CU Connect Business Services Providers

 

CU Certified super charges the credit union’s non-interest income earnings without changing the way your institution does business now. Most credit unions offer vehicle service contracts to their members. For the first time in history, credit unions can participate in 100% of the underwriting profit from vehicle service contract sales. Automobile dealer principles have been driving personal wealth using this program for the products they sell in the F&I department for the past thirty years. The underwriting profits from product like these, creates a significant profit center for the dealerships. We have taken the same principles used over the past thirty years by dealers and applied them for the benefit of credit unions. CU Certified meets the regulatory guidelines credit unions are faced with in today’s business environment.

CU Certified is a best-in-class product for the credit union and the member. Not only is the coverage superior to our competitors in the marketplace, our motivation to serve the member is quite different. Current vehicle service contract administrators used by credit unions today have a vested interest in denying members claims. The more declination of coverage decisions are made, the more money retained by the administrator as profit. CU Certified premium is owned by the participating credit unions. The CU Certified administrator has no financial gain from a declination or approval of the claim. 

Contact:   Mark Giguere   603-714-9229   mark@superiorlendingsolutions.com
               Melanie Munsey   207-751-8479   mmunsey@downeastinsurance.com
               Dan Daggett   207-319-2561   ddaggett@consolsolutions.com

 

 

DAVIS, MALM & D’AGOSTINE, P.C. is proud to serve as a strategic legal consultant to CCUA members.  Davis Malm is a full-service law firm that provides its clients with professional, high quality and cost-effective service and representation. The firm advises on business, finance, employment, regulatory, administrative, litigation, real estate, environmental, intellectual property, and trusts and estates matters.  Davis Malm attorneys are among the most experienced and accomplished in New England.  The firm regularly represents credit unions, banks and other financial institutions, along with nonbank and private lenders, in a range of transactional, compliance, corporate governance, employment, and regulatory matters.  The firm works to understand each client’s unique business needs and brings talent, experience, responsiveness, energy, and creativity to solving clients’ legal issues.

Contact: Devon A. Kinnard, Esq., Shareholder
Telephone: 617-589-3858
Website: www.davismalm.com

 

EVO Payments International, LLC is a leading payments service provider of merchant acquiring and processing solutions for merchants, Independent Sales Organizations (ISOs), financial institutions, government organizations, and multinational corporations located throughout North America and Europe. A principal member of Visa and MasterCard, EVO offers an array of innovative, reliable, and secure payments solutions, backed by an uncompromising commitment to exceed the needs of its customers and partners. Visit www.EVOpayments.us for more information.

Contact: Tracy Coyne
Telephone: 877-877-3737 x1735
Website: www.EVOpayments.us

 

HappyOrNot® customer satisfaction kiosks enable credit unions to obtain immediate member feedback at the point of experience and  monitor daily branch performance via a cloud based Reporting Service. The HappyOrNot customer satisfaction kiosks ask a single question to which members respond anonymously by pressing one of four buttons:  a green smiley face, a green semi-smiley face, a red semi-frown face, or a full-blown red frown.  Responses are recorded along with the date and time, and then uploaded nightly to the HappyOrNot central server via a SIMS cell card contained within each kiosk. The server generates reports that are automatically emailed to management with valuable insights on overall satisfaction levels and more importantly points to specific times of the day where service can be improved. HappyOrNot Smiley Terminals (kiosks) are used by credit unions and credit union associations across North America as well as 1,500 leading retail and service chain organizations across 60 countries. The HappyOrNot kiosks are provided and managed by DoublePort LLC, an authorized HappyOrNot partner specializing in the sales and deployment of the devices to credit unions and banks throughout North America. 

Contact: Ed Gundrum, co-Founder, CEO DoublePort, LLCTelephone: 978-474-0187
Website: www.happy-or-not.com

 

LendKey offers cloud-based lending technology to provide the essential infrastructure for credit unions or any party to quickly, securely, efficiently, and profitably lend to anyone – from those offering loans directly to those structuring new types of loans. LendKey’s lending solutions to credit unions nationwide primarily provide loans pertaining to automobiles, students, or green efforts. The three-year-old company’s clients and partners, 230 credit unions and the Credit Union National Association, have exclusively leveraged the platform for private student lending purposes. As LendKey, it opens its lending to green construction and automobile markets. 

