Partners

Built on the principle of “people helping people,” TruStage is a financially strong insurance, investment, and financial services company that believes a brighter financial future should be accessible to everyone. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society.

Products Offered

Abrigo is a leading technology provider of compliance, credit risk, lending, and asset/liability management solutions that financial institutions use to manage risk and drive growth. Our software automates key processes – from anti-money laundering to asset/liability management to fraud detection to lending solutions – empowering our customers by addressing their Enterprise Risk Management needs.

Products Offered

AffirmX helps financial service institutions reduce risk management workloads, anxieties and costs through our patented Risk Intel Center platform. Our team of compliance experts work with your team to complete various regulatory audits, compliance reviews and internal audits.

AffirmX was originally established to help financial institutions stay on top of governance, risk, and compliance. Traditional “boots on the ground” models of consulting are costly in terms of both the utilization of company resources and the time and billing rates of senior consultants and their associated expenses. To solve this problem, we created a hybrid solution: patented technology plus experienced analysts. We’re comfortable working off-site, on-site, or a hybrid situation to fit your financial institution’s specific needs.

Products Offered

Blend Labs, Inc. (NYSE: BLND) is a leading origination platform for digital banking solutions. Financial providers—from large banks, fintechs, and credit unions to community and independent mortgage banks—use Blend’s platform to transform banking experiences for their customers. Better banking starts on Blend. To learn more, visit blend.com.

Resources

• Digital Mortgage, upgraded
• Digitize your closing experience

Products Offered

With innovative payments, asset management, and liquidity solutions, Catalyst is unlocking new possibilities for credit unions across the nation and the members they serve. We are passionate about transforming goals into achievements and helping credit unions grow. Discover why more than 1,500 credit unions are using Catalyst’s solutions today.

Products Offered

Clutch (WITHCLUTCH, INC) is a digital account opening and loan origination portal for credit unions. The platform removes friction from the application process, automates fraud detection and enables consumers to fund accounts via ACH / Debit / Credit Card. Moreover, the platform presents pre-qualified loan offers, cross-sells recapture opportunities if applicants have high-interest debt elsewhere and drives efficiency gains throughout the loan underwriting and funding process. The CUSO is focused on serving credit unions and partners with north of 100 institutions: from credit unions with 5,000 members and $50M in assets all the way to multiple of the nation’s largest institutions.

Products Offered

Coviance transforms how community banks and credit unions elevate the borrower experience, accelerate loan origination, and simplify operations and compliance management. By harnessing intelligent automation, lenders boost productivity, increase loan volume, and elevate experiences across the entire lending process.

• Discover the Experience Within the Conviance Platform
• Go From Lead to Loan With an Intelligently Simple EXperience
• All in Credit Union Cuts Loan Processing Time by 57% with Automated Workflows

Products Offered

Credible Advantage is a leadership consulting business, assisting your credit union’s CEOs, executives and Board of Directors with effective board leadership and board/CEO relationships, CEO and executive coaching, building strategic boards and leaders, communication including crucial conversations and stomping out drama, and improving executive presence and personal branding. Building courageous leaders on staff and within boards builds strong credit unions. Let’s discover your path to courageous leadership together while we tackle these challenges and help your credit union flourish.

Products Offered

Credit unions play a vital role in helping people land and stay on solid financial ground. At CU Solutions Group, everything we do is centered around helping credit unions serve, grow and remain strong, so that they can make an impact on people’s lives. To help fulfill that mission, CU Solutions Group provides credit unions with four separate, but equally important areas of expertise – technology, marketing, performance and strategy. Our solutions give credit unions, big and small, the resources necessary to provide their members with the services and products they have come to expect from their financial institution in the digital age.

Products Offered

CUNA Strategic Services develops strategic alliance relationships to offer quality products and services to your credit union that contribute to your bottom line, add to your peace of mind, and enhance member relationships. The company is jointly owned by Credit Union National Association and the state leagues.

Products Offered

CUVM provides dependable and cost-effective vendor management solutions to credit unions across the country. Initially created as a Colorado CUSO in 2008, CUVM was purchased in 2012 by LEVERAGE, Credit Union Solutions Group, and Mountain West Credit Union Association. CUVM’s services were expanded at that time to add our full-service option.

