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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 Financial is transforming the financial industry; leveraging the power of data, analytics, and cutting-edge technology to become not only the number one source for professional loans, but the creator of the largest community bank network in the country.
Since 2001, BHG has originated more than $13 billion in loan solutions to top-quality borrowers, which community and midsize banks can access via our state-of-the-art loan delivery platform: The BHG Loan Hub. Building on two decades of innovation, the BHG Bank Network offers a full suite of programs that span business, consumer, and SBA 7(a) loans, collection services, risk management services, and point-of-sale financing. To date, over 1,500 bank partners have trusted in this program as a proven source of interest income and diversification for their bank.
With record growth year after year, BHG continues to be recognized regionally and nationally: earning a spot on the Inc. 5000 for 16 years running, and receiving accolades from Great Place to Work® and Fortune magazine, among others. BHG is 49% owned by Pinnacle Bank (PNFP), a $41 billion asset bank, and has headquarters in Fort Lauderdale, FL and Syracuse, NY.
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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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BMA Banking Systems has been providing innovative and reliable core processing solutions for community banks across the country for over 35 years. Our top priority is to deliver products and services that meet the unique needs and expectations of each customer. Banks choose BMA Banking Systems for our cutting-edge technology, fair pricing, and world-class customer service. For a free product demonstration or discovery call, contact us at 801 887-0122 or online at http://bmabankingsystems.com
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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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We offer bank merger and acquisition loans and refinancing up to $50 million. You will deal directly with a lender who is a CPA and/or attorney who understands the banking industry. Although we cannot give direct advice, we have 30 years of experience in this type of lending and can make your job far less stressful and time consuming. We will understand your transaction. You don’t need to educate the lender. Our belief is to make the loan and then stay out of the banker’s way and let you do your job.
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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 Partners, Inc. 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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DCI is the developer of the award-winning iCore360® core banking software, plus iCoreGO® digital banking and fintech processing solutions for community banks nationwide, including those using other core platforms. DCI is privately owned by a group of bank clients, with several serving as board members and user group leaders. DCI provides private ATM network/card management, FrontLine™ teller software, custom analysis, risk/vendor management, and more. For more information about DCI, visit http://www.datacenterinc.com or contact info@datacenterinc.com.
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Diebold Nixdorf, Incorporated (NYSE: DBD) is a world leader in enabling connected commerce for millions of consumers each day across the financial and retail industries. As an innovation partner for nearly all of the world’s top 100 financial institutions and a majority of the top 25 global retailers, Diebold Nixdorf delivers unparalleled services and technology that are essential to evolve in an ‘always on’ and changing consumer landscape.
Diebold Nixdorf has a presence in more than 130 countries with approximately 24,000 employees worldwide. The organization maintains corporate offices in North Canton, Ohio, USA and Paderborn, Germany. Visit http://www.DieboldNixdorf.com for more.
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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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Founded in 1947, Finley & Cook (PLLC), Certified Public Accountants, continues to provide superior audit and tax services to financial institutions, while maintaining a high level of professional standards. Finley & Cook has a rich history and a highly regarded reputation of expertise in helping clients succeed.
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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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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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As part of the national full-service FORVIS, formerly BKD, Oklahoma banking practice is composed of approximately 15 team members providing audit, consulting and tax services to more than 70 Oklahoma community banks, including more than half of the 20 largest. Other team members include Partner Todd Pefferman (tax), Managing Director Ron Hulshizer (IT risk) and Financial Services Directors Bryan Neal and Lori Jackson.
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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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The Graduate School of Banking at Colorado offers the next generation of community bank leaders the chance to learn valuable skills and make valuable connections with other industry leaders. More than 600 bankers, regulatory professionals and other financial-services representatives attend our programs each year. Whether you’re a prospective student, current student, alumni or interested in being part of our staff, we would love to hear from you.
