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Our team partners with 40+ different business partners and solutions to deliver world-class technology to Association credit unions. Each business partner is carefully vetted by the Value Creation Task Force, a group of 53 member credit unions that ensures each proposed product or solution helps credit unions serve their members in the best possible way.

Current partners provide cutting edge services in the the following areas: Insurance & Cyber-Security, HR & Professional Development, Lending & Compliance, Payments, Operations, and Member Experience & Innovation.

To find the business partner or solution that’s right for your credit union, browse the complete list below or use the filter feature to the right to narrow down exactly what you’re looking for.


CUNA Mutual Group

Built on the principle of “people helping people,” CUNA Mutual Group 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. Attend our Discovery2022 virtual conference on August 11 for binge-worthy sessions to help with strategic planning and great opportunities to network.

Products Offered

  • Credit Union Protection
  • Investments
  • Executive Benefits
  • Retirement Solutions
  • TruStage Insurance Program
  • Lending Solutions
  • Wealth Management
  • AdvantEdge Digital Solutions

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

  • BSA, ALM, Credit Risk and Lending Software
  • ALM, BSA, and Portfolio Risk Advisory Services
  • Risk Assessments and Analysis
  • "What-if" Analysis and Stress Testing
  • Capitol Planning Guidance
  • Loan and Deposit Pricing Expertise

Allison Clarke, CSP is an expert in leadership and influence. She’s helped thousands around the world break through barriers to boost profitability, improve productivity, and increase team cohesion.

For over two decades, she has developed leaders in various industries by helping them become conscious of their words, thoughts, and actions. She believes that every problem in business is a people problem. Allison has developed effective leaders in a broad range of industries.

Products Offered

  • Keynotes
  • Leadership Training
  • Presentation Training
  • Consulting

Catalyst Corporate Federal Credit Union is a wholesale cooperative financial institution serving nearly 1,400 credit unions nationally with innovative core financial services and superior back-office support. Services, designed specifically for the credit union industry, include payment solutions, liquidity, investment options and balance sheet management assistance. Catalyst Corporate strives to be the premier corporate credit union, providing exceptional member value in an efficient, safe and sound manner. Catalyst Strategic Solutions, LLC, a wholly-owned subsidiary, combines its 30 years of experience with a cooperative business model to provide unparalleled service and access to analytical resources, strategic consultation and investment portfolio management services.

Products Offered

  • Business Services
  • Investment Services
  • Member Credit
  • Liquidity Services
  • Payment Services

Convenient, nationwide touchpoints. Complete payment solutions. The latest in mobile and virtual tools for self-service transactions. CO-OP’s financial technologies strengthen member relationships by making it easier to access accounts. Created to service credit unions exclusively, we offer more products to more credit unions – and ultimately serve more members – than any other organization. CO-OP delivers what credit unions need to be the most convenient option among competing financial services providers.

Products Offered

  • Pay
  • Integrate
  • Engage
  • Protect
  • Consult

Cozera provides a service that produces a unique digital identity credential—id-go. This “portable”, verified identity credential is controlled by the user and can be used across any participating company or organization. The id-go lets you authenticate and prove your identity in a variety of situations such as on the phone, logging in to online banking, identifying yourself to an in-person teller or authorizing payment for a bill.

Products Offered

  • Device-based Biometric Authentication
  • Passwordless Authentication in any Channel
  • Chat and Video Integrations
  • Payment Transactions

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

  • Consulting & Coaching
  • Training & Workshops
  • Speaking

CRMNext believes streamlining the daily tasks of credit union employees is a key component to sustained organizational growth and success. Seamlessly integrating with a credit union’s core and all other systems, such as Symitar, Fiserv DNA, and XP2, CRMNext serves as an all-in-one hub, providing work simplification, robotic automation, and immediate results for both staff and members. The configurable platform makes transforming the member experience across both assisted and digital channels simple, enabling credit unions to grow productivity, assets, profitability, service, and innovation. No more navigating through different screens, systems, and applications when serving a member — with CRMNext, there’s one place to do it all in just a few clicks.

