Preferred Service Providers
Community banks need quality partners and resources to assist in operational efficiency, but vetting can be an arduous process for any institution. CCBN has created a Preferred Service Provider (PSP) program to help provide our members better access to companies and services that are known leaders in the industry – and in addition to value, offer discounts for CCBN members. Learn more about our Preferred Service Providers below and start saving big on solutions for your bank!
ICBA SECURITIES - ICBA BANCARD - EIDE BAILLY - ABRIGO - RELIABLE IT - CORRIGAN & COMPANY - QWICKRATE - FAIRWAY MORTGAGE - FINANCIAL GUARANTY INSURANCE BROKERS, INC.
ICBA SECURITIES - ICBA BANCARD - EIDE BAILLY - ABRIGO - RELIABLE IT - CORRIGAN & COMPANY - QWICKRATE - FAIRWAY MORTGAGE - FINANCIAL GUARANTY INSURANCE BROKERS, INC.
ICBA Securities provides a full suite of investment products and services for community banks through its exclusively endorsed broker, Vining Sparks. Included are traditional debt securities, interest rate products, whole loans, and M&A and bank valuation 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. ICBA Securities is endorsed by 32 affiliated state banking associations, and is the only broker/dealer owned by the community banking industry.
Learn more about ICBA Securities offerings by visiting them online at www.icbasecurities.com.
Contact: Jim Reber, President/CEO
Telephone: 800-422-6442
Email: jreber@icbasecurities.com
Learn more about ICBA Securities offerings by visiting them online at www.icbasecurities.com.
Contact: Jim Reber, President/CEO
Telephone: 800-422-6442
Email: jreber@icbasecurities.com
ICBA Bancard is the wholly owned payment services subsidiary of the Independent Community Bankers of America® and has been managing payments solutions for the nation's community banks since 1985. ICBA Bancard provides community banks with access to comprehensive, affordable payments solutions with the best group pricing, service levels, and unique benefits that would otherwise not be available to individual banks. ICBA Bancard is the 8th largest debit card issuer and the 24th largest credit card issuer in the United States (Source: The Nilson Report).
As the Independent Community Bankers of America’s® (ICBA) payment services provider, ICBA Bancard also serves as an advocate for independent community banks in national policy discussions about the payments ecosystem. Part of ICBA and ICBA Bancard's mission is to educate community banks about the need to actively offer payment services in order to retain their best customers, earn profitable returns and be respected as full-fledged participants in the marketplace.
Learn more about ICBA Bancard offerings by visiting them online at www.icba.org/bancard.
As the Independent Community Bankers of America’s® (ICBA) payment services provider, ICBA Bancard also serves as an advocate for independent community banks in national policy discussions about the payments ecosystem. Part of ICBA and ICBA Bancard's mission is to educate community banks about the need to actively offer payment services in order to retain their best customers, earn profitable returns and be respected as full-fledged participants in the marketplace.
Learn more about ICBA Bancard offerings by visiting them online at www.icba.org/bancard.
Eide Bailly is a top-25 CPA firm serving more than 800 financial institution clients whose assets range from $20 million to more than $10 billion.
Services include tax, audit, directors’ examinations, internal audit, loan file reviews, regulatory compliance consulting, BSA/AML and ACH examinations, compilations, benefit plan audits, tax credits, cost segregation studies, core processing consulting and technology contract negotiation assistance, FFIEC compliant IT exams, technology and cybersecurity examinations, forensic services, regulatory reporting assistance, succession planning, bank merger analysis and assistance, bank stock valuations, bank acquisition assistance and assistance with the preparation of applications and notices to Federal and state regulatory agencies.
For more information, contact:
Kent Fisher, CPA
Partner
Eide Bailly LLP
25231 Paseo De Alicia, Ste. 100
Laguna Hills, CA 92653
888.777.2015
kent.fisher@eidebailly.com
www.eidebailly.com/fi
Services include tax, audit, directors’ examinations, internal audit, loan file reviews, regulatory compliance consulting, BSA/AML and ACH examinations, compilations, benefit plan audits, tax credits, cost segregation studies, core processing consulting and technology contract negotiation assistance, FFIEC compliant IT exams, technology and cybersecurity examinations, forensic services, regulatory reporting assistance, succession planning, bank merger analysis and assistance, bank stock valuations, bank acquisition assistance and assistance with the preparation of applications and notices to Federal and state regulatory agencies.
For more information, contact:
Kent Fisher, CPA
Partner
Eide Bailly LLP
25231 Paseo De Alicia, Ste. 100
Laguna Hills, CA 92653
888.777.2015
kent.fisher@eidebailly.com
www.eidebailly.com/fi
Abrigo’s suite of products and services helps community banks navigate the ever-changing landscape of compliance, credit risk, lending, and asset/liability management while leveraging data to strengthen their portfolios. Over 2,500 community financial institutions rely on Abrigo’s software to help mitigate risk and drive growth.
California Community Banking Network member banks will receive preferred pricing for Abrigo products and solutions through the association.
