Our strategic partners represent the best and brightest from our industry
ABCorp is a go-to provider for FinTech services. We provide card and digital services including Financial instant issuance which enables in-field issuance, personalization and, soon to come, virtual card issuance through our Trusted Service Hub (TSH) of all card types all powered by ABCorp’s Evolve™ instant issuance platform. Our card manufacturing facility provides card design & construction, packaging, and collateral; including eco-friendly materials, Omnichannel content – e g., virtual collateral, customer “prompts” via email and text/SMS, et al. We also have an in-house software development team experienced in EMV profiles and scripts covering numerous chip technologies – NXP, ST, Infineon, et al.
Access Softek offers the most innovative and comprehensive digital banking suite on the market. Today, over six million consumers and business owners securely and easily manage their money with financial institutions using Access Softek. Headquartered in Berkeley, CA since 1986, we support our clients with offices in New York, Chicago, and Vancouver Canada.
Our deep, core-centric Keybridge integration makes use of Keystone’s modern features throughout our complete digital banking suite from the out-of-the-box basics of online and mobile banking to multichannel account opening, biometric authentication, lending, real-time fraud control, conversational banking, and an automated investment advisor that seamlessly integrates within any solution to make wealth management services available for all. Access Softek’s solutions are developed in-house to assure our clients’ back-office efficiency, a seamless and superior user experience, and overall cost-effectiveness with 24/7 support.
Active.ai’s artificial intelligence (AI) delivers conversational banking services that help banks and other financial institutions redefine their future digital strategy. The technology uses advanced NLP and machine intelligence to enable customers to have natural dialogues over messaging, voice, or IoT devices.
At Active.Ai we are taking the conversational experience to a deeper level of customer engagement for financial services institutions by making the conversations beyond transactional. We believe when customers communicate in a natural, conversational way they reveal more about their preferences, opinions, feelings, and inclinations and our solution understands that and the bots act based on that learning.
Acuant provides your most trusted solutions for credential management and compliance needs, including KYC. Expedite customer onboarding, reduce errors and optimize workflows.
Acuant’s patented technology automates data capture of driver’s licenses, government issued ID cards and passports, and to then auto-populate all images and data directly into the Corelation system- in seconds! Acuant software works with any existing optical scanner including the Epson S9000 to process credentials and integrates seamlessly. Monthly and annual subscriptions are available and activated with a license key. Solutions have supporting API’s, APK’s and documentation, are developer friendly and are backed by our world-class support.
The guiding mission of TrueChecks® by Advanced Fraud Solutions is to help our customers identify high-risk checks, by utilizing a combination of our intuitive web-based software solutions at the frontline and in the back office. On a daily basis, our nationally-recognized shared database of check fraud and account status information helps financial institutions of all shapes and sizes stay one step ahead of the fraudsters, and stop check fraud losses in their tracks. Our products help FIs across the country eliminate losses, thus safeguarding their financial assets and providing the level of protection that end-customers demand. At Advanced Fraud Solutions, we believe the best way to fight fraud is to prevent it.
Alkami Technology, Inc. is a leading cloud-based digital banking solutions provider for financial institutions in the United States that enables clients to grow confidently, adapt quickly and build thriving digital communities. Alkami helps clients transform through retail and business banking, digital account opening and digital loan origination, payment fraud prevention, and data analytics and engagement solutions. Learn more about each of our solutions: • Alkami Digital Banking • Alkami Data & Marketing Solutions • Alkami Account Opening & Loan Origination
Alogent provides proven, end-to-end check payment processing, enterprise content management, digital banking, and loan origination technologies to financial institutions, currently including over 2,400 credit unions, community and regional banks, and some of the largest national and international financial institutions. Powered by our ‘User-First’ approach, Alogent’s solutions are channel-agnostic, which means that customers and members choose how they want to engage – online, mobile, or in-branch – while financial institutions benefit from a streamlined and uniform workflow, regardless of how they interact. Our solutions are versatile, scalable, user-friendly, and exceptionally stable. Because of our relentless focus on innovation, our clients consistently exceed their productivity, financial, and customer experience goals. Learn more about Alogent at www.alogent.com.
AvidXchange is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle market businesses and their vendors. AvidXchange’s software-as-a-service-based, end-to-end software and payment platform digitizes and automates the AP workflows for more than 8,000 businesses and it has made payments to more than 825,000 vendor customers of its buyers over the past five years.