CUVM specializes exclusively in vendor management and offers unprecedented personal service to all of our clients.

We currently serve over 200 credit unions in 35 states.

Products Offered

DDJ Myers advances leadership development and strategic execution in partnership with our clients in financial services, health care, and other business sectors.

Our diverse team of subject matter experts honors authenticity, personal values, and purpose-driven work, aligning actions and beliefs as a core practice. We apply our extensive experience and commitment to continual learning in serving a client base that includes credit unions, banks, credit card companies, health care organizations, and insurance providers.

Products Offered

Dolphin Debit is the largest “pure play” provider of ATM/ITM outsourcing for credit unions in the United States. Whether you have 2 or 200 ATMs, Dolphin’s turnkey outsourcing program eliminates capital expenditure, shrinks operational costs by 10-30%, and assures a strategy is in place for compliance and technology upgrades. While credit unions maintain complete control of the ATM program design & income, Dolphin’s team of experts allow your staff to relinquish their ATM duties: no more operational run around, no more out-of-balance research and less vendor management. Let the experts at Dolphin become your ATM department!

Products Offered

Eltropy provides a secure and TCPA-compliant way for credit unions to engage their members through text messaging and leverage analytics to grow revenue. Credit unions use Eltropy’s technology to engage members, send product offers and emergency info, resolve member issues, cross-sell/upsell financial products, aid in the loan process, and collect debts via text messages. Eltropy’s AI-based technology has enabled credit unions to see a 500% improvement in member engagement with an ROI of 10x.

Engage your members across messaging apps such as Text/SMS, iMessage, LINE, WhatsApp, WeChat, etc. Our analytics dashboard provides valuable insight so you can reap the benefits of highly targeted communication.

Products Offered

Envisant (formerly LSC®) helps credit unions achieve their vision through a combination of experience and incomparable expertise. Envisant’s forward-thinking product strategy features credit and debit programs, CUMONEY® Prepaid Visa® reloadable and gift card programs (both plastic and virtual), and more! We support our credit union partners with in-house customer service, an experienced Portfolio Development Team, and help developing and managing successful marketing promotions. Achieve your vision with us!

ARTICLES & RESOURCES

Prepaid Cards & Why They Are Important
Envisant Is Here To Help You

Products Offered

FWW is a full-service business law firm recognized for excellence in banking and finance. Our ability to navigate complex business issues faced by companies today has proven invaluable to our clients. We have deep roots in this community and take great pride in our role as an indispensable legal resource for our clients. Whatever you need from a legal partner, we can help.

The primary goal of our strategic plan is to help clients achieve their objectives by providing practical and creative legal solutions with the highest level of professionalism. Our other main goal is to make sound and ethical business decisions for our firm and our clients.

Resources

• CFPB Actions and Announcements Reflect Looming Changes in Financial Services Regulatory Landscape
• The Impact of Congress Ending Forced Arbitration of Sexual Assault and Sexual Harassment Act of 2021

Products Offered

FIS is a leading provider of technology solutions for credit unions, banks, merchants and capital markets firms globally and works with more than 70 percent of all credit unions in the U.S. The company plays a critical role in advancing the ways the world pays, banks and invests, moving $10 trillion around the global annually. With innovative solutions using cutting edge technology, FIS helps their clients solve business-critical challenges and deliver superior experiences for their members/customers. We work with credit unions nationwide to meet member payment needs and provide valuable solutions in the areas of credit, debit, fraud, loyalty, network, small business and money movement. Our history of partnership with credit unions and in-depth knowledge of the credit union marketplace spans over 40 years. We are dedicated to creating best-in-class credit union and member experiences through a direct, trusted partnership that delivers shared success.

Products Offered

We believe credit unions are so much greater than they know. It’s an honor to help them discover this about themselves.

We are your marketing partner to help with the execution of your marketing plan. Our team is made up of former credit union marketers and designers with a deep passion for the credit union movement.  Anything that needs a creative lift – we’re here to help.

Products Offered

Integrated Builders Group is a full-service design-build firm that serves credit unions exclusively.

Before we even begin to design, we listen.  Every credit union has unique needs and opportunities, which we seek to understand first. We then respond with reliable information at the earliest stage, for the least cost, to make the best decision(s).

