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Bank Marketing Center Logo     Centrant Logo     Federal Home Loan Bank of Dallas Logo     Genesys Logo     Higginbotham Logo     Insperity Logo     IntraFi Network Logo     JB Lloyd Insurance Logo     KeyState Logo     Ncontracts Logo     NFP Logo     ODP Business Solutions Logo     OnBoard logo     Pentegra Retirement Services Logo     Q2 Logo     Shred-it Logo     Verafin Logo     Vericast Logo     Wolters Kluwer Logo    

TBA Endorsed Partners

TBA Endorsed LogoTBA endorsed partner products & services have been thoroughly vetted and reviewed by the TBASCO Board of Directors . True partners to the TBA, these companies support TBA events and advocacy on behalf of banks across Texas. When considering a third party provider, look for the TBA Endorsed logo.

Interested providers are strongly encouraged to first join TBA as an associate member if interested in pursuing endorsement.

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Bank Marketing Center

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BankMarketingCenter.com (BMC) is a web-based marketing portal that empowers banks to produce professionally designed, bank-branded marketing materials in a matter of seconds. BMC puts you in complete control of the ad production process for your bank, saving valuable time and money. BMC has thousands of successful marketing materials including ads, direct mail, statement stuffers, flyers, posters, digital signage and more. The process is easy. On the site, you can select a marketing piece and customize it within seconds. Your bank’s logo and contact info will be automatically inserted into the ad. You can edit the copy, colors, fonts, and select from over nine million stock photos from Getty Images. Finished materials are then sent automatically to your compliance department for approval and then to your publication or printer. BankMarketingCenter.com has proven to be so successful that banks of all sizes are now using this valuable service nationwide.

Program Benefits

  • 20% discount for TBA members.
  • Web-based and easy to use. No software required.
  • Software routes ad materials through bank’s compliance approval process.
  • Order history allows ad materials to be reviewed by regulators.
  • Professional advertising and marketing materials can be produced in seconds.
  • Change ad copy, photos, layout size, fonts and font sizes.
  • Select from over 9 million stock photos through Getty Images.
  • Select and use local media and printers.
  • Unarchive previous ads and edit them in seconds.
  • Users can have their photo and personal info automatically appear on ad materials.
  • Private labeled marketing sites can be developed for large banks.
  • Letter templates eliminate bad grammar and misspelled words. Databases can be added, with completed letters produced and printed in seconds.

To learn more, email Neal Reynolds, President or call him at 678-528-6688.

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Centrant Community Capital

Affordable Housing Lending

Centrant Community Capital is a mission-driven lender, leveraging the resources of the banking industry to finance the creation and preservation of quality affordable housing.

Established in 1990, we provide first-lien, permanent financing for apartment communities that are affordable to low- to moderate income households. As a member of Centrant Community Capital, your institution will have the opportunity to participate in low-risk multifamily loans that offer CRA credit and attractive interest yields. This consortium model enables member banks of all sizes to support community reinvestment efforts in the markets they serve in a safe, profitable manner.

With nearly 100 member financial institutions of all sizes, we are one of the largest consortia of our kind in the nation. To date, we've provided over $375 million in loans to support the development of over 20,000 units in nearly 400 communities across the Southeast.
Program Highlights:

  • All loans offered for subscription on a voluntary basis - participation is never mandatory
  • Select loans that meet your investment, portfolio and CRA goals, at a level that is right for you
  • Centrant Community Capital provides on-going support for every loan in our portfolio, including servicing, payment remittance, asset management and annual property inspections
  • Exceptional portfolio performance — our loss history to date is less than 0.3% of total loans

To learn more, email David R. Bennett, Executive Vice President or call him at 919-781-7979.

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Federal Home Loan Bank of Dallas


Community Advance Programs

FHLB Dallas offers three community advance programs that support local investment. These programs provide favorably priced solutions that support the affordable housing and economic development efforts by its member institutions.

  • Community Investment Program (CIP) provides favorably priced advances to assist members in funding affordable housing, qualified economic development projects and community revitalization in targeted communities.
  • Economic Development Program (EDP) provides favorably priced advances to assist members in funding qualified economic development projects and community revitalization in targeted communities.
  • Disaster Relief Advances Program (DRP) Favorably priced advance funding to support recovery efforts in officially declared disaster areas in FHLB Dallas' District.

Mortgage Partnership Finance® Program (MPF®)

Provides FHLB Dallas members with a competitive, alternative to access the secondary mortgage market. FHLB Dallas members that become Participating Financial Institutions (PFIs) gain opportunities to sell certain fixed-rate, conforming mortgage loans into the secondary market. PFIs that participate in the MPF program also have an option to retain servicing on their loans, and subsequently maintain control of their customer relationships, or they can sell servicing.

