PACB Preferred Providers

PACB Preferred Providers

Just another value included in the price of PACB membership! PACB preferred providers often offer discounts or promotions on products and services to our members. If you are interested in learning more about these relationships or would like to request information on becoming a Preferred Provider, please contact Barbara Holbert, barbara@pacb.org.

PACB Services, Inc.

Preferred Providers are offered through the PACB Services, Inc., a wholly-owned, for-profit subsidiary of the Pennsylvania Association of Community Bankers that provides products and services to the community bank market through affiliations with banking service providers.

Preferred Providers Alphabetical Listing
1 - 14 of 14
Promontory Interfinancial Network, LLC
(703) 292-3400
1300 North 17th Street
Suite 1800
Arlington, VA 22209

www.promnetwork.com


 Pamela Morgan, Trade Association Manager    pmorgan@promnetwork.com

Chosen by more than 3,000 financial institutions nationwide, Promontory InterFinancial Network is the leading provider of FDIC-insured deposit placement services. The company offers unique services that bring banks and other institutions together in a way that allows each to benefit from The Power of ManyS"'. Promontory Network members can use Insured Cash Sweep, or ICS; CDARS; Bank Assetpoint; Residential Mortgage Network; IND; Yankee Sweep; and Promnet Repo to:
• Manage their balance sheets. Banks can seek opportunities to manage liquidity, buy or sell loans, reduce asset concentrations, grow deposits, lower interest rate risk, and diversify their wholesale funding sources.
• Expand customer relationships. With Insured Cash Sweep, CDARS, Bank Assetpoint, Residential Mortgage Network, Yankee Sweep, and Promnet Repo, banks can attract and retain high-value customers and expand their cross-selling potential.
• Reduce collateral requirements. With Insured Cash Sweep and CDARS, banks can free up funds previously invested in collateral for more profitable activities, increasing asset liquidity and reducing the burden of collateral management.
• Find smarter funding sources. With Insured Cash Sweep, CDARS, and IND, banks can purchase funding without ongoing collateralization or stock purchase requirements. Additionally, banks can use Insured Cash Sweep and CDARS to replace higher-cost funding choices (e.g., repurchase agreements, letters of credit, and collateralized deposits) and to attract new deposits in million-dollar increments with or without keeping funds on balance sheet.
• Supplement organic loan origination. Through Bank Assetpoint and Residential Mortgage Network, banks can purchase loans—on a one-off or a flow basis—in geographic areas and/or industries that match their target areas of expansion or existing expertise.

Visit promnetwork.com to find out how Promontory Interfinancial Network can help your bank to manage its balance sheet more profitably.

Limits, other terms, and conditions apply. Insured Cash Sweep, ICS, CDARS, IND, Bank Assetpoint, and Yankee Sweep are registered service marks, and Residential Mortgage Network and The Power of Many are service marks, of Promontory Interfinancial Network, LLC. The Promnet Repo service is provided by Assetpoint Financial, LLC, a wholly owned subsidiary of Promontory Interfinancial Network, LLC, and a member of FINRA and SIPC.


Primary category: Bank Consulting
Additional categories:
  • Funding Solutions
Travelers
(267) 675-3151
1500 Market St 29th Fl West
Philadelphia, PA 19102

www.travelers.com


 Kelly Celhar, Account Executive Officer/Financial Institutions    kcelhar@travelers.com

Travelers SelectOne+ product is a complete line of insurance coverage for community banks. Travelers is your one source solution for protection. Our products include D&O, EPL, lenders liability, trust, crime, property and casualty.
Primary category: Insurance
John M. Floyd & Associates
(800) 809-2307
125 N. Burnett Drive
Baytown, TX 77520

www.JMFA.com


 Jim Griffis, Regional Director    Jim.Griffis@JMFA.com

JMFA is one of the most trusted names in the industry helping banks improve their profitability. Whether it's recovering lost revenue, uncovering savings opportunities, serving your customers better, finding the perfect personnel fit or delivering a 100% compliant overdraft program, JMFA has the right solutions to help you not only meet, but exceed your goals. JMFA is proud to be a preferred provider among many industry groups, including the Pennsylvania Association of Community Bankers.
Primary category: Overdraft Privilege Service Program/Consulting
Additional categories:
  • Bank Consulting
  • Non Interest Income
Computer Services Inc. (CSI)
(800) 545-4274
3901 Technology Drive
Paducah, KY 42001

