’s key differentiator is its analytics platform, which analyzes user behavior on text messages to provide business intelligence. Decision makers at CUs use this intelligence to drive business growth. Working with Eltropy, a California-based credit union has achieved an ROI of 10x with a payback period of less than 2 months and a 500% improvement in member engagement.


ENACOMM is a FinTech provider of intelligent interactions and customer and member authentication technologies. Named “Top 10 Retail Banking Solution Provider” by Banking CIO Outlook, ENACOMM empowers banks and credit unions with affordable solutions for improving the customer and member experience, fighting financial fraud, and increasing operational efficiency. A frontrunner in self-service technologies including IVR for over three decades, ENACOMM solutions are delivered as hosted services or on-demand through the “cloud.” Utilizing web, mobile, SMS texts, email, voice, chatbots and digital voice assistants, ENACOMM harnesses AI, big data, and voice biometrics to help organizations provide members with superior, omnichannel self-service that can include Conversational Voice Banking.

Entrust Datacard

Entrust Datacard offers a full line of hardware, software, services and support enabling financial institutions to issue physical and digital payment cards. A leader in instant issuance offering complete, integrated solution bundles with hassle-free service options for maximum uptime.

Evans, Simpsons & Associates

Evans, Simpson and Associates provides quality insurance products, innovative financial services, and specialized companion products to financial institutions.

Experian QAS

Experian QAS is a leading provider of address data quality software and services.

Expersoft Systems Americas

Expersoft Systems is a global leader in relationship banking solutions. Its LM1 software solution is an intelligent and highly configurable loan management suite. LM1 fills in the gaps between core systems, third party services, and lending tools. This provides a singular, seamless, and integrated space for the entire lending team to work within. The solution is tailored to the way the customers do business. LM1 is capable of handling everything from the simplest consumer lending to the most complex commercial deals…saving time, easing compliance, and improving customer experience.


fiVISION’s account opening platform is unique in the ability to customize both the UI/UX and backend services for a personalized member journey as well as engaging many fraud services for auto decisioning applications. Serving credit unions of all sizes with a large portfolio of workflows for Deposit, Business, Trust, Estate, IRA, HSA to name a few and the first to deliver maintenance workflows providing single purpose functions for members. fiVISION’s platform provides the same experience across online, branch, phone, and specialty applications. Contact fiVISION to transform your account opening experience.

Fusion CRS

Fusion CRS Solutions is leading provider of next generation, integrated collection and recovery software and experienced professional support services. Through proven software technology and services their customers are able to cost-effectively streamline and consolidate collection and recovery operations, increase resource productivity, and produce far superior reporting. With a unique combination of highly advanced, easily configurable software and very experienced resources, Fusion CRS Solutions is able to help its customers achieve their collection and recovery improvement goals and results.


Glory provides industry-leading technology to automate every point of cash interaction throughout the branch, including complete solutions for the front, middle and back office. Glory helps banks and credit unions transform their branches by minimizing the need to handle cash, so staff can focus instead on helping each customer and member explore their individual needs and opportunities.

Harland Clarke

Harland Clarke offers an expanded suite of direct marketing services, delivery and anti-fraud products, contact center services, and checks and check-related products to the financial institution market.


Formerly High Cotton, HC3 is a data-driven technology company delivering customer communications. By managing complex data generated from multiple client systems, HC3 helps financial institutions communicate with their customers in meaningful ways. HC3 offers solutions for statement and notice redesign, intelligent marketing campaigns, and seamless delivery of both printed and digital communications. Through these customer-driven solutions, HC3 empowers financial service organizations to give their customers a multi-channel document experience.

Heffernan QuieTrack

QuieTrack calms down CPI and insurance tracking with the industry’s most intuitive and user-friendly systems. They are corporate enough to know and personal enough to care – QuieTrack is Insurance Tracking Tranquility.

HID Global

HID Global® powers the trusted identities of the world’s people, places and things. We make it possible for people to transact safely and work productively. With a history of technology innovation, business integrity and long-standing customer confidence, HID Global is recognized as a highly trusted industry expert in the secure instant issuance of payment cards. HID® TRISM™ from HID Global is an end-to-end Financial Instant Issuance (Fii) solution that enables immediate, in-branch issuance and activation of payment cards - raising member service and loyalty to a new level - and delivering an outstanding member experience with speed, convenience and peace of mind.


