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Accubranch provides high-level, research-based real estate advisory services to community banks. We can help with branch expansion, existing branch network productivity, mergers & acquisitions, and act as an in-house bank real estate department.
We are strategic location experts who use data and analytics to ensure branch productivity, protect return on investment, and mitigate risk.
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Accume Partners is a trusted advisor that serves clients by delivering integrated risk & regulatory, internal audit, and cybersecurity & and privacy solutions to help manage uncertainty and drive business value.
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Advantage Health Plans Trust, administered by The Kempton Company, provides a wide range of employee benefits to member banks, only available to CBAO banks and associate members, the program provides medical, dental, vision, disability, and life insurance policy. The only benefit program built by community bankers for community bankers.
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Asset and liability management, broker/dealer services, investment portfolio accounting and analysis, budget, and board reporting.
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Fidelity Bonds, Directors’ and Officers’ Liability Insurance, Property and Casualty Programs, General Liability, and excess FDIC insurance.
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BHG has been lending for nearly 20 years and is the #1 source for medical and professional loans across the country. Having underwritten over $25 billion in loans, we have gained unmatched insight into these borrowers. Today, more than 1,100 banks have partnered with BHG to buy these high-quality loans through our online Loan Hub. With record availability, outstanding performance, and 3.0 – 6.5% return, now is the time to join the BHG Bank Network. Learn more: http://www.bhgloanhub.com/Tom
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As part of the national full-service firm, BKD’s Oklahoma banking practice is composed of approximately 15 team members providing services to over 65 Oklahoma community banks, including more than half of the 20 largest. The two practice leaders, Kim Shoemake and Doug Van Meter, collectively bring more than 60 years of industry experience. Each has served in related leadership roles for BKD with Kim recently chairing the firmwide Internal Audit Committee and Doug sitting on the firmwide Financial Services Committee. Other team members include Partner Todd Pefferman (tax), Managing Director Ron Hulshizer (IT risk) and Director Nancy Foringer (business valuation).
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For over 35 years, Black Mesa Security, LLC has been selling, installing, and servicing bank equipment throughout the state of Oklahoma. We are the only Oklahoma owned and operated bank equipment company. Our success over the past three decades and our continued growth can be attributed to our exceptional service and quality products. By offering outstanding service, superior equipment, and a professional staff committed to our goals, we have not only sustained but grown over the last 30 years. Headquartered in Oklahoma City with field offices and service technicians in Tulsa, Black Mesa Security is a statewide company providing reliable service and product solutions to financial institutions throughout the state of Oklahoma. Our staff is trained and experienced in all facets and brands of banking equipment. Our technical expertise combined with our extensive knowledge of the industry and equipment has made us the experts in our industry. Currently serving over 300 financial institutions across the state of Oklahoma, Black Mesa Security has built its reputation on reliable and expert service. Exceptional service and technical expertise coupled with extensive industry knowledge and quality products make Black Mesa Security, LLC the ideal choice for servicing your bank. We look forward to supporting and working with your community bank.
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Business Financial Advisors L.L.C. provides community banks with loan reviews, action plans for any regulatory classified/internally criticized loans, contract management of classified/criticized loans, chattel collateral evaluation/inspection services, specific loan underwriting for quality, structure and pricing, and due diligence loan reviews.
Additionally, we offer CFO-based business consulting services directly to small businesses. These services include cash flow coverage analysis, balance sheet analysis, debt structure analysis, M & A consulting, and general business consulting. All of these services are contracted directly to small businesses.
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We know that there’s more to community banks than meets the eye. Community bankers are called to be servants for the communities they serve. They are called to put people first. At CalTech, our mission is to help you accomplish this by building lasting relationships and delivering value through exceptional technology services to your organization. Like you, we believe that by empowering others, we have the opportunity to shape our communities because it’s not just about technology, it’s about the heart behind it.