Products Offered

  • Customer Relationship Management Technology Solution
  • Smarter Campaigns to Increase Engagement
  • Strategies to Maximize Conversions
  • Artificial Intelligence Customer Service
  • Cross-Sell Modeling

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

  • Technology Solutions
  • Marketing Solutions
  • Performance Solutions
  • Strategic Advisory Solutions

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

  • Marketing Services & Analytics
  • New Account Acquisition
  • Check & Card Solutions
  • BSA/ AML Compliance
  • AI Automation

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

  • Strategic Organization
  • Executive Recruitment
  • Advancing Leadership
  • Board of Director Development

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

  • Cash Management
  • Hardware & Software
  • Maintenance & Service
  • ATM Monitoring
  • Consultation
  • Management
  • Terminal Driving

ECONorthwest is an independent economic consulting firm. Since 1974, we have worked with a variety of public and private clients across the country, offering economic perspectives on issues ranging from wildfire recovery to education inequities and affordable housing. Our clients have one thing in common – they want insightful, rigorous analyses to strengthen policy and investment decisions.

Our staff are top-notch: seasoned economists, savvy analysts, creative policy wonks, exceptional evaluators, and talented communicators. We collaborate across disciplines. We use the best analytic methods available. We incorporate multiple perspectives. Our products are clear and concise.


Missing Middle Housing Spotlight
The Contributions of Indian Gaming to Oregon’s Economy in 2018 & 2019
Redefining Economic Success in Washington State

Products Offered

  • Education & Social Policy
  • Environmental & Natual Resources
  • Development & Transportation
  • Litigation
  • Analytics

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

  • Text Messaging
  • Video
  • Voice
  • Chat
  • Social
  • Reputation Management
  • Loan Origination

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!


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

Products Offered

  • Credit
  • Debit
  • EZ Launch
  • Prepaid
  • ATM/Networks
  • Collections
  • Portfolio Development

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.


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

  • Bank & Finance
  • Bankruptcy & Creditors' Rights
  • Business & Employment
  • Estate Planning & Admin
  • Litigation & Dispute Resolution
  • Real Estate

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

  • Debit Card Management
  • Secure Payments
  • Core Banking Platforms
  • Enterprise Banking Components
  • Data-Driven Insights
  • Risk Compliance
  • Technology Solutions

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

  • Web Content and Management
  • Digital Marketing
  • Graphic Design
  • Creative Content
  • Presentations
  • Brand Development

Glia is a digital-first member communication and collaboration platform that transforms digital member servicing. By allowing member servicing teams and members to choose how, where, and when they want to communicate, you reduce member effort and improve efficiency. Glia is the only digital communication platform that is easy to implement and easy to use while providing a seamless transition between all communication channels. Begin with a chatbot, transfer to live chat, upgrade to voice or even video while leveraging collaboration tools such as CoBrowsing and screen sharing all from one fully integrated platform.

Products Offered

  • Sales
  • Customer Experience
  • Modernized Support
  • Digital Centric
  • Video Banking

Hauser Jones & Sas assists credit unions to maintain strong internal controls that are needed to meet regulatory requirements and to ensure financial success. Our team provides expert insight and advice to produce positive financial results and return significant value to our clients. We value the sharing of ideas, results, and solutions gained from our position as deep-rooted credit union experts.

As an independent CPA firm, we hold fast to our professional code of ethics that is matched to the nature of our position and guarantees the integrity of our service. We always do things the right way. Like our credit union clients, we maintain the highest levels of integrity and strive to operate within established regulatory frameworks while providing excellent value and member service.

Products Offered

  • Auditing & Accounting
  • Mergers & Acquisitions
  • Auditing
  • Tax Prep & Consulting
  • CUSO Exams & SOC Reports

Illuma Labs, Inc. is a Credit Union Service Organization (CUSO) and R&D company headquartered in Plano, Texas. We deliver real-time voice authentication and fraud prevention solutions for credit unions through our flagship product, Illuma Shield™.

Our solution has been showcased at multiple premier FinTech events such as FinovateSpring and FinovateFall and won Best in Show at VentureTech. Illuma also won the CreditUnions.com 2022 Innovation Series in the Member Experience category. We are the exclusive provider for CUNA Strategic Services and have industry endorsements in 34 U.S. states.

Products Offered

  • Voice Authentication
  • Fraud Prevention
  • IVR Caller Authentication

Knowledgeable, passionate, and progressive, IBG collaborates with our clients to design and build meticulously crafted solutions to meet their specific expansion and remodeling needs. With experience in the commercial design-build industry since 2006, ensures our design, development, and construction teams are able to maximize your investment and provide unparalleled expertise.

