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Preferred Vendors, Associate Members and Financial Service Industry Members

Looking to find a company to fill your product and service needs?  This 200+ directory of members offers your organization a variety of companies to connect with. Although their affiliation does not imply endorsement, they have been approved for membership because of their commitment to the banking market.

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ABA Insurance Services Inc.

ABA Insurance Services Inc. Flenner, Richard

Locate 800-274-5222 800-456-6590

ABA Insurance Services provides D&O, Bond, and Cyber to banks, maintaining 30% market share nationwide. 30 consecutive distributions have been declared by ABMI, the program’s reinsurer, totaling over $88 million. A separate P&C program is also available.

Miles away


Abrigo Morales, Rene

Locate 512-279-5700

At Abrigo, our mission is to help community financial institutions make BIG things happen. We do that by providing technology that banks and credit unions use to manage risk and drive growth. From fighting financial crime to lending and credit to asset/liability management - we have you covered. Get to know more about Abrigo.

Miles away

APPI Energy

APPI Energy Polend, Jamie

Locate 800-520-6685 410-749-8769

APPI Energy has assisted numerous organizations by providing data-driven energy procurement solutions. As an independent energy consulting firm, APPI Energy strives to help its customers reduce and manage electricity and natural gas expenses through the procurement of competitive energy supply contracts. In addition, APPI Energy also provides efficiencies consulting, such as LED lighting retrofits, benchmarking programs, energy reporting systems, and facility audits.

Miles away


Ascensus Bush, Michael

Locate 800-346-3860 218-825-5011

For more than 40 years, Ascensus has delivered comprehensive IRA and HSA education and solutions to the banking industry. The firm's solutions offer capabilities to streamline operations while maintaining regulatory compliance. Ascensus helps people save for what matters—retirement, education, and healthcare. The firm offers tailored solutions that meet the needs of financial institutions, state governments, financial advisors, employers, and individuals. Ascensus supports more than 114,000 retirement plans, more than 6 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1 million IRAs and more than 669,000 consumer-directed health (CDH) plans. As of September 30, 2020, Ascensus had more than $347 billion in total assets under administration. For more information about Ascensus, visit

Miles away

Bankers Healthcare Group

Bankers Healthcare Group Szczech, Nellie

Locate 315-383-9648

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:

Miles away Reynolds, Neal

Locate 404-943-1632 is a web-based marketing portal that empowers banks to produce professionally designed, bank-branded marketing materials in a matter of seconds. With thousands of successful marketing materials and over 9 million stock photos, it puts you in complete control of the ad production process, saving valuable time and money.

Miles away


BankTalentHQ Hoffman, Brian

Locate 217-789-9340

BankTalentHQ is the premier talent management site for financial industry careers, brought to you by an alliance of state banking associations working together. Whether you are looking for a job with a financial institution, a service provider or a regulator, or you are an employer with a position to fill, BankTalentHQ is here to help!

Miles away

Cardinal Board Services

Cardinal Board Services Zuehlke, James

Locate 952-314-4636

Cardinal Board Services is a board search firm aiming to meet the unique needs of institutions within the financial services industry. Backed by their 25-year history, they strive to assist banks in overcoming the challenges associated with the organization of the Board and the recruitment of new Directors or Advisors.

Miles away


Deluxe Reid, Bob

Locate (800) 933-2211 (309) 697-1246

Deluxe is a Trusted Business Technology™ company for enterprises, small businesses and financial institutions offering a range of solutions to help customers manage and grow their businesses. Approximately 4.5 million small business customers access a wide range of products and services from Deluxe, including incorporation services, logo design, website development and hosting, email marketing, social media, search engine optimization and payroll services, along with customized checks and forms. For our approximately 4,000 financial institution customers, Deluxe offers industry-leading programs in data analytics, customer acquisition and treasury management solutions, fraud prevention and profitability solutions, as well as checks. Deluxe is also a leading provider of checks and accessories sold directly to consumers.

Miles away

Deluxe Banker's Dashboard

Deluxe Banker's Dashboard Reid, Bob

Locate 800-933-2211

Banker’s Dashboard unlocks a culture of performance management for community banks of all sizes. Arm your management team and staff with the daily financial information they need to make critical decisions that improve performance and profits. Get your hands on the tool our CFOs bring with them when they move to a new bank.

