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Endorsed Vendors

2005-06 Wisconsin
Financial Institutions Directory

 

Endorsed vendors

Endorsed vendors provide valuable products and services to the banking industry. We encourage our member bankers to contact these vendors when deciding what products and services best fits your financial institution.

For more information about WBA Endorsed Vendors, please contact Joe Schwartz at 608/441-1220.

AAA Wisconsin
Affinion Group
BSG Financial
BancVue
Bankers' Benefits Corp.
BancInsure, Inc.
Berbee Information Networks Corporation
Cannon Financial Institute, Inc.
Deluxe Financial Services, Inc.
Discover Network
Matterhorn Financial Services, Inc.
Office Depot
Optimum System Products, Inc.
PULSE and SelectATM®
Strunk and Associates, L.P.
UPS
Wolters Kluwer Financial Services



AAA Wisconsin

WBA member bank employees, their spouses and qualifying children, who are residents of Wisconsin, may join AAA at a 20% discount.  As a member of AAA, you will save time and money with AAA:

  • 24-hour Emergency Road Service;
  • Free TripTik routings, TourBook guides, CampBooks and maps;
  • AAA Approved Auto & Body Repair Facilities;
  • member-only rates on Auto, Home and Life Insurance;
  • member savings at thousands of retailers nationwide;
  • full-service travel agency and member-only discount packages;
  • a member-only features web site at www.aaa.com,
  • and hotel discounts at thousands of locations nationwide.

To join call toll free 888-222-6208. For more information, contact AAA's Kiersten Gustafson at 920/560-1878 or WBA's Joe Schwartz at 608/441-1220.


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Affinion Group

Affinion Group, formerly Trilegiant Corporation and Progeny Marketing Innovations, is a leading affinity direct marketer of value-added membership, insurance and package enhancement programs and services to consumers. 

With more than 30 years of experience, Affinion Group currently offers its programs and services worldwide through more than 4,500 affinity partners.  Its diversified base of affinity partners includes leading companies in a wide variety of industries, including financial services, retail, travel, telecommunications, utilities and Internet.

Affinion Group also has a growing loyalty solutions operation which administers points-based loyalty programs. Based in Norwalk, Conn., Affinion Group has approximately 3,600 employees throughout the United States and in 13 countries across Europe.

More than 100 Wisconsin financial institutions already participate in the program. For more information, contact WBA BancInsure Agency's John Ladwig at 608/441-1213 or visit Affinion's web site at http://affinion.com/.


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BSG Financial

BSG Financial, a marketing and consulting firm based in Louisville, Kentucky, is a proven leader in the development of profit-enhancing programs for the financial industry.

The WBA recognizes BSG Financial’s Re$ubmitIt® program—an electronic recovery solution that helps commercial accountholders significantly increase collections of NSF checks and other returned deposit items. Re$ubmitIt is simple to implement, FREE to businesses, and immediately increases income for member banks. It is completely NACHA-compliant and supported by multi-factor authentication. Re$ubmitIt® directly supports businesses’ financial well-being and demonstrates your institution’s desire to offer a real solution to a real problem. Service business customers like never before, while immediately increasing their profitability…and yours.

For information about Re$ubmitIt and the significant savings your bank receives as a member of the WBA, contact Jeff Harper, senior vice president, BSG Financial at jharper@bsgfinancial.com or (502) 432-4272. www.BSGfinancial.com


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BancVue

BancVue’s REWARDChecking has empowered financial institutions across the country to acquire more retail checking accounts that usually generate twice the annual profits of typical free checking accounts.  This program allows banks of any size to REWARD their customers with high interest rates when simple technology-based banking transactions are performed.  This “new deposit” generation product encourages and offers customers an incentive to utilize electronic banking services.

When you choose REWARDChecking, you not only receive the software, you are also provided with the REALResults™ package that includes product consulting, technology implementation, marketing materials, launch rally and training, and ongoing monthly reporting and analysis. 

For more information about offering REWARDChecking at your bank, contact Dana Carrington at (612) 961-0479 or email dana.carrington@bancvue.com.


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Bankers' Benefits Corp.

Bankers’ Benefits Corp. is an independent consulting firm working exclusively with financial institutions providing benefit plans, consulting services and BOLI products to community banks throughout the Midwest and Texas. We are an affiliate of CBIZ/Benmark, the nation’s leading resource for BOLI-funded executive and director plans as well as non-qualified deferred compensation programs 401(k), Long Term Care, Incentive Compensation and Performance Management plans to attract, retain and motivate employees.

