A Community Bankers Services of Kansas (CBS) Initiative to Add Value for CBA Members
The mission of Community Bankers Services of Kansas (CBS) is to enhance the profitability of Kansas community banks by marketing quality products and services. CBS was formed in 2008 by the Community Bankers Association of Kansas (CBA) leadership, a group of dedicated Kansas community bankers who realized that providing CBA members with a competitive advantage through improved access to essential bank products and services was vital to serving its mission of fostering a viable community banking profession.
The CBS Board of Directors continually researches promising new programs. Each endorsed program must be available to all members regardless of size or geographical location, meet stringent quality standards and provide an exclusive member benefit.
Please view the list of Endorsed Providers below, and call us whenever we can be of help, whatever the reason. We look forward to the opportunity to serve you.
Digital relationship banking platform by Agent IQ improves communication and engagement between financial institutions and their customers, leading to happier, more loyal, and more profitable relationships. The Lynq™ platform by Agent IQ allows customers to select and engage with a personal banker for all their financial needs across any digital channel in a persistent manner; just like they are used to engaging with their family and friends. The configurable built-in Augmented Intelligence supports bankers to be more efficient and automate mundane tasks, while the customer-facing self-service AI can drive down call center volume by letting customers get quick answers at their convenience.
Main Contact: Drew Podnar
Address: 7000 North Mopac Expwy, Austin, TX 78731
CBA has partnered with Advanced Business Solution, LLC, (ABS). ABS can support banks at all levels, with experts to help make your job easier at every step – leaving you more time to focus on what you do best. Areas of expertise include: Compliance support, internal audits, accounting support, loan review, credit, loan processing- including SBA, Community Reinvestment Act support, technology strategy and negotiations, and more. ABS can also assist with interim and permanent staffing, helping you find the right person for a position. Name the issue and ABS likely has a solution, contact them for a customized approach to whatever you need.
Main Contact: Advanced Business Solutions
Address: 28080 W 303rd Paola, KS 66071
Bank Compensation Consulting (BCC) specializes in assisting financial institutions with the evaluation of their compensation programs nationwide to help community banks attract, retain, and incentivize key personnel. With BCC’s help, banks identify opportunities to create customized plans that align the interests of shareholders, directors, and officers while ensuring that all regulatory, tax and accounting issues are properly evaluated and addressed. BCC also helps identify ways to offset the cost of plans with Bank-Owned Life Insurance (BOLI), representing all of the major BOLI providers in the market. BCC has helped more than 600 banks in 40 states with an expert team that includes CPAs, CFP®s, attorneys, MBAs, and current/former bank directors. Regional Managing Director Richard Bratten, a Fellow of the Society of Actuaries (FSA) and Chartered Financial Analyst (CFA), has worked in this market for over two decades, bringing unparalleled expertise and proactive, high touch service to community bankers. BCC is committed to providing best in class service to their clients with their in-house team of professionals and proprietary service platform, backed by their SAS70/SSAE16/SOC certification.
Main Contact: Richard Bratten
Phone: (307) 763-0070
Address: 1004 Big Goose Rd Sheridan, WY 82801
BHG Financial is transforming the financial industry; leveraging the power of data, analytics, and cutting-edge technology to become not only the number one source for professional loans, but the creator of the largest community bank network in the country. Since 2001, BHG has originated more than $13 billion in loan solutions to top-quality borrowers, which community and midsize banks can access via our state-of-the-art loan delivery platform: The BHG Loan Hub. Building on two decades of innovation, the BHG Bank Network offers a full suite of programs that span business, consumer, and SBA 7(a) loans, collection services, risk management services, and point-of-sale financing. To date, over 1,500 bank partners have trusted in this program as a proven source of interest income and diversification for their bank. With record growth year after year, BHG continues to be recognized regionally and nationally: earning a spot on the Inc. 5000 for 16 years running, and receiving accolades from Great Place to Work® and Fortune magazine, among others. BHG is 49% owned by Pinnacle Bank (PNFP), a $41 billion asset bank, and has headquarters in Fort Lauderdale, FL and Syracuse, NY.
