Services and Insurance

Endorsed Services

Save Money AND Support Your Association

with

CBSI ENDORSED SERVICES & PRODUCTS

From these companies


 

BancInsure

BancInsure
Risk Management Insurance, D & O – E & O – Blanket Bond and Excess Deposit Insurance

Over nine years of high quality service and savings to users. Endorsed by CBI since 1995 BancInsure is recognized for outstanding sales and marketing support delivered by Tom VandeKamp of Banker's Solutions. BancInsure is committed to creating the proper solution for the specific risk management needs of each bank.

BancInsure
Tom VandeKamp
2700 Patricia Drive
Des Moines, IA 50322
Ph.: 515-276-8512
Fax: 515-276-8557
iwright98@aol.com


 

BancVue

BancVue
Demand Deposit Account Acquisition

BancVue provides revenue enhancement and technology adoption products to community financial institutions including software, marketing, consulting, and training services. Existing solutions address demand deposit account acquisition, profitability analysis, and working capital needs. BancVue's flagship product Reward Checking has helped financial institutions across the country add millions of new deposits and thousands of customers while lowering the total cost of funds.

BancVue
David Prost
4516 Seton Center Pkwy, Suite 300
Austin, TX 78759
Ph.: 630-466-0992
Fax: 512-349-4107
david.prost@bancvue.com

|| TOP ||

Carrier Access, Inc.

Carrier Access, Inc.

NEW in 2010
Carrier Access helps businesses get the best voice and data services at the most competitive rates. We act as a consultant at no charge to you, as we are compensated by the carriers. Whether you need local, long distance, internet, WAN, or cellular services we will work with Qwest, AT&T, Sprint, Paetec, and others to help you achieve your goals.

Contact
Jeremy Baumann
Carrier Access, Inc
Senior Account Executive
515.987.9226 - Direct Phone
866.867.9226 - Direct Toll Free
515.987.9266 - Direct Fax
1125 SE Westbrooke Dr, Ste. D
Waukee, IA 50263
jbaumann@carrieraccessinc.com
www.carrieraccessinc.com


 

CBANC

CBANC
To strengthen community banks through private, online collaboration

cbanc is a passionate union of technology and people. After 20 years of helping community banks make the smartest use of technical advances, we've expanded our reach to the Internet—so you can also make the smartest use of peer intelligence.

Our goal is straightforward: to help community banks become more competitive. By sharing valuable work with each other. By accessing time-saving solutions. By building on collective knowledge to create better ideas, approaches and profitability.

Marnie Keller 
Channel Sales and Marketing
Cell:  202-329-3170
marnie@cbancnetwork.com


 

CBI

CBI Education & Services
Education Seminars, Classes and Teleconferences

An internally operated education provider that is directed by the 20 member CBI education committee that selects the general topics to be covered to meet the changing educational needs of our member banks. An annual calendar of showing class dates and topics is created each year so members can plan for attendance. A growing number of classes are being delivered by teleconference. Hot Topics are also introduced to address rapidly emerging issues. Members receive a 40% discount on all classes, and CBI can also design and deliver customized education for an individual bank or holding company to assure uniform delivery of information on key or sensitive topics.

Community Bankers of Iowa
1603 22nd St., Suite 102
West Des Moines, IA 50266
Ph.: 515-453-1495
Fax: 515-453-1498
www.cbiaonline.org
 

|| TOP ||

CBSI Agency

Identity Protection Program
Protection for community banks and their customers.

NEW in 2010 Offered in cooperation with ICBA Reinsurance
Banks with in-house agencies and those without agencies can both benefit from the CBSI Agency. Special insurance programs designed for community banks are delivered professionally to protect a bank and their customers. Over 8,500 bank customers and employees have used the services of the CBSI Agency since it was formed in late 2005.