Hyosung has the largest U.S. ATM installed base and is the undisputed leader in branch and ATM channel transformation, with over 7,000 recycling enabled transformation devices installed. Hyosung is keenly focused on leveraging a direct core integration to drive a true omni channel experience both at the branch and ATM for your customers.

IBT Apps

IBT Apps is a software company that provides adaptable and integrated online, mobile and voice e-banking solutions for financial institutions.

IMS, Inc.

IMS, Inc. is a multi-channel communications leader – a fully integrated service provider of print & eStatements, and other electronic and mail communications. Lowering cost, increasing effectiveness, driving new revenue growth, and simplifying operations, IMS delivers comprehensive solutions tailored to fit your needs. With extensive financial services industry experience and credit union expertise, they provide custom communications delivered directly to your target audience

Incent, LLC

Incent is a fully integrated and branded mobile banking solution for kids and teens. Within the solution is a built-in financial literacy tool for educating credit union youth members. Through the use of Incent, youth members will safely utilize your core services in a fun and exciting way, all while preparing them for financial success.


InfoIMAGE has been a leader in delivering end-to-end document, marketing and business communication solutions to the credit union industry for over 30 years. From document composition, delivery, production, presentment and archival to digital document centric workflows to embedded or direct marketing execution and fulfillment - InfoIMAGE’s innovative, scalable and secure cross channel offerings have consistently exceeded the expectations of credit unions, large and small alike. Across physical or digital, mobile or API – these solutions drive superior member experience and flexible automation for the CU via integration with the core processing ecosystem.

Integrated Media Management

Integrated Media Management (IMM) specializes in document output management and automation technology to help financial institutions electronically streamline paper-based processes.

Integrity Statements

Integrity Statements takes customized statement printing solutions to the next level with competitive pricing, stress-free setups and/or transitions, easy data integration, quick turnarounds and enhanced marketing communications for cross-selling opportunities. With 75 years of experience collectively, Integrity Statements offers solutions under one roof as an SSAE 16 SOC I Type II Compliant company integrating multi-channel delivery options like print, SMS text, and estatements. Engage your customers with a tailored print and estatement solutions designed for your institution. When you choose Integrity Statements, you choose a partner with Integrity by virtue of trustworthiness and unity with customers.

Integrity Statements

Integrity Statements takes customized statement printing solutions to the next level with competitive pricing, stress-free setups and/or transitions, easy data integration, quick turnarounds and enhanced marketing communications for cross-selling opportunities. With 75 years of experience collectively, Integrity Statements offers solutions under one roof as an SSAE 16 SOC I Type II Compliant company integrating multi-channel delivery options like print, SMS text, and estatements. Engage your customers with a tailored print and estatement solutions designed for your institution. When you choose Integrity Statements, you choose a partner with Integrity by virtue of trustworthiness and unity with customers.

Intelligent Banking Solutions (IBS)

Since 1989 IBS remains exclusively focused on collection and recovery automation for financial institutions. COLLECTION AND ASSET RECOVERY MANAGER – PROFESSIONAL (CARM-Pro), a full featured best-of-breed work-flow enabled scalable client configurable solution, with 360 debtor-account view, standard/custom notes, ticklers, delivers debtor messaging (voice, email, text, predictive dialing), full LexisNexis (Bankruptcy, Deceased monitoring, SCRA, collection specific scores and full skip trace), natively accepts debtor phone payments with 24x7 debtor payment portal, integrates with imaging, insurance, and other third-party systems and more. The standard interface and Real Time integration from IBS can be supplemented with imports from additional servicing platforms.


Interface is a market leader providing out-of-the-box Intelligent Virtual Assistant (IVA) that acts as a “personal bank teller” to help members 24x7 through every step of the journey from being a prospect to achieving financial wellness. Interface’s AI-powered call center, where the IVA is available on the call center channel, has been revolutionizing credit union call centers by transforming the call center from a cost to a revenue center. Interface has customers across the globe & enables millions of dollars in ROI for its credit union customers every month.