Our Thrilled Client Commitment means we add value and exceed expectations through strategic guidance, total accountability, and enthusiastic partnership at every stage of your building project. Our due diligence on every level streamlines the implementation process for your peace of mind.

Products Offered

  • Strategy
  • Design
  • Build

IP Services began its early operations as an advanced IP engineering team inside the Fortune 500 integrator, MicroAge. The group consisted of several hundred engineers, and service and support personnel who were responsible for the architecture and implementation of large enterprise and carrier-class routed networks. This team of highly talented engineers also developed various operations methodologies including innovative procedures and controls designed to optimize the performance of the technologies they used. After several successful years of operation, corporate management decided to separate the new group from the integration business and spun off a fully owned subsidiary called IP Services. In 2001, the IP Services team built a data center and a network operations center in a strategically selected location in Eugene, Oregon. Company CEO, Scott Alldridge, had the vision to leverage his team’s experience and expertise to become the premiere High Availability IT Service Management provider for organizations that need rigorous management of their business-critical systems.

Products Offered

  • Cybersecurity
  • Infrastructure
  • Cloud
  • Applications
  • IT Service Continuity

Consider me the coach. I love designing strategic business development and sales plans that rock growth goals. My work with credit unions across the country creating more channels for growth and equipping employees with the tools necessary to build meaningful relationships feeds both my wanderlust and personal mission of helping people live their best financial lives.

I started JRF Consulting in May 2009. Ready for a change, while looking for my next opportunity, a credit union CEO asked if I was interested in doing a business development training class for their branch managers. The training class went so well that they asked me to create a business development strategy. I asked my friend and mentor, longtime credit union advocate Denise Wymore if I should do this as a career. She said, “Hell yes” and I never looked back.

Products Offered

  • Consulting
  • Speaking
  • Business Development Tools
Kaye Smith

Kaye-Smith is the Northwest’s most comprehensive professional services company specializing in the execution of data-driven communications and marketing execution programs. We help credit unions save time and money by providing a locally invested; best-in-class solution to mission critical member communications, including: Statement Processing and Billing Services, eStatements & Electronic Archiving, Print & Inventory Management, Direct Marketing & Personalized Fulfillment, & Branded Merchandise & Promotional Marketing.

ISO 27001 Certified for Information Security Management and SSAE-16 Soc 2 Audited. Production facilities in both Washington and Oregon utilize the most contemporary technology available and provide the highest level of physical and data security, offering built in disaster recovery and business continuity.

Products Offered

  • Statement Processing and Billing Services
  • Branded Merchandise
  • Print and Inventory Management
  • Direct Mail Marketing
  • Personalized Fulfillment
  • Warehouse and Distribution

Marathon Partners Consulting is distinguished for its ability to deliver operational improvements through a combination of services including performance management, process redesign, quality management, employee retention, leadership and front line training, and capacity planning to name a few. Marathon Partners is recognized by its clients for consistently delivering an outstanding customer experience. Our aim is to exceed client expectations on every project.

Our consultants have on average more than 20 years of industry and consulting experience and combined have provided expert guidance and practical solutions to hundreds of clients around the world. With experience on the operations side as well as the consulting side, our team knows what it means to manage an operation and a team, while also knowing first-hand the effort and precision needed to deliver large-scale change management projects on time and on budget.

Products Offered

  • Contact Center Services
  • Back Office Services
  • Strategic Services

MAP offers industry-leading, full-service Debit, Credit, Prepaid, ATM and Mobile solutions. As the nation’s only aggregator of the Visa Debit Processing Service platform for credit unions, MAP is able to leverage our one-of-a-kind partnership with Visa to provide our clients the reliability, security, and service that no other provider can offer.

Our customizable, single-point technology systems help credit unions reach the peak of cardholder usage, loyalty and program efficiency within the first year.

Products Offered

  • Visa Debit & Credit Cards
  • Visa Prepaid Cards
  • Loyalty Rewards
  • Plastics
  • Instant Issue
  • Digital Payments
  • Digital Member Banking & Solutions
  • Card Processing
  • ATM Services
  • Risk Management
  • Network Gateways
  • Performance Solutions

NuQuo is founded upon transparency. Our founders have a collective 50 years of experience in the copier industry. They started the business to ensure that clients like you will always be protected from the many pitfalls within the industry.