Contact: Andrea Janek, Senior Sales Executive
Telephone: 618-709-9264
Website: www.lendkey.com

 

LoanLogics is a recognized leader in the mortgage technology industry and a rapidly growing company. LoanLogics provides software and services to credit unions, mortgage lenders and other financial institutions, helping them to improve loan quality, performance and reliability during the manufacture, sale and servicing of loan assets. Their products are spported by compliance and risk expertise that addresses each lender’s need to comply in this highly charged regulatory environment.  LoanLogics assists its users with compliant mortgage loan product eligibility and pricing; loan quality management solutions that enable classification and data extraction from submitted loan documents; audit rules automation and structured audit workflows to automate QA and QC audits; and Life-of-Loan Performance Management to gauge and monitor mortgage and consumer loan portfolio performance. LoanLogics employs best of breed analytic models, data refresh services and custom reporting, giving lenders and their leadership the input they need to make timely and strategic decisions about use of resources.

Contact: Thomas F. Dufner
Telephone:  908-689-6742 
Learn more at www.loanlogics.com.

 

LSC offers credit, debit and gift card programs that are designed to allow credit unions to take advantage of an effective card program that fits the needs of your members.  By participating in one or all of these programs, your credit union can now compete in all of the plastic arena needs of your members with the service and quality they deserve. So whether its credit, debit or gift cards that your members are looking for, why not have them choose yours! This way, both you and your members win. For more information and benefits offer with any of these programs, please contact Dean Martino, Director of Business Development at 800-842-1242, ext. 315 or by email: dmartino@cucenter.org.

Contact: Edmund W. Jesionowski, National Sales Director 
Email: edmund.jesionowski@lsc.net
Telephone: 800-942-7124, ext. 3402
Website: www.lsc.net/

 

 

Macpage LLC Information Assurance Services has built a solid reputation providing IT Auditing and other services to credit unions and their third-party service providers, including financial services and technology providers. Macpage provides thorough information assurance services that result in practical, customized recommendations for improving controls, mitigating risk, exam readiness and regulatory compliance. We readily adapt to individual environments, and can, through our integrated services approach, seamlessly fulfill accounting, advisory and other needs that surface.

Services provided include:

  • IT General Controls Reviews (“IT Audits”)
  • Cybersecurity Controls Reviews
  • SSAE 16/SOC 1 Exams ("SAS 70 Audits") and SOC 2 Exams
  • SSAE 16/SOC 1 and SOC 2 Readiness Assessments
  • IT Risk Assessments
  • Regulatory Compliance Assistance 

Website: www.macpage.com/ias
Contact: Durward Ferland, MSB, MBA, Principal
Email:  djf@macpage.com
Phone:  207-523-3355

 

 

Members Mortgage Company, Inc. is a first mortgage lender offering Retail and Correspondent origination services to New England credit unions. Our lending services support credit unions of all sizes by mitigating your risk, reducing overhead, and providing a safe outlet for your members to apply for a mortgage. We are independently-owned and operated so we have the flexibility to tailor the relationship based on your needs. Loans are originated according to secondary market and regulatory guidelines and are processed and closed on the Accenture Mortgage Cadence Enterprise Lending platform, which is available to all credit unions by MortgageClick®. After closing we deliver the loan to you, for your portfolio, or to the secondary market. Our 20 years in business, utilization of technology and maintaining our Fannie Mae approval, allows us to offer comprehensive 1st mortgage loan products and tools you can pass through to your membership.

