We Wish to Welcome and Thank Our Newest Associate Members

Daitaas LLC
Mr. Crosby Taylor
Bank Relationship Manager
[email protected]
www.daitaas.com
901-820-4466
7777 Walnut Grove Road
Memphis, TN 38120
Daitaas™ is a data science company with offices in Memphis, Texas and England. Founded by ag insiders — farmers and farm financial analysts with firsthand knowledge and ag experience — Daitaas believes that modern farm financial management is the missing ingredient to consistent profitability today. Our goal is to enhance the farmer’s knowledge of their total operation through the power of data, removing the unknown — and its accompanying stress — to make more empowered decisions and improve profitability.

Glia
Ms. Elysia Hernandez
Field Marketing Manager
[email protected]
www.glia.com
30 W 21st St., Floor 4
New York, NY 10010-6963
Glia is reinventing how businesses support their customers in a digital world. Glia’s solution enriches web and mobile experiences with digital communication choices, on-screen collaboration and AI-enabled assistance. Glia has partnered with more than 350 banks, credit unions, insurance companies and other financial institutions across the globe to improve top and bottom-line results through digital customer service. The company has raised over $100 million in funding from top investors.

BOND.AI
Mr. Yogesh Asudani
EVP-Partnerships
[email protected]
www.bond.ai
417 Main St.
Little Rock, AR 72201-3801
BOND.AI is the creator of the world’s first Empathy Engine®, an artificial intelligence (AI) and machine learning system designed to give financial institutions a holistic understanding of their products and customer bases. The Empathy Engine gives access to powerful data analytics, optimizes revenue streams and creates a hyper-personalized and needs-based approach to marketing efforts.

Risk Strategies
Mr. Dee VanSchoick
Managing Director
[email protected]
www.risk-strategies.com
936-582-5205
1330 Lake Robbins Drive, Ste. 405
Spring, TX 77380-4062
Risk Strategies was founded in 1997 on the premise that an insurance brokerage could be more — a trusted risk management advisor and partner focusing on employees and client needs would create value and success. We are the ninth largest U.S. privately held insurance broker, providing risk management services and worldwide employee benefits. Today, the Risk Strategies family is a diverse organization with multiple solutions and specialties.

BankStride
Ms. Morgan Smith
Customer Success
[email protected]
www.bankstride.com
770-231-4503
2575 Peachtree Park Drive NE #307
Atlanta, GA 30309-1332
BankStride is an end-to-end loan lifecycle management platform that helps banks eliminate loan exceptions, reduce portfolio risk, improve regulatory compliance, enhance thier customers’ experience and increase profitability.

Syntellis Performance Solutions/Axiom Software
Mr. Gavin Sheridan
Regional Sales Executive
[email protected]
www.syntellis.com/axiom-software-financial-institutions-suite
847-441-0022
320 N Sangamon St.
Chicago, IL 60607-1313
Syntellis Performance Solutions provides innovative enterprise performance management software, data and analytics solutions for financial institutions. Syntellis’ Axiom software includes powerful budgeting and planning, profitability analysis, incentive compensation management, relationship-based pricing and reporting and analytics solutions on a unified platform, helping finance professionals elevate performance by acquiring insights, accelerating decisions and advancing their business plans.

Curated Cyber
Mr. Brandon Gettert
CEO/CISO
[email protected]
www.curatedcyber.com
817-264-7197
4402 Oldfield Drive
Arlington, TX 76016-6227
Curated Cyber provides vCISO (Virtual Chief Information Security Officer) services specializing in community baking. We help bridge the gap between business, IT, compliance and governance. We help community banks with compliance and governance needs.

First Approach Consulting, LLC
Ms. Stephanie Pruett
President
[email protected]
www.firstapproach.com
303-818-7151
PO Box 8608
Spring, TX 77387-8608
First Approach provides elevated document management solutions for a client base requiring improved records management, automated business processes and reduction of paper use. All is powered by a platform that is uniquely flexible and economically efficient for document archival and retrieval. The added strengths of the offerings of the First Approach team also include lockbox services and payment processing solutions.

OSC Insurance Services
Mr. Russell Hall
SVP, Business Development
[email protected]
www.oscis.com
972-984-0993
6624 Camille Ave.
Dallas, TX 75252-5463
OSC is a leading provider of compliance-driven tracking technology and insurance products and services for traditional and community banks, credit unions, auto and finance companies, mortgage servicers and property investors. From on-demand manual lender-placed programs to hybrid insurance tracking solutions using our proprietary IrisX technology, OSC delivers time-saving, customizable and scalable portfolio protection programs nationally. We offer competitive property coverage as well as a blanket, mortgage impairment and more from top-rated, international insurance carriers.