AvidAscend was built specifically for financial institutions and seamlessly integrates with Corelation’s KeyStone. AvidAscend allows credit unions to save time and costs by transitioning from antiquated paper-based systems to streamlining the AP process via one automated, cloud-based solution.
Bankjoy delivers an end-to-end digital banking solution that includes mobile banking, online banking, online account opening, online loan origination, and AI-powered voice banking — seamlessly integrated with Corelation KeyStone. The company prides itself on creating beautiful products with advanced features, simple navigation, modern look and feel, and world-class user experiences.
Since 1984, Business Data, Inc. (BDI) has been an innovative industry leader in the design and delivery of financial documents for credit unions of all sizes. Find out how BDI continues to set new standards for mobile-compatible e-delivery, marketing and more as we consistently seek to define how to best serve our industry and individual customer’s needs.
Blossom is the evolution of HomeCU, a digital banking platform built with and for credit unions of all sizes, which brings them on par with modern consumer fintech companies. Today, we provide a suite of solutions, including online and mobile banking software, digital account opening and loan origination, digital card issuing and processing, secure cloud file storage, credit monitoring, an easy-to-use content management system for websites, with many more products to come.
At Blossom, we are also a CUSO that is passionate about helping credit unions grow and serve their members with the best technology, great experience, fair pricing, and personalized support. We’re proud to serve close to 400 credit unions and millions of their members for over 27 years.
The Canon imageFORMULA document and check scanner line offers high image quality, leveraging years of excellence developing high-precision optic technologies. High-performance features make converting paper to electronic documents easier, such as high-speeds and flexible configuration options. Canon imageFORMULA check and document scanners enable financial organizations to improve costs, efficiencies, and security and compliance related to capturing and storing information.
Cash Flow Manager provides a product to allow a credit union to make great use of any make or model of Teller Cash Dispenser (TCD) or Teller Cash Recycler (TCR). In addition, this innovative company is a leader in expanding front office automation, and to bringing the Branch of the Future concept to life.
Catalyst Corporate is a leading digital payment solutions provider for the credit union industry, offering decades of expertise in established payment channels and active participation in and guidance for credit unions in emerging faster payment channels. As the nation’s largest credit union payments aggregator, Catalyst is the conduit to first-class, innovative services designed especially for credit unions – such as the next-generation TranzCapture® deposit service suite. Credit unions gain efficiencies by consolidating payment processing and settlement with a single provider and taking advantage of Catalyst’s exceptional back-office support.
ChannelNet provides Credit Unions with a digital personalization and member experience SaaS platform, OneClick Financial. The platform is designed to render an automated, relevant, and dynamic member experience. These member experiences are activated by insights generated from member data, behaviors, and analytics. OneClick Financial includes embedded functionality to gain further insight into satisfaction, life stage, interests, and the needs of your members. ChannelNet has extensive experience in integrating with third partners, SSO capabilities for online and mobile banking combined with industry proven security and scalability. OneClick Financial is completely turnkey and provided as managed services. We do the work, you realize the results.
Our Credit Union clients experience exponential growth in member engagement, leads, and revenue. ChannelNet has been in business for 35 years and specializes in Digital Transformation for financial institutions of all sizes. Learn more at www.channelnet.com
ClickSWITCH is an automated account holder acquisition technology for financial institutions and FinTechs that simplifies the process of bringing new depositors onboard by quickly, safely and efficiently switching their direct deposits and recurring payments from their old accounts to new ones. Based in Minneapolis, the company’s industry-leading solution helps clients to increase account holder acquisition and activation rates, engage during onboarding, and cross-sell products to capture full profit potential. ClickSWITCH is a technology leader delivering world-class solutions to financial institutions and FinTechs of all sizes.
Co-op Solutions is the market-leading financial technology ecosystem for credit unions. A proven innovator for more than 40 years, today we help credit unions become their members’ primary financial relationship through the most reliable, secure, digital-first payments experience for the modern member. And, because every credit union is different, Co-op brings a core-agnostic, configurable approach to building a modern payments strategy that is right for credit unions and members alike.
Co-op understands what is unique and special about credit unions. We share the mission of people helping people. We are a cooperative built by, owned by, and for the credit union movement. And we connect credit unions with other credit unions, serving as a catalyst for industry partnership, research, and thought leadership. We work with the top credit unions across the U.S., powering more than 8 billion transactions annually.
Co-op Solutions. Make every experience matter. For more information, visit www.co-opfs.org.
