Products and Services

Leading the Way to High Performance

IBAT’s Endorsed Service Providers* are selected by bankers just like yourselves, so give them extra points with confidence when considering their proposals for your bank!

Negotiating on behalf of IBAT’s member banks, the board takes pride in the integrity of the due diligence process for these endorsements. They put themselves on your side of the desk before approving endorsed products/services, selecting those that will position your bank most competitively in your marketplace and enhance the profitability of your franchise. IBAT members have saved millions of dollars by requesting the "IBAT Member Only" unique benefits when using these ESPs!

The board doesn’t hesitate to invest resources in the due diligence review process. It engages outside consultants to review financials and audits, to survey customers, to assure that your data is secure, that the business resumption plan and risk management is in order, that the product meets requirements of state and federal agencies and that IBAT’s general counsel has reviewed bank contracts for major relationships. These endorsements
undergo due diligence review annually before renewal.

Endorsements are marketed by IBAT Services. Staff Contact: Curt Nelson

*IBAT endorses the listed products but not all products offered by the company.

Click on a logo to transfer to that company's web site.

Abound Resources
Contact: Brad SmithPhone: 512-351-3700
Learn more here.


Abound Resources is a full service management consulting for the community banking industry. Abound is organized around six practice lines to help you achieve your goals: 
  • Strategic Planning – management and Board level planning retreats
  • Performance Management – improve bank-wide profitability and efficiency
  • Risk and Compliance – compliance reviews, Fair Lending reviews, ERM, business continuity, etc
  • Lending – improving loan processes for profitability and risk management
  • Small Business and Commercial – improving business deposit and payment programs
  • Technology – vendor recommendations, contract negotiations, vendor management, IT audits, etc.
AccuSource Solutions
Contact: Bill SaundersPhone: 972-533-1600
Learn more here.


Internet outsourcing for:

  • Creative Design;
  • Purchasing;
  • Inventory Control; and
  • Distribution of printed forms and envelopes, office supplies, marketing collateral and promotional items.

Advantage Health Plans Trust*
Contact: Melissa NancePhone: 979-716-9166
Learn more here.

Advantage Health Plans Trust (AHPT), administered by The Kempton Company, provides a wide range of employee benefits to member banks. AHPT is the only program built by Community Bankers for Community Bankers.  It is also only available to IBAT* banks and associate members.

The program provides medical, dental, vision, disability and life insurance coverage.

*Paid Endorsement

American National Insurance Company
Contact: Kevin MoorePhone: 800-899-6502 x 7469
Learn more here.

ANICO, marketed by Dunkin & Associates, offers:

  • Credit Life & Health Insurance 
  • GAP Waiver
  • Involuntary Unemployment Insurance (IUI)
  • Debt Cancellation

The Baker Group
Contact: Mike MackeyPhone: 888-480-0301
Learn more here.


The Baker Group offers:

  • Asset and Liability Management
  • Broker/Dealer Services
  • Investment Portfolio Accounting and Analysis,
  • Budget and Board Reporting

Computer Services, Inc.
Contact: John Grimes – Phone: 469-704-6286
Learn more here.

CSI Secure Connect provides dynamic tools to bankers that increase efficiency and ensure the secure delivery of confidential documents. Financial institutions nationwide rely on CSI Secure Connect as a corporate communications tool for boards of directors, employees, loan committees and other audiences. The solution allows institutions to enhance productivity and reduce operational costs.
CSI WatchDOG Social Compliance provides banks with tools they need to participate in and monitor social media. With more conversations regarding financial services occurring in the public domain, the solution helps ensure compliance with both the institution’s risk assessment strategy and the FFIEC’s guidance on social media. WatchDOG Social Compliance offers such helpful tools as the ability to archive all posts for required time frames as well as to establish an approval process for all posts. It also allows banks to conduct reputation analysis and evaluate their competitive landscape.

Contact: Shaun McCrary - Phone: 262-518-6461
Learn more here.


D+H delivers Mortgagebot™ - the leading cloud-based platform for streamlining all origination processes. With this solution, lenders can automate every POS channel and integrate directly into an all-in-one LOS.

Dell, Inc.
Contact: Bryan Horten - Phone:  512-942-9120
Learn more here.


Dell’s go-to-market strategy targets Bank and Associate members to offer enhanced discounts and expert technical consulting on all purchases.


Workstations, Servers, Printers, Desktops, Laptops, Ultrabooks, Tablets, Electronics and Accessories, Services and Software.

Dell SecureWorks
Contact: Anne FaullinPhone: 512-724-1634
Learn more here.

Dell SecureWorks protects the corporate networks, servers, and e-mail environments of over 1,100 financial clients nationwide.

Network-based Intrusion Prevention Service:

  • Host-based Intrusion Prevention Service;
  • Security and Network Device Monitoring Service;
  • Vulnerability Assessment Service;
  • Managed Firewall Service;
  • Encrypted Email Service;
  • Email Filtering Service; and
  • Professional Consulting Services.

Deluxe Corporation
Contact: Rick Wohlers – Phone: 651-490-8262
Learn more here.

Deluxe® provides the industry’s highest quality checks and a host of innovative products and services that support the bank’s check program to increase security, enhance revenue and customer satisfaction every day.

  • Check Printing ServicesTM
  • Deluxe ProventSM
  • Deluxe Business AdvantageSM
  • Deluxe Detect® - identity verification and fraud screening tool
  • Deluxe Loyalty Solutions - create more loyal customers by helping your bank establish purposeful experiences. IBAT's endorsed solutions include: Experience Readiness AssessmentSM, Experience InquirySM, Deluxe Calling and Customer Care AdventureSM.