Main Contact: Thomas Badolato
Phone: (315) 372-4510, (315) 849-4808
Address: Davie, FL
For nearly 25-years, Financial Management Services, Inc. (FMSI) has been a full-service investment advisor and balance sheet consultant for community banks. FMSI is a registered investment advisor with a fiduciary obligation to its clients so both parties’ interests are aligned. It is our mission to provide community banks the same professional financial expertise as regional and global banks. Our goal is to improve profitability by increasing net interest margin and supporting management with balance sheet strategies. FMSI applies proprietary analytics to the total balance sheet. We partner with management to help meet your institution’s goals for return on equity and risk management. We believe our experience and analysis will allow your bank to optimize its balance sheet to maximize earning within management/board risk tolerances.
Main Contact: Chuck Crouch
Phone: (913) 955-3355
Address: 11235 Mastin Street, Suite 203 Overland Park KS
ICBA Payments and TCM Bank provide community banks access to competitive credit, debit and merchant processing options (as a direct issuer or agent bank) to help them strengthen their customer relationships and bottom lines. Additionally Payments offers comprehensive card management tools ranging from card issuance to turnkey marketing to best-of-breed operational support, including the exclusive Fraud Loss Protection program. Competitive credit card portfolio valuation, consultation and purchase options are also available.
Main Contact: Linda Echard
Phone: (800) 242-4770
Address: 1615 L St NW Ste 900 Washington DC
ICBA Securities provides a full suite of investment products and services for community banks through its exclusively endorsed broker, Stifel. Included are traditional debt securities, interest rate products, whole loans, and M&A and bank valuation services. Stifel also has state-of-the-art asset/liability and bond accounting products. It offers investment banking services through KBW. 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 34 affiliated state banking associations, and is the only broker/dealer owned by the community banking industry. | Email: email@example.com | Twitter: @ICBASecurities | LinkedIn: ICBA Securities
Main Contact: Jim Reber, President/CEO
Phone: (800) 422-6442
Address: 775 Ridge Lake Blvd Ste 175 Memphis TN 38120
MPA Systems has been in the modular bank business 55 years, and specializes in a Disaster Recovery Program that includes a fully equipped modular bank building, generator, furniture, camera/alarms and phones. MPA offers a satellite connectivity package that provides a connection to the internet, in the event of a disaster, plus more. MPA Systems provides a turnkey solution for bank remodeling projects: new branch locations and a temporary branch for lease or sale.
Main Contact: Jim Crouse
Phone: (940) 458-2600
Address: 3475 High River Road Fort Worth TX
QwickRate originated non-brokered CD funding in 1986. Since then we’ve created an entire array of additional products, services and tools to help community banks become more efficient – at funding, analytics and research, surpassing examiner expectations, and more. QwickRate Analytics offers powerful online analytics and regulatory tools that every bank can afford, and IntelliCredit offers game-changing loan review services, plus loan review and analysis solutions for internal teams.
Main Contact: Shawn O’Brien
Address: 1350 Church Street Ext. NE, Suite 200, Marietta, Georgia 30060
RESULTS Technology, based in Overland Park, Kan., offers technology services specifically designed for Community Banks. RESULTS Technology is a family-owned Kansas company specializes in providing IT infrastructure, compliance and cybersecurity services to the banking industry. Goals for CBA Members include helping Kansas banks reduce risks and achieve operational efficiency. RESULTS Technology is an award-winning provider of managed IT infrastructure, compliance and cybersecurity services to the community banking industry. RESULTS provides fully outsourced or supplemental technology services, layered cybersecurity services, backup & business continuity, disaster recovery testing, audit and exam support, employee phish training, multifactor authentication and more. RESULTS has been helping community banks reduce risks and achieve operational efficiency for more since 1997. RESULTS Technology is owned by the John French family. John French was the former owner of Bankline, a bank service organization that provided data processing services to the banking industry in the 1980s. Bankline is now part of FIS. RESULTS has also been endorsed by core providers Data Center, Inc (DCI) and Automated Systems, Inc. (ASI). Contact RESULTS at firstname.lastname@example.org or visit www.resultstechnology.com.