Connect is a CUSO providing advanced enterprise digital banking services, including account access, advanced payments, account opening, custom lending workflows, electronic document management, card controls and deep core system integration via KeyBridge. Connect’s theming technology allows CUs to provide channel consistency and to differentiate their digital banking experience like never before.
Cotribute is the award-winning fintech platform that enables profitable revenue and member growth for credit unions. Cotribute’s capabilities include digital account opening, loan origination, member onboarding, smart cross-selling, robotic process automation (for back-office operations), analytics, and SEG/community engagement programs. Cotribute’s clients range from Fortune 500 financial institutions operating across the US to small regional credit unions. Cotribute is built on blazing-fast cloud-based micro-services architecture, is SOC2 Type 2 certified, seamlessly integrates with Corelation, and is on a mission to deliver beautiful digital experiences to every credit union member.
Datava combines data integration, curation and analysis with relationship management, data visualization, and workflow tools to provide a suite of Member Relationship Management (MRM) and Business Intelligence solutions, built specifically for credit unions. Datava enables credit unions to deepen member satisfaction, grow revenue, reduce manual processes, and increase employee productivity without requiring any internal management, and at half the cost of any other solution on the market. Datava’s modules include MRM, Profitability/ROI analysis, Sales Performance/Goal/Incentive Reporting, Member Onboarding, Problem Resolution, Learning Management, Campaign Success Measurement, Predictive Analytics, Referral Management/Success Measurement, Indirect Lending, SEG Management, Financial Reporting and more. On average, Datava’s clients achieve an impressive 20% increase in new loan dollars and 50% increase in cross-sell.
From web marketing to payroll services, logo design to remote deposit capture, integrated receivables to proprietary marketing programs for credit unions, our tools power commerce. We’ve transformed from “the check company” into a partner that can deepen customer relationships through trusted, technology-enabled solutions – with the talent and skill of each and every one of our employees, and the portfolio of strategic acquisitions that make up Deluxe today.
For credit unions who are dissatisfied with their business account opening, DocFox is an easy-to-use, automated onboarding software tool. Unlike other business onboarding tools, DocFox is pre-programmed to detect all onboarding requirements and guide the member and/or Credit Union employee through a seamless onboarding process.
Safely service business accounts without the need for an experienced team of business bankers and hours of training with complex tools.
DoubleCheck is the only real-time notification service alerting credit union members when they have insufficient funds, enabling them to alter which transactions are paid and allowing them to add funds to their account, adjust overdraft protection or use a credit card. This helps members avoid the ripple effect of consequences resulting from bouncing a payment, including poor credit and a damaged reputation. DoubleCheck was specifically designed as a member-centric solution that allows credit unions to maintain their NSF fees and receive incremental revenue every time DoubleCheck is used. It also has built-in safeguards to manage compliance and help reduce potential litigation and the impact of pending legislation.
Doxim is the customer communications management and engagement technology leader focused on serving the unique needs of the credit union industry. The Doxim Customer Engagement Platform helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased member loyalty and wallet share through personalized communications. The platform addresses key digitization, operational efficiency, and member experience challenges through our suite of plug-and-play, integrated, SaaS software and document technology solutions. Doxim provides statement solutions to hundreds of credit unions across the United States and operates state-of-the-art print facilities on the east and on the west coast. Learn more at www.doxim.com.
eCU Technology is the creator of the Origins Suite, an online account and loan application platform that helps your credit union compete and grow in the digital world. By focusing on speed, power, and flexibility, Origins provides a simple, intuitive online experience for your members and a powerful back-office interface to manage and track applications. Our innovative solution integrates seamlessly with Corelation’s Keystone system and takes advantage of modern, agile technology to optimize your existing processes, assuring healthy, future-proof growth.
Elan provides ATM and debit processing services to clients nationwide. These services include an array of electronic funds transfer (EFT) processing solutions such as ATM processing, bank and debit card point of sale (POS) processing, ATM network membership, ATM and POS gateway services, and turnkey ATM managed services. Elan also owns and operates the MoneyPass® network. In addition, Elan provides ATM/debit card issuance and management, network communications monitoring, comprehensive fraud monitoring tools, and web-based program administration.
ENACOMM a FinTech company and a leading provider of intelligent, omnichannel self-service and data processing solutions to the financial services industry.