In today’s environment, we know how important it is for technology to be efficient, secure, and exceed regulatory requirements. Here is a snapshot of our services:
- Fully outsourced technology services or supplemental support for internal IT staff
- Multi-layered approach to mitigating cybersecurity threats ensuring the prosperity, protection, and regulatory compliance of your community bank
- Virtual IT infrastructure that fulfills over 65% of the Cybersecurity Assessment Tool baseline requirements
24×7 monitoring and support - Annual technology planning and strategy
- Regular network health reporting
Our goal is simple – consistent and excellent customer service. We believe this is evidenced by our 96% customer satisfaction scores! If you would like more information about our service levels or to discuss how we can help your bank prosper, please contact Carolyn Griffth of CBAO at cgriffith@bufordresources.com or Brad Giddens of CalTech at brad.giddens@caltech.com or 325-947-5560
IT Insight Videos
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Catch21, Inc. is a financial services company offering over 120 years of technical expertise with specialized focus in payment resolutions. Our customized solutions are specifically designed to take full advantage of the ever-evolving payment landscape. We strive to create strategic partnerships with like-minded institutions offering value in both service and savings in the areas of lockbox, item processing, and consulting.
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Celero Commerce offers payment processing solutions for banks to win and retain business client relationships. Our BankMax tool empowers banks to efficiently price merchants, monitor profitability, and identify clients usingFintech competitors. Our goal is to help community banks build deposits and lending relationships.
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Certus, PLLC helps community banks with internal audit, internal controls and risk assessment, loan review, fraud prevention and detection, litigation support, and regulatory compliance issues. Although we are a start-up firm, each of our associates has more than twenty-five years of experience in the industry as well as the professional credentials you would expect.
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Chandler Signs is a national, turn-key custom sign, awning, canopy, and ATM surround manufacturer. With 41 years of experience, Chandler is an expert provider of signage solutions for the banking industry. Whether it’s rebranding, acquisition, or new construction, we are well-suited to provide Oklahoma banks cradle to grave sign programs to meet any need.
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The Christensen Law Group P.L.L.C. is a client-centered, results-oriented law firm recognized for its unique approach to the legal and business issues facing its clients. The Firm’s philosophy is not only to match the quality and depth of knowledge found in national and regional firms but to exceed it, along with personal attention and a dedication to producing imaginative and profitable results for its clients. Our professionals understand that business law and litigation require a real appreciation of business structure, changes, and trends. In years past, businesses, corporations, and insurance companies looked exclusively to large law firms to handle their legal affairs.
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We have over 50 years of operational experience and a large inventory of operations procedures and policies as well as board policies. Our experience ranges from:
- Training
- Project Management,
- Strategic Planning,
- Product Implementation,
- Process Improvement
- Revenue Enhancement/Expense Reduction
- Board Reporting
- Staffing Levels and Compensation
- and more . . .
We provide turn-key solutions from implementation to documentation to training at your location or off site, and have experience in deposit operations, branch operations, loan operations and internet operations.
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As a leader in the fintech and regtech industries, CSI combines customer-first service with industry-leading solutions tailored to an organization’s unique needs. Delivering dynamic, scalable products that leverage the latest trends, CSI is committed to empowering its partners to compete successfully. Learn more about CSI’s innovative solutions at http://www.csiweb.com.
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Crowe & Dunlevy is one of the largest law firms in Oklahoma with offices in Oklahoma City, Tulsa, and Norman. We have been advising clients for over 100 years. The depth of our experience allows us to assemble dynamic legal teams to provide advice that is both focused and valuable to our clients. Our law firm’s clients range from individuals to Fortune 100 companies and our attorneys have expansive knowledge in our areas of practice.
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The Fixed Income Capital Markets Group of D.A. Davidson is a national leader in raising capital through fixed income banking and helps financial institutions meet their investment needs.
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Since 1979, David Capital Group has provided Bank-Owned Life Insurance (B.O.L.I.) to Oklahoma banks. Using BOLI, we increase current earnings and shareholder value to fund employee benefit liabilities, including group medical plans, deferred compensation, and supplemental executive retirement plans. We are the only Oklahoma-based firm capable of plan design, pre-purchase analysis, and funding implementation. We help community banks recruit, retain, reward and retire key personnel, and recover the costs to pay them. Let us show you how to increase Tier 1 capital returns within regulatory guidelines improving your bottom line.
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Deluxe Strategic Sourcing is dedicated to enhancing the competitive position of Independent Bankers by reducing their printing/supplies expense, reducing operating costs, providing expense control Internet tools and improved accountability. We do this by delivering more than products. We deliver solutions…better ways to manage printing/supplies and better ways to meet marketing and promotional goals.
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Dobson Fiber owns and operates a 3,700-mile statewide fiber-optic network and provides connectivity services including high-speed internet, data and cloud connectivity, voice over internet telephone solutions, and managed IT services for small to enterprise-level businesses. Dobson Fiber is an Oklahoma-based and privately-owned technology company.