Kasasa® is an award-winning financial technology and marketing provider. Based in Austin, Texas, with 400 employees, Kasasa® helps more than 800 community financial institutions establish long lasting relationships with consumers residing in their local markets through its branded retail products, world class marketing capabilities, and expert consulting. The company reinvented checking and is now reinventing lending through its latest patent-pending offering, Kasasa Loans™.

KIVA Group, Inc.

KIVA Group provides Web-based software solutions that help small and large financial institutions worldwide integrate and optimize their multiple delivery channels to achieve sales success through exceptional customer service.

Kony DBX

Kony DBX is a globally recognized leader in digital banking transformation. With a portfolio of modern, frictionless applications powered by the industry’s most recognized platform, Kony DBX enables credit unions of any size to accelerate innovation - without compromising what’s critical.


Lanvera is an industry leader in outsourced customer communications specializing in the design, production, and delivery of business-critical documents including statements, notices, letters, and tax forms. Lanvera’s secure SAML SSO allows for quick authentication from digital banking platforms into Lanvera’s ePresentment. Further integration through two-way APIs keeps customer data synched for user/sub-user access, advanced marketing, and event-driven communications.

Lender Payments

LenderPay makes it easy for borrowers to pay auto loans, mortgages and more with their favorite debit cards, and it was the first provider to introduce free debit card acceptance with a borrower fee of only $4.95. Lenders enjoy LenderPay’s back-office automation features and its ability to post directly to their core. In 2011, LenderPay became the first Visa® debt repayment solution sponsored by ProPay, a TSYS company.

Lending Solutions, Inc. (LSI)

Lending Solutions, Inc. provides lending center services and consulting programs for financial institutions across North America.

Libum, LLC

Libum, a software company for credit unions.

Lowenstein and Associates, PC

Lowenstein and Associates has provided LenderLink® integration for over 20 years. LenderLink connects loan origination systems with FI's Core Servicing System for boarding new loans as well as new loan accounting and GL transactions. Its smart communication technology eliminates double and triple data entry. LenderLink reduces loan boarding time from a manual effort of 1 hour to a review of 5-10 minutes. Lowenstein and Associates’ never-ending support ensures your institution achieves the optimal efficiency in boarding loans and transactions.


MagTek is a leading manufacturer of electronic devices and systems for the reliable issuance, reading, transmission and security of cards, checks, PINs and other identification documents.

Main Street Checks

Main Street Checks provides personal, specialty, business, and computer checks and related products to community financial institutions. Features include simple/low pricing, next-day in-plant turnaround, personalized customer service, state-of-the-art PC order entry and a 100 percent satisfaction guarantee.

Malauzai Software

Malauzai Software builds mobile banking SmartApps for community banks and credit unions for use by their customers and members on Apple and Android mobile platforms.


MANTL’s digital account opening software helps banks and credit unions grow deposits faster and more efficiently. On average, the platform lowers the time to open an account, while reducing fraud. MANTL’s API integrates with any core banking system, allowing financial institutions to quickly launch next-generation digital capabilities without needing to change their existing infrastructure. With industry-leading time to market, MANTL’s customers can go live in less than 4 months. From consumers to complex commercial businesses, MANTL’s products provide a superior experience for all bank customers, whether they’re online, on the go, or in-branch.

MEA Financial Enterprises, LLC

MEA Financial Enterprises, LLC is a leading provider of innovative software solutions for the financial services marketplace nationwide. As specialists in both cutting edge technology and the finance industry, MEA’s highly experienced and versatile team not only develops but supports these flexible solutions to meet the customer's needs. MEA’s best of breed products allow financial institutions to outperform the competition in today’s ever-changing landscape. MEA’s product suite includes: Digital Banking, IVR, Text Concierge, along with Debit/Credit Card Processing. MEA is a privately held company, founded in 2002, based in Monett, MO; currently servicing over 1,000 financial institutions.

Merchant's PACT

Merchant’s PACT is a fintech, payments firm that analyzes and streamlines merchant services and accountholder data through core and digital platform integrations. Merchant’s PACT empowers financial institutions with software and payment solutions through an open platform to modernize their SMB and commercial client payment offerings, prevent disintermediation by fintech payment providers and national banks, and interweave merchant services into digital and business banking like never before.