A frontrunner in voice interface technologies (IVR, Voice Biometrics and Virtual Personal Assistant), Fraud Prevention, and Real-Time Analytics, ENACOMM products are delivered as hosted services or on-demand through the cloud, making its services affordable for organizations of any size. ENACOMM solutions drive automation and customer engagement to help organizations reduce costs, expedite time-to-market, cross-sell/up-sell, improve loyalty and increase customer retention.
Servicing companies from the Fortune 500 to credit Unions and Community Banks, ENACOMM leverages web, mobile, SMS, email, and voice to process millions of data transactions every day.
Entrust is the global leader in instant card issuance, enabling financial institutions to offer this amazing experience to their cardholders more than any other provider. We invented instant issuance more than 20 years ago and continue to invest in new technologies today to also remain the industry’s leader in innovation. Our fully integrated hardware systems, software, hosting, and a suite of services combine to create the world’s best-selling, most reliable, and easiest-to-use instant issuance solution.
Check and ID scanning to printing a thermal receipt, Epson has you covered. Unique to Epson, the S9000II multi-function device are fully-integrated solutions which includes scanning, driver’s license scanning, ink-jet, and thermal printing. To receive special pricing and/or request a “try and buy” please contact your Corelation representative or Linda.Fitzpatrick@ea.epson.com.
FICS® offers leading-edge residential loan origination software and residential and commercial mortgage servicing software. FICS® has delivered exceptional automation, performance, system support, and value for more than three decades. FICS’ software operates on Microsoft® .NET Framework, and customers can choose an in-house or cloud hosting solution. The company also provides innovative document management and web-based capabilities in its full suite of products. Visit www.FICS.com for more information.
The FINOFR platform helps credit unions digitally Acquire, Grow and Retain their members business. With our partners at Corelation the entire FINOFR platform can be automated from end to end. Members can reset their auto and personal loans to a lower payment and take cash out instantly. On the back end the loan records are automatically updated and the cash is deposited in the members account real time. Consumers can also digitally see what they qualify for without hurting their credit score through FINOFR’s instant prequal process. New loans are booked directly into the Keystone LOS and if needed new membership numbers are created.
First Line Insurance Services is a diversified multi-line insurance Agency/Brokerage that has distinguished itself by providing insurance products to credit unions around the country for over a decade. As an Independent Insurance Agency, First Line represents all the major U.S. insurance companies, as well as Lloyds of London.
First Line operates on a simple philosophy that puts the individual squarely at the center of our services focus. Each customer is served as someone special, with their own unique perceptions, needs and understanding of the process of risk management. From policy issuance to claims settlement, from question to answer, care is taken at every step by First Line professionals to match expectation and result. We think you will find it a pleasure to work with us.
GLORY offers specific credit union cash automation expertise and a complete product portfolio that enables your branches to occupy a smaller footprint while lowering costs through cash automation. And with Glory solutions handling the cash, credit union staff can focus on the member and their experience – rather than the transaction, creating new sales and service opportunities in a more welcoming environment.
Hyland Software is a leading content services provider that enables thousands of organizations to deliver better experiences to the people they serve. Specifically, we enable credit unions, banks, and lenders to better manage content, automate processes, and eliminate system silos through restful API integrations. We seek to connect organizations to relevant documents, data, and processes in real time to enable effective strategic decisions. Through a content services platform, companies see an increase in employee productivity because they spend less time searching for and manually updating information. This allows them to dedicate more time to providing quality service to their customers and members.
IMM is a leading provider of eSignature and digital transaction solutions exclusively for financial institutions. More than 1500 financial institutions leverage IMM’s technology to enhance the member experience while transforming back office processes.
IMM’s flagship eSignature solution, called IMM eSign, is seamlessly integrated with Keystone. Documents requiring signature are automatically moved from Keystone to IMM eSign for processing. Credit union employees easily manage all facets of the document signing process, whether in-person or remotely, via an intuitive user interface. Once documents are signed and the transaction process completed, documents are then indexed and archived into the credit union’s Imaging/ECM repository.
IMM eChecks is IMM’s “on-demand” electronic check generation system. IMM eChecks creates official, starter, or temporary checks easily, fully integrated with the Keystone system. Checks are printed on any industry standard laser printer, and internal electronic check copies are archived into the credit union’s Imaging/ECM repository. IMM eChecks provides member service enhancements while eliminating the need to secure and manage costly pre-printed official check inventory.
