CU Connect Business Services Providers

When you visit America's Credit Union Museum in Manchester, NH, you can feel the energy and passion that makes the credit union movement so powerful.

Housed in the building where our country's first credit union was born, America's Credit Union Museum offers a one-of-a-kind interactive experience that brings to life a vision as relevant today as it was 100 years ago.

The Museum is more than a collection of artifacts and documents.  It's the soul of an unwavering national movement of people helping people.

America's Credit Union Museum honors our shared history, documents today's achievements, helps credit unions prepare for tomorrow's challenges, and inspires our industry's collective future.

Contact: Stephanie Smith
Telephone: 603-629-1553


Buzz Points Logo

Buzz Points® is an incentive-based customer engagement and revenue platform that connects consumers, local businesses, and credit unions. Results from partner credit unions have proven that the innovative platform boosts engagement and drives revenue. Buzz Points is more than a “points program,” it builds relationships and brings communities together.

Contact: Susan Moran
Telephone: 401-474-4060


CU Certified Automotive Logo

CU Certified Automotive 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
               Melanie Munsey   207-751-8479
               Dan Daggett   207-319-2561


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 for more information.

Contact: Tracy Coyne
Telephone: 877-877-3737 x1735


Davis Malm & D'Agostine P.C. LogoDavis, 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
Telephone: 617-589-3858


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


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


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: Gary Catrambone
Telephone:  215-367-5500, x1065 
Learn more at


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:

Contact: Edmund W. Jesionowski, National Sales Director 
Telephone: 800-942-7124, ext. 3402



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 

Contact: Durward Ferland, MSB, MBA, Principal
Telephone:  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


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


NRGTree is more than a solar energy system designer.  By working with both credit unions and solar installers, the company has created an innovative way for installers to bid on jobs and credit unions to counsel members about financing that often leads to increased usage of HELOCs.  Members get best pricing and the peace of mind that comes with NRG Tree’s expert system designs, as well as sound advice from the people they trust at their credit union.

Each participating credit union is provided with a branded Own My Solar (OMS) portal that includes the credit union’s logo and member-facing materials about solar energy. The OMS portal is fully integrated into the credit union loan application process and is capable of augmenting and enhancing credit union marketing resources to targeted members who are interested in participating in the new solar initiative.

OMS also outlines the benefit of using equity on one’s home to purchase vs. leasing a solar energy system. With OMS Light Speed Service, members receive an estimate within 24 hours of application, including property renderings showing the ideal solar design.  Once approved by the member, the design is sent out to bid to an approved list of solar installers via NRG Tree’s unique and dynamic auction, guaranteeing the best price. 

The NRG Tree program was created with both credit unions’ and members’ long-term benefit in mind.  

Contact: Dean Martino, CCUA Director of Business Development
Telephone: 800-824-1242, x315


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
Telephone: 508-281-3005


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.

Contact: Michael J. Purchia
Telephone: 617-845-5241


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


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


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, or for more information about the program, please call 888-686-2550.

Contact: Dean Martino, CCUA Director of Business Development
Telephone: 800-824-1242, x315


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

Tyfone LogoTyfone brings award-winning Omni channel banking that is built to uniquely provide both convenience and security for a limitless banking experience across a multitude of consumer devices from smart watches, smart phones, tablets, and PCs, to voice assistants such as Amazon Echo.

Financial institutions realized the need for a consistent user experience across all channels resulting in Omni channel banking solutions. When it comes to Omni channel banking features, Tyfone does what everyone else does, only better, by offering Omni channel banking that is flexible, scalable and future-proof. In the last two years, fraud has increased exponentially in volume and sophistication. Current security solutions to address this are fragmented and inconvenient. The next big idea in financial services is the need for Omni channel security. Tyfone’s patented Omni channel security when paired with our award-winning Omni channel banking uniquely provides both convenience and security for digital onboarding, authentication, and authorization. Tyfone also provides the ability to dial up risk based security allowing financial institutions to seamlessly transition from today’s security needs to those of the future.

Tyfone’s customers include 2 of the Top 10 Credit Unions in the US and is the only Digital Banking vendor that has been ranked in the Top 10 three years in a row (2017, 2016, & 2015) by Banking CIO Outlook magazine. Tyfone’s technology is protected by over 130 issued and pending patents. CCUA and Tyfone have partnered to offer the next big idea in Omni channel banking to Credit Unions today!

Contact: Jay M. Carrigan
Telephone: 972-442-4351


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


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



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.