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MAi, A Vantage Point Company

Contact: Cindy Rodrigues

MAi, now part of Vantage Point Solutions, provides specialized, comprehensive support to banks across the country. Our experienced team offers expertise in audit, compliance, asset and liability management, model validation, loan review, and strategic planning; as well as IT audits and assessments, cybersecurity, risk mitigation, and marketing services. These integrated resources are customized for every scenario, helping financial institutions strengthen operations, navigate regulatory complexity, and elevate organizational performance. We are committed to our customers and supporting your long-term success.

Categories: Asset/Liability Management, Compliance, Consulting, Industry Partner

Mariner

Contact: Julie Smith

Mariner’s teams, provide advice to individualsbusinesses and non-profits. Our services include wealth planning, investment management, tax planning and preparationestate planningpersonal insurance solutionsspecialized business services including investment banking and valuation advisory services, specialty tax services, and institutional cash management.

Categories: Industry Partner, Tax Services

Matrixforce

Contact: Kevin Fream

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.

https://matrixforce.com/intro

 

Cyber Risk Analysis https://matrixforce.com/analysis

Data Breach Training Data Breach Training (matrixforce.com)

 

Here are two sessions recently presented at the Beverly Hills Chamber of Commerce

https://youtu.be/9JkUo07bofI?si=Guq-tFYDCEpESvR7

https://youtu.be/jXTVDC3YCBI?si=JMWM6v8n8gH64xm6

Categories: Industry Partner, Information Technology, IT Audit, Technology Consulting & Support

Mortgage Investment Services Corporation

Contact: Jim Holtgraves & Darren Stewart

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.

Categories: Industry Partner, Loan Products & Services, Mortgage Products & Services