IMS caters exclusively to credit unions by offering a suite of products including, disaster recovery, private cloud backup, hosting and data center colocation. Serving credit unions since 1998, IMS brings together the best in cloud technology, industry expertise, and superior customer service. We’re a responsive and cost-conscious service provider who listens to our customers, then develops solutions to meet their needs.
IMS, Inc. is an integrated service provider of print, mail and digital communications solutions. Founded in 1986 as a pioneer in the industry, our expanded operations have transformed IMS into a recognized leader in the Credit Union world.
We have helped hundreds of credit unions leverage the power of their data into building targeted, interactive, multi-channel communications for their members. From statements and notices to digital and mobile-optimized touchpoints we are enhancing member service, building successful engagements, and reducing costs. Our ability to understand your business and deliver innovative solutions distinguishes us in the market.
IMS, Inc. is proud of our capacity to provide excellent service to a large and diverse clientele which includes many of the top-tier performers in the fields of financial services, credit unions, healthcare, and insurance. We promise continued investment in technology, unmatched capability, cost efficiency, and the security of your data.
“IMS, Inc. Your Communications. Delivered.”
IMSI has developed a host of industry solutions to solve business needs. Their solutions deliver the highest possible ROI, are easy to implement and enable the organization to reach their highest potential. Their programming talents blend well with Corelation’s structure and they have provided middle-ware solutions to take advantage of other vendor products that can’t or won’t write to our API.
InfoIMAGE specializes in the composition, processing, printing, and online presenting of transactional and variable data documents. This includes all types of Member statements, tax documents, daily letters, and data-driven marketing correspondence. Operating since 1984, InfoIMAGE integrates with every major internet banking provider. Our employees all come from the financial industry and will provide proactive solutions to cut costs while improving the service level to your Members.
EnterpriseSCHEDULE from ISE Inc provides a comprehensive solution for Corelation’s Keystone process automation. Based on a library of predefined job templates built in tandem with Corelation, EnterpriseSCHEDULE automates a wide range of Keystone processes ranging from database transactions to the movement of core files. Corelation processes can be built and linked together into visual interdependent workflows based on a wide range of variables and conditions. The most routine daily processes can be automated, meaning less time doing laborious and repetitive tasks.
interface.ai was started with a mission to help every financial institution on the planet efficiently scale and help their customers achieve financial wellness using AI.
With technology experts from Microsoft and Apple at the helm and with the founders hailing from the financial industry, interface.ai possesses unique insights to help financial institutions thrive in today’s world. The company powers several Credit Unions across North America with its out-of-the-box AI Assistant that acts as a “personal banking assistant” to help members 24×7 through every step of their journey from being a prospect to achieving financial wellness.
Key CU Solutions, LLC, is a Credit Union Service Organization (CUSO) wholly owned by DuGood Federal Credit Union. The mission of the CUSO is to offer affordable KeyStone development services to Corelation clients that result in improved efficiency, and ultimately better member service. Our staff are all experienced credit union professionals, with operational backgrounds. We use KeyStone on a daily basis and understand all areas of credit union operations. We offer custom batch & UI scripting services and well as custom JasperSoft and Tableau reports. We also handle FM validation scripts, custom batch extracts, and other KeyStone related projects.
The Digital Business Lending Center allows credit unions of all sizes to originate small business loans directly from their website. The application is cloud based and customizable to credit policy. The portal includes 3rd party integrations and document collection features as well as a lender dashboard to manage workflow. The DBLC comes backed with a full staff of commercial loan underwriters and documenters to use as you start your business lending program or supplement later for work overflow.
Magic Line Network provides on-us posting from your ATM Machines to your core system, eliminating costly fees with the EFT Networks. Magic Line provides much improved service. Members can see all their account information due to the direct core integration with KeyStone. The enhanced transaction set allows members to deposit cash and checks, perform share to loan transfers, and many other transactions not available today. In most cases, you can continue to use your image enabled ATM Machines. Why not improve service, drive down costs, and extend the life of your hardware when the interface from KeyStone is free.
Mahalo is setting the standard in digital banking solutions. Mahalo’s Omni-Experience digital banking platform is designed and built on superior architecture with deep integration to core processing, imbedded security, and a robust feature set provided across all delivery channels. Mahalo seamlessly incorporates API’s to provide world-class, cutting edge technology for all asset size credit unions. Placing quality service in front of great technology has gained Mahalo a reputation as a partner that delivers unparalleled product rollout and support to credit unions.