www.csiweb.com


 Kevin Blaser, VP, Sales Mid Atlantic Region    Kevin.Blaser@csiweb.com

CSI delivers core banking, managed services, mobile/internet, card services, document delivery, treasury management, and regulatory compliance solutions to community banks, nationwide. For more on CSI, see www.csiweb.com.
Primary category: Core Processing & Systems
Additional categories:
  • Technology Services - Hardware, Software, Consulting
  • Compliance - Consulting/Products/Services
Kasasa
(877) 342-2557
4516 Seton Center Pkwy Ste. 300
Austin, TX 78759

www.Kasasa.com/offer


 Sean Downing, VP, Sr Regional Director    sean.downing@kasasa.com

Kasasa® is the innovative leader in branded, community-powered banking products proven to drive profit and growth for community financial institutions. The Kasasa relationship platform provides unprecedented access to world class marketing, product development, web design, training, compliance, research, and customized consulting. We utilize deep banking, financial services, and marketing expertise to make nearly 750 community financial institutions the topic of conversation for happy consumers nationwide. For more information, please visit http://www.kasasa.com, or visit them on Twitter @Kasasa, Facebook, or LinkedIn.
Primary category: Bank Consulting
Additional categories:
  • Non Interest Income
  • Marketing & PR Services (Digital, Social, Direct, Print)
S&P Global Market Intelligence
(434) 951-4419
212 7th Street NE
Charlottesville, VA 22902

www.spglobal.com/marketintelligence


 Claiborne Kitchin, VP Global Channel Partnerships    ckitchin@spglobal.com

At S&P Global Market Intelligence, we integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. For community banks, we offer solutions to help bankers evaluate market opportunities, manage risk and maximize performance.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit http://MarketIntelligence.SPGlobal.com/Client-solutions/users/community-banking.
Primary category: Risk Management Consulting & Services
Additional categories:
  • Lending Services - Consumer/Commercial/Mortgage/Environmental
  • Data & Information Processing
Fitech Payments
(817) 698-2250
301 Commerce St. #1400
Fort Worth, TX 76102

www.fitech.com


 Shawn Dillon, President    SDillon@Fitech.com

Fitech Payments is a payment processor that provides transaction processing services for merchants. In addition to credit, debit, NFC (ApplePay) and EMV card processing, Fitech offers a complete line of proprietary business solutions including: tablet based POS systems, smart phone solutions, e-commerce solutions, and government e-payments.
Primary category: Merchant Services
Additional categories:
  • Non Interest Income
Check Printing Contract Consulting
(216) 970-0105
499 Locklie Drive
Cleveland, OH 44143


 Jim Schartman, Executive Vice President    Jim.Schartman@checkprintingconsulting.org

CPCC negotiates check printing contracts on behalf of financial institutions. Our principal, Jim Schartman was a top sales performer for one of the country's largest check printing companies for more than 32 years. Since early 2015 we have impartially negotiated check printing contracts on behalf of more than 20 institutions. The vast majority of our clients choose to stay with their current vendor and enjoy net savings of 40% or more. There are no out of pocket costs to the bank - the check vendor funds our entire consulting fee, which is only a percentage of negotiated savings. We offer your bank a free, no obligation Opportunity Analysis that will provide a specific projection of your bank's potential savings. Common five year contract savings for a bank with 30,000 checking accounts is $500,000 or more. Contact Jim Schartman at Jim.Schartman@checkprintingconsulting.org or 216-970-0105.
Primary category: Bank Consulting
Additional categories:
  • Non Interest Income
  • Check Printing & Services
ICI Consulting, Inc.
1100 Pinellas Bayway South, Suite K4
Tierra Verde, FL 33715

www.ici-consulting.com


 Greg Schratwieser, President/CEO    greg@ici-consulting.com

Since 1994, ICI Consulting has focused exclusively on the financial industry. This concentration enables us to objectively evaluate, negotiate, recommend and implement superior in-house or outsourcing solutions for our clients. We understand core processing systems and the ancillary solutions that integrate with them. Our goal is to select the best solutions at competitive prices for our clients.
Primary category: Bank Consulting
Additional categories:
  • Non Interest Income
  • Core Processing & Systems
Prudent Lenders, LLC
(800) 613-8262
600 Eagleview Blvd, 3rd Floor
Exton, PA 19341