Abrigo is a leading technology provider of compliance, credit risk, lending, and asset/liability management solutions that community financial institutions use to manage risk and drive growth. Our software automates key processes – from anti-money laundering to asset/liability management to fraud detection to lending solutions – empowering our customers by addressing their Enterprise Risk Management needs.
Learn more about Abrigo by visiting them online at www.abrigo.com.
Or contact Laura Wahl, Director, Sales Enablement and Professional Services
laura.wahl@abrigo.com (984) 242-2711
California Community Banking Network member banks will receive preferred pricing for Abrigo products and solutions through the association.
Abrigo is a leading technology provider of compliance, credit risk, lending, and asset/liability management solutions that community financial institutions use to manage risk and drive growth. Our software automates key processes – from anti-money laundering to asset/liability management to fraud detection to lending solutions – empowering our customers by addressing their Enterprise Risk Management needs.
Learn more about Abrigo by visiting them online at www.abrigo.com.
Or contact Laura Wahl, Director, Sales Enablement and Professional Services
laura.wahl@abrigo.com (984) 242-2711
Reliable IT - access exclusive IT services and solutions combined with compliance and regulation expertise.
CCBN Members will receive a 25% off discount on Reliable IT's one-time onboarding fees for Managed IT Agreements.
Since 2004, Reliable IT has been offering expert IT services to the financial industry and various companies across the nation. Reliable IT specializes in IT technical support services that best align with individual business objectives to meet the highest efficiency and compliance standards.
Services include:
Fixed Fee IT Support; Backup and Disaster Recovery; IT Strategy; Cloud Services; Telecommunications; Microsoft Office 365; Websites; Security
Learn more about Reliable IT offerings by visiting them online at www.ritbanking.com.
Corrigan & Company - access exclusive insurance products, unique discounts and benefits for employee and executive benefits, retirement plans, and deferred compensation programs.
CCBN Members will receive:
- 5% off any first-year insurance commissions they are paid pursuant to the funding of executive benefits plans.
- Corrigan and Company has exclusive access to products and benefit designs that other BOLI vendors don’t, and participation does not require a CCBN member to terminate their existing adviser relationship. Corrigan and Company can help administer or hand off any plans created to the bank’s existing administrative partner.
- Customized benefit plan designs done by in-house Counsel and provided at no cost to the bank, if insurance is purchased.
- Corrigan & Company will rebate 100% of any first-year life insurance commissions it receives related to personal insurance transactions processed for any bank employee.
For over twenty years, Corrigan & Company has worked with financial institutions in the highly specialized areas of employee and executive benefits, retirement plans, and deferred compensation programs.
Services include:
BOLI Financing of Existing Benefits Programs, Supplemental Executive Retirement Plans (SERPs), Post-Retirement Health Insurance Plans, Long-Term Care Insurance, Deferred Compensation Programs, Split Dollar Life Insurance Plans and more customizable programs. Also, Corrigan & Company is a specialist in the area of Mergers and Acquisitions and provides expert consultation and analysis to assist clients in this complex process.
Learn more about Corrigan & Company offerings by visiting them online at www.corrigan-co.com or by contacting 800-456-3377.
QwickRate – access to the premier non-brokered CD Marketplace for funding and investing with more than 3,000 institutional subscribers across the nation.
QwickAnalytics®: - access affordable, time-saving bank research, performance analysis and regulatory tools - available online in just a few clicks.
CCBN Members will receive a 10% discount on both QwickAnalytics and the QwickRate CD Marketplace. Members can also receive a free trial of QwickAnalytics, which includes CECLSolver™. Contact Melissa Wallace from QwickRate at 800.285.8626 ext. 4062 or melissa.wallace@qwickrate.com.
Services Include:
The QwickRate CD Marketplace provides banks with a cost-effective approach to gain direct access to a nationwide market of 3,000 financial institutions and speed the process for non-brokered funding and investing. All direct deposits generated as a result of listing rates in the QwickRate Marketplace are classified as non-brokered, providing banks with a reliable source of institutional deposits to fund loan portfolios, avoid repricing local deposits, or satisfy regulators’ requirements to diversify.
QwickAnalytics delivers affordable and compelling online research, regulatory and analytics tools designed specifically for community bankers. With online access to extensive, robust data and powerful tools, banks are able to simplify the process of assessing the competition, benchmarking their bank and peers, and meeting examiner expectations with CECLSolver and the Credit Stress Test. Ask about our new Excel Add-In Tool for the ultimate in custom research: you can download any and all QwickAnalytics data directly into your own spreadsheet.
IntelliCredit™– Credit risk management solution for detecting emerging risk across all portfolio loans so that early action can minimize losses. IntelliCredit includes aggregate portfolio analysis, next-generation loan review services, software and analytics.
Learn more about QwickRate at: www.qwickrate.com
QwickAnalytics®: - access affordable, time-saving bank research, performance analysis and regulatory tools - available online in just a few clicks.