Since 2002, MEA Financial has been providing credit unions with industry-leading solutions and customer service. MEA currently serves over 900 financial institutions throughout the United States from their Monett, Missouri office. MEA’s fresh approach, UniFI Digital Banking Suite, gives members all the tools they require in today’s ultra-competitive landscape including online, tablet, mobile, voice, voice assistant, and text access. Our seamless integration with Corelation’s KeyBridge and KeyInsight is the cornerstone to an excellent member experience and brings the level of self-service that members expect.
MEA also offers Text Concierge, a text-based member service solution, for communicating with members via text and other non-traditional messaging channels. This solution provides both inbound and outbound text messages by text-enabling a credit union’s phone numbers along with web chat, social media, and many other new member-friendly communication services.
MeridianLink, Inc., developer of the industry’s first multi-channel account opening and loan origination platform, is a leading provider of enterprise business solutions that continues to set the industry standard for financial institutions of all sizes. Proven to increase loan volume as well as reduce loan production costs, the company’s platform is integrated with over 200 third-party systems and product providers. Since 1998, we have serviced over 20,000 of the nation’s top retail banks, credit unions, credit vendors, mortgage lenders and mortgage brokers who rely on our solutions to empower their members and customers to achieve the things that matter most.
MessagePay provides a modern, streamlined payment platform for modern members. By implementing the MessagePay solution, credit unions can offer their members a simple, convenient alternative to loan payments, account funding, and more. MessagePay provides access to customized payment reminders and easy, two-tap payments via the SMS service on a member’s mobile device. MessagePay also provides payments over the phone and web and supports multiple payment methods. Fast, easy, and secure payments for members wherever they may be.
Millennial Vision’s Electronic Document Management System provides immediate access to all stored documents with a compliant, easy to use program that will store, retrieve and secure your information effortlessly. MVi solutions include Check 21 capabilities, both Teller and Branch Check Capture.
Narmi is how community financial institutions unlock the very latest capabilities in digital banking and account opening – so they can move faster, tap new growth opportunities, and be where banking is going.
Since its founding, Narmi has moved billions of dollars and opened hundreds of thousands of accounts for banks and credit unions across the US. As a result, our customers have seen meaningful increases in deposits, revenues, and happy customers. In fact, LendingClub—one of the first financial institutions to leverage Narmi—was recently recognized by Bankrate and NerdWallet for providing the #1 digital experience for a bank or credit union in the US.
Narmi is headquartered in New York City but has a diverse and impact-driven team across the United States. For more information, please visit www.narmi.com.
NCR, a global technology leader, is the largest non-core digital banking provider. We help financial institutions gain efficiencies and provide personalized, seamless experiences for consumers and businesses—all on a single platform.
Our digital-first banking solutions power the top three U.S. mobile banking apps and are trusted by over 600 banks and credit unions of all sizes. With our portfolio of industry-leading solutions, open architecture, and on-demand tools, financial institutions gain the power to differentiate and tailor their offerings.
OSG offers financial institutions a roadmap to digital transformation. We deliver end-to-end, fully-integrated presentment and payment solutions that facilitate stronger customer and member connections—all while meeting regulatory and security requirements. Harness data, drive digital adoption, and improve experiences with one trusted source.
Payveris is the creator of The MoveMoney Platform, an Open API cloud-based platform enabling FIs to control, simplify + extend digital money movement capabilities to any application/device while lowering user experience friction, significantly reducing operating costs & future-proofing the IT investment. Shift from a product-centric digital payments model to a platform-centric model today!
For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM. Our unified planning solution makes it easy to budget, manage risk, and make important business decisions. Plansmith integrates Core system data to generate your annual budget, long-range forecasts, automated board reporting, and comprehensive ALM analytics. Plus, our advisory services team is there when you need expert assistance. With Plansmith, comprehensive planning is easy, fast, and affordable.
Profit Resources is a profitability software and consulting company. Our focus since 1996 has always been a simple one: To be “The Profit Guys” – the experts that credit unions go to for answers to their profitability questions.
We fully leverage cost accounting analytics that drive our clients’ product and member profitability, while helping them determine how best to market products to increase the profitability of their members. It’s a philosophy we’ve embraced from the very beginning – first as a full-service consulting firm, and today as a software company.
We have developed ProfitMagnifier, a web-enabled profitability dashboard to help our clients magnify the profit of their members, products, officers, and branches!