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Eclipse Brand Builders was founded in 2013 by a group of individuals who have been leaders in the financial facility design and construction industry for the last two decades. As a result, our team is responsible for the successful completion of more than 600 new or renovated financial facilities throughout the southeast.
The Eclipse leadership team has a well-established reputation for delivering the highest quality consulting, design and construction services with honesty and integrity, and an efficient best-practices approach that delivers sound results. We finish projects on-time and on-budget, and position our clients to eclipse their competition!
Our business philosophy is simple. We do whatever is necessary to help our clients achieve sustainable success through the successful design and execution of each building program.
Our history of success is proven through the continued strength of our client relationships.
Our project experience includes retail and financial facilities, shopping centers, private preschools, multi-story professional office buildings, administrative and operations centers, call centers, data centers, customized pre-fabricated and modular buildings, warehouses, airport facilities, pharmacies, medical and dental offices, as well as numerous successful tenant improvements, renovations and expansions of all sizes.
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At Eide Bailly, we truly believe people make the difference. We want to be trusted business advisors for our clients, supporters and mentors for our staff, and provide valuable resources for our business friends. The bottom line is we are passionate about our work and the success of those with whom we work.
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ENACOMM is a FinTech provider of intelligent interactions and customer authentication technologies for banks, credit unions, and credit card and payments companies. Empowering financial institutions with affordable solutions for improving the customer experience (CX), fighting financial fraud, and increasing operational efficiency. A frontrunner in self-service technologies including interactive voice response (IVR) for over three decades, ENACOMM solutions are delivered as hosted services or ondemand through the “cloud.” Customers range from community banks and credit unions to the largest financial institutions in the US. Utilizing web, mobile, SMS texts, email, voice, chatbots, and other communication technology channels including digital voice assistants, ENACOMM harnesses artificial intelligence, big data, voice biometrics to help organizations provide customers with a superior, omnichannel self-service experience that includes conversational banking. ENACOMM processes more than 1,000,000 customer interactions and automated data transactions every day.
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A bank extending credit for mortgage lending activities, asset/liability management restructuring, lines of credits, as well as overnight deposits, demand deposit accounts, securities safekeeping, and wire transfers.
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Federal Protection, Inc., established in 1969, provides comprehensive bank equipment and security solutions for the financial community. Federal is the largest Hamilton Safe dealer in the county and a “Circle of Distinction” award winner for NCR. Federal offers in-house24/7/365 UL listed monitoring through the Federal Response Center®. With an ever-growing team of security professionals, Federal Protection, Inc. ® provides the prompt and efficient service you deserve.
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Fenimore, Kay & Harrison, LLP is a boutique law firm focusing on independent banks. The firm provides legal services to banks, thrifts, and other financial institutions, as well as their investors, directors, and executive officers in a full range of corporate, transactional, securities, and regulatory matters confronting the financial services industry.
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Financial Consulting Inc is team of financial professional with 40 years of combined experience in the packaging, placing, and servicing of government-backed and conventional loans.
We work with over 50 banks in Oklahoma to provide:
- SBA Packaging, Lender Service Provider (LSP)
- USDA B&I (Business & Industry)
- FSA (Farm Service Agency)
- Conventional Loan Placement
- Participations
- Accounts Receivable Financing
Our service is confidential, professional, accurate, and timely. Government Guaranteed Loans will not typically count against your bank’s legal lending limit. When you want the Freedom to Grow your institution, FCI stands ready to be your strategic partner.
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Financial Equipment Company has been in business since 1978, providing sales and service of banking, retail, and casino equipment, specializing in currency recycling and branch automation.
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Finley & Cook, PLLC is a certified public accounting firm headquartered in Shawnee, Oklahoma. With our five partners and over 180 employees, we provide audit and assurance, tax, and consulting services.
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For over 30 years, First Bankers’ Banc Securities, Inc. (FBBS) has worked with over 1,000 clients in more than 25 states. Initially founded with the purpose to service community bank investment needs, the scope of our client coverage has evolved over time. Today, we service investment needs for not only community banks but also trust companies, investment advisors, wealth managers, municipalities, corporations, and individuals. No matter the type of client, we are committed to upholding our philosophy of exceptional service through individualized attention. Our experienced traders and sales representatives are dedicated- to providing the appropriate products, services, and trade execution tailored to our clients’ needs.
The FBBS team believes the success of our clientele is the future of our firm; we invite you to test our commitment.