www.PrudentLenders.com


 J.M. "Chuck" Evans, President/CEO    cevans@prudentlenders.com

Prudent Lenders offers a unique platform to participate in the SBA's Guaranty Programs. Our model emphasizes efficiency & compliance to assure loans are processed, closed, and serviced in accordance with SBA requirements. Prudent Lenders and its partnership with two of the largest SBA CDCs has over $3 Billion in SBA loans under management.
Primary category:
Pentegra Retirement Services
(203) 567-2228
2 Enterprise Dr. Ste 408
Shelton, CT 06484-4657

www.pentegra.com


 Mark Hogan, Regional Director    mark.hogan@pentegra.com

 Andrew Strock, BOLI & Non-Qualified Benefit Plans    andrew.strock@pentegra.com

Founded by the Federal Home Loan Bank System in 1943, today Pentegra is the retirement plan provider of choice for community banks nationwide, with more than 1,200 bank retirement plans and over $11 billion in plan assets under management. Pentegra offers more than 70 years of industry knowledge and insights in developing bank retirement plan solutions designed to attract, retain and reward the talent needed to ensure your bank's success and drive more successful retirement plan outcomes for your employees.

*Qualified retirement plan solutions and fiduciary outsourcing solutions, with expertise in all plan types including 401(k) plans, Defined Benefit Pension plans, KSOPs, ESOPs, Profit Sharing plans, Cash Balance plans and specialty plans

*Non-qualified Executive Benefit and Director plans, including Executive Incentive Retirement Plans (EIRP), Supplemental Executive Retirement Plan (SERP)/Director Retirement Plans (DRP), Executive and Director Deferred Compensation Plans and Group Term Replacement Plans

*Bank Owned Life Insurance (BOLI) financing to help you implement a more cost-effective strategy to offset some or all of the expenses related to your retirmenet plan and other employee benefit programs
Primary category: HR, Benefit & Retirement Consulting/Services
Additional categories:
  • Executive Benefits & Board of Director Services
  • Non Interest Income
  • BOLI (Bank Owned Life Insurance)
ICBA Securities
(800) 422-6442
775 Ridge Lake Blvd Suite 200
Memphis, TN 38120

www.icbasecurities.com


 Jim Reber, President/CEO    jreber@icbasecurities.com

ICBA Securities provides a full suite of investment products and services for community banks through its exclusive broker, Vining Sparks. Included are traditional fixed-income securities, interest rate products, whole loans, M&A and valuation services, and investment advisory services. Vining Sparks also has state-of-the-art asset/liability and bond accounting products. ICBA Securities, a wholly-owned subsidiary of the ICBA, provides a full calendar of educational events for community bankers and investment professionals.
Primary category: Investments/Securities
S.R. Snodgrass, P.C.
(724) 934-0344
2009 Mackenzie Way, Suite 340
Cranberry Twp, PA 16066-5338

www.srsnodgrass.com


 Jack R. Salvetti, CPA, Principal    JRSalvetti@srsnodgrass.com

S.R. Snodgrass, P.C. is a regional accounting and consulting firm with expertise in serving community financial institutions. Founded in 1946, Snodgrass provides clients with bank/business consulting, network security penetration services, compliance monitoring, assurance services, internal audit and regulatory compliance outsourcing, information systems security, and tax planning and preparation. Snodgrass possesses a strong reputation in the financial services industry as thought leaders and practioners, currently working with approximately 160 financial institutions.
Primary category: Accounting
Additional categories:
  • Bank Consulting
  • Cyber & Information Security
  • Risk Management Consulting & Services
ICBA Bancard/TCM Bank
(800) 242-4770
1615 L Street NW Suite 900
Washington, DC 20036

www.icbabancard.org


 Client Services,     bancard@icba.org

ICBA Bancard/TCM Bank provides community banks access to comprehensive and competitive electronic payment solutions, including credit card issuing, debit/ATM card programs for both consumers and small businesses. Additionally Bancard offers an exclusive Fraud Loss Protection program, training & education and robust customizable marketing solutions.

Competitive credit card portfolio valuation, consultation and purchase options are also available.
Primary category: Card Services - Debit/Credit/ATM Networks
1 - 14 of 14