As sales reps, dealer owners, and eventually consultants in the copier space, they’ve combined their knowledge and expertise to create the ultimate power-house for cost recovery, called NuQuo.

Products Offered

  • Contract Analysis
  • Equipment Utilization
  • Launch RFP
  • Choose Vendor
  • Machine Installation
  • Customer Support
NWFA The TRust

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

  • Employee Benefits
  • Medical Insurance
  • Prescription Drug Benefits
  • Dental Insurance
  • Vision Insurance
  • Employee Assistance Programs
  • Life and Disability Insurance
  • COBRA Administration

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

  • Print, Promo, & Apparel
  • Office Supplies
  • Workspace Interiors
  • Workspace Facilities
  • Technology Solutions

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

  • Loan Origination Software
  • New Account Origination System
  • Marketing Automation
  • Online Auto Shopping
  • Portfolio Consulting

ReputationUs specializes entirely in reputation and crisis response. The team is driven to enhance, protect, and defend the reputations of businesses and nonprofits. The firm specifically helps assess and analyze reputations—internally and externally—and makes sound recommendations on how to improve and protect images across multiple audiences and risk categories. If your credit union’s reputation is impacted or shows vulnerabilities, ReputationUs deploys its crisis planning, training and support, and reputation management task force to mitigate against additional disruption.

Products Offered

  • Cyber Attacks
  • Social Justice & DEI
  • Active Shooter & Aggressors
  • Mergers & Acquisitions
  • HR Matters
  • Executive Departures
  • Social Media Issues

Jeff Rendel works with credit unions that want entrepreneurial results in sales, service, and strategy. Each year, he addresses and facilitates nearly 100 credit unions and their business partners. For three decades – through more than 2,000 presentations, facilitation, and consultations – he’s helped financial institutions grow market share, increase profits, and enrich experiences. His One Percent Systems™ and programs are designed to help your financial institution deliver outstanding financial performance, expand loyalty from all sets of customers, and cultivate entrepreneurial-minded leaders at every level.

Products Offered

  • Keynotes, Onsite, & Virtual Training
  • One Percent Sales Syatem
  • One Percent Service System
  • One Percent Strategies System
  • Board Assessments & Governance

Think|Stack is a managed IT services company 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

  • Cloud/AWS
  • Security
  • Modern Work
  • Microsoft 365
  • Networking

Vero offers credit unions and their members solutions to address the unending threats of data breach and identity theft events. These solutions include services that blanket the institution to create awareness, education, and other strong deterrents in facing these increasing dangers that go far beyond the walls of the credit union. In addition to these deterrents, Vero’s solutions provide the “ultimate safety net” with fully managed recovery and restoration services that relieve the members and credit union of the potential nightmare they face WHEN all the deterrents can’t prevent an ID theft or data breach event from happening.

Products Offered

  • Identity Theft Recovery Solutions
  • Protection Against Data breach & Fraud events

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

  • Contact Center Support
  • Check Services
  • Acquisition Solutions
  • Conversion Support
  • Card Services
  • Direct Mail Programs
  • Promotional Products

Your Credit Union Partner was founded in 2010 to help mid-sized and smaller credit unions grow, become more efficient, and increase profitability. Your Credit Union Partner is the trusted advisor to more than 200 credit unions across the United States. We provide affordable access to the expertise and resources mid-sized and smaller credit unions need most. Many of our clients consider us an extension of their management team.

Many of our clients are widely considered best practices for profitable loan and membership growth and have earned prestigious national recognition for outstanding results. We understand the challenges credit unions face and have the expertise and commitment to finding the best solutions. We understand credit unions inside and out. Our experience is hands-on with more than 25 years working in virtually every credit union position. Our advice is based on diverse internal and external experiences – it’s not theoretical.

Products Offered

  • Strategic Planning
  • Speaking & Training
  • Community Outreach
  • Program Development
  • CDFI Grant Writing, Certification, & Management

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

  • Expand Credit & Drive Loan Growth
  • Increase Automation & Efficiency
  • Manage Risk & Control Loss
  • Improve Borrower Experience
  • Enhance Market Competitiveness