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Below is a list of service and product providers which have been endorsed by the Colorado Bankers Association. Each has undergone a rigorous and thorough review by CBA staff and board of directors. To learn more, contact Jenifer Waller, COO.

 


 


 

 

 

 

 

 

**CBA ENDORSED

 

Ascensus is the industry’s leading administrator of tax-favored plans for healthcare, retirement and college savings plans for over 6 million Americans. Founded in 1975, Ascensus currently provides products and solutions for HSAs, IRAs and Employer Retirement Plans to more than 7,200 financial institutions nationwide. Our nearly 40 years of experience with retirement plans and our expertise with Health Savings Accounts since their inception nearly a decade ago is unparalleled in the industry.

 

Ascensus
Phone: 800-346-3860
Website:
www.ascensus.com
Contact: :Jane.Weizenegger@ascensus.com

 


 


 

 

**CBA ENDORSED

 

The Colorado Bankers Association and 16 other state bankers associations across the United States have joined forces to establish Compliance Alliance, a unique and innovative service created exclusively by bankers for bankers. First developed in response to the ever-increasing compliance load created by the Dodd-Frank Act, Compliance Alliance has been designed to be an extra set of hands while navigating and complying with the federal rules and regulations. Not only will Compliance Alliance provide you the documents necessary be sure that your bank is compliant but the additional products and services will serve as your researcher, advisor, reviewer and document creations specialist. Membership with Compliance Alliance is all-inclusive providing you access to over 700 quality compliance documents (including policies, procedures, cheat sheets, check lists, flowcharts and much more), personalized attention by our compliance hotline, clear-cut compliance reviews and unlimited users and access! Compliance Alliance provides unmatched dependability in one convenient package! Powered by a team of Attorneys, Compliance Specialists and Ex-Regulators and backed by 17 State Bankers Associations, Compliance Alliance is uniquely positioned to provide you with the support necessary to bring efficiency and ease to your compliance department!

 

Compliance Alliance
 Phone: 888.353.3933
Website: www.compliancealliance.com
Contact: Scott Daugherty

 Wednesday, August 23, 2017



 

 

 

 

 

  

 

**CBA ENDORSED

 

CSI Secure Connect provides dynamic tools to bankers that increase efficiency and ensure the secure delivery of confidential documents. Financial institutions nationwide rely on Secure Connect as a corporate communications tool for boards of directors, employees, loan committees and other audiences. The solution allows institutions to enhance productivity and reduce operational costs. Secure Connect gives directors secure access to board materials and other confidential information from the convenience of their homes, offices or tablets. It simplifies the process of preparing board materials and makes them available anytime and anywhere they are needed. Current and archived materials are available and include online votes, collaboration and more. This functionality also makes Secure Connect a valuable resource for loan committees, compliance teams and other groups. Additionally, as an employee intranet, Secure Connect combines a series of powerful communication tools and productivity applications into a single portal. This includes time clock, vacation manager, e-forms, policy manager, task manager, remote access and more. Secure Connect requires no additional hardware, software or staff to maintain and little end-user training. It provides robust security that exceeds industry-defined security standards. The solution also includes access to a free app in the Apple App Store, improving remote access to confidential documents.

 

Computer Services, Inc.
 Phone: 800.545.4274
Website: http://www.csiweb.com/solutions/digital-banking/secure-connect

 Contact:  Garrett Rafter

 


 


 

 

 

**CBA ENDORSED 

 

Equias Alliance, has successfully helped nearly 800 banks. Our strategies and practices enable clients to manage benefit liabilities, enhance shareholder value and attract and retain their best people. We assist banks with the design and implementation of bank-owned life insurance (BOLI) portfolio strategies, executive & director benefits consulting, administration of BOLI and executive & director nonqualified benefit plans, and risk assessment review of BOLI and executive & director benefit plans. Our BOLI consultants have extensive experience and are located in 14 regional offices. Equias Alliance offers a near-seamless approach from design to implementation. The American Bankers Association (through its subsidiary, the Corporation for American Banking) has exclusively endorsed the BOLI and executive benefit services provided by Equias Alliance. Securities offered through ProEquities.