Diebold, Inc.
Contact: Gary GuerreroPhone: 210-842-6093
Learn more here.

Founded in 1859, Diebold is a global leader of self-service delivery systems, security, software and service for the financial, government, commercial and retail markets.  Diebold's key solutions include:

  • Opteva® ATM Equipment
  • Retail and Drive-Up Banking Equipment
  • Branch Facility Equipment
  • Integrated Electronic
  • Physical Security Solutions
  • Other self-service terminals

First American Payment Systems
Cody Yanchak  - Phone: 817-317-7213
Learn more here.


First American is a merchant services provider that offers competitive transaction processing rates – including credit, debit, EBT, ACH, gift card and check processing, and remote deposit capture - and supports the latest point-of-sale equipment, software and VARs on networks that process billions of dollars in transactions each year for more than 140,000 merchants nationwide. Additionally, First American’s FirstView® online reporting tool offers merchants real-time secure access to a detailed account of their processing activity, down to the transaction.

First Data Online Banking
Contact: Harry Whitman – Phone: 806-679-9782
Learn more here.

Internet-based financial services for retail and commercial banks.  By combining transactional functionality with a comprehensive support infrastructure, First Data provides:

  • Secure Internet Banking
  • Small Business Banking
  • Account Aggregation
  • Bill Payment

The Genesis Group LLC
Contact: Melissa KinionPhone: 800-725-3800
Lern more here.

Endorsed by IBAT since 1991, comprehensive marketing services that make a difference!  

  • Brand and Image Development
  • Strategic Marketing Planning
  • Branch Launch and Market Evaluation
  • Product Development and Promotion
  • Advertising Campaigns
  • Creative Design Services for website and collateral materials
  • Public Relations

Glory Global Solutions
Contact: Jim McAllister – Phone: 512-342-7938
Learn more here

Glory Global Solutions cash handling solutions automate cash handling tasks to improve productivity and reduce costs.  In addition, Glory solutions improve cash management, reduce internal and external risks and increase profitability.

IBAT endorsed products incude:

  • QuickChange® Self-service Coin Deposit Centre
  • Teller Cash Dispensers
  • Teller Cash Recyclers
  • Certified Pre-Owned Teller Cash Dispensers

The Hertz Corporation
Contact: Allyson KealyPhone: 201-307-2381
Learn more here.

Use IBAT's CDP #46681 for auto rental discounts.

John M. Floyd & Associates
Overdraft Program Consulting

Contact: Mark RoePhone: 800-410-3107
Learn more here.


IBAT-endorsed since 2004, JMFA is the leading provider of profitability and performance-improvement consulting. For more than 35 years, JMFA has been recognized as one of the most trusted names in the industry, helping financial institutions enhance their bottom line with programs like JMFA Overdraft Privilege®.  JMFA has delivered more than 1,500 customized variations of their overdraft program to financial institutions across the nation. The JMFA Overdraft Privilege® program streamlines processes and increases non-interest income 50% to 300%, all of which is backed by a written compliance guarantee.

Case Study: First State Bank of Columbus

John M. Floyd & Associates
Recruitment Services
Contact: Kim KrepsPhone: 512-263-7946


With 10% of executive management hitting the standard retirement age and continued M&A activity, banks are finding themselves in a strong position to select top talent in today’s market place. JMFA has a vast network of more than 80,000 industry contacts and works extensively with community bank leadership to develop a unique understanding of their search requirements for executive placement, contract staffing and outplacement services. IBAT endorsed the JMFA’s Recruitment Services to save banks time-consuming preparatory work involved in recruiting and hiring candidates that make the perfect fit. JMFA offers the industry’s only life time guarantee.

MG Architects
Contact: Scott ClantonPhone: 713-552-0707
Learn more here.

As an IBAT Endorsed Service Provider since 1994, MG Architects (MGA) are known throughout Texas and Central Southwest as the financial institution design specialists.

MGA plays a strategic role in growth, brand definition and identity establishment through:

  • Design specialists;
  • Strategic growth specialists;
  • Brand definition; and
  • Identity establishment through architecture, planning and interior design.

Promontory Interfinancial Network, LLC
Contact: Chuck McBrayerPhone: 866-776-6426 x3432
Learn more here.

Promontory Interfinancial Network, LLC (Promontory) provides smart, innovative solutions that enhance the profitability of banks and other financial institutions. Promontory has established the nationwide Promontory Network, comprised of more than 3,000 financial institutions, through which members place billions of dollars in deposits every week.


IBAT-endorsed products:

  • FDIC CD Insurance on deposits
  • Insured Cash Sweep Service

PULSE Money Pass
Contact: Mark Martin - Phone: 832-691-7863
Learn more here.

PULSE and the MoneyPass® Network have formed a strategic alliance that spans all 50 states. This alliance enables participating financial institutions to provide nationwide surcharge-free ATM access to their cardholders.

With more than 1,300 financial institution participants, the program connects 58 million cardholders at 20,000 surcharge-free ATMs coast-to-coast. PULSE differentiates itself from other surcharge-free networks by providing the following benefits, revenue opportunities and ATM access:

  • Enables participating financial institutions to retain and attract account holders in a highly competitive market;
  • Provides a dedicated cardholder website with ATM locator for all PULSE Select and MoneyPass ATMs (;
  • Offers marketing materials to promote the network;
  • May reduce expenses for those financial institutions currently providing rebates of surcharge fees; and
  • May increase foreign traffic at participating ATMs at higher interchange rates.