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.

Advantage Health Plans Trust
Contact: Melissa Nance | Phone: 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.

American National Insurance Company
Contact: Kevin Moore | Phone: 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 Mackey | Phone: 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
Contact: Brad Giddens | Phone: 325-223-6100
Learn more here.


Committed to providing best in class service, CalTech maximizes your technology by aligning IT initiatives to your banking strategy. With over 25 years of experience in the financial industry, CalTech's services and solutions have been designed to balance regulatory compliance and the cost effective deployment of continually developing technology.

Computer Services, Inc.
Contact: Bill Evers | Phone: 800-545-4274
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: Kevin Paugh | Phone: 714-427-1036
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.

Deluxe Corporation
Contact: Matt Bycroft | Phone: 678-427-9879
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 Strategic Sourcing
Contact: Mark Wood | Phone: 972-446-9283
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.

Diebold, Inc.
Contact: Russell Bond | Phone: 469-549-7627
Learn more here.

Diebold Nixdorf is a world leader in enabling connected commerce for millions of consumers each day across the financial and retail industries. Its software-defined solutions bridge the physical and digital worlds of cash and consumer transactions conveniently, securely and efficiently. As an innovation partner for nearly all of the world’s top 100 financial institutions and a majority of the top 25 global retailers, Diebold Nixdorf delivers unparalleled services and technology that are essential to evolve in an ‘always on’ and changing consumer landscape.  

First Data Online Banking
ContactHarry 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

Fitech Payments
Kirk Hudson | Phone: 817-698-2266
Learn more here.


Fitech Payments is a merchant services provider that was founded to serve community banks exclusively.  With their relationship first approach, Fitech has been able to assist community banks in being more competitive with merchant services resulting in growth for the bank and adding many benefits for their business customers. Fitech’s products include:

  • Credit, Debit, EBT, ACH, Gift Card and Check Processing
  • Acceptance of all forms of payment including EMV®/chip cards, NFC, Apple Pay®, Android Pay™ and Samsung Pay™
  • EMV Compliant point-of-sale equipment, terminals, and software solutions
  • Robust online reporting tools for merchants and for bank partners
  • Government Payments (Convenience Fee/Service Fee), ATM Placement, ACH Payment Processing

The Genesis Group LLC
Contact: Virginia Grimes | Phone: 972-372-3665

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: Kurt Klassen | Phone: 630-577-1000 7245
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 include:

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

The Hertz Corporation
Contact: Regina Van Henkelum | Phone: 239-301-7633
Learn more here.

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

MG Architects
Contact: Scott Clanton | Phone: 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 McBrayer | Phone: 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.

ContactAnne Faullin | Phone: 512-724-1634
Learn more here.

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.

StoneCastle Financial Corp.
T.W. Shannon | Phone: 918-970-4890
Learn more here.


StoneCastle Financial Corp. (‘StoneCastle’) is an investment company established to serve as an investor in publicly traded and privately held community banks seeking capital for organic growth, acquisitions, share repurchases and other refinancing activities. Listed on the NASDAQ under the symbol “BANX,” StoneCastle is focused on investing capital in long-term, passive, non-control investments in community banks that have experienced management teams, stable earnings, suitable markets and growth opportunities.