Midwest Loan Services

Midwest Loan Services offers credit unions a wide range of payment services for members including Automatic Monthly Payments, Automatic Semi-Monthly Payments, Automatic Biweekly Payments, Free Internet Payments, Speedpays, and Payment by Check.

Millennial Vision Inc. (MVI)

MVi provides World Class DoD 5015.2 Certified Enterprise Content Management and Document Management Systems that streamline operations, improve service via Workflows and Business Process Automation and via integrations including: e-signatures, C21, mobile, COLD Reports and Home Banking Access to membercustomer documents along with Document Tracking and Digital Signatures. MVi also specializes in Virtual Machine and SAN environments.


Mitel is a global Unified Communications and Collaboration (UC&C) and contact center solutions provider. With 45 years of industry leadership, Mitel helps businesses connect, collaborate and provide better experiences for their customers and members. Mitel is trusted by 70 million business users in more than 100 countries in the market segments of Small and Medium-sized Business (SMB) to large-enterprise markets, as well as vertical markets in financial services, healthcare, hospitality and state, local government and education sectors. With a long history of industry experience, innovation has been core to Mitel’s DNA.


MoneyDesktop is the fastest-growing PFM (personal financial management) solution. It integrates with online banking platforms and helps increase loan volume, attract new users, and stay ahead of the competition while enabling account holders to take control of their finances.


MoveCU is the nations first credit union marketplace with access to millions of consumers every year. If your credit union is looking to add new members, reach a younger demographic, and increase loan and deposit volume MoveCU is the platform you are looking for.


MShift is a provider of mobile banking technology for the financial services industry via the mobile internet, SMS/text banking and downloadable applications.


MX is the fastest-growing PFM (personal financial management) solution. It integrates with online banking platforms and helps increase loan volume, attract new users, and stay ahead of the competition while enabling account holders to take control of their finances.


Narmi delivers a fintech-minded and mobile-first digital banking platform to credit unions. Narmi was launched to bring improved technological experiences into the credit union space. Beyond the typical features expected in mobile and online banking, Narmi integrates best-in-class fintech companies (such as Billshark & Lemonade) into an omni-channel, credit union branded digital experience. This allows Narmi customers to offer a differentiated, forward-thinking and member-centric set of benefits to their members.


nCino is the worldwide leader in cloud banking. With its Bank Operating System, nCino leverages the power and flexibility of the Salesforce platform to deliver an end-to-end digital banking solution. Dedicated to transforming financial services through innovation, reputation and speed, nCino’s technology enables financial institutions of all sizes to deliver the speed and digital experience that customers expect, backed by the quality and transparency that bankers need. Founded in 2012, nCino is headquartered in Wilmington, North Carolina, USA.

NCP Solutions

NCP Solutions helps companies optimize the effectiveness, efficiency, and impact of their critical business communications. This includes statements, check products, tax documents, and promotional/educational information, and more.

Newgen Software Inc.

Newgen Software provides process automation solutions to the banking & financial services industry. The solutions are built on Gartner & Forrester recognized Intelligent Business Process Management (iBPS & OmniFlow product suite) and Enterprise Content Management platform with out-of-the-box domain rich solution accelerators to automate various line of business processes like account opening, lending etc.


Helping credit unions unlock innovation and step into the next generation of financial services with Digital Member Engagement Platform, ChatBot, Contact Center Agent Desktop, KnowledgeBase, and Case Management (Ticketing) designed exclusively for credit unions. Facilitate transactional and marketing communications to members across varied channels like Webchat, mobile app, instant messaging, Facebook, Twitter, WhatsApp, etc from a single unified platform. Ensure seamless integration of your core system with Cisco, Avaya, Mitel, Genesys, and Amazon Connect contact centers for a more personalized call experience. Optimize your workflow, cut costs and bring efficiency to enhance the member experience and loyalty with NovelVox.

NXTsoft (formerly CCMC)

NXTsoft provides secure, comprehensive, and complete workflow API connectivity, connecting banks and credit unions to fintech solutions. The OmniConnect solution enables superior integration to core platforms from systems such as Loan Origination, Account Opening, Document Management, CRM, Digital Banking, and many more. With 25+ years in the fintech industry, NXTsoft’s products and services help financial institutions secure, connect and optimize their data to maximize revenue opportunities and enhance profitability.