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HotelBrokerOne is an Oklahoma based commercial real estate firm specializing in hospitality sales the last 35 years. The firm is one of the largest hotel brokerage firms in the United States, with offices in Dallas, Denver, Oklahoma City, Phoenix and San Diego. With over 800 sales, 50 annual hospitality transactions, being licensed in 24 states, and with its experienced team of veterans, the firm is well equipped to serve and support the Oklahoma banking community.
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ICBA Securities provides a full suite of investment products and services for community banks through its exclusively endorsed broker, Stifel. Included are traditional debt securities, interest rate products, whole loans, and M&A and bank valuation services. Stifel also has state-of-the-art asset/liability and bond accounting products. It offers investment banking services through KBW. 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 endorsed by 34 affiliated state banking associations, and is the only broker/dealer owned by the community banking industry.
ICBA Investment Column:
by: Jim Reber, President and CEO of ICBA Securities
- Do’s, Don’ts, and Maybes – A set of simple rules to streamline portfolio management in 2021
- Munis for the many – Taxable municipal bonds have appeal for nearly all community banks
- Slippery slope – Another yield curve shift has community bankers guessing.
- Portfolios morph-Investment securities have undergone big changes this year.
- Fed Taper Tactics A review of past QE wind-down strategies.
- Treasuries for the win! – Low yield spreads send community banks back to the basics
- Rising tide – Bonds to own for a rate hike environment
- The Great Escape
- Up with Coupons
- Price pullback prospects
- Fourth quarter rally
- Fixed rate or floating?
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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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We find Community Banks non interest income by significantly reducing the bank’s expenses with the check vendor(s) they use, while also bringing in year over year new cash for the bank. We have saved Community Banks over $14 million dollars in check contract expenses. Many of our banks are from Oklahoma.
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Are You Managing Your Vendors or Are They Managing You?
Focusing only on Risk leaves your vendors with too much control. We empower you to manage and influence your Vendor Relationships strategically. Our services include Risk Assessments, but just as importantly, we give you strategic control over your vendor service utilization, contract terms and costs. Along with exceptional software, our professional workforce delivers administration and on-time advice to ensure you have comprehensive, current information on vendor services so you can reduce risk, lower cost and improve service. In addition, our Core Contract negotiations deliver substantial savings and significantly better terms.
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KlariVis® is the only cloud-based, core-agnostic enterprise dashboard and analytics solution built for bankers, by bankers. The KlariVis platform compiles and aggregates high-value, actionable data into an intuitive, interactive dashboard that provides financial institutions of all sizes with timely insights that empower teams, drive profitability, and improve productivity at every level of the organization.
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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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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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MoneyGram’s check products include Official Check and Money Order processing and program management. We can help you prevent fraud losses, ensure daily reconciliation, handle escheatment, provide and manage inventory and generate additional non-interest income. Ultimately, we can enable you to shift your focus to achieving your company objectives while reducing or eliminating time spent on check program related activities.
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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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Performance Trust helps community financial institutions make better balance sheet decisions so they can serve their communities and help fuel small businesses by using revolutionary strategies, tools, and insights to measure the risk and rewards of cash flows across the entire balance sheet. Education is the cornerstone for all they do which allows their clients to deepen their expertise as they work alongside Performance Trust. Today, Performance Trust is the largest full-service investment bank focused on community depository institutions.
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The PNC Financial Institutions Group (“FIG”) is an experienced team of professionals focused on building relationships and helping banks of all sizes achieve their strategic goals. Our value-driven strategies are specifically designed around the needs of community banks and focused on balance sheet management, strategic planning, investment banking and capital markets. As part of one of the largest domestic financial institutions ourselves, the breadth and depth of our overall platform is unique and provides us with the ability to share insights on industry trends, market color and ever changing regulations.
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QSI provides turnkey delivery of NCR ATM and ITM solutions and is NCR’s largest financial partner in the U.S. We offer remote access services for patch management, anti-virus, and more. Titan Armored offers branch cash and ATM/ITM cash replenishment, among other services.
