Products and Services

Leading the Way to High Performance

IBAT’s Endorsed Service Providers* are selected by bankers just like you, 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: Julie Courtney

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

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.

American National markets a complete portfolio of credit insurance and debt cancellation products. These products include:

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

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.

CliftonLarsonAllen LLP and BankTrends
Contact: Jerry McMillonPhone: 972-383-5763
Learn more here.


The CECL allowance calculator, administered by CliftonLarsonAllen LLP (CLA) and BankTrends, estimates the potential impact of the new allowance for loan and lease losses (ALLL) accounting standard on your institution. View the CECL allowance calculator fact sheet

Dell, Inc.
Contact: Megan Wright | Phone:  346-234-0155
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 Clark | Phone: 469-763-1266
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 Nixdorf
Contact: Tonya Myers-Jordan | Phone: 330-730-1553
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.  

Fitech Payments
Bryan Dillon | Phone: 817-698-2254  or  Erin Jester559-908-4010
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

Glory Global Solutions
Contact: James Robinson | Phone: 325-725-3979
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

IntraFi (formerly Promontory Interfinancial Network)
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

John M. Floyd & Associates
ContactThomas Aleman | Phone: 504-782-7862
Learn more here.

Based in Texas, JMFA is the national leader helping community banks improve their bottom line. Whether it’s recovering lost non-interest income, providing a better overdraft service with a 100% compliance guarantee, or negotiating the very best deal with your vendors—JMFA helps you achieve measurable results with proven solutions.


JMFA can offer you:

  • Comprehensive Overdraft Consulting
  • JMFA Next Generation Overdraft Privalegetm

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.

Lorenzo Amaya | Phone: 469-640-6107
Learn more here.


MyTelemedicine, a convenient and affordable solution comprised of a national network of doctors who are available 24/7, 365 days a year to treat minor medical issues. MyTelemedicine has the tools, technology and know-how to efficiently connect patients and providers by phone, email and video for secure, efficient and high-quality care.


What MyTelemedicine Has to Offer You (and your family):

  • Round-the-clock access to U.S.-based, licensed doctors;
  • Phone and video consultations;
  • Prescriptions sent to your favorite pharmacy;
  • Ability to update medical records; and
  • Much more!
Promontory MortgagePath
Contact: Paul Katz |  Phone: 202-257-2927
Learn more here
Promontory MortgagePath combines extensive mortgage operations knowledge and compliance expertise with industry-leading technology to provide efficient, cost-effective digital mortgage and fulfillment solutions to banks of all sizes. Their comprehensive service offering helps banks remain competitive – and profitable – in an ever-changing mortgage market. With their solution, banks leverage Promontory MortgagePath's while-label point-of-sale technology to co-pilot the application process, collaborate with borrowers and access in-app efficiency tools. Then, Promontory MortgagePath processes and underwrites each loan using bank-provided business rules and finally, closes in the bank's name.

Contact: Rich Green | Phone: 601-790-7853
Learn more here.

Focused on What’s Right for You
We come to work with a singular focus – your success. With extraordinary people, technology and solutions, we deliver debit payments and ATM network services tailored to putting you first – like PULSE Select®. It enables cardholders to use thousands of surcharge-free ATMs across the U.S. 
  • Provides cost-effective surcharge-free ATM service
  • Expands financial institution footprint without capital investment
  • Connects to thousands of ATMs coast to coast
  • Lowers costs by reducing the need to deploy new ATMs
  • Provides a desirable service to cardholders
  • Increases traffic at participating ATMs  
This is just one way PULSE is focused on our participants’ needs and how we tailor our solutions to do what’s right for you.

Contact: Dave CornellPhone: 512-921-0816
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.