We Wish to Welcome and Thank Our Newest Associate Members
i3 Verticals
Mr. Jason Mutchler
Account Executive
[email protected]
www.i3verticals.com
832-454-2352
11101 S Crown Way, Ste 1
Wellington, FL 33414-8792
i3 Verticals is a leading payments provider with a long history of working with financial institutions. Our goal is to help your clients with comprehensive payment solutions and growth, while providing you with the opportunity to add deposit accounts, improve client retention, develop new clients and avoid liability. Along with exceptional customer service, we offer solutions that fit you and your clients’ needs for credit and debit card processing, payment gateway, software integration and more.
Phase Engineering, LLC
Ms. Diana Hedrick
Director of Business Operations
[email protected]
www.phaseengineering.com
832-485-2225
5524 Cornish St.
Houston, TX 77007-4304
Phase Engineering, LLC, provides professional quality and timely environmental assessments for the real estate and lending communities performing more than 1,000 environmental site assessments annually. Phase Engineering offers a variety of environmental consulting services to its clients, ranging from the EPA “All Appropriate Inquiries” to the ASTM Standard Phase and Phase II Environmental Site Assessments to licensed/certified asbestos, mold and lead inspections, indoor air quality, abatement/remediation project management, wetlands, UST’s, VCP, IOP and property condition assessments.
eCapital
Ms. Vanessa Leck
Business Development Officer
[email protected]
www.ecapital.com
972-249-7290
20807 Biscayne Blvd.
Ste 203
Miami, FL 33180-1410
eCapital is committed to accelerating access to capital for companies in the U.S., Canada and the U.K. By leveraging a team of more than 800 experts and proprietary, industry-leading technology, eCapital is creating the future of business funding. With a full suite of products such as freight factoring, invoice factoring, lines of credit, asset-based lending, payroll funding and equipment financing, eCapital ensures businesses have the funds they need to do more.
Complete Compliance, Inc.
Ms. Kristin Rice
Sales and Marketing Manager
[email protected]
www.completecompli.com
402-939-6715
1024 Dodge St., Apt 410
Omaha, NE 68102-1193
Complete Compliance, Inc. (CCI) helps financial institutions find experienced resources to manage their compliance and IT operations. We specialize in comprehensive services for community and mid-sized banks with a personalized touch. Just like the institutions we serve, CCI prides ourselves on knowing our customers and working with them until the job is finished. We bring expert knowledge straight to institutions, provide solutions to trouble areas and build compliance and IT programs specific to your needs.
BankOnIT
Ms. Dana Adams
Chief Marketing Officer
[email protected]
www.bankonitusa.com
405-605-3900
8601 Commerce Park Dr.
Oklahoma City, OK 73132-3438
BankOnIT helps banks achieve more by streamlining their IT function. With an IT foundation that is built from the ground up and delivered through a team of highly skilled technologists, project managers, former bankers and auditors, BankOnIT banks are more efficient, scalable and better able to focus on ways to deliver a differentiated experience to their customers.
JMFA
Mr. Justin Starnes
Regional Sales Director
[email protected]
www.jmfa.com
806-471-0224
1415 North Loop W, Ste 500
Houston, TX 77008-1655
As an expert in non-interest income and expense analysis, JMFA helps provide community banks insight and intelligence to make the best data-driven decisions. We address your evolving needs with comprehensive overdraft consulting — backed by a 100% compliance guarantee — and vendor contract negotiation services so you can focus on what matters most.
Franklin Templeton
Mr. Shane Ward, AIF®
VP, Private Wealth Director
[email protected]
www.franklintempleton.com
713-516-5653
100 Fountain Pkwy. N
Saint Petersburg, FL 33716-1205
From large institutions to individual investors, each of our clients wants the same thing — to achieve their financial goals. And for more than 75 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why millions of clients in more than 155+ countries have entrusted us with their investments, making us one of the world’s largest independent asset managers.
Watkins & Associates
Mr. Garry Modrell
Executive Vice President
[email protected]
www.watkinssearch.com
713-334-4342
14023 Whispering Valley Dr., Ste A
Cypress, TX 77429-4132
Watkins & Associates is a 40+ year old boutique executive search firm based in Houston. We specialize in the banking, finance and accounting, IT and data science. Watkins was founded in 1975 and has earned a reputation for successfully identifying, recruiting and placing superior candidates with growing companies nationwide. Our tenured recruiters average more than 15 years of experience in direct hire recruiting and have consistently placed top quality professionals.
Unitas Financial Services
Mr. Allen Moss
VP, Regional Business Development
[email protected]
www.unitas360.com
800-461-9224
6543 Commerce Pkwy., Ste M
Dublin, OH 43017-5299
Unitas Financial Services is a full-service lender insurer and a leader in providing innovative blanket portfolio protection. Unitas works with banks across the country, providing customizable portfolio protection programs and other financial products to enable community lenders to remain strong, efficient and protected as they continue to grow and enrich their communities.
Sterling ATM
Mr. Steve Binder
Co-owner
[email protected]
www.sterlingatm.com
214-529-0082
4282 W 1730 S, Ste A
Salt Lake City, UT 84104-4884
At Sterling ATM, we combine experience and creativity to develop products that are exactly what your customers want. We make them affordable, deliver them on time and make sure they are built to last. We created Sterling ATM more than 20 years ago to address a need for high quality, innovative designs focused exclusively on ATM signage. We are a full-service, turn-key vendor, from branding and design to manufacturing, installation and project management.
Verge Network Solutions, LLC
Mr. Shayan Zadeh
President
[email protected]
www.vergenetwork.com
281-800-8060
1213 West Loop N, Ste 130
Houston, TX 77055-7242
Verge Network Solutions specializes in serving the telecommunications needs of community banks, focusing on the design, implementations and support of voice communications over the bank’s network or in our private cloud. We become the single point-of-contact to assist the bank in reducing recurring communications expenses while deploying advanced technology to help the bank better serve its customers.