 

Equias Alliance
 Phone: 469.252.1037
Website:
http://www.equiasalliance.com
Contact: Kenneth Derks

 


 

 

**CBA ENDORSED

 

Founded in 1990, The KeyState Companies are based in Las Vegas, NV and provide banks with innovative and independent services and expertise in risk management, investments, treasury, regulatory compliance and corporate governance. KeyState is not a broker dealer. Learn more about KeyState Companies at http://www.key-state.com or call (702) 598-3738.

 

The KeyState Companies

Phone: (702) 598-3738

Website: http://www.key-state.com
Contact: Hillary Frei

 


**CBA ENDORSED

 

Office Depot, founded in 1986, is the world's leading seller of office supplies and an industry leader in every distribution channel - from retail stores and contract delivery to catalogs and e-commerce. As an Office Depot customer you will have access to Office Depot's exclusive Business Services Division website, strategic brand name partnerships, multi-billion dollar buying power, and ease in economizing your bank's operations. Enjoy customer service from Office Depot that is unmatched in the industry. Members interested in participating in this program can now sign-up at https://odams.officedepot.com/registrations/synergybai.php. Click here to print an in store program card. Program Highlights • Up to 80% off Manufacturers Suggested List Price. • A core list of 350+ frequently ordered, deeply discounted products featuring many high use office and banking supplies. • Your own customized list of an additional 75 items using the same steeply discounted pricing matrix as the core list. This additional 75 list is where a banker would want to include items that are specific to their organization, such as toner and ink jet cartridges. • For miscellaneous items outside the core and custom tailored list you can choose any other product in the Business Services Division full line catalog at 10% off retail published prices (excludes technology products). • Prompt delivery by Office Depot truck or UPS, depending on your location. Delivery is free on all orders. • Access to the award winning Business Services Division website for placement of orders, online catalog, stock availability, order history, product returns, and usage reports. • The support of a local account manager who is responsible for total account management customer satisfaction. • In addition to office supplies you'll also receive discounts on office furniture, print/copy services, custom business forms, stationery supplies, promotional products, lunchroom and janitorial supplies, and technology products. • Your employees will have access to many of these same program benefits through the Employee Purchase Program. • The Office Depot team will provide you with on-going creative and innovative procurement solutions by identifying preferred product and process improvement opportunities.

 

Office Depot
Phone: 303.249-6438
Website:
www.business.officedepot.com
Contact: Becky Custer


 

 

 

 

 

**CBA ENDORSED

 

Banks of all sizes can use Promontory Interfinancial Network’s Insured Cash Sweep, or ICS; CDARS; Promnet Repo; IND; Yankee Sweep; Bank Assetpoint; and Residential Mortgage Network services to help manage their balance sheets. They can use Promontory Network services to build multi-million-dollar relationships, reduce collateral requirements, purchase funding, manage liquidity, and buy or sell loans. To learn more, visit promnetwork.com.

 

Promontory Interfinancial Network, LLC

Phone: 303.956.8618

Website: www.promnetwork.com

Contact: Glenn Martin


 


 

***A CBA endorsed provider

 

Q2 is a leading provider of secure, cloud-based virtual banking solutions headquartered in Austin, Texas. Q2 enables regional and community financial institutions to deliver a robust suite of integrated virtual banking services and engage more effectively with their retail and commercial account holders who expect to bank anytime, anywhere and on any device. Q2 purpose-built its solutions to deliver a compelling, consistent user experience across digital channels and drive the success of its customers by extending their local brands, enabling improved account holder retention and creating incremental sales opportunities. To learn more about Q2, visit q2ebanking.com.

 Q2
Phone:
Website: http://www.q2ebanking.com 
Contact: Janine Kasper

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