Contact: Joe Zampitella, President
Telephone: 781-376-2900
Website: www.membersmortgage.com

 

 

NEACH provides the collective wisdom, national voice and networking opportunities to ensure a safer, stronger ACH Network and payments industry for today and future generations. Committed to educating members on the NACHA Operating Rules & Guidelines and the larger payments landscape, our staff of Accredited ACH Professionals provides the expertise, tools, and resources you need to navigate and utilize the ACH Network and payments space to increase revenue and enhance member services. We are a partner and here to help you succeed. As a non-profit association, we subscribe to a genuine member focus of people helping people, our goal is to serve our members. No matter your size, as a NEACH member, you matter. As a Regional Payments Association, we are a direct, voting member of the National ACH Association (NACHA), we solicit member feedback prior to voting on amendments to NACHA Operating Rules to ensure your specific needs and concerns are heard. NEACH also provides a variety of high quality services, including: AAP Certification and Continuing Education Credits; NCP Certification and Continuing Education Credits; ACH and Payments Education; ACH Rules and Regulations Hotline; Custom On-Site Education; Operations and Payments Conferences; Payments Management and Strategy Services.

Contact: Janet Merlet, Vice President, Membership Services
Telephone: 781-321-1011
Website: www.neach.org

 

Octant Business Services, LLC is a jointly owned credit union service organization (CUSO) that provides business lending support to its clients in the form of loan underwriting, servicing and portfolio administration. For those credit unions that do not want to incur the time and cost of implementing an in-house commercial lending department or for those that want to grow their existing programs in a safe and sound manner, Octant provides an affordable and comprehensive solution to the Member Business Loan offering. For ten years, Octant clients have built and diversified their loan portfolios, met the needs of their members, attracted new members and increased fee/interest income.  

For more information, contact Quentin Lewis, Senior Vice President Client Services, at 508.281.3005 or visit the company website at www.octant.us

 

Paramount Partners’ Financial Institutions Group works with credit unions and community and regional banks to create profit-focused banking and corporate real estate solutions. We deliver results while eliminating administrative inefficiencies in having to deal with multiple vendors and consulting companies. The Paramount team has advised hundreds of financial institutions in successfully executing growth and repositioning strategies.We provide our bank clients with valuable insights as a result of our working relationship with national and regional retailers and developers. Paramount also works with owners and developers looking to attract the right financial institution to bring added value to their properties. As a member of Retail Brokers Network, with over 70 offices across the U.S., Canada, Mexico and Puerto Rico, we have the ability to offer financial institutions local expertise across North America through a single point of accountability.

 

PDP Group offers tailored automotive risk solutions for dealers and lenders.  PDP Group’s services include retail and lease insurance tracking, comprehensive nationwide paper title administration, and electronic lien and title (ELT) processing.  PDP Group’s Simply ELT© program is a web-based electronic title solution enabling financial institutions of all sizes to participate in state programs.

Contact: CJ Harbach, Marketing Analyst
Telephone: 410-584-1518
Website: www.pdpgroupinc.com/

 

 

Reverse Mortgage Funding LLC (RMF) is one of the nation’s largest GNMA issuers of FHA-insured Home Equity Conversion Mortgages (or HECMs, commonly known as reverse mortgages), and a recognized thought leader in the industry. An approved CU Connect participant, RMF offers an entire lineup of HECM products and services, available to all CCUA members. Its TurnKey Lending Platform, designed specifically for depository institutions, can be tailored to meet the specific needs of each credit union and its unique member base. This platform makes it easier to provide this important home equity release option, without an investment in infrastructure to support fulfillment, and RMF offers complete training, effective marketing tools, and support by a highly experienced team of HECM experts. The company adheres to highest ethical standards and is dedicated to helping older Americans live the retirement lifestyle that they imagined and deserve, in the comfort of their own home.

Contact: Mike Mooney
Telephone: 855-331-6039
Website: partners.reversefunding.com/ccua

 

S&P Global Market Intelligence: Through your membership with the Cooperative Credit Union Association, you have access to SNL Peer Analytics, a suite of tools offered by S&P Global Market Intelligence built to help you track financial performance and set strategic goals. SNL Peer Analytics is your go-to resource to monitor real-time changes in the marketplace, benchmark current progress toward goals, compare your performance to peers, and create what-if scenarios based on accurate financial data. 