CBSI Reinsurance & Credit Life – New in 2010 Offered in cooperation with ICBA Reinsurance
Surety Bonds – Old Republic Surety
CBI Identity Theft Insurance – Protecting employees and customers of member banks
D & O, E & O, Blanket Bond – BancInsure
Property & Casualty – A special program from EMC for CBI members

CBSI Agency
1603 22nd St., Suite 102
West Des Moines, IA 50266
Phone.: 515-453-1495
Fax: 515-453-1498
cbia@cbiaonline.org
www.cbiaonline.org


 

CSI

Computer Services Inc.

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. 

Endorsed Product: CSI Web@Work
Contact Name: Bill Evers
PH: 800-545-4274 ext 19224
E-mail: bevers@csiweb.com
Website: www.csiwebatwork.com

 

Deluxe

Deluxe Financial Services
Member Preferred Pricing & Rebate Program

The premier provider of checks to the financial industry. The CBI program provides an excellent CBI discount on a high quality products, enhanced marketing services, plus CBI members receive a year end volume rebate that is paid directly to participating member banks. A number of banks report this rebate covers their annual CBI member dues investment.

Deluxe Financial Services
Jeff Curran
1615 Audubon Drive
Waterloo, IA 50701
800-332-4234 ext. 159068
jeff.curran@deluxe.com

|| TOP ||

ECI

Executive Compensation Institute - NEW in 2010
A member of the M Benefit Solutions Network

"Wealth and Benefit Optimization Planning"

  • Retirement Strategies
  • Succession Planning
  • Estate Planning and Distribution Strategies
  • Creative, Tax-Favored Strategies for Owners, Officers, and Directors

Ask for their copyrighted report "A Baker's Dozen of Planning Strategies to Deal with a Baker's Dozen of Bankers' Challenges"

Contact - Tom Lynch
Southpoint Center
1650 West 82nd Street, Suite 850
Minneapolis, Minnesota 55431
Telephone (800) 895-1363
Fax (952) 885-0995
tlynch@ecicompanies.com


 

EMC

EMC
P & C Insurance – General Liability – Workers Comp

Iowa based company with bulk of Iowa market – knowledgeable sales support and commission sharing provided for in-bank and local agencies from Banker's Solutions.

EMC
Banker's Solutions
Tom VandeKamp
2700 Patricia Dr
Des Moines, IA 50322
Ph.: 515-276-8512
Fax: 515-238-0670
iwright98@aol.com

|| TOP ||

FundsXpress

FundsXpress
One of the top providers of Internet Banking

Bill Payment and Cash Management services.

FundsXpress
Craig Stoppel
11950 Jollyville Road
Austin, TX 78759-2309
Ph.: 512-493-2500
Fax: 512-493-2693
www.fundsxpress.com


 

 

IAC

IAC
Credit Life & Disability – Collateral Protection

With the addition of new products IAC now makes available dual interest collateral protection for both rolling stock and real estate, blanket LSI, mortgage hazard insurance, flood insurance, gap coverage, blanket mortgage hazard. For twenty years the credit life reinsurance program has provided additional fee income by allowing participating banks to share in the profitability of the credit life and health policies written by their bank.

IAC Group
Greg Lewis
2400 W. 75th Street
Prairie Village, KS 66208
Ph.: 800-821-5434, Ext. 387
Fax: 515-271-8204
glewis@iac-group.com
Web: www.iac-group.com


 

ICBA Bancard

ICBA Bancard
Provides issuing, processing and marketing support of credit card programs exclusively for community banks.

Programs are available for both direct issuing & no liability/no cost agent relationships. As the 24th largest credit card issuer in the US, Bancard actively acquires existing card programs and provides card program consulting through its subsidiary TCM Bank, NA. All Bancard programs allow real time online access to card information for consumers. ICBA Bancard guarantees community bank cardholders will not be cross-sold. Both Visa and MasterCard are offered. In addition, ICBA Bancard offers a comprehensive Internet Banking/Bill Payment solution.