Main Contact: RESULTS Technology
Address: 12022 Blue Valley Parkway, #524, Overland Park, KS 66213
Senior Housing Crime Prevention Foundation. CRA Partners offers CRA support, the CRA Collaborative Peer Group, and CRA compliance programs that create safe living environments for older Americans with help from local banks. Through our Foundation, we have helped hundreds of banks protect residents of low-income senior housing facilities via our programs: Senior Crimestoppers, Senior Secure, and Senior Sentry, while earning CRA credit. Partner with us to satisfy your bank’s CRA requirements, boost community relations, and develop new business relationships, while ensuring safety in nursing homes, HUD communities, and veterans homes. With hundreds of banks already participating, we are protecting thousands of seniors and veterans across America. Visit online at Shcpfoundation.org or call (877)232-0859
Main Contact: Aimee Leeper
Address: 8700 Trail Lake Drive W, Suite 140, Memphis, TN 38125
SHAZAM is a national member-owned debit network, processor and core provider. Founded in 1976, SHAZAM delivers choice and flexibility to community financial institutions throughout the U.S. and is a single-source provider of the following services: debit card, core, fraud, ATM, merchant, marketing, training, risk and ACH. Learn more at shazam.net, and follow @SHAZAMNetwork.
Main Contact: Matt Morrow
Phone: (515) 558-7627
Address: 6700 Pioneer Pkwy Johnston IA
SJC Marketing is a full-service marketing, communication and content creation company. They offer professional communication solutions for small businesses and non-profits. With a team of writers, marketing professionals and social media experts, they offer targeted and highly-focused content and marketing plans. The focus of SJC is delivering high-value strategies and unique content that are backed with research and creativity.
Main Contact: Jordan Shadwick
Phone: (816) 396-8575
Address: 203 N. 36th St., Ste. A St. Joseph, MO 64506
In 2016, SNL Financial and S&P Capital IQ, two of the world’s leading financial analytics providers, joined forces as S&P Global Market Intelligence to deliver the most sector-specific, comprehensive and reliable intelligence in the industry. 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 and companies to make decisions with confidence. For more information, visit the S&P Global website.
Main Contact: Stacy Sheehy
Phone: (877) 863-1306
Address: 212 7th St NE, Charlottesville VA
Travelers provides their SelectOne insurance product which leverages their historic commitment to financial institutions providing a customizable portfolio of coverages designed to support the needs of community banks.
Main Contact: Danielle Horton
Phone: (314) 579-8321
Address: 940 West Port Plaza St Louis MO
Trust Exchange is a third party risk management solution that allows for the exchange, storage, and verification of mission-critical information with partners, suppliers and third parties. With a unique approach of peer 2 peer collaboration, Trust Exchange allows banks to automate compliance and regulatory management with high accuracy and real-time data. With ever changing regulations, Trust Exchange helps banks keep pace. Trust Exchange is a cloud-based, secure, and scalable platform with high configurability and customization. Trust Exchange is currently serving financial institutions, government, and businesses nationwide. Trust Exchange introduces an approach that completely reforms the way organizations exchange, track, and manage their information. This networked approach accelerates the path to vetted new suppliers, partners and third parties. By implementing your own customized Trust Exchange digital information gateway, you can create a better way to efficiently review, distribute, and exchange your mission-critical business information.
Main Contact: Leo Robert
Address: Austin, TX
UNICO Group, Inc. (UNICO) is a client-focused insurance agency founded in 1988 that offers a consultative and relational approach to the insurance process. As one of the largest locally owned insurance brokerages in Nebraska, UNICO has over 130 employees across seven states and office locations in Lincoln, Omaha, Kearney and Columbus.
Main Contact: Diana Poquette
Phone: (402) 499-1011
Address: 11405 Wingfoot Dr Kansas City KS
Works24 is the leading provider of on hold phone messaging and music services exclusively for banks and financial institutions. Works24 takes your short telephone wait times for customers placed on hold, and turns them into excellent communication opportunities to help you effectively cross-sell and cross-promote your bank products and services. Works24 has a bank-specific business model that is highly effective, simple to implement, and minimal in cost.
Main Contact: Brian Robinson
Address: 3508 French Park Dr Ste 1 Edmond OK