CD Construction Consulting
Ms. Katy McAngus
Marketing Manager
[email protected]
www.cdccnet.com
512-476-3537
13215 Bee Cave Parkway, Ste. A130
Austin, TX 78738-0057
CD Construction Consulting provides thorough assessments and inspections on construction projects of every size and scope. We assess and minimize the risks inherent in design and construction and provide the assurances lenders need to make the loans and service them well. Our services include cost reviews, document reviews, construction monitoring, property condition assessments and fund disbursement-for residential and commercial projects.

Plante Moran
Mr. Ari Helfenstein, CRCM, CAMS
Senior Manager
[email protected]
www.plantemoran.com
517-775-3335
3000 Town Center, Ste. 100
Southfield, MI 48075-1120
We are the 14th largest certified public accounting and management consulting firm in the nation, serving clients like you for nearly 100 years. Our firm specializes in financial, compliance, human capital, operations improvement, strategic planning, technology selection and implementation and family wealth management services.

Bridge Business Credit
Ms. Suzanne Robinson
Managing Director
[email protected]
www.bridgebusinesscredit.com
214-587-9997
3814 Great Springs Court
Katy, TX 77494-6568
Since 2002, Bridge Business Credit has been providing flexible financing with asset-based lines of credit. Eligible collateral categories: accounts receivable (required in each solution), inventory, machinery and equipment and owner-occupied commercial real estate. Typical borrowers include bank exit credits, turnaround opportunities, near-term start-ups, high growth companies and those in need of debtor in possession/bankruptcy financing. Bridge Business Credit is focused on loan commitments from $500,000 to $6,000,000.

Peoples Company
Ms. Erin Larsen
Director of Marketing
[email protected]
www.peoplescompany.com
918-734-1919
12119 Stratford Drive
Clive, IA 50325
With a national footprint, Peoples Company is able to serve all the major agriculture markets as a full-service farmland transaction and management platform offering land brokerage and auction services, land and energy management, agricultural appraisal and access to capital markets. Its core business model centers around brokering large, sophisticated deals around the country, as well as acquiring and managing investment-grade assets for clients of the highest caliber, including institutional investors, family offices and high-net-worth individuals.

Kroll Bond Rating Agency, LLC
Ms. Caitlin Fitzpatrick
Associate Director
[email protected]
www.kbra.com
646-731-1268
805 Third Ave., Floor 29
New York, NY 10022-7593
Kroll Bond Rating Agency, LLC, (KBRA) is a global full-service rating agency with a mission to set a standard of excellence and integrity. Established in 2010, KBRA remains dedicated to the restoration of trust in credit ratings by creating new standards for assessing risk and offering timely and transparent ratings.

Touchstone Funds
Mr. Todd Nuss
Vice President-Institutional Business Development
[email protected]
www.touchstonefunds.com
913-568-7414
303 Broadway St.
Cincinnati, OH 45202-4203
Touchstone Investments is a distinctively active fund company committed to providing investors with access to strategies sub-advised by institutional asset managers. Touchstone’s diverse yet focused product offering gives investors a full breadth of investment options across styles and asset classes, including U.S. equity, international equity, income and multi-asset funds.

Encapture
Ms. Brynna Desantiago
Head of Marketing
[email protected]
www.encapture.com
3010 Lyndon B Johnson Freeway, Ste. 900
Dallas, TX 75234-2722
Encapture is a document automation platform that improves operational efficiency and reduces costs for banks by minimizing manual data scrubbing associated with data integrity and reporting. Encapture leverages intelligent document processing and machine learning to integrate with banking systems and data repositories. Banks using Encapture can improve their loan onboarding process, minimize manual collection and keying of data from loan docs and automatically extract and verify key data points for compliance with regulatory requirements.

BancCard of America Inc
Mr. Brian Pemberton
Regional Vice President
[email protected]
www.banccard.com
817-913-3875
7347 Charlotte Pike
Nashville, TN 37209-5011
Founded in 1997 BancCard has been focused on building bank partnerships and meeting customers in person with our local sales and service teams. We’ve earned the trust of more than 600 banks across 28 states making BancCard one of the nation’s leading merchant service providers. We offer customers the ability to accept credit card payments from five of the largest processors. This allows us to deliver the latest in technology in payment processing throughout the nation.

Creatio Americas Inc.
Ms. Maryna Yurchenko
Database Manager
[email protected]
www.creatio.com
617-765-7997
280 Summer St., Floor 6
Boston, MA 02210-1131
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio DNA.