Contact: John Wilkinson, Relationship Manager
Telephone: (434) 951-7736
Website: go.snl.com/SNL-for-CCUA.html

 

SiriusXM® Offers Members Free 3-Month All Access Trial Subscriptions Courtesy of Participating Credit Unions  
Through the SiriusXM Credit Union Program, credit unions can now offer qualified pre-owned auto loan members a FREE 3-Month All Access trial subscription, including over 150 channels of commercial-free music, plus sports, news, talk and entertainment. Credit Unions can enroll at www.SXMCUProgram.com, or for more information about the program, please call 888-686-2550.
 

 

As a service provider owned by credit unions, and serving only credit unions, Synergent has provided comprehensive solutions to its credit union partners for more than 45 years. A subsidiary of the Maine Credit Union League, Synergent provides credit unions with Technology Services, offering the Episys Core Processing Platform by Symitar. Synergent also provides credit unions with Statement Processing, Payment Services, Professional Services, and Direct Marketing Services, dedicated to helping credit unions develop deeper member relationships through targeted marketing with Episys data mining. For more information on Synergent, visit synergentcorp.com, or call 800-341-0180 

Contact: Nick Chasse, Vice President, Business Development 
Telephone: 800-341-0180 ext. 294
Website: www.synergentcorp.com

 

Since 1987, our team at the Credit Union Advisory Group has worked with credit unions of all sizes. We’ve helped over 500 of the top credit unions find effective solutions during these challenging times. And we’ve worked closely with smaller credit unions to help them grow. As their needs change, we’ve adapted our investment strategies to grow with them—because that’s our mission. When you are looking to get the most out of your investment portfolio, wouldn't it make sense to consider working with someone who has been nationally recognized as an industry leader, who has successfully guided credit unions to realize their goals? Our level of expertise is second to none. While we’ve earned our fair share of awards, what we’re most proud of is earning our clients’ trust. Our average client tenure is 20 years…and growing. Let’s have a conversation and we’ll show you how we can help you. No fees for safekeeping, transactions, wires, or maintenance. Gary Tantleff has been recognized as one of Barron’s “Top 1,200” Financial Advisors for four years, and the #1 Financial Advisor in NJ for the second straight year.

Click here for a printable information piece.

Contact: Gary Tantleff, Managing Director - Investments
Telephone: 877-269-1776
Website: www.ubs.com/team/cuag

 

Velocity Wireless Broadband LLC offers credit unions a suite of Uninterruptible ISP, VoIP and Unified Communication subscription services.  Through a consortium of technology partners, Velocity provides affordable state of the art, all-encompassing enterprise quality service with guaranteed SLAs of Non- Stop Performance.  Committed to service that is easily implemented, cost-effective, and comprehensive, Velocity is bringing world-class diverse and redundant ISP services to the credit union industry while simplifying the management of day to day voice and internet operations.  Velocity is based in Maineville, OH. 

Contact: Mike Zoellner 
Website: www.velocitynonstop.com

 

Vero LLC is a provider of identity theft solutions to credit unions and their members. Vero’s product solutions are among the highest non-interest income producing services in the industry because of their high-value, low-cost proposition.

Featured Program: IDProSelect -- IDProSelect protects credit unions from data breaches and credit union members from all types of identity theft and fraud events, including medical, financial, tax, credit card and social security fraud.  Fully managed identity theft recovery service gives members and credit union employees the ultimate safety net to avoid the nightmare of fixing an ID theft event because the program does it for them.

Contact: Jim McCabe, Senior VP of Identity Theft Services  
Telephone: 866-912-7872
Website: www.verocusolutions.com

 

Winbrook provides digital workflow and supply chain solutions in the realm of print procurement, document management, digital asset management, direct mail, variable data marketing, statement rendering, convergent online media solutions, promotional incentives, fulfillment, warehousing, and distribution. Winbrook solutions continue to help our clients streamline operations, reduce costs, and improve overall profitability during a time of rapid and significant business transformation.

Contact: David Holzman, CFO, General Manager
Telephone: 978-964-1900 x1860
Website: www.winbrook.com

 

 

Do you have questions about the CU Connect program or questions about any of the CU Connect Business Services Providers listed? Contact Dean Martino, Director of Business Development, Sales and Service for the Cooperative Credit Union Association, Inc. or call 800-842-1242, ext. 315.