FHLB Dallas offers four products from the MPF Program:

Credit Enhancement (CE) Products:

Non-Credit Enhancement Product:

For more information, email Steve Otto or call him at 214-441-8711.

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Genesys Technology Group, LLC

Core Consulting

Genesys was founded in 2007 to be an advocate for the community banker by providing affordable technology consulting. Genesys takes the guesswork out of core contract negotiations. Consulting services include contract renewals and negotiations, systems evaluation and selection, M&A system assessments and negotiations, and in-house to outsourced evaluation services. TBA member banks receive a 7% discount on these endorsed services.

For more information email Selina Bailey or call her at 770-729-4138.

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Employee Benefits

Higginbotham is the largest independent insurance broker based in Texas. Thousands of companies and financial institutions across the state trust our single source solution for employee benefits. We have more than 30 offices in Texas to serve your regional insurance needs. Our size ranks us among the largest brokers in the nation, yet our local concentration keeps us accessible.

In fact, we’re always by your side. Getting you covered is just what we do on day one. We support you and your employees on day two and every day after. It’s what we call Day Two Services® because we deliver everything you need to manage your plans and control your benefits throughout the year.

For more information email Mark Rutherford at [email protected] or call him direct at 817-797-0556.

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Business Performance Solutions

Insperity helps the banking community unleash its employees' full potential with an array of human resource and business solutions that improve business performance. For more than 30 years, Insperity (NYSE: NSP) has offered the most comprehensive workforce optimization solution in the marketplace that delivers administrative relief through robust payroll and HR platforms, better benefits, reduced liabilities and a systematic way to improve productivity. The Company operates over 70 sales offices in 30 major markets serving more than 100,000 businesses. If you would like to learn more about Insperity, please email John Klement or call him at 512-231-4512.

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IntraFi Network

Certificate of Deposit Account Registry

Promontory Interfinancial Network is now IntraFi NetworkSM. Having built the largest bank network of its kind, we’re a trusted ally to community banks that never competes with banks for their customers and that helps them to attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income, diversify funding and reduce collateralization. Work with the market leader to grow profitability and increase franchise value.

IntraFi Network’s innovative balance-sheet management solution — known as IntraFiSM Network DepositsSM (formerly CDARS®, ICS®, and IND® deposit solutions) — empowers institutions to increase profitability, grow franchise value, manage liquidity more easily and serve customers better. To learn more, visit IntraFi.com, or contact Chuck McBrayer, Regional Director – Northern Texas at [email protected] or via phone at 703-292-3432 or Chris Ely, Regional Director – Southern Texas at [email protected] or via phone at 703-292-5907.

Use of the IntraFi Network Deposits service is subject to the terms, conditions, and disclosures set forth in the applicable program agreements, including the applicable Participating Institution Agreement and Deposit Placement Agreement. Limits apply, and customer eligibility criteria may apply. If a depositor is subject to restrictions with respect to the placement of funds in depository institutions, it is the depositor’s responsibility to determine whether the placement of its funds through IntraFi Network services satisfies those restrictions. Program withdrawals may be limited to six per month when using certain IntraFi Network services. IntraFi Network, IntraFi, and Network Deposits are service marks, and CDARS, ICS, and IND are registered service marks, of IntraFi Network LLC.

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J.B. Lloyd & Associates, LLC

Lender Placed Hazard & Flood and Mortgage Impairment/Errors & Omissions Insurance

J.B. Lloyd & Associates is an insurance agency that has provided lender placed hazard & flood and mortgage impairment and mortgage errors & omissions insurance protection to Texas banks for 24 years. In addition to excellent customer service, Lloyd & Associates' web-based reporting capabilities and broad coverage options sets us apart from other insurance providers.

For more information email Jim Lloyd, call him at 214-265-2445 or visit www.lloyd-ins.com.

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KeyState Captive Management

Bank Captive Program

KeyState Captive Management (KeyState) is the country's largest provider of captive management and investment portfolio services to community banks.

KeyState offers banks with over $1 billion in assets the opportunity to form a wholly-owned captive insurance company through its Bank Captive Program. A captive insurance company, or a legally licensed limited purpose property and casualty insurance company, can augment a bank's commercial policies by covering the existing commercial deductible layers, increasing coverage levels on existing policies (excess layers), and identifying other currently unfunded risks to insure where commercial insurance is not available to the bank.

Through a captive, banks can:

  • Improve their enterprise risk management;
  • Better manage unfunded risks;
  • Formalize a self-insurance program;
  • Realize efficiencies and savings related to insurance expenses and loss mitigation; and
  • Take advantage of a small business incentive available under a section of the Tax Code.