Empyrean Solutions
Ms. Roxanna Bradford
Manager, Community Bank Market
[email protected]
www.empyreansolutions.com
770-402-9819
304 Cambridge Road, Ste. 201
Woburn, MA 01801-6080
Empyrean’s software allows financial institutions to take control of their balance sheet management, scenario planning and risk/performance analysis in a single integrated software platform. The company offers a host of modules, including asset and liability management, liquidity stress testing, deposit analytics, budgeting and profitability. Empyrean works with over 600 financial institutions ranging from $50 million to $200+ billion in assets.

Covington & Burling LLP
Mr. Michael P. Reed, Esq.
Partner
[email protected]
www.cov.com
212-841-1204
The New York Times Building
620 8th Ave.
New York, NY 10018-1405
Covington & Burling is a preeminent multi-national law firm with 1,300+ lawyers and advisors worldwide. What sets us apart is our ability to combine the tremendous strength in our litigation, investigations and corporate practices with deep knowledge of policy and policymakers, and one of the world’s leading regulatory practices. This enables us to create novel solutions to our clients’ toughest problems, successfully try the toughest cases and deliver commercially practical advice of the highest quality.

Funding Circle
Mr. Chris Connor
Director, Financial Institutions
[email protected]
www.fundingcircle.com
707 17th St., Ste. 2200
Denver, CO 80202-3404
For over a decade Funding Circle has been helping small businesses access the capital they need to grow. To help with this important mission, Funding Circle partners with community banks. By partnering with Funding Circle, community banks gain access to high-quality small business loans. Additionally, partner institutions can utilize Funding Circle’s expertise and platform to offer a white-labeled digital small business term loan product to their customers and local communities.

Schellman & Company, LLC
Mr. Grayson Taylor
Director
[email protected]
www.schellman.com
866-254-0000 x141
4010 W Boy Scout Blvd., Ste. 600
Tampa, FL 33607-5794
Schellman is a leading provider of attestation and compliance services. We are the only company in the world that is a CPA firm, a globally licensed PCI Qualified Security Assessor, an ISO Certification Body, HITRUST CSF Assessor, a FedRAMP 3PAO, and most recently, an APEC Accountability Agent. Schellman’s services include a suite of products geared toward the financial services, banking and FinTech industries, with our client’s providing services to 85% of national banks.

Kane Russell Coleman Logan PC
Ms. Leslie J. McKee
Associate
[email protected]
www.krcl.com
214-777-5422
901 Main St., Ste. 5200
Dallas, TX 75202-3705
Formed in 1992, Kane Russell Coleman Logan PC is a full-service law firm with offices in Dallas and Houston. The firm provides professional services for clients ranging from Fortune 500 companies to medium-sized public and private companies to entrepreneurs. KRCL handles a wide array of transactional, litigation, employment and bankruptcy matters in Texas and throughout the country.

CrossCheck Compliance LLC
Mr. Clint Oden
Director
[email protected]
www.crosscheckcompliance.com
972-896-9046
216 Lakeview Drive
Rockwall, TX 75087-5113
CrossCheck Compliance LLC is a nationwide regulatory compliance and risk management consulting firm focused on providing regulatory compliance, internal audit, fair lending, loan review, due diligence and litigation support services for the financial services industry. The firm’s professionals have deep regulatory understanding and operations experience to develop effective compliance strategies and deliver high impact outcomes for clients.

CBM Technology
Mr. Tracy Aymond
Sales Manager
[email protected]
https://cbm.technology
337-541-0456
218 E Bridge St.
Breaux Bridge, LA 70517-5028
CBM Technology is a managed information technology (IT) service provider, specializing in cybersecurity risk management, regulatory and compliance services, integration solutions, Microsoft Office 365 and Azure consulting services and responsive helpdesk solutions. For 50 years, CBM has been successful in providing innovative and reliable IT services in the Gulf Coast region. We hold top accreditations such as SOC 2 Type 2 which is required by our bank customers.

Olsen Palmer LLC
Mr. Preston Simons
Managing Director
[email protected]
www.olsenpalmer.com
202-808-3306
1501 M St. NW
Washington, DC 20005
Olsen Palmer LLC is an independent investment banking firm that exclusively advises community banks across the spectrum of mergers and acquisitions out of offices in Washington D.C., Chicago, Denver and Birmingham. By design, the firm combines the full M&A expertise of a traditional investment banking firm with the specialization, agility and responsiveness of an independent firm.