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8 A B C D E F G I J K M N O P Q R S T U V W

A

Contact: Sean York
1415 North Loop, W Suite 500 Houston Texas 77008 United States Phone: (720) 434-4067

Biographical Info

ADVANTAGE, powered by JMFA, is dedicated to empowering community banks with strategic solutions for growth and success. Our comprehensive services include overdraft program consulting and compliance, account acquisition strategies, contract negotiation expertise, and consulting for technology strategy, evaluation and selection.  Choose ADVANTAGE to elevate your performance, identify new opportunities, and build value.

Categories: Compliance, Consulting, Industry Partner

B

Contact: Tim Priebe
5850 W Wilshire Blvd #3 Oklahoma City Oklahoma 73132 United States Phone: 405-285-0348 Website: https://backslashcreative.com

Biographical Info

Backslash Creative exists to help your business or nonprofit look like the professionals you are online. We make it easy to manage your digital presence.

Categories: Advertising, Consulting, Design & Collateral, Industry Partner, Marketing

C

Contact: Paul R. Bures
2001 Shawnee Mission Parkway Mission Woods Kansas 66205 United States Phone: 816-627-4153 Website: http://www.cccapitaladvisors.com

Biographical Info

CC Capital Advisors, Inc. is a leading investment banking firm in the Midwest United States and is a part of Country Club Bank, Kansas City, Missouri.  CC Capital Advisors’ Financial Institutions Group (formerly The Capital Corporation) actively assists community banks with ownership strategic planning, valuations, consulting, mergers and acquisitions.  The FIG group has successfully led over 350 individual bank and branch sale transactions since 2001.  Member FINRA, SIPC

Categories: Consulting, Industry Partner, Investment Banking, Merger & Acquisition Services
Contact: Travis Boyd
5225 South Loop 289, Suite 207 Lubbock TX 79424 United States Phone: 806-687-8600 Toll Free: 800-356-6568 Fax: 806-687-8511 Website: http://www.conetrix.com Website: http://www.tandem.app

Biographical Info

CoNetrix specializes in providing managed IT, managed security, and compliance services to financial institutions. CoNetrix services include IT/GLBA audits & network assessments, penetration testing, VISO consulting services, managed IT and security services, and private cloud hosting with options for disaster recovery. CoNetrix is the developer of Tandem software, an innovative suite of cybersecurity and compliance software to help you manage risk assessment, business continuity planning, vendor management, information security policies, incident management, internet banking security program, identity theft prevention program, compliance management, audit management, security awareness training, and more! To see why financial institutions in all 50 states put their trust in CoNetrix for information security, please visit CoNetrix.com | Tandem.app or contact us at (800) 356-6568.

Categories: Consulting, Cyber Security, Industry Partner, Information Technology, IT Audit, Security/Protection Services

D

Contact: Rick Turnage
1550 Market Street, Suite 300 Denver Colorado 80202 United States Phone: 303-764-6048 Toll Free: 800-268-6459 Fax: 303-764-6002 Website: http://www.davidsoncompanies.com/

Biographical Info

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.

Categories: Consulting, Industry Partner, Profitability Analyses
Contact: Tammy Been
417 Main Street, Suite 1834 Little Rock AR 72201 United States Phone: 918-691-8266 Website: http://www.ddplendingleads.com

Biographical Info

We are the creators of Lending Leads, a relationship-based, lead generation and competitive intelligence platform built for bank leaders, lenders and compliance officers.  Lending Leads provides actionable data to help banks execute their growth strategies, compete in their markets, and identify prospects and customers to align with their CRA, fair lending and compliance strategies.

Categories: Consulting, Industry Partner, Information Technology, Loan Products & Services

I

Contact: Vinny Alex
PO Box 664 Bedford TX 76021 United States Phone: 682-283-7772 Website: http://www.insightconsultants.co

Biographical Info

Insight Consultants is a Microsoft Certified Gold Partner, with over 23 years of experience in technology services. In the past decade, we have built and demonstrated expertise in developing technology for several Online Lending businesses.