Ocean Systems, Inc.

Ocean Systems, Inc. (OSI) is a software development and solutions provider specializing in Compliance and Electronic Funds Transfer (EFT) applications for the financial and banking industry. OSI’s core software products include the FedLink Wire Automation product, the OFAC EDD Server, and the AML Monitoring / KYC Enhanced Compliance Solution (ECS). Founded in 1991, OSI operates from its main offices in Miami, Florida, and is a certified vendor of the Federal Reserve Bank. Its software products are installed both domestically and internationally in the United States, Latin America, the Caribbean, and Europe.

OpenLending, LLC

Founded in 2000, Open Lending, LLC works exclusively with automotive lenders by providing loan analytics, risk-based pricing, risk modeling and automated decision technology. Based in Austin, Texas, the company services over 365 financial institutions nationwide. Through its proprietary technology, the Lenders Protection Program, financial institutions leverage powerful tools and customized analytics to underwrite direct and/or indirect loan approval decisions in seconds. Lenders are empowered to increase near and non-prime automotive loan volumes and yields with the protection of “A” rated insurance carriers, preventing additional risk to their loan portfolio.

OptionSoft Technologies, Inc.

Credit unions have unique needs in servicing constituents that are seeking loans for vehicles, motorcycles, snowmobiles, watercraft, and even RV’s. OptionSoft has developed member facing software designed to satisfy those unique needs, interfacing directly with loan application and core lending systems. This credit union software is specifically designed to allow each associate to offer value added products and services while providing quick, secure, and member friendly transactions.


OSG is a global provider of leading customer engagement and payment solutions. OSG helps clients integrate all critical customer interactions to optimize working capital and drive profitable business growth. Modernized processes, frictionless experiences.

Pathfinder Group

The Pathfinder Group is a software development company that provides outstanding departmental automation solutions for domestic and international wire transfers. The WITS™, wire transfer system automates the wire processing and tracking of all wire transfers with a sophisticated general ledger integration, near real-time posting to core, and compliance, auditing and reporting requirements for the credit unions. Interfaces include, FedDirect, FedAdvantage, and several vendors for foreign wires, online banking platforms, AML systems, and fraud systems. From development to custom programming and superior product support, PFG delivers reliable, integrated software and services supported with twenty-five years of experience.

Pinnacle Financial Strategies

Pinnacle Financial Strategies equips financial institutions with flexible programs, products and services that strengthen consumer loyalty, manage risk and enhance performance. Pinnacle’s newest product “Snap” is a tablet based deposit platform that fully integrates with your core, and other key vendors, enabling your frontline employees to securely open new accounts with no paperwork, anywhere there’s WIFI access, in under 10 minutes. Once an account is opened using Snap, its’s done - no additional entries, copying or electronic filing needed.

PrintMail Solutions, Inc.

Founded in 1993, PrintMail serves over 340 financial institutions across the U.S and is the leading provider of integrated custom print and eStatement communications. PrintMail is SSAE 16 Type II compliant. Our print and interactive eStatement solution provides marketing capability to generate cross selling opportunities.


Founded in 1985 to design and implement systems that improve efficiencies and collaboration around paper-intensive operations at financial institutions, PROFORMANCE develops for and partners with banks to bring them intuitive user interfaces and effortless automation that simplifies the most complex processes, including exception management powered by document imaging; document management optimized for automation, collaboration, and workflow; customizable and robust collateral management; and file-sharing, eForms, and eSign driven by document and exception tracking.

PSCU Financial Services

PSCU Financial Services is the nation’s largest credit union service organization (CUSO) and serves more than 1,500 financial institutions nationwide.


Q2 offers electronic banking solutions. Leveraging electronic banking software across a single technology platform, allows for the delivery of unified online, voice and mobile banking services from a single application.


QCash is an automated, cloud-based, mobile lending solution that provides short-term loans to members spanning the economic spectrum including low-moderate income, millennials and the affluent. Access to funds is quick and easy, and provides members with faster, more convenient and lower cost alternatives than traditional payday lenders. The QCash Financial short-term lending solution provides unique advantages to credit union executives in executing their missions. QCash offers a statistically validated model of unsecured lending on a large scale, enabling credit unions to generate additional revenue and grow the member base.