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Fiserv drives innovation in payments, processing services, risk & compliance, customer & channel management and insights & and optimization. A global leader in financial services technology, Fiserv is a FORTUNE 500 company and is on the FORTUNE Magazine “World’s Most Admired Companies®” list. Our solutions deliver intelligent experiences in banking, payments, engagement and security – experiences that help more than 12,000 banks, credit unions, billers, mortgage lenders and leasing companies, brokerage and investment firms, and other business clients provide financial services at the speed of life. Visit fiserv.com to learn more.
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The needs of your institutions are unique; therefore, our approach is client-driven, not product-driven. You will receive professional accounting and advisory services completed on time and competitively priced. You can choose any combination of our services and entrust that our extensive expertise will meet your specific needs. You will work directly with one of our firm’s shareholders throughout the entire engagement. We emphasize continuous, open communication and do not charge for reasonable phone calls and consultations. Founded in 1977, we exclusively work with financial institutions. You can expect expert guidance to ensure your prosperity.
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Goodwin Lewis is a boutique law firm specializing in providing representation to banks, engineering and construction firms, real estate companies, energy firms, and other businesses and entrepreneurial individuals. Our lawyers have received national recognition for their work on complex commercial matters for all businesses, from start-ups to regional and national companies.
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ICBA Securities provides a full suite of investment products and services for community banks through its exclusively endorsed broker, Vining Sparks. Included are traditional debt securities, interest rate products, whole loans, and M&A and bank valuation services. Vining Sparks also has state-of-the-art asset/liability and bond accounting products. ICBA Securities, a wholly-owned subsidiary of the ICBA, provides a full calendar of educational events for community bankers and investment professionals. ICBA Securities is the only broker/dealer owned by the community banking industry.
ICBA Investment Column:
by: Jim Reber, President and CEO of ICBA Securities
- Coming and Going: Supply of government agency debt remains low
- The Great Liquidity Squeeze of 2017: Cash dries up as loan demand continues to grow
- Returns, Really? Why net yields have disappeared
- Who Moved My Step-Ups? – Population of agency bonds is evolving
- Muni Revolution – Tax-free supplies and demand are evolving
- Seller’s Market? – A guide to finding liquidity among your holdings
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As the voice of the national community banks, ICBA provides community banks with strong representation on Capitol Hill.
ICBA’s products and services provide community banks with right-size solutions to succeed in a competitive banking environment. Providing community banks with solid revenue generation and fee income is at the heart of each services network financial services company.
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IMS was established in 1999 and specializes in providing banks with their printing, office supply, and promotional product needs. We are a single-source firm that helps leverage purchasing power, evaluate warehousing needs, provide expense management reports to track distribution, and the cost of their products. We provide an inside and outside client support team so a personalized relationship can built to service and process the needs of each bank. Your IMS consultant is ready to assist with a single project or complete survey of all your printing, office supply, and promotional product needs.
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The Independent Community Bankers of America, the nation’s voice for community banks, represents 5,000 community banks of all sizes and charter types throughout the United States and is dedicated exclusively to representing the interests of the community banking industry and the communities and customers we serve.
With nearly 5,000 members, representing more than 18,000 locations nationwide and employing over 268,000 Americans, ICBA members hold more than $908 billion in assets, $726 billion in deposits, and more than $619 billion in loans to consumers, small businesses and the agricultural community.
Whether located in small towns, suburbia or big city neighborhoods, community banks grow our towns and cities by funding small business and using local dollars to help families purchase home, finance college and build financial security.
ICBA supports fair competition for financial institutions, supports maintaining the separation of banking and commerce, believes in a balanced financial system and opposes the concentration of economic and financial services resources. ICBA member banks create symbiotic relationships with the communities they serve, favor local decision-making while adhering to the highest business practices and ethical standards, and support a democratically governed association where each member bank has a voice and a vote.
ICBA is committed to providing the highest professional standards in community banking and tailors its programs specifically for community bankers. Through ICBA educational courses, certification options and continuing education programs, community bankers are better able to serve their customers and stay profitable.
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Promontory Interfinancial Network is now IntraFi NetworkSM. Having built the largest bank network of its kind, we’re a trusted ally to community banks that never competes with banks for their customers and that helps them to attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income, diversify funding, and reduce collateralization. Work with the market leader to grow profitability and increase franchise value.
