Gold Partners


Alacriti is a fintech company specializing in payments. Businesses of every size can accept payments and initiate payouts through our secure, cloud-based platform. Our technology supports electronic bill presentment and payments (EBPP) and digital disbursements, enabling our clients to get paid faster, reduce costs, and deliver innovative payment experiences to their customers.  We offer payment solutions and provide software, services, and technology outsourcing for our clients. Our technology serves the needs of diverse organizations including financial institutions, healthcare providers, insurance companies, and utilities.

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Our name comes from the word alchemy, which is “a seemingly magical power or process of transforming.”

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Ameriprise Financial Institutions Group

(AFIG) specializes in partnering with financial institutions to help their members reach their financial goals through on-site investment programs. In 2017, Ameriprise Financial acquired Investments Professionals, Inc. (IPI). IPI’s experience and expertise in serving the financial institutions market combined with Ameriprise’s depth of resources and commitment to members creates a powerful alliance in the financial institutions marketplace.

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Rewarding your cardholders is just the beginning of what the Buzz Points platform can do for your institution. Buzz Points users yield 52% more card swipes and $5 more in interchange revenue than the national average.

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Credit Union Student Choice

Founded in 2008 by several of the nations leading credit unions and CUSOs, Student Choice has accomplished what no single credit union could. With cooperation and a keen focus on the future, the CUSOs innovative private student lending program has allowed hundreds of credit unions to deliver millions of dollars in value to those seeking higher education. These organizations are investors in a new model that is positioning credit unions as leaders in 21st century education finance.

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CRMNEXT is a top-notch CRM solution designed specifically with the unique needs of credit unions in mind. The platform integrates your core and other existing technology under a simple, easy-to-use interface that lets you see all member information and complete tasks in one place. Long gone are the days stuck behind the computer having to cut-and-paste across systems to get work done. CRMNEXT automates the boring stuff so you can focus on real-life relationships instead. More than one million credit union and bank employees use CRMNEXT to simplify work, drive growth and deliver awesome experiences to over a billion folks around the globe.



Set in the picturesque town of Middlebury Vermont, eDOC Innovations is a nationwide leader in mobile enterprise digital transaction management (mDTM®) software. For more than 25 years, eDOC Innovations has been designing easy to use solutions for credit unions that reduce overhead, increase operational efficiency, automate and manage workflow to eliminate paper processes and provide mobile conveniences for their members. eDOC Innovations’ leading solutions, DocLogic® Suite, CheckLogic® Suite, and eDOCSignature®, seamlessly integrate with existing applications to remove friction in digital transactions and can be deployed on premise or in software as a service (SaaS) model. eDOC products include solutions for remote mobile and in-branch closings, mobile eSigning, digital asset lifecycle management, intelligent and interactive form automation, remote deposit capture, electronic statements and more.

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Gateway Services Group, LLC

Gateway Services Group, LLC (“GSG”) is a credit union owned CUSO specializing in providing support to credit unions’ for their investment and insurance programs. GSG has been supporting credit unions for over six years and has grown to a staff of over 30 located in offices in Denver, San Diego, San Francisco, Seattle, Indianapolis and Washington, D.C. GSG currently works with over 100 credit unions in its insurance and investment divisions. Our staff are all experienced and licensed in investments and insurance but more importantly are knowledgeable of the credit union industry and the unique member relationship. We pride ourselves on becoming our credit unions’ trusted advisor in investment and insurance matters. If you have questions about how Gateway Services Group can assist your organization in improving its investment or insurance program, please do not hesitate to contact us.

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IHC Group

For over 30 years, the member companies of The IHC Group have provided health, life, disability, dental, vision, short term medical and hospital indemnity insurance solutions to individuals and groups.

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Midwest Loan Services

Midwest Loan Services provides private-label mortgage subservicing to credit unions and CUSOs throughout the United States. Our unique approach and industry-leading technologies help our client partners retain members; reduce costs and ensure regulatory and operational compliance throughout the entire life of the loan. Midwest has the flexibility to adopt its client/partners business model and philosophy whether you have 1 loan or 15,000 loans or more.
Midwest’s credit union and CUSO partners benefit from its highly competitive pricing on all services offered. Further, by offering extensive private-label options and friendly, responsive service, Midwest helps credit unions and CUSOs extend their brand consistently and cost-effectively.
Midwest Loan Services provides a team of seasoned subservicing professionals, including Senior Management, who have an average of 20 plus years of experience in the mortgage servicing industry. Midwest Loan Services is highly regarded as a company that excels in relationship building with its credit union and CUSO partners.

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Ongoing Operations, LLC

Credit Unions and CUSOs come to Ongoing Operations when they are looking for enterprise technology infrastructure that is super secure and scalable. Our customers leverage our Community Cloud Platform to be a force multiplier and enable their teams to focus on growing revenue and adding value to their member. By leveraging the Ongoing Operations platform clients solve their security, disaster recovery and compliance challenges.

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Open Technology Solutions, LLC

A successful collaboration requires the right mix of business partners, technologies, and experience. In 2003, Bellco Credit Union and Bethpage™ Federal Credit Union took advantage of the opportunities to create a successful alliance. The two credit unions formed Open Technology Solutions, LLC (OTS), a Credit Union Service Organization (CUSO), focused on providing collaborative, technology-related services to a few large credit unions on the Fiserv platform. Bellco and Bethpage were joined by State Employee’s Credit Union (SECU™) of Maryland in 2007, and S3 Shared Service Solutions, LLC in 2011. Together, they have achieved the kind of scale none could have achieved on their own – more than 911,000 members and over $15 billion in assets – ranking them together as the one of the largest credit unions in the country. Currently, OTS proudly serves these members and our partner’s 2,000 employees in our consortium.

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Rate Reset

Rate Reset’s Executive Team and Board of Advisors are comprised of some of the most accomplished and respected individuals in fintech start-up, mortgage, technology, regulatory and capital markets. Many of our Board of Advisors are not simply advisors, but rather are customers, providing the Executive Team unparalleled access to the industry’s leading and forward thinking financial institutions. Rate Reset’s headquarters are located in the Washington, D.C. area, which provides tremendous growth opportunities, not only for its deep and broad customer prospect base, but also enables the Executive Team to keep a finger on the pulse of the key market makers (e.g. mortgage and consumer regulatory agencies).

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ServiceLink is the nation’s premier provider of digital mortgage services to the mortgage and finance industries. ServiceLink leads the way by delivering best-in-class technologies, a full product suite of services and proven experience, built on a foundation of quality, compliance and service excellence. ServiceLink provides valuation, title and closing, and flood services to mortgage originators; and default valuation, integrated default title services, vendor invoicing and claims audit services, as well as field services and auction services to mortgage servicers. ServiceLink helps clients in the lending industry and beyond achieve their strategic goals, realize greater efficiencies, and better serve their members.  For more information about ServiceLink, please visit

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Yellow Messenger

Yellow Messenger enables banks and credit unions to engage with their customers and members 24/7 with its AI-enabled cloud platform. Our virtual agent can engage with your members and have two-way conversations at any time during the day. With the omnichannel experience, you can engage with your members through Facebook Messenger, Website, In-app, Alexa, Google home and through automated IVR.

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