QSI, Inc.

In this digital-focused world, your members require more from you to deliver consistent, personalized, on-demand banking experiences, from phone to laptop to ATM screen to ITM video. At the same time, you face the need to create more operational efficiencies. Direct integration of your self-service channel drives the omni-channel experience your members demand, while driving down your costs. As the leading partner deployer in the U.S. of NCR ATM and ITM solutions, QSI is well-positioned with resources and expertise to help you achieve your goals.


Quavo’s flagship product Quantum Fraud and Disputes (QFD) automates transaction disputes for credit cards, debit cards, ATM and ACH payment types for both fraud and non-fraud, reduces losses and increases chargeback accuracy. With integration to Visa and Mastercard APIs, straight through processing can be configured using ARIA (Automated Reasonable Investigation Agent) according to risk appetite. Fully Reg E and Reg Z compliant, the solution can automate your current dispute department or be offered as a business service, where Quavo’s investigators work your cases. Your members can self-report disputes through web and mobile portals and have full transparency into the status of each dispute case.


QuestSoft Corporation is a leading provider of comprehensive compliance software and services for the mortgage, bank and credit union industries. QuestSoft offers HMDA processing and reporting, CRA and fair lending compliance analytics, data management and software design expertise, enabling more than 2,500 customers to simplify and speed the collection, analysis and reporting of key lending data.

REPAY - Realtime Electronic Payments

REPAY - Realtime Electronic Payments 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 white-labeled 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.

RingCentral, Inc.

RingCentral, Inc. is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone  (MVP®) global platform. More flexible and cost effective than legacy on-premises systems, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral powers banks and credit unions to reliably deliver the best customer, member, and employee experience by unifying voice, video meetings, team messaging and collaboration, and integrated contact center solutions that support member/customer needs and enable powerful self-service and chat capabilities. RingCentral’s open platform integrates with leading third-party business applications and enables banks and credit unions to easily customize business workflows. All while protecting your competitive edge and your bottom line. RingCentral is headquartered in Belmont, California, and has offices around the world.

Sage Direct

Sage Direct provides affordable, timely, secure and 100-percent accurate electronic and mailed statement processing, credit card statements, tax forms, daily notices and notification via SMS text. Plus Sage Direct provides affordable, timely, secure and 100-percent accurate electronic and mailed statement processing, credit card statements, tax forms, daily notices and notification via SMS text. Plus Sage Select marketing program offers easy and effective solutions for your promotional campaigns and beneficial member programs.


Segmint empowers financial institutions and financial technology providers to easily understand and leverage data, interact with customers, and measure results. Derived from billions of transactions, Segmint provides the fastest and most accurate customer insights through advanced data tagging, categorization, and contextualization. Our insights enable all functions of an organization to inform strategies including competitive analysis, risk, marketing, customer experience, and product innovation.


Silverline is a Salesforce Platinum Cloud Alliance Partner headquartered in New York City with experienced, innovative consultants around the world. They are focused on developing powerful solutions, deployed on the Salesforce Platform, and robust third party apps. Silverline's results-driven methodology leverages best practices acquired by over 1,100 implementations, with significant expertise in Financial Services including banks and credit unions; mortgage companies; wealth management firms; investment banks; hedge funds; and insurance companies.

Smart Communications™

SmartIQ™ from Smart Communications enables financial institutions to re-imagine manual or paper-centric forms processes, improving the digital/mobile customer experience and driving internal efficiency. By connecting with third-party data and e-signature platforms, financial institutions can make every interaction highly personalized, response-based digital experiences, from new account opening and onboarding to loan applications and account servicing requests. Reduce errors and accelerate turnaround time with a highly secure, low-code platform used by financial institutions around the world as part of their digital transformation strategy.

Spera, Inc.

Spera, Inc., based in Alpine, UT, provides mobile-payment solutions for modern borrowers. Spera's flagship product, MessagePay, offers credit unions and their members a simple, convenient alternative to the loan-repayment process. MessagePay provides access to customized payment reminders and easy, two-tap payments, all via the SMS service on a borrower's mobile device. Fast, easy and secure mobile payments for mobile-centric members.