ICBA Bancard
Linda Echard, President
1615 L. Street, Suite 900
Washington, DC 20036
Ph.: 800-242-4770
Fax: 703-841-5103
linda_echard@icba.org
www.icbabancard.org

|| TOP ||
 

ICBA Securities

ICBA Securities
Bank Portfolio Management and Securities
 

ICBA Securities is a wholly-owned subsidiary of the ICBA Services Network.  ICBA Securities provides community bankers with quality investment products, services and education at competitive prices.  Included are asset/liability and liquidity assistance, bond accounting and safekeeping, transaction analysis, Performance Profiles, and research assistance.  ICBA Securities also has a mandated set of policies for the protection of the banker:  rigorous sales rep requirements, a suitable security list, and a pricing policy that is determined by its Board of Directors (also community bankers).  It also has a Loan Trading facility which purchases and sells whole loans including residential, commercial and consumer product.   Through an arrangement with Vining Sparks Interest Rate Products, ICBA Securities also offers hedging strategies to offset asset/liability exposures. Finally, ICBA Securities has a unique, formal agreement to return all of its earnings to either state associations or its parent, the ICBA, in the form of royalties and dividends.

ICBA Securities Corporation
Jim Reber, President & CEO
775 Ridgelake Blvd, Suite 185
Memphis, TN 38120
Ph.: 800-422-6442
Fax: 901-762-5333
jreber@icbasecurities.com

|| TOP ||

JMFA

John M. Floyd & Associates
Focused on profits and efficiences

JMFA OVERDRAFT PRIVILEGE - A valuable program that strengthens accountholder satisfaction and raises market share while increasing your institution's fee income.

NON-INTEREST INCOME - A systems review, creation of new products, and implementation of the right design for maximizing your institution's income.

PROCESS IMPROVEMENT - Proven techniques for effective workflow analysis and design that increase productivity without sacrificing service.

Ron Goffman, Regional Director
1911 Red Oak Drive SW
East Gull Lake, Minnesota 56401
Cell: (218) 820-5438
Email: ron.goffman@jmfa.com
http://www.JMFA.com
 


                                                                                                        || TOP || 

ProfitStars

ProfitStars (Goldleaf is now ProfitStars)

Descriptions:

ProfitStars, previously Goldleaf, is a Community Bankers of Iowa endorsed service provider for Web Solutions. ProfitStars Web Solutions group has designed more than 900 Websites for financial institutions nationwide. They leverage considerable creative and technical resources to help community financial institutions like yours compete effectively with quality Website Design, Hosting, a full suite of Security Services and ongoing customer support. Preferred pricing offered for all CBI members.

 

About ProfitStars

 

ProfitStars, a division of Jack Henry & Associates, Inc., provides best-of-breed solutions that improve the performance of financial institutions of all asset sizes and charters, and diverse corporate entities. These solutions facilitate revenue and growth, risk mitigation and control, and cost control; and complement virtually any core information processing platform. Additional information is available at www.profitstars.com. 

 

About Jack Henry & Associates, Inc.

 

Jack Henry & Associates, Inc. (NASDAQ:JKHY) is a leading provider of computer systems and ATM/debit card/ACH transaction processing services primarily for financial services organizations. Its technology solutions serve more than 11,800 customers nationwide, and are marketed and supported through three primary brands. Jack Henry Banking™ supports banks ranging from de novo to mid-tier institutions with information and transaction processing solutions. Symitar™ is the leading provider of information and transaction processing solutions for credit unions of all sizes. ProfitStars provides highly specialized products and services that enable financial institutions of every asset size and charter, and diverse corporate entities to mitigate and control risks, optimize revenue and growth opportunities, and contain costs. Additional information is available at www.jackhenry.com.

 

ProfitStars

1021Central Expressway South
Allen, TX 75013-2790

www.profitstars.com

 

John Yanacek

615-250-2111

JYanacek@profitstars.com

 

|| TOP ||

Secure Banking Solutions

Secure Banking Solutions
"Supporing Successful IT Exams"

SBS offers comprehensive information security consulting to community banks. Our consultants will work with you to secure a successful IT exam. SBS offers services such as IT audits, penetration testing, vulnerability assessments, business continuity planning, incident response planning, disaster recovery planning, risk assessments, policy and procedure development, vendor management, security awareness training, social engineering BSA audits, and loan reviews. These services can be offered ala carte or bundled with other services to address any bank need. SBS is a leading innovator in developing web-based products for community banks. Tools are used to improve efficiencies and compliance, SBS offers an automated risk assessment and policy development tool, which makes the risk assessment process more efficient and compliant with GLBA regulations.