Miles away

EPIC Retirement Plan Services

EPIC Retirement Plan Services Bearss, Pat

Locate 309-397-5039

The IBA 401(k) powered by EPIC Retirement Plan Services uses a Group Investment Trust which pools the assets of participating plans. This provides scale and purchasing power resulting in reduced pricing of plan administrative services and investments. Full fiduciary protection for a plan sponsor is provided by a 3(38) Investment Manager and a Discretionary Trustee. And unlike a MEP, each adopting plan operates individually allowing for customized plan design best suited to each employer.

Miles away


Evolv Lausch, Danielle

Locate 888-311-7248

Approval Payment Solutions Inc. offers a complete menu of electronic payment solutions to businesses of every size and type. We are a full service provider, offering an all-inclusive solution for the payment processing needs of any business. APS enables merchants to accept credit and debit cards, gift cards, and checks safely and efficiently. We also offer a full digital marketing suite of products that drive sales into any merchant type and truly helps them flourish in their industry.

Miles away

Floodplain Consultants, Inc.

Floodplain Consultants, Inc. Callahan, Craig

Locate (317) 858-4420 (317) 858-4421

Floodplain Consultants (FCI), a flood zone certification provider, provides extra service and accuracy via a site visit policy on all borderline properties, at no additional charge. By partnering with clients, FCI reduces staff workload, increases customer satisfaction, reduces the risk of costly compliance problems and helps improve the lender's bottom line.

Miles away

Investors Title Insurance Company

Investors Title Insurance Company Lyons, Dana

Locate (919) 945-2384 (919) 968-2227

Investors Title Insurance Company has led over 500 financial institutions in the business of selling title insurance through their Lender-Owned Title Agency Model. With a focus on compliance, operational efficiency, and superior service as the staples of success, these agencies generate significant non-interest fee income for owners.

Miles away

KeyState Captive Management

KeyState Captive Management Holdman, Travis

Locate (702) 598-3738

KeyState Captive Management offers a unique bank captive insurance program to banks. The bank captive program is designed by national accounting firm Crowe, LLP and then administered by KeyState Captive Management. Banks that fit a certain asset size and earnings criteria can form their own wholly owned captive insurance company to finance risks (that are not commercially insured) in a tax advantaged way.

Miles away

Liquid Capital

Liquid Capital Stamborski, Tom

Locate 847-842-3300 888-548-3370

Liquid Capital provides alternative financing for business-to-business companies.

Miles away

Office Depot

Office Depot Gilbert, Kimberly

Locate 855-337-6811

Office Depot offers IBA members a company-wide core list of 800+ items plus the flexibility for each IBA member to create a customized list of 50 unique items at a discount from the printed catalog. Additionally, items listed in the printed catalog that are excluded from the customized lists will receive a 10% discount off the public Web site pricing.

Miles away

SBS CyberSecurity

SBS CyberSecurity Damato, Chris

Locate (605) 270-3321

SBS CyberSecurity, LLC (SBS) is a premier cybersecurity consulting and audit firm. Since 2004, SBS has been dedicated to assisting organizations with the implementation of valuable risk management programs and to mitigating cybersecurity risks. The company has provided cybersecurity solutions to thousands of organizations across the United States and abroad, including financial institutions ranging in asset size from $12 million to over $130 billion. SBS delivers unique, turnkey solutions tailored to each client’s needs, including risk management solutions, auditing, and education. SBS CyberSecurity empowers customers to make more informed security decisions and trust the safety of their data.

Miles away

Strategic Resource Management

Strategic Resource Management Zielinski, Uma

Locate 901-681-0204

SRM (Strategic Resource Management) has helped more than 1,050 financial institutions add $3.6 billion of value to their bottom line in critical areas such as payments, digital transformation, core processing, artificial intelligence, and operational efficiency. SRM's decades of experience have lowered costs, enhanced revenues, increased productivity, and provided a competitive edge for clients in an environment of constant and accelerating change. Visit for more information and follow the company @SRMCorp.

Miles away


UFS, LLC Szews, Tom

Locate 262-376-3000

UFS is purpose driven, delivering over 100 reliable, accurate and state of the art technology solutions, providing managed IT, cybersecurity, core account processing, payments and digital banking to a growing family of Midwest community banks, helping them compete with the largest financial services organizations and thrive - together.

Miles away

Windsor Advantage, LLC.

Windsor Advantage, LLC. Mulvey, Connor

Locate 312-585-6596

Windsor Advantage, LLC provides banks with a comprehensive outsourced SBA 7(a) and USDA lending platform. Since 2010, Windsor has processed more than $4.5 billion in government guaranteed loans and currently services a portfolio in excess of $1.8 billion (as of December 31, 2020) for over 90 lenders nationwide. Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative. The Company is headquartered in Chicago.

Miles away