State National Companies

State National Companies strives to increase the value and profitability of their clients’ loan portfolios through the delivery of superior products and services.


SWBC Payments provides credit unions with an enterprise payment solution that expands their ability to originate, track, and process ACH and card-based payments. SWBC’s solution offers payment acceptance across multiple channels and types of transactions, home-banking platform integration, mobile text payment reminders, natural language processing, live agent collections and member service, robust reconciliation processes for major core banking systems, direct biller benefits, unusual activity monitoring, integrations with popular new account opening and loan origination platforms, and tailored deployment strategies. Over 800 financial institutions across the country choose SWBC Payments to scale their payments program. Visit SWBC’s website to learn more.


Permission Assist is known for helping credit unions simplify identity & access management (IAM).

Sync1 Systems

Sync1 Systems is a CUSO that has designed a cloud-based loan origination technology to help credit unions streamline loan-processing workflow, increase loan revenue, and acquire new members quickly. With their robust automation, their system is easily configured and managed from the business user level. With the ability to dynamically configure the workflow, each user can work applications from start to finish with less clicks and over all back and forth within each file, streamlining the whole process. It can be configured and deployed remotely for any credit union via templates, conference calls, and webinar training sessions.

Technology Happens, LLC

Technology Happens is a national provider of simple and innovative solutions that crush the standard for how technology happens and empower credit unions to better serve their members. They offer custom programming, professional services to conduct efficiency studies, merger and re-conversion services, IT staff augmentation, and executive consulting.

TekChoice LLC

Headquartered in San Antonio, TX, TekChoice was founded to unlock the potential of modern technologies to enhance the digital experience between credit unions and their members. The team brings 40+ years of combined financial and high-tech experience. TekChoice areas of focus include artificial intelligence (AI) assisted applications to provide customers with an immersive, natural and personalized experience; automation and near real-time core integrations to provide back and front office staff with easy to use tools to meet credit union members financial needs and goals.


Serving credit unions since 1988, TeleVoice offers comprehensive IVR and Contact Center solutions that deliver enhanced member self-service with increased operational efficiencies. The same TeleVoice team that serves Fortune 100 companies and federal government agencies delivers proven performance for credit unions of all sizes. TeleVoice solutions may be hosted in the cloud or delivered as premise-based systems. Robust TeleVoice IVR solutions are available with advanced features like speech recognition and voice biometric authentication. TeleVoice Contact Center offers a suite of powerful options, including skills-based routing, QA recording, outbound dialer, and true omni-channel communications.

Temenos Group AG

Founded in 1993, Temenos Group AG, headquartered in Geneva, is a market-leading software provider, partnering with banks, credit unions and other financial institutions to transform their businesses and stay ahead of a changing marketplace. With 62 offices worldwide, including four locations in North America, Temenos offers advanced technology leveraging global and local expertise. The company provides a full suite of products – including the Temenos Lifecycle Management Suite which offers technology for origination, service, collection and recovery to more than 600 financial institutions.

TransCard Payments

TransCard provides a white-label Prepaid issuing platform for financial institutions of all sizes. Get up and operational providing Payroll, Incentive, GPR, Travel and Gift cards to your Treasury and Retail clients in under 30 days. TransCard’s SaaS funds disbursement and management platform is the only platform to focus on consumer choice, empowering payees to choose how they receive funds. The platform is examined by the FFIEC and is fully compliant with escheatment and PCI regulations, relieving compliance pressure from payers.


Trellance is the leading provider of data analytics and business intelligence solutions, professional services, and consulting for credit unions. The company’s solutions and services, together with the patented common data model of its signature M360 product, are used by credit unions to find actionable insights, improve member experience, and achieve portfolio growth. Founded in 1989, Trellance is headquartered in Tampa, FL and serves more than 1,500 organizations throughout the United States.

TRG Mobilearth Inc.

Credit Unions deserve to control their own data. Employees are more mobile; their communications need to be secure, private, encrypted and within the credit union’s control. Mobilearth software sits on in-house servers or private cloud servers you control. Give employees the tools to communicate that won’t leave you open to security breaches or data leaks. Mobilearth also provides leading edge mobile apps for a seamless user experience on both sides of the counter. Members will benefit from custom branded apps using the latest app technology. Employees will benefit from tablet and phone apps to provide exceptional member service anywhere.