PSCU, the nation’s premier payments CUSO, supports the success of 1,500 credit unions representing more than 5.4 billion transactions annually. Committed to service excellence and focused on innovation, PSCU’s payment processing, risk management, data and analytics, loyalty programs, digital banking, marketing, strategic consulting and mobile platforms help deliver possibilities and seamless member experiences. Comprehensive, 24/7/365 member support is provided by contact centers located throughout the United States. The origin of PSCU’s model is collaboration and scale, and the company has leveraged its influence on behalf of credit unions and their members for more than 40 years. Today, PSCU provides an end-to-end, competitive advantage that enables credit unions to securely grow and meet evolving consumer demands. For more information, visit pscu.com.
Pure IT Credit Union Services, a CUSO, provides strategic IT consulting, assessments, strategic roadmaps, IT remediation projects, and managed services for credit unions looking to elevate their organization and gain a competitive edge using technology. Pure IT is a trusted partner that provides clear documentation and strategy roadmaps to better position credit unions to serve their members.
Expand financial access for members with limited options through Life Event Lending. Provide the funds your members need immediately – day or night. QCash’s patented Relational Underwriting allows you to lend without a credit check. Members love that our products are affordable, fast, and help build good credit. Credit unions love that QCash small-dollar lending is responsible, requires no staff, and advances financial inclusion.
When life happens, be there for your members with QCash, a compassionate, proven solution developed by WSECU and offered through QCash Financial, a wholly-owned CUSO of Alloya Corporate Federal Credit Union.
REPAY is an innovative, full-service payment technology and processing provider. REPAY’s payment technology helps credit unions increase member satisfaction and enhance the digital experience by offering members convenient and secure payment options. The REPAY platform provides credit/debit card processing, Instant Funding, ACH processing, IVR/phone pay, text pay, electronic bill payment and presentment (EBPP) systems, and white-labeled member-facing payment portals, including web portals and mobile apps. Members can pay anytime, anywhere through self-serve integrated payment methods. Learn more: www.repay.com/credit-unions
SHAZAM is a national leader in payments and financial services technology. As an independent debit network, we provide EFT processing services and are dedicated to the success and growth of credit unions. SHAZAM owns and operates the Privileged Status® ATM network, provides debit card issuance and management services, and is a leader in fraud mitigation solutions. We operate as a member-owned company just like credit unions, therefore we are not beholden to shareholders, allowing us to reinvest into our clients and our technology.
At SHAZAM, we work hard for our clients to help improve their bottom line with fewer fees and higher interchange rates. We are devoted to providing optimal integration solutions for our EFT processing services and a comprehensive lineup of products and financial services.
Source Technologies is a software development, hardware manufacturer, and integration company located in Charlotte, North Carolina. Our mission is to ensure collaborative success with customers who implement our financial self-service kiosk solutions and our industry-leading, MICR check printing solutions. This trifecta of software, hardware, and integration with Keystone enables depth and breadth in leveraging technology and our expertise to meet Corelation Credit Union customers’ specific in-branch needs.
Scams, identity theft, viruses, worms and credit card fraud are happening more frequently today than ever before. Your members are continually alarmed by these threats to their financial information and are looking for help. SoS Advisor is the first and only customer advisor solution. SoS Advisor will educate your customers about the many security risks they face and pro-actively keep them informed about new breaches, threats, and attacks.
As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of services, including insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages business around the world. No matter how wide its reach, SWBC always listens to its customers’ needs, analyzes their current situations, and recommends customized solutions. For more information about our innovative approach to personalized service, visit SWBC’s website at swbc.com. Financial Institution Group | SWBC
Introducing SwitchThink SolutionsSM, an IT CUSO from Desert Financial Credit Union in partnership with Corelation.
As credit union professionals dedicated to optimizing and expanding KeyStone’s capabilities for Desert Financial Credit Union, we’ve developed deep domain expertise around development, infrastructure and operational best practices for KeyStone. Leverage our learning to unlock new strategic possibilities through continuous performance improvement and rapid innovation.
Our services include development and consulting, disaster recovery, infrastructure hosting and managed services. Modeling our industry’s collaborative nature, we deliver our hosted solutions via an exclusive Community Cloud.
Whether you’re currently running KeyStone or preparing for implementation, let our experts help you rapidly apply the transformational powers of KeyStone and Cloud Computing.