CCBN Members will receive a 10% discount on both QwickAnalytics and the QwickRate CD Marketplace. Members can also receive a free trial of QwickAnalytics, which includes CECLSolver™. Contact Melissa Wallace from QwickRate at 800.285.8626 ext. 4062 or melissa.wallace@qwickrate.com.
Services Include:
The QwickRate CD Marketplace provides banks with a cost-effective approach to gain direct access to a nationwide market of 3,000 financial institutions and speed the process for non-brokered funding and investing. All direct deposits generated as a result of listing rates in the QwickRate Marketplace are classified as non-brokered, providing banks with a reliable source of institutional deposits to fund loan portfolios, avoid repricing local deposits, or satisfy regulators’ requirements to diversify.
QwickAnalytics delivers affordable and compelling online research, regulatory and analytics tools designed specifically for community bankers. With online access to extensive, robust data and powerful tools, banks are able to simplify the process of assessing the competition, benchmarking their bank and peers, and meeting examiner expectations with CECLSolver and the Credit Stress Test. Ask about our new Excel Add-In Tool for the ultimate in custom research: you can download any and all QwickAnalytics data directly into your own spreadsheet.
IntelliCredit™– Credit risk management solution for detecting emerging risk across all portfolio loans so that early action can minimize losses. IntelliCredit includes aggregate portfolio analysis, next-generation loan review services, software and analytics.
Learn more about QwickRate at: www.qwickrate.com
Fairway Mortgage - access unique discounts and benefits for mortgage products and more.
CCBN Members will receive:
- A $1000 Credit towards Appraisal and Closing Costs for all customers
- A Free Website and Social Media Platform Digital Audit
(The Eric Vavere web development team specializes in brand recognition and SEO which can be extremely helpful for banks.)
Services Include:
The Eric Vavere Team of Fairway Mortgage is a direct lending team with a Community Bank Program which allows their partners an avenue to offer first mortgage products, while Fairway processes, underwrites, and services these loans. This provides their partners with an excellent opportunity for revenue building, customer retention, and expanded marketing capabilities.
Since opening their doors more than 20 years ago, the Fairway team has helped thousands of Americans achieve their dream of homeownership. Ranked as one of the top 10 mortgage companies in America by Mortgage Executive Magazine, they have funded more than $50 billion in loans since the company started and more than $21.2 billion in 2017 alone.
Learn More about Fairway at: www.fairwayindependentmc.com/Eric-Vavere
Financial Guaranty Insurance Brokers Established in 1983, FGIB has distinguished itself as a leading provider of:
o Professional Liability, Cyber Liability and Crime insurance products for financial institutions, including community banks, commercial lenders and Financial Technology (FinTech) companies (start-ups that provide mobile payments, money transfers, loans, fundraising and asset management).
o Crime insurance and general business insurance products for a broad spectrum of firms throughout the United States.
We not only look at the various exposures you face today but also at emerging trends and new vulnerabilities, such as phishing schemes, wire fraud and the theft of money through extortion that affect banks and all types of businesses. This enables us to design an insurance program nimble enough to provide long-term protection.Our long-standing relationships with top-tier carriers provide us with access to best-in-class affordable products.
CCBN Members will receive: a free no obligation insurance and risk review, in which FGIB will determine if there are any coverage gaps or insufficiencies using comparisons of other financial institutions of comparable asset sizes. Following the review FGIB will answer any specific coverage questions you or your directors may have.
Services Include:
Our portfolio of insurance products for the financial institution sector and FinTech enterprises includes the following key coverages:
Learn more about FGIB at: https://www.fgib.com/
o Professional Liability, Cyber Liability and Crime insurance products for financial institutions, including community banks, commercial lenders and Financial Technology (FinTech) companies (start-ups that provide mobile payments, money transfers, loans, fundraising and asset management).
o Crime insurance and general business insurance products for a broad spectrum of firms throughout the United States.
We not only look at the various exposures you face today but also at emerging trends and new vulnerabilities, such as phishing schemes, wire fraud and the theft of money through extortion that affect banks and all types of businesses. This enables us to design an insurance program nimble enough to provide long-term protection.Our long-standing relationships with top-tier carriers provide us with access to best-in-class affordable products.
CCBN Members will receive: a free no obligation insurance and risk review, in which FGIB will determine if there are any coverage gaps or insufficiencies using comparisons of other financial institutions of comparable asset sizes. Following the review FGIB will answer any specific coverage questions you or your directors may have.
Services Include:
Our portfolio of insurance products for the financial institution sector and FinTech enterprises includes the following key coverages:
- Professional Liability, including E&O insurance, D&O Liability and Employment Practices Liability coverage.
- Cyber Liability, which provides protection in the event of a network security incident, such as a hack, denial of service attack, or a computer virus.
- Crime Insurance, including industry-specific coverages that provide protection for everything from employee dishonesty to wire fraud and kidnap and ransom/extortion, among other key products.
Learn more about FGIB at: https://www.fgib.com/