TrueNorth offers digital transformation services to credit unions who want to offer their members a modern banking experience. The company’s professional services include custom software design, architecture, and development to help guide credit unions into the digital age, including intuitive member onboarding, online deposits, mobile apps, and fintech partner integrations. TrueNorth’s proven process for delivering timely and cost-effective solutions has led to the building of 45 original enterprises from scratch, the execution of 120 digital transformations and the revamping of 40 financial services products. The company’s fintech experts already know your back-office and workflows, which means TrueNorth can start building your new member offering today.


Tyfone is a provider of a full suite of omnichannel digital banking products that are built to be innovative, user friendly, and highly configurable. Online, mobile, wearable, and voice banking are all provided on a single platform that integrates seamlessly with third-party vendors. Tyfone offers an advanced, open solution for digital banking that values true collaboration and partnership as our greatest differentiator.

UpCurve Cloud

How many logins does it take to service your members? UpCurve Cloud, the largest Global Partner of SugarCRM, helps credit unions build better member relationships with one login, period. With a team of over 100 professionals, UpCurve Cloud offers business process design, advanced customization, and deep integration capabilities, so you can get a 360-degree view of your member in one platform.

Upstream Works Software

Upstream Works provides best-in-class Omnichannel Contact Center software to increase member satisfaction and agent success. Personalize and improve the member experience with an intuitive single agent desktop and knowledge connecting all channels, interactions, journeys, applications and systems – with omnichannel visibility, reporting and analytics. Organizations worldwide benefit from Upstream Works solutions, connecting and streamlining safe interactions for a transformed member experience.

van Wagenen Financial Services, Inc.

van Wagenen provides industry leading products and expertise, from risk management to claims solutions. van Wagenen welcomes the opportunity to work with your credit union and show you how van Wagenen products, services, and insights are designed to improve your business, maximize profits, and minimize risk. Whether your portfolio includes auto loan and lease, consumer loan and lease, or commercial and residential mortgages, our full range of custom, data-driven solutions will have you covered.

Velocity Solutions, LLC

Founded in 1995 and servicing the transaction accounts of over 30 million consumers and business owners, Velocity Solutions is a leading provider of revenue-driving solutions for community and regional banks. The Velocity Intelligent Platform™ powers all of Velocity’s solutions, using machine-led intelligence that delivers powerful analytics and drives revenue, loans, customer engagement and non-interest income to the Velocity Solutions’ client banking institutions. Velocity Solutions’ ability to proactively develop innovative new solutions stems from a seasoned leadership team, allowing the organization to forge a true consultative relationship with their clients and help them succeed within the ever-changing economic, technological and regulatory environments.

Waterfield Technologies

A leading enterprise software and professional services company focused on helping credit unions drive increases in self-service success while delivering on key business objectives such as cost reduction and increased agent productivity. Waterfield Technologies’ credit union solutions focus on cognitive self-service solutions, proactive notifications, intelligent call routing, SMS, mobile applications and more. Waterfield is committed to providing secure, premise and cloud, omni-channel contact center solutions that offer an outstanding member experience with guaranteed results and world-class support.

Wescom Resources Group

WRG offers Tellergy, a solution that uses multi-media devices to automate teller line processes such account ID and authentication, receipt review and delivery, signature capture and archival, and member marketing.

Wolters Kluwer Financial Services

Wolters Kluwer Financial Services provides compliance solutions that empower risk management professionals to make smart and confident decisions in a rapidly changing environment

Xpress Data, Inc.

Xpress Data is the only company in the nation specializing in the composition, production, and delivery of credit union notices and letters.


Zennify is a full service consulting firm with deep expertise working with financial services, and specifically credit unions. As a Salesforce Platinum partner and an nCino partner with consistently high customer satisfaction ratings, Zennify reliably delivers strategy, implementation, and ongoing support for even the most complex projects. Customers choose Zennify because they come to the table with years of expertise and project accelerators, but also with the best talent across disciplines to deliver results.