Rethink what’s possible with SwitchThink.
teleVoice provides omni-channel, conversational IVR, and secure authentication cloud solutions. Our SaaS platform enables credit unions to transform experiences across voice, web, video, email, chat, and SMS. teleVoice has extensive experience in integrating business logic to add deeper intelligence to digital and omni-channel experiences. This enables credit unions to offer members the flexibility to communicate and engage whenever and however they want, resulting in exceptional experiences.
With the ability to deliver fully integrated cloud services, comprehensive delivery models, and flexible pricing plans, teleVoice is a trusted solution in achieving and maintaining the right cloud strategy.
teleVoice can assist with an initial move to the cloud, achieving a larger cloud presence, or migrating a specific function. Want to learn more? Let’s talk. www.televoice.com.
ToolCASE is a Denver CO based expert in real time analytics and data aggregation. Serving credit unions since 1999, the ToolCASE RembrandtAi solution is an unparalleled real time solution that provides superior fraud prevention capability combined with a full regulatory BSA/AML suite of services.
The RembrandtAi solution analyzes the core banking transactions data while aggregating additional sources of data such as; card processor card authorization detail and other data sets providing critical insights that other solutions simply do not provide. This holistic approach to data analytics provides credit unions with an unparalleled approach to fraud detection with the use of real time analytics, artificial intelligence and data visualization. As we move toward a real time digital age, credit unions can take comfort in having a real time solution that delivers near immediate ROI and improves their bottom line.
Trellance is the leading data analytics company for credit unions. Founded in 1989, Trellance is headquartered in Tampa, FL and services over 1,500 credit unions nationwide. The Trellance team consists of experts who specialize in data integration and warehousing, data consulting, and data driven portfolio growth management that empower credit unions to drive member experience.
With the recent acquisition of OnApproach and the M360 Enterprise, Trellance offers ALL credit unions an innovative and patented technology solution that allows them to take full advantage of the power of Big Data & Analytics. Through the OnApproach M360 collaborative industry platform, credit unions have access to insights they never had before, enabling them to use information to build stronger relations with members.
TruStage is a financially strong insurance, financial technology, and investment company. With roots in the credit union movement, we have a generations-long history of working with financial institutions to protect and grow their businesses. We enable our customers to help their customers achieve financial stability through solutions that stay ahead of the pace of today’s rapidly changing marketplace. The companies of TruStage offer commercial, personal insurance products; lending solutions; retirement, investment, data and analytics, and marketing services. Learn more at www.trustage.com
Tyfone is the creator of nFinia®, a dramastically better retail/commercial digital banking platform, as well as several platform-agnostic, revenue-generating digital business solutions for credit unions and community banks. Our highly configurable platform, broad array of business solutions, and ecosystem of third-party partners ensure our entire suite is scalable and extensible to meet the needs of any FI. What truly sets us apart is our commitment to our people and our dedication to continuous customer engagement. While every vendor builds features not every vendor builds relationships. At Tyfone we specialize in building both and strive to deliver on this promise every day.
Since 2011, Corelation has partnered with Wescom Resources Group (WRG) to provide one of the best service bureau solutions in the industry. Today, over 30 KeyStone-based credit unions trust WRG to host and manage their core system and processes.
WRG’s UNITRI Service Bureau, combines KeyStone core hosting with energetic People, superior Products, innovative Processes, and unmatched Security designed to elevate your credit union’s research and performance. At the heart of UNITRI is a state-of-the-art hosting infrastructure located at Wescom’s Operations Center in Anaheim, CA. Investment in the best platforms and systems ensure fast response times, high availability rates, and worry-free automation. In addition, WRG offers other IT services that include digital banking, disaster recovery, and custom KeyStone programming.
Over the years, WRG has continually worked with Corelation to raise the bar on customer service, operational efficiency, and system functionality. As your Service Bureau partner, WRG can help navigate through technology shifts, competition, and regulations so you can remain focused on growth and success with your members.
Wolters Kluwer is the leading provider of regulatory compliance technology and services for financial institutions. We offer the industry’s most trusted solutions to address the ever-changing regulatory compliance landscape. Visit www.wolterskluwerFS.com.
Worldpay offers clients a broad suite of products and services differentiated by an integrated technology platform. Our comprehensive suite of traditional debit and credit processing, innovative payments and technology solutions to financial institutions and merchants of all sizes enables them to address their payment processing needs through a single provider. Annually, Worldpay processes over 40 billion transactions through more than 300 payment types across 146 countries and 126 currencies. The company’s growth strategy includes expanding into high-growth markets, verticals and customer segments, including global eCommerce, Integrated Payments and B2B.