Our proprietary process rewards clients with results far superior to generalists using outdated delivery models. We are not only turnkey, but can step-in on any failing project, identify gaps and implement precise solutions.

From assessment to closeout, our holistic approach mitigates risks and ensures effective results. Our dedication to the Credit Union Community has resulted in a long list of successful projects, partnerships and referrals.

Products Offered

Mastercard is a technology company in the global payments industry. We connect consumers, financial institutions, merchants, governments, digital partners, businesses and other organizations worldwide by enabling electronic payments instead of cash and checks and making those payment transactions safe, simple, smart and accessible. We make payments easier and more efficient by providing a wide range of payment solutions and services using our family of well-known and trusted brands, including Mastercard®, Maestro® and Cirrus®. We operate a multi-rail payments network that provides choice and flexibility for consumers, merchants and our customers. Through our unique and proprietary core global payments network, we switch (authorize, clear and settle) payment transactions. We have additional payment capabilities that include automated clearing house (“ACH”) transactions (both batch and real-time account-based payments). Using these capabilities, we offer integrated payment products and services and capture new payment flows. Our value-added services include, among others, cyber and intelligence solutions to allow all parties to transact easily and with confidence, as well as other services that provide proprietary insights, drawing on our principled use of secure consumer and merchant data. Our investments in new networks, such as open banking solutions and digital identity capabilities, support and strengthen our payments and services solutions. Our franchise model sets the standards and ground-rules for our core global payments network that balance value and risk across all stakeholders and allows for interoperability among them. Our payment solutions are designed to ensure safety and security for the global payments ecosystem.

Resources

Beyond the Network Solutions & Services

Products Offered

In partnership with NWCUA, The Trust offers a full suite of product offerings at competitive prices. Included in those services are COBRA Administration, On-Line Enrollment, Consolidated Billing, Employee Assistance Program, Human Resources Support Line, and a dedicated Trust Team who is there to serve you and your employees.

Products Offered

ODP Business Solutions, formerly Office Depot | OfficeMax, is a leading provider of integrating products, solutions, and services for the workplace, whether for business or at home. The ODP Business Solutions mission is simple: We provide workplace innovation that enables our customers to work better. The company provides office supplies, paper, print and document services, technology products and solutions, and furniture to businesses and consumers.

Products Offered

Opsahl Dawson is a regional accounting firm specializing in helping credit unions strengthen internal controls, maintain regulatory compliance, and maintain confidence in their financial reporting. Our seasoned team offers expert insight that delivers measurable results and significant value, sharing proven strategies and solutions gained from years working in the credit union industry. As an independent CPA firm, we uphold the highest professional and ethical standards, ensuring every engagement is handled with integrity. Our goal in working with you is to always deliver insights that enhance operational effectiveness and support long-term growth.

Resources

Your Partners In Audit Success
Accounting That Evolves With You

Products Offered

We’ve reimagined the entire lending experience to allow consumers and lenders to move easily through the loan process. Origence’s origination solutions can power your lending from application to closing, and every step in-between. And with our unrivaled modular architecture, you can have Origence drive your entire origination process, or seamlessly use the module(s) that work best for your team.

Origence delivers the ultimate origination experience. For 25 years as CU Direct, we’ve helped lenders increase loan volume and income, create efficiencies, and fuel growth through our automotive, lending, and strategic solutions. Under the Origence brand, our next generation technology solutions and services span across indirect lending, consumer loan origination, digital retail, analytics, marketing and CRM, auto shopping, identity theft solutions, consulting, and outsourced loan processing. We help financial institutions optimize the customer experience, leveraging integrated solutions to bring efficiency, productivity, and profitability to lenders.

Products Offered

Posh empowers credit unions to deliver smarter service and standout experiences using agentic, generative, and conversational AI that is purpose-built for credit unions to serve with a human touch across voice, digital, and employee channels. We make AI accessible to all, with trust, security, and values at the core.

Products Offered

Pulsate is an engagement company that empowers the credit union community to compete in the digital-first age. Our Opportunities Engine™ is the only all-in-one engagement platform that uses intent-based communications across digital channels to accelerate member product & usage growth.