IntraFi Network’s innovative balance-sheet management solution — known as IntraFiSM Network DepositsSM (formerly CDARS®, ICS®, and IND® deposit solutions) — empowers institutions to increase profitability, grow franchise value, manage liquidity more easily, and serve customers better. To learn more, visit IntraFi.com.
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J.B. Lloyd & Associates, LLC has provided lender-placed hazard, flood, and mortgage impairment, along with mortgage errors and omissions insurance protection to banks since 1988. In addition to excellent customer service, Lloyd & Associates’ web-based reporting capabilities and broad coverage options set us apart from other forced place insurance providers. We are an insurance agency that specializes in Forced Place Hazard and Flood, financial institution bonds, D&O, commercial package, and cyber liability.
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Since 1998, Main Street has partnered with more than 2,100 community-oriented financial institutions to enhance account holder relationships with affordable, simple, and efficient checking programs. We deliver straightforward check products at competitive prices coupled with a seamless level of service. Whether you are seeking to improve service to account holders, streamline team’s workload, or boost profitability, we are here to help you achieve your goals.
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Streamlining technology using vetted IT support for financial and professional service organizations to reduce complexity and avoid risk. Cloud computing, online backup, cybersecurity, and managed services. Celebrating our 40th anniversary in 2018.
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Bank consulting firm providing audit, compliance, information technology, asset & liability management, planning and budgeting, management studies, and special project services.
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McSwain Consulting provides complete loan risk management solutions for community banks. We provide internal or external loan reviews and perform allowance for loan and lease loss analysis and calculations to keep you compliant with regulations. We also offer products required by every banking agency: credit memos with global cash flow analysis. With more than 20 years of experience in managing banks, David McSwain has worked nearly every position in a bank and understands the unique problems and strategies for successful bank management.
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Modern Banking Systems is a leading provider of award-winning community banking core software and support. We provide an array of integrated core banking applications and core data processing systems. We offer service bureau, service center, in-house, and hosted solutions–each with powerful integration features. Our solutions are designed to maximize functionality while seamlessly integrating within the Esentia core. We adapt as your needs change, with speed, efficiency, and cost-effectiveness that the larger cores just can’t match. Our solutions and customer service strengthen your bank’s infrastructure, enabling you to deliver best-in-class banking to your customers.
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Mortgage Investment Services Corporation (MISC) was formed in 2000 by long-time mortgage bankers to assist community banks in accessing secondary market home loans.
We do not originate home loans directly to the public; our commitment is to serve our correspondent banks and their customers. MISC is not simply a division of a lender who also competes for your mortgage customer and may look to them as a source of other banking business.
MISC has a special emphasis on working with banks in smaller communities and rural areas. We provide ongoing training, homebuyer education, and assist with marketing outreach. We take on the regulatory burden of originating home loans.
We are a Fannie Mae seller/servicer and provide access to conventional, FHA, VA and USDA/RD loans.
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Equias Alliance delivers nonqualified benefit and BOLI portfolio services to banks across the United States via its team of 20 consultants and 32 support personnel. With some of the most experienced consultants in the industry located in 15 regional offices, Equias Alliance offers a near-seamless approach from design to implementation. Our team has helped more than 800 banking organizations recruit, retain, and reward executives, directors, and employees critical to each bank’s success.
In addition, the company’s in-house service professionals offer practical, hands-on assistance to banks and their professional advisors, auditors and examiners. Equias provides its client with timely, accurate documentation and regulatory compliance support. The organization’s 52 team members include eight CPAs, two attorneys, nine MBAs, three CLUs, one CFP®, one ChFC®, a former bank regulator, several former bankers and bank directors, and other degrees and licenses. The Equias team includes individuals with significant BOLI and benefits administration experience as well as one of the industry’s most recognized experts on accounting and tax matters. The group has over 800 years of combined BOLI/benefits experience. Equias has successfully completed a SSAE 16 SOC I Type II audit.
Equias Alliance has partnered with Andesa Services, Inc. to benefit from the strength and support of their systems technology. Equias utilizes Andesa’s Q+™ system platform in our administration of nonqualified benefit programs and BOLI. In business for over 30 years, Andesa provides a comprehensive suite of technology solutions and services to seven of the 13 largest life and annuity carriers and several top brokers in the United States. Andesa maintains an SSAE 16 SOC 1 Type II attestation report.