Mike Thorell Regional Sales Representative
5113  S 142nd
Omaha, NE 68137
Telephone: (515) 344-1034
mike.thorell@protectmybank.com
www.protectmybank.com


 

Sentry Networks Inc.

Sentry Networks Inc.
Zixcorp Email Encryption Technology

Sentry Networks provides ZixCorp's email encryption technology to Iowa banks for regulatory compliance.
ZixCorp's email encryption works on existing email systems, providing banks and customers with the convenience of email plus the security of encryption.

  • Protecting customers increases trust, reduces reputational risk
  • Over 11 million Zix users, increasing by 70,000 users per week
  • ZixCorp experienced a 99% customer renewal rate in 2007
  • Recipients of secure email need no encryption software
  • Any recipient may attach their own file(s) and reply securely
  • Convenient, easy to deploy; no hardware or software necessary
  • Expands bank services, extends market area, better customer service
Tom Weaver, President
2310 SE Delaware, Suite G PMB238
Ankeny, Iowa 50023
Telephone: 888-878-8854
tweaver@sentry-networks.com
www.sentry-networks.com

|| TOP ||

SHAZAM

Shazam
Iowa based ATM and EFT network provider

Features Preferred Status card access.

SHAZAM
Michael K. Hollinger, President/CEO
Dan Kramer, Sr. VP Merchant Serv.
Tom Miller, Sr. VP Sales
6700 Pioneer Parkway
Johnston, IA 50131-1605
Ph.: 515-288-2828
or 800-844-8493
www.shazam.net

 


 

UPS

UPS
Discounted Shipping Services for Members of CBI
 

Now save up to 30% on UPS shipping.

Thanks to Community Banker Services and Insurance! Sign up today.

Take advantage of special savings on UPS shipping offered to you as a member of CBI.  You can now save up to 30% on an expanded portfolio of air and international Express shipping services.  That’s a significant savings over FedEx published rates!*  All this with the peace of mind that comes from using the carrier that delivers outstanding reliability, greater speed, more service, and innovative technology.  UPS guarantees delivery of more packages around the world than anyone, and delivers more packages overnight on time in the US than any other carrier, including FedEx. Simple shipping!  Special savings!  It's that easy!

Members currently enrolled in the UPS Savings Program must re-enroll to take advantage of this new exclusive offer.

For complete details or to sign up, click here or call the Association Hotline at 800-325-7000. *See Rates and Services Chart for detail of Savings and Discounts, which depend on total weekly gross shipping charges incurred.

|| TOP ||

WRK Systems

WRK Systems
A discount referral program on imaging technology

Available only to CBI members who ask to be referred to WRK, an Omaha based technology provider to over 250 banks in the Midwest. Referred CBI member purchasers of complete imaging systems will receive a $ 15,000 discount from WRK. Smaller discounts will apply to partial systems.

WRK Systems, Inc.
Dave Ward
Ed James
11807 Q Street
Omaha, NE 68137
Ph.: 800-888-2135
Fax: 402-592-6999
dward@wrksystems.com


 

Young & Associates

Young & Associates Inc.

The CBI Community Bankers for Compliance™ program, a quarterly compliance training program, is delivered by Young & Associates. We are a community bank consulting firm which provides consulting, education, & outsourcing services in such areas as mergers/acquisitions, stock valuation, strategic planning, loan review, branching/expansion, IT, profit enhancement, internal audit & compliance.

Young & Associates Inc.
S. Wayne Linder, Senior Consultant
James Kleinfelter, President
P.O. Box 711
Kent, Ohio 44240
Telephone: (330) 678-0524
online@younginc.com

|| TOP ||