Through CBIZ/Benmark, we offer expert support in accounting, tax, regulatory, legal and administrative and other customer services necessary in the design, implementation and administration of the plans provided to the community bank industry.

For more information please contact Bankers’ Benefits Corp's. Tom Kasanda at 630/820-2265 or tom@bankersbenefits.com. You may also contact WBA’s John Ladwig at 608/441-1213.


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BancInsure, Inc.

BancInsure is a unique insurance company that offers comprehensive insurance coverages in the lines of Financial Institution Bond, Directors and Officers Liability, Property and Casualty, Workers Compensation and other specialty coverages.

BancInsure currently insures almost 2,000 banks nationwide and carries 20 exclusive endorsements. BancInsure, By Bankers – For Bankers.

For more information, contact BancInsure's Jeff Otteson at 608/441-1244 or WBA's John Ladwig at 608/441-1213 or visit their web site, www.bancinsure.com.


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Berbee Information Networks Corporation

Berbee delivers technology solutions that produce bottom-line results. Berbee's wide range of Internet working solutions include application development, Enterprise Data Centers, IP Telephony, eWorkplace, and infrastructure design, implementation, and support. Berbee offers a suite of security services including,

  • Rapid vulnerability assessment
  • GLBA preparedness review
  • Comprehensive security assessment
  • Application security assessment
  • Security policy services
  • Security technology engineering

For more information on any of Berbee's business-driven solutions, please contact Berbee's Brad Pavelec at 608/298-1140 or FIPCO's Pam Kelly at 608/441-1234 or visit Berbee's site at www.berbee.com.


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Cannon Financial Institute, Inc.

Members of the Wisconsin Bankers Association are eligible to receive up to a $200 per student registration discount for a Cannon Financial Institute School.

WBA members are also eligible for a $150 discount on the Wealth Management Advisor Audio Series, a $75 discount on 21st Century Estate Planning by Roy Adams, a $40 discount per site on Cannon estate planning teleconferences and a $10 discount on Cannon’s Concepts for Financial Professionals.

Cannon provides in-house training programs and consulting services and is the country's leading trainer and advisor to the Trust, Private Banking, and Investment Management industry. To receive WBA member discounts on the above Cannon products and schools, call 706/353-3346 and ask for the WBA discount code: WIGSB0405.

To learn more about upcoming Cannon conferences, contact WBA’s Marie Anderson at 608/441-1209 or go to their web site at www.cannonfinancial.com.


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Deluxe Financial Services, Inc.

Since 1915, Deluxe has been the dependable, forward-thinking, check-printing partner for financial institutions nationwide. Today, Deluxe is ready to work with you - strengthening your customer relationships, operating efficiencies and revenue opportunities.

Deluxe Financial Services and the WBA have an ongoing affiliation program to provide products and services at discounted prices to WBA members.

For more information visit Deluxe online at www.deluxe.com or contact Jef Radtke at 262/938-0776, ext. 9371. You may also contact WBA's Joe Schwartz at 608/441-1220.


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Discover Network

Discover Network credit cards can be offered by banks as a stand-alone product or as a supplement to a bank’s current program. Discover Network has made it extremely easy for you to offer this program to your customers and to brand it to your specific institution. Features and benefits for your customers include:

  • Cash over:  cardholders have the ability to access cash at the point of sale
  • Recurring payments:  cardholders have the ability to automatically charge recurring bills, such as cable bills, directly to their card
  • Perks EverydaySM: provides a points-based rewards system to cardholders
  • Buy Smart with Discover Network:  a secure shopping website that provides exclusive merchant offers to cardholders
  • Fraud Solutions: no unauthorized charges allowed

Whether you are re-evaluating your current card program or are considering adding a new program in your bank, Discover Network has the knowledge, experience and customer focus to help you succeed. For more information on the opportunity to offer Discover Network credit cards, please contact WBA’s Joe Schwartz at 608/441-1220, jschwartz@wisbank.com.


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Matterhorn Financial Services, Inc.

For more than 25 years, America's leading financial institutions have turned to Matterhorn Financial Services for their comprehensive lending insurance needs. Our partnerships with lenders are structured to ensure portfolio protection, reduce in-house administration and increase profits.

While we are best known as a leading provider of Blanket Lenders Single Interest coverage, our array of insurance products and services can be tailored to fulfill your other consumer and mortgage lending insurance needs.