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Nicola Banking System, Inc. is an industry leader in core processing and document imaging offering both in-house and out-sourcing solutions. For over 30 years, NBS has been recognized for its excellence in product development, system integration, and superior customer service.
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NuSource pairs cutting edge technology with world-class service for financial institutions across the United States. We strategize and implement innovative branch transformation, security, and service solutions.
Through partnerships with companies such as highly regarded Hyosung, NuSource is committed to tailoring strategies to the particular needs of financial institutions. Our clients consistently reach improved operational performance and enhanced customer experience with speed and convenience.
Our mission is to consistently deliver value-added consultative solutions and quality service experiences based on Integrity, Professionalism, and Teamwork. Discover how we can shape your customer’s experience – let’s talk!
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As a partner for growth and expansion, the Oklahoma Finance Authorities serves the capital needs for industrial businesses, higher education, public infrastructure, and healthcare throughout the state of Oklahoma. The OFA partners with community banks, economic developers, the Oklahoma Department of Commerce, and many others to provide various financing programs including taxable and tax‐exempt commercial loans, taxable and tax‐exempt bonds, and state of Oklahoma economic development incentives.
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Onovative, an automated marketing and communication software provider, put controls back in the hands of bank marketers. Onovative’s affordable marketing software for planning, automation, and execution empowers you to manage data for strategizing throughout the consumer lifecycle and engage with consumers through multiple channels. With software that integrates directly with your existing core banking systems, Onovative helps banks drive results by bolstering growth with their current account holders and within their markets.
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Pentegra is a different kind of retirement plan partner. That’s because we’re a fiduciary first.
As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies, and improved outcomes. With a 75-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor or enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of qualified and non-qualified retirement plans, TPA services, and fiduciary support.
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PPDocs, a consumer real estate document preparation service. PPDocs’ sophisticated online platform takes lenders from their loan operating systems to documents and disclosures, compliant with state and federal laws (TRID), delivered directly to borrowers. PPDocs is fast, secure, and easy, with exemplary customer service. To learn more, contact Shannon Phillips Jr. at shannon@ppdocs.com, (800) 800-9975 or direct at (512) 879-7312.
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Certified Development Company for SBA 504, SBA 7(a) and USDA. B&I packager, USDA IRP lender, SBA Microloan lender, New Market Tax Credit allocate. They also provide home buyer incentive programs, as well as diversified business development services.
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Finance executives face a challenging climate with very little room for error to balance increased compliance demands and the need to sustain growth. With more than 85 years of experience serving over 1,500 financial institutions across the country, we develop solutions to assist financial institutions in today’s challenging economic environment.
Our professionals are committed to adding value to your organization, applying a strategic approach to process, performance, security, risk, and project management to support your business strategy and growth goals. With a staff of former bankers, OCC examiners, CROs, CFOs, CIOs, and chief auditors, we understand your concerns and address them by holistically evaluating your institution’s needs and aspirations. This depth of skills is spread across each of the solutions we provide. From accounting and tax to specialized risk management and consulting services, our industry specialists serve banks and savings institutions, trust organizations, credit unions, mortgage companies, and finance and leasing companies.
RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 10,000 professionals located in 85 cities in the U.S. and one location in Canada. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with access to more than 43,000 professionals in 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.
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At S&P Global Market Intelligence, we integrate financial and industry data, research, and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation, and assess credit risk. For community banks, we offer solutions to help bankers evaluate market opportunities, manage risk, and maximize performance.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence.
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SHAZAM is a national member-owned debit network, processor, and core provider. Founded in 1976, SHAZAM delivers choice and flexibility to community financial institutions throughout the U.S. and is a single-source provider of the following services: debit card, core, fraud, ATM, merchant, marketing, training, risk, and ACH. Learn more at shazam.net, and follow @SHAZAMNetwork.
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The SW Graduate School of Banking Foundation is the first name in banking education, bank management training, and bank director training programs. Thousands of financial services professionals have attended its banking management programs since its founding in 1957. Its banking industry participants fill the senior ranks of financial institutions, bank regulatory agencies, and bank-affiliated organizations throughout North America and abroad. Partnered with Southern Methodist University’s renowned Edwin L. Cox School of Business, the Foundation offers bank management education at the corporate level. Unlike its peers, it conducts bank educational programs year-round. The senior staff has over 50 years of experience designing, marketing, and orchestrating national seminars for the banking and financial services industry.