At Insight Consultants, we focus on just one thing – being trusted partners by enabling measurable business growth for our clients. Through dedicated teams and senior management investment, our services enable Community Banks to leverage the advantages of the best in technology.

Our proprietary methodology, the ‘Radical Rooting Edge’ enables us to align technology implementation with business outcomes. By implementing better lead scoring strategies, underwriting, fraud detection, and risk assessment, we have helped our clients significantly reduce their cost of lending operations.

Categories: Consulting, Industry Partner, Technology Consulting & Support

J

Contact: Scott Lehman
20 N Upper Wacker Drive, Suite 2035 Chicago IL 60606 United States Phone: 312.242.0434 Website: https://www.janney.com/

Biographical Info

Providing financial advice from experienced people you trust.  Services include mergers & acquisitions, advisory services and financing through public and private markets.

Categories: Consulting, Industry Partner

M

Contact: Karin Julin
P.O. Box 1833 Duncan Oklahoma 73534 United States Phone: 580-255-1136 Fax: 580-255-1137 Website: http://www.mccorm.com/

Biographical Info

Bank consulting firm providing audit, compliance, information technology, asset & liability management, planning and budgeting, management studies, and special project services.

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

R

Contact: Katie Devine
1100 Ridgeway Loop Rd Memphis TN 38120 United States Phone: 901-531-3347 Toll Free: 8 0 0 – 5 6 4 – 2 2 4 9 Website: http://www.raymondjames.com

Biographical Info

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.

Categories: Asset/Liability Management, Consulting, Industry Partner, Investment Banking, Investment Management Services
Contact: Debbie Partin, Director
Street Address 2912 Enterprise Blvd Durant Oklahoma 74702 United States Mailing Address PO Box 1335 Durant Oklahoma 74702 United States Phone: 580-924-5094 Toll Free: 800-658-2823 Fax: 580-920-2745 Website: http://www.reibusinesslending.org

Biographical Info

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.

Categories: Consulting, Industry Partner, Loan Products & Services

T

Contact: Tammy Taylor
PO Box 1623 Chickasha Oklahoma 73023 United States Phone: 405-413-8699

Biographical Info

By blending cooperation and competition, Taylor Direct Consulting, LLC (TDC) teams up with strategic partners and companies that 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 Enforcement Action Compliance, our other offerings include Appraisal Review, Training, and various 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. We offer gold standard service allowing our clients to improve with a competitive advantage, using expert solutions, and oftentimes increasing profits.

Categories: Compliance, Consulting, Industry Partner, Loan Products & Services
Contact: Mike Murphy
9020 N May Ave, Suite 200 Oklahoma City Oklahoma 73120 United States Phone: 405-848-8877 Website: http://www.TheBankersSolutions.com

Biographical Info

Our objective is to set the industry standard for the broad range of services currently available to community banks. The Bankers Solutions (TBS) provides consultative regulatory compliance and audit services. Our staff brings more than 100 years of experience working with financial institutions. TBS understands the challenges and expenses our industry faces from the burden of increasing regulation. With a deep comprehension of evolving regulatory landscapes, we offer services with experience that is bank specific. From audit and compliance to business planning and financial performance reviews, The Bankers Solutions specializes in services that make banks run better. Through efficient, experienced support, we can provide:

Audit Services
• ACH
• BSA
• Compliance
• Directors Exams
• Funding and Interest Rate Risk Independent Review
• Internal Control Review
• Vendor Management Review

Consulting Services
• Branch/Department Performance Reviews
• Capital Planning
• Concentration Monitoring, Credit Stress Testing Due Diligence for Acquisitions and Divestitures
• Enterprise Risk
• Funding and Interest Rate Risk Planning and Reporting
• HR Consulting
• Regulatory Repair
• Specific Issues

Categories: Compliance, Consulting, Industry Partner, Internal Audit

U

Contact: James Carlile
1010 Grand Boulevard Kansas City Missouri 64106 United States Phone: 816-860-1525 Website: http://www.umb.com/
Categories: Asset/Liability Management, Consulting, Correspondent Banking, Industry Partner