For more information contact WBA's John Ladwig at 608/441-1213.


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Office Depot

Office Depot offers WBA members a company-wide core list of 200 items plus the flexibility for each WBA member to create a customized list of 50 unique items at a discount from the printed catalog.

Additionally, items listed in the printed catalog that are excluded from the customized lists will receive a 10 percent discount off the public Web site pricing.

These discounts equal up to 80 percent off manufacturers’ list pricing. Office Depot does not require minimum orders and all items in the printed catalog include free shipping; exceptions may include designated furniture and promotional items.

For the convenience of WBA’s members, product discounts may be accessed via web site by clicking here or directly at the more than 1,000 U.S. Office Depot retail locations.


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Optimum System Products, Inc.

It is a constant challenge to maintain and increase your operating efficiencies and Optimum System Products, Inc. helps to meet that need. They are an "Aggregate Buyer" which buys, warehouses and distributes thousands of items to over 1,500 financial institutions nationwide.

Their inventory management software can assist in tracking inventory, branch cost center accounting, low stock reports, usage, and many other cost related tasks. Optimum can also help with expense reduction. Savings to the financial institution can range between 8-40 percent.

For a free analysis or more information on how Optimum System Products can enhance your bottom line, visit www.optimumsystem.com or contact Optimum's Scott Brong 317/804-5043 or contact WBA's Joe Schwartz at 608/441-1220.


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PULSE and SelectATM

Financial Institution Products Corporation® (FIPCO® ) and the Wisconsin Bankers Association (WBA) have partnered with PULSE, one of the nation's leading ATM/debit networks, to provide the SelectATM® surcharge free network program to Wisconsin financial institutions.

PULSE is currently serving more than 4,500 banks, credit unions and savings institutions across the country. PULSE is owned by Discover Financial Services (NYSE: DFS).  The network links cardholders with more than 265,000 ATMs, as well as POS terminals at retail locations nationwide.  The company is also a valued resource for industry research related to electronic payments and is committed to providing its participants with education on evolving products, services and trends in the payments industry.  

For more information about the PULSE SelectATM program, please contact the FIPCO customer service department at (800) 722-3498 or fipcosales@fipco.com.


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Strunk and Associates, L.P.

In business since 1976, Strunk and Associates, L.P. is a financial institution advisory service recognized nationally for its innovative design, development, and implementation of the original "Overdraft Privilege Service Program",for the financial institution community.

The firm's reputation is built on more than three decades of providing expert, objective, unbiased and independent advisory service to thousands of financial institutions. For the past decade, our resources have been dedicated to the development of our Overdraft Privilege Service Program. Strunk and Associates, L.P. currently serves nearly 2,000Overdraft Privilege Service clients throughout the Unites States and the Caribbean.

For more information about Overdraft Privilege and other financial solutions, check our website at www.strunklp.com, give us a call at 800.728.3116 or contact WBA ’s Joe Schwartz at 608-441-1220.


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UPS

WBA member banks can receive special shipping discounts from UPS including:

  • $1.50 off Next Day Air letters (no weight limit letter- and legal-size envelopes),
  • 10 percent off Next Day Air packages,
  • 10 percent off 2nd Day Air A.M. letters and packages,
  • and 20 percent off Worldwide Express letters and packages.

UPS Next Day Air guarantees on time delivery to all 50 states and Puerto Rico by 10:30 a.m., noon or the end of the next business day, depending on destination.

Visit www.ups.com or call 1-800-PICK-UPS to find drop-off locations, schedule pick-ups, track packages and order supplies. To begin receiving the WBA discounts, contact UPS' Katie Kaschak at 262/792-3511, or UPS at 1/800/325-7000 or WBA's Joe Schwartz at 608/441-1220.


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Wolters Kluwer Financial Services

Wolters Kluwer Financial Services is the leading provider of regulatory compliance solutions and services for banking, securities, and insurance.

We bring together some of the industry’s most trusted and reliable solutions to help financial organizations address compliance requirements, reduce risk, and operate more efficiently. From paper documents, software, and training resources to fully integrated technology solutions, we deliver the products and services you need in today’s rapidly and constantly changing financial services industry.

To learn more about any of the Wolters Kluwer Financial Services solutions endorsed by the WBA, contact your FIPCO Account Executive at 1-800-722-3498 or fipcosales@fipco.com.

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