Products and Services

Printer-friendly VersionPrinter-friendly Version

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 cnelson@ibat.org

*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 Abound Resources
Contact: Ryan EsquellPhone: 512-351-3702
Learn more here

Abound Resources is a full service management consulting firm devoted to the community financial services industry.  We are reinforcing our belief in, and commitment to, Community Banks by providing a full array of services designed to improve performance and profitability and help cope with an increasingly stringent regulatory environment.

  • Growth and Efficiency Advisory Services
  • Technology Support

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.

AHPT

Advantage Health Plans Trust*
Contact: Jay KemptonPhone: 800-521-1711
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


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

ANICO, marketed by Dial Dunkin & Associates, offers:

  • Credit Life Insurance Services
  • Gap Insurance
  • Involuntary Unemployment Insurance (IUI)
  • Debt Cancellation


The Baker Group

Contact: Mike MackeyPhone: 888-480-0301

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

Computer Services, Inc.
Contact: Bill EversPhone: 800-545-4274 ext 19224
Learn more here.

CSI's Web@Work Portal provides dynamic tools to bankers that increase efficiencies and ensure the secure delivery of confidential documents.  Over 300 financial institutions across the country rely on CSI Board Portal and Employee Portal services to increase corporate communications, enhance productivity and reduce operational costs.

CSI's Board Portal provides directors with secure access to board materials and other confidential information from the convenience of their homes or offices. Board Portal simplifies the process of preparing your board materials and makes them available anytime and anywhere they are needed.  Current and archived materials are available and include online votes, collaboration and more.

The Employee Portal is an Intranet solution that combines a series of powerful communication tools and productivity applications into a single Portal.  This includes time clock, vacation manager, e-forms, policy manager, task manager, remote access and more.

CSI's services require no additional hardware, software or additional staff to maintain and little end user training to use.  They provide robust security that exceeds industry defined security standards.


Dell, Inc.
Contact: Denney James - Phone:  (512) 728-8763
Learn more here.

Dell’s go-to-market strategy targets Bank and Associate members with fewer than 100 employees with enhanced discounts and expert technical consulting on all purchases.

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

 


SecureWorks

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: Janine KasperPhone: 303-335-7627
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 Knowledge Exchange SolutionTM
  • 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 Diebold, Inc.
Contact: Gary GuerreroPhone: 210-242-6123
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
Contact:
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 First Data Online Banking
Contact: Jay CarriganPhone: 512-493-2644
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


FIS
FIS
ContactLes Anderson  –  Phone:  727-227-5318
Learn more here.

CONNECTIONS™
CRM
is a web-based Customer Relationship Management (CRM) solution from FIS, the leader of CRM solutions that helps banks compete in the
financial industry by playing an important role in:
  • Customer Profitability – calculates profitability of each account; and
  • Customer Retention – assistance in maintaining contact with customers.



Genesis 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: James RobinsonPhone: 325-692-0109
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

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

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


JMFA
John M. Floyd & Associates
Contact: Mark RoePhone: 800-410-3107
Learn more here.

IBAT
endorsed since 2004, JMFA® is the leading provider of overdraft
privilege programs. JMFA Overdraft Privilege® has helped more than 1,000
financial institutions streamline processes and increase non-interest
income 50% to 300%.  Guaranteed compliance!!

JMFA Executive Search Group (ESG)
Contact: Kim KrepsPhone: 512-263-7946

With
10% of executive management hitting 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. The JMFA
Executive Search Group® has a vast network of more than 76,000 industry
contacts and works extensively with community bank leadership to develop
a unique understanding of their search requirements. IBAT endorsed the
Group to save banks time-consuming preparatory work involved in
recruiting and hiring executive leadership.

Case Study: Happy State Bank


 McCleary German

McCleary/German Architects
Contact: Scott ClantonPhone: 713-552-0707
Learn more here.

As an IBAT Endorsed Service Provider since 1994, McCleary German 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

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 up to $50 million or more
  • 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 (www.pulseselect.net);
  • 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.