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T&S Online Marketing helps organizations with websites, social media, SEO, email newsletters, blogs, and online video. We have been in business since 2003 and can help with all aspects of digital marketing, from web design to branding to social media management.
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By blending cooperation and competition, Taylor Douglas Consulting teams up with other strategic partners and companies who might otherwise be our competitors to create new business solutions for community banks. Sometimes, it simply makes good sense to work together alongside other experts. Specializing in loan review services and enhancing our other offerings that include appraisal review, enforcement action compliance, and various other consulting and special projects customized for community banks, these mutually beneficial relationships are golden opportunities that ultimately translate to a resource of over 200 years of combined banking experience. Taylor Douglas Consulting can provide a competitive advantage, offering expert solutions, gold standard service, and oftentimes increased profits.
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We believe you will find TIB to be the “Trusted Partner” your bank has always needed. In fact, if you ever think of us as a “vendor,” we have not done our job. We first opened our doors in January of 1982. Since that time, TIB has grown to become the nation’s largest bankers bank, serving nearly 2,000 banks across 47 states. We are owned by more than 480 of those same institutions.
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TransFund is a 35-year-old EFT processor and ATM network headquartered in Tulsa, Oklahoma. We offer unique debit card programs to Oklahoma banks including mini debit cards for the key chain, health savings account cards, gift cards, business debit cards, home equity cards, and school pride affinity debit cards. Other features of the network include access to nearly 600 surcharge-free ATMs throughout Oklahoma, on-line real-time processing solutions, excellent fraud prevention tools, a dedicated relationship manager, marketing promotions and support, and one-day turnaround on card production. Our card products, surcharge-free ATMs, and promotions help financial institutions attract new customers and grow!
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Travelers Insurance Companies offer a wide range of insurance products through Travelers SelectOne For Community Banks, our portfolio of products designed specifically for financial institutions. We have been providing effective insurance solutions for financial institutions since 1890. Our product line includes the Financial Institution Bond; Directors & Officers Liability coverage; Employment Practices Liability coverage; Property & General Liability coverage; Automobile coverage; Workers Compensation coverage; as well as a variety of products to address Professional Liability & Electronic Banking exposures.
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Upgrade is a marketplace lender having facilitated the origination of ~$3 billion in personal loans since inception. We partner with community banks to give them access to prime consumer assets for income goals, customer base growth, as well as co-branded digital solutions. Upgrade can offer community banks digital unsecured consumer loans, secured consumer loans, cards, auto loans as well as HELOCs. We can provide community banks a digital channel to access customers in their communities with a flawless user experience.
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Specializes in serving the telecommunications needs of community banks, focusing on the design, implementation, and support of voice communications over the bank’s network. We become the single point-of-contact to assist the bank in reducing recurring communications expenses, while deploying advanced technology to help the bank better serve its customers.
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Versateq, LLC is Oklahoma owned and Oklahoma based. Started by bankers and 25 years later still owned and ran by former or current bankers, Versateq provides the full gamut of operational printing, banking and office supplies, and marketing solutions to banks throughout Oklahoma. Our expertise has allowed us to now work with banks in 28 other states. It’s hard to call us an old-fashioned company when you experience our technology solutions giving you the latest in total supplies management involving ordering, warehousing, distribution, and complex cost center billing. But, you just might call us old-fashioned when you understand our huge commitment to your expense management, high levels of customer service, regular personal on-site visits, and above all, we still believe in life-long customers and relationships.
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Established in 1953, Whit-Co is a family-owned check printing business with plant and office facilities in Amarillo, Texas. Whit-Co specializes in customizing a check program that best suits your financial institution. Also, Whit-Co is a full-service print facility printing anything your bank needs. Whit-Co services financial institutions in Colorado, Kansas, New Mexico, Oklahoma, and Texas. Whit-Co is extremely committed to this region with our marketing efforts continuing to focus on community banks.
Biographical Info
Wichita National Life Insurance Company is an independent, Oklahoma-owned life insurance company headquartered in Lawton, Oklahoma since 1957. The company specializes in credit insurance products sold through Oklahoma banks (Credit Life, Single Premium, Term Life, Mortgage Protection). VSI, GAP, CPI, Mortgage Flood, etc. are offered through affiliate companies.
Biographical Info
Windsor Mortgage Solutions is a service provided under Plains Commerce Bank. We specialize in providing community banks a full-service mortgage department that operates behind the scenes of your institution. Our goal is to make our partners profitable with a process that ensures referral-based results.