What makes KeyState's Bank Captive Program different from its competitors? The primary differentiator is KeyState's deep knowledge and specific expertise working with banks and their regulators in evaluating structures and responding to regulator inquiries. KeyState's team offers a turnkey product and assists the bank every step along the way.

For more information email Brian Amend or call 302-425-5181.


Vendor Management

Ncontracts provides comprehensive vendor, compliance, risk management, and lending compliance solutions to a rapidly expanding customer base of over 4,000 financial institutions in the United States. We help financial institutions achieve their compliance and risk management goals with a powerful combination of user-friendly, cloud-based software and expert services. Our solution suite encompasses the complete lifecycle of risk, including vendor management, enterprise risk management, business continuity, compliance, audit and findings management, employee engagement, company culture alignment, and cybersecurity. The company was named to the Inc. 5000 fastest-growing private companies in America for the third consecutive year.

For more information visit www.ncontracts.com or follow the company on LinkedIn and Twitter.

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NFP Executive Benefits

Executive Benefits & BOLI Consulting

NFP Executive Benefits (NFPEB”) provides creative solutions to attract, retain and engage key officers and board members. As of December 31, 2019 more than 1,250 banks count on NFPEB to design, implement, administer and finance these important compensation and nonqualified benefit programs.

In addition, the company’s in-house service professionals offer practical, hands-on assistance to banks and their professional advisors, auditors and examiners. NFPEB provides its clients with timely, accurate documentation and regulatory compliance support. NFPEB has the experience of CPAs, attorneys, MBAs, CLUs, CFP®, and ChFC® professionals, a former bank regulator, several former bankers and bank directors, and other experts with advanced degrees and licenses. Our staff also includes individuals with significant BOLI and benefits administration experience as well as one of the industry’s most recognized experts on accounting and tax matters.

If a bank should decide to implement any of these plans, NFPEB has the experienced and professional staff needed to properly design, administer and oversee these plans. As evidence of its leadership position in the market, NFPEB has the exclusive endorsement of the American Bankers Association and several state banking associations including TBA.

To learn more about our services and products, contact Ken Derks* at 469-252-1037, Trey Deupree* at 972-672-8245 or visit executivebenefits.nfp.com.

*A Registered Representative of Kestra Investment Services, Inc.

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ODP Business Solutions

Watch the program overview video.

ODP Business Solutions has partnered with TBA on a national state bankers association program to provide TBA members significant discounts on a wide range of office and banking supplies, cleaning supplies, personal protective equipment (PPE), furniture, break room provisions, print solutions, promotional products and more. The program has proven to deliver an average cost savings of 20-30% to participating members.

Program Benefits:

  • Select from 1,300 discounted items that are frequently used by the banking industry.
  • Customize a list of up to 75 additional items from a select group of office supplies to help meet your specific objectives.
  • Enjoy free, next-day delivery on qualifying orders of $50 or more, within our local delivery areas.
  • Give your associates access to the contract pricing through our Employee Purchase Program.
  • Buy online and pick up in-store in one hour.
  • Leverage cost-saving tools, convenient reporting and bill management through our world-class e-commerce platform.
  • Help drive savings and compliance with quarterly business reviews from our highly trained sales team.

Company Registration:
New Customers: Register for an account at www.odpbusiness.com/banksignup.
Existing Customers: If you’re already an ODP Business Solutions customer and would like switch to TBA’s program, please contact [email protected].

Employee Registration:
If you are an employee of a TBA member organization, you can register for a personal account online and receive TBA’s discounts by clicking here.

For more information about this program, contact Talitha Searcy at 512-651-2579 or [email protected].


OnBoard is a secure cloud-based board management platform designed to make board meetings more informed, effective, and uncomplicated.

Built for bank leaders, boards, and their committees – OnBoard has worked with community banks for over 15 years, creating solutions that solve their challenges. OnBoard was born from this work, and it’s why it’s the only board portal endorsed by the Texas Bankers Association.

The most simple, secure, and effective way to run board meetings, OnBoard streamlines governance with a platform that features award-winning user-friendly design, insightful analytics, and real-time collaboration. Independently verified, and backed by Microsoft Azure, OnBoard’s enterprise-grade security ensures every board benefits from penetration-tested architecture – keeping your board from financial and reputational harm.

Ready to start using OnBoard? Contact us for a demo or free 30-day trial.

For more information, email OnBoard at [email protected] or call us at 765-535-1882.

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Pentegra Retirement Services

Retirement Plans for Bank Employees

Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to banks nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes.

With an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor and enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions, plan consulting, TPA services and fiduciary support.