QSI is a full-service bank equipment company (video, alarm, drive-up, safes). No long-term service contracts. Outsourcing available.
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QwickRate® offers affordable solutions to help simplify and make work easier for bankers including: premier CD Marketplace for non-brokered funding and investing with over 3,000 institutional subscribers; IntelliCredit™ credit intelligence and loan review solutions for a better, more efficient way to detect/manage credit risk and enable real-time, online loan reviews; and QwickAnalytics® for bank research, analysis and regulatory compliance tools including CECLSolver™ and Credit Stress Test. To schedule a brief tour, or for more information, go to http://www.qwickrate.com or contact Melissa Wallace at melissa.wallace@qwickrate.com.
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Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,500 financial advisors. Total client assets are $1.18 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at http://www.raymondjames.com.
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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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RESULTS Technology is a family-owned, award-winning provider of managed IT compliance & cybersecurity services to the banking industry. We provide fully outsourced or supplemental technology services, layered cybersecurity services, backup & business continuity, disaster recovery testing, audit and exam support, employee phish training, multifactor authentication and more. We have been helping community banks reduce risks and achieve operational efficiency for more than 25 years.
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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 pioneered the PIN-debit point-of-sale transaction, still used worldwide today. We’re the only nationwide independent, member-owned debit network, processor and core provider supporting community banks and credit unions. Since we don’t answer to shareholders, we can reinvest profits in technologies our clients need as they serve the next generation of consumers. SHAZAM ensures our clients have the products and services they demand and expect in a cost-effective way. Founded in 1976 and headquartered in Iowa, we’re a leader in payments and financial technology, with a simple mission: Strengthening community financial institutions. Visit us today at shazam.net.
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Southwestern Stationery and Bank Supply, Inc. was founded in Oklahoma in 1935 as a complete bank supply company. Our offerings include a full range of internally produced printed products along with bank supplies, furniture, promotional items, and office supplies. We are proud to be an Oklahoma owned business serving our Oklahoma banks. Come visit our large full production printing plant and large office furniture showroom and see the difference we can make for your bank.
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Spry helps you market and manage your brand with absolute efficiency. We’re a brand optimization partner for our clients. We believe in the wisdom of disciplined budget management, smart solutions that win team compliance, and thoroughly efficient brand management.
Spry PPE Flyer – TAKE ADVANTAGE OF OUR SPRY SPECIAL PRICING ON PERSONAL PROTECTIVE ITEMS IN OUR WAREHOUSE!
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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.
Biographical Info
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!
Biographical Info
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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Biographical Info
Upgrade Inc’s founders pioneered consumer FinTech in 2006 with a lasting impact on the industry and issued $8 billion in loans annually while at Lending Club. With this experienced team of fintech and banking innovators, Upgrade facilitated $7.5 billion in loans in 2021 alone.
Upgrade is a marketplace lender having facilitated the origination of ~$17 billion in personal loans since inception. Partnering with community banks, Upgrade gives access to prime consumer assets for income goals, customer base growth, balance sheet diversification, as well as liquidity management. Upgrade can offer community banks consumer loans, cards, and auto refinance loans. Currently, Upgrade has a $2.5 billion in loan facilitation quarterly run-rate and 170 loan buying partners.
Loan partners can also participate in Upgrade’s deposit sweep program and receive low-cost deposits in exchange for loan purchases.
Upgrade provides community banks a digital channel to access customers in their communities with a seamless, online user experience.
Upgrade has 1,100 employees across three office locations, including a large operations center in Phoenix, Arizona. Recently, Upgrade Inc was listed among the Best Places to Work in FinTech in 2022 by American Banker.
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Biographical Info
Specializes in serving the telecommunications needs of community banks, focusing on the design, implementations 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.
Biographical Info
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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Biographical Info
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.