Resources

Power Member Connections With Actionable Insights

Products Offered

Since its formation, Recovery Management Group, LLC (CUSO) has established a proven track record as a professional and progressive Asset Recovery agency, offering experience, skill and integrity for Credit Unions while maintaining the dignity and professionalism which they deserve and demand. We provide Asset Recovery services to Credit Unions of all sizes. Increasing your cash flow is our goal.

Third-party debt Asset Recovery services play an integral role in our modern, credit-driven economy.  Recovery Management Group, LLC was created and designed to provide a unique Asset Recovery service to Credit Unions that provide or, by their commitment to the community – extend credit to their members.​​

While recovering delinquent accounts is our business, helping your members resolve their debt issues is our commitment.  People on our staff are experienced in credit and Asset Recovery and are able to assist customers with their debt issues.

Choosing a professional Asset Recovery service to manage your delinquent & charged-off accounts and other related tasks can be a difficult decision.  You want an agency that will represent your organization in a responsible and professional manner and one that provides an above-scale rate of recovery while maintaining your public image.

By utilizing RMG’s services, you can maximize your bottom line and ensure that your members are handled properly.  Careful selection of a third-party Asset Recovery agency will strengthen your bottom line and helps you to retain members, leading to a more profitable future.

Products Offered

Founded in 1985, Richey May provides assurance, tax, business advisory services, and cybersecurity solutions to clients throughout the United States. Richey May’s deep expertise in the financial services sector allows us to address the unique challenges faced by credit unions. We offer tailored services designed to meet the specific needs of credit union operations, from regulatory compliance to digital risk management. With our focus on the financial sector, we understand the complexities of credit union operations and provide innovative strategies to help you thrive in an evolving landscape.

Richey May is honored to be named a Top 100 firm by both INSIDE Public Accounting (IPA) and Accounting Today and has been recognized by several industry publications for services across our entire firm. In 2023, Richey May was #3 on Accounting Today’s list of Top Firms in the Mountain Region. IPA has also recognized Richey May as a Fastest Growing Firm for many years, with our organic growth rate significantly outpacing all other firms. Among other honors, the firm has also been recognized as a Best of the Best Firm, the Fastest-Growing Best of the Best Firm, a Fastest-Growing Organic Growth Firm, and one of Colorado’s top workplaces.

Products Offered

Think|Stack is a managed IT services CUSO specializing in cloud and cybersecurity with human-centered design. Through education and co-management, they design, build, secure, automate, and optimize technology environments. As technology and cybersecurity continue to evolve, so does the demand for outsourced IT service partners. Organizations require trusted partners with industry experts who understand their needs and empower ongoing innovation. Think|Stack was founded to service that demand by delivering a unique combination of cloud, cybersecurity, and networking.

Products Offered

Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud, and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve the member experience. As a tech partner, Trellance ensures that credit unions have access to the latest generation of fintech solutions, filled with powerful tools such as artificial intelligence and machine learning. Learn more at Trellance.com.

Products Offered

Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, the company serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio that includes payment processing, fraud and risk management, data and analytics, digital banking, instant payments, strategic consulting, collections, ATM and POS networks, shared branching and 24/7/365 member support via its contact centers. For more information, visit velera.com

Products Offered

Vericast is a leading provider of customer engagement solutions that help connect businesses and people how, when, and where it matters. The company offers payment tools such as checks and cards; and marketing services such as deposit and loan acquisition programs, digital marketing, performance analytics, and promotional products for businesses. It deploys these solutions holistically, across print, phone, and digital channels, ensuring that the customers of its world-class client base enjoy a consistently superior experience.

Products Offered

Zest AI helps lenders make better decisions and better loans—increasing revenue, reducing risk, and automating compliance. We were founded in 2009 with the mission of making fair and transparent credit available to everyone and are now a leader in software for more inclusive underwriting.

Zest’s AI-driven lending software helps financial institutions go beyond traditional credit scores’ statistical and data limitations to identify good borrowers often overlooked by legacy techniques. Credit unions that lend using Zest-built models have seen on average 25% increases in approval rates with no added risk and five-fold increases in automated approvals by using more of their data and the advanced math of machine learning.

Products Offered