Help your bank drive more successful retirement outcomes for your employees with Pentegra. For more information on Pentegra's products and services, email John Schafer, National Leader, Financial Institutions Channel, or call him at 914-821-9534.
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Online, Voice and Mobile Banking

At Q2, we believe financial power should stay within the communities you serve. To that end, our mission is to enable community-centered financial institutions to compete to win in an always-connected world. Our flexible, single-platform online banking solution offers a secure, intuitive, and consistent user experience across all digital channels from desktop to mobile – for end users ranging from retail consumers to commercial and corporate entities.

Backed by analytical intelligence from over 250 million customer interactions every month, Q2 can help you offer more to your account holders and anticipate their changing needs – while keeping their assets secure and your reputation safe. We merge business-critical technology, an engaging user experience, and a culture of partnership to streamline your day-to-day operations and accelerate your growth and retention strategies.

Only Q2 enables you to stand apart, scale smart, and grow beyond – empowering returns on relationships with your employees, account holders, and community. For more information visit Q2.com.

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Shred-it specializes in providing a tailored document and media destruction service that allows businesses to comply with legislation and ensure that the client, employee and confidential business information is kept secure at all times. Through their strict chain-of-custody processes, reliable on-time service and a global network of local service centers, Shred-it provides the most secure and efficient confidential information destruction service in the industry.

Exclusive Benefits for TBA Members:

  • Significant savings on Shred-it services, including:
    30% discount on document destruction, hard-drive and media destruction
    35% discount for Community Shred Days
  • Dedicated customer care contact, national accounts billing specialist and local operational support.
  • Onsite mobile shredding services available.
  • Secure, locked containers in your branch and offices with free keys for ease of retrieval.
  • State-of-the-art guaranteed chain of custody at every touchpoint.
  • Customer portal to request service information and reports.
  • Bar code technology to manage material tracking.
  • Certificate of destruction with each service – your proof of compliance.
  • 100% secure recycling of all material free of charge.
  • Annual environmental certificate – your impact on nature.
  • Complimentary workplace privacy policies.

Get Started

To setup or inquire about Shred-it service, please fill out the contact form at www.shredit.com/en-us/national-accounts/state-bankers-association-program.

If you are already a Shred-it customer and would like to access the Association’s discounts you may request to join this program after your current contract has passed 50% of its term. Simply contact [email protected] with your account information.

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Verafin Financial Crime Management Platform

Verafin is the industry leader in enterprise Financial Crime Management solutions, providing a cloud-based, secure software platform for Fraud Detection and Management, BSA/AML Compliance and Management, High-Risk Customer Management and Information Sharing. Nearly 3000 banks and credit unions use Verafin to effectively fight financial crime and comply with regulations. Leveraging its unique big data intelligence, visual storytelling and collaborative investigation capabilities, Verafin significantly reduces false positive alerts, delivers context-rich insights and streamlines the daunting BSA/AML compliance processes that financial institutions face today.

Verafin is the exclusive provider for Texas Bankers Association, Western Bankers Association, Florida Bankers Association, Massachusetts Bankers Association, and CUNA Strategic Services, with industry endorsements in 48 U.S. states.

For more information, call 866-781-8433 or email [email protected].

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Check Printing and Marketing Services

Vericast is reimagining marketing solutions one business-to-human connection at a time. By influencing how over 120 million households eat, shop, buy, save and borrow, Vericast fuels commerce, drives economic growth and directly accelerates revenue potential for over 70,000 brands and businesses. While its award-winning portfolio of products, technology and solutions — including Illumis™, Household Connect™, Valassis Consumer Graph and Harland Clarke ChecksCX™ — are a piece of the Vericast story, its people are the true differentiators; trailblazers in data intelligence, marketing services, transaction solutions, campaign management and media delivery.

For more information, visit www.vericast.com, email Terri Bianca or call her at 318-505-4731.

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Wolters Kluwer

Compliance Software and Forms

Wolters Kluwer® works with Banks across the U.S. to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes. Wolters Kluwer was the first endorsed partner of TBASCO starting in 1989 and is proud to be a valued provider to many TBA members.

Wolters Kluwer is the trusted leader in compliance management. Our expert solutions enable lenders, compliance officers, and operations teams to achieve compliance certainty across the end-to-end digital loan lifecycle and through complex regulatory change environments.

Texas Bankers Association proudly endorses the following software and compliance content and services from Wolters Kluwer.


Documents and Forms (Paper and Electronic (E-Form)

When regulatory and compliance management matter most, trust the experts. Wolters Kluwer Expert Solutions.

For more information email Stephen Bradley or call him at 612-554-0116, or visit Wolters Kluwer.