Gold Partners

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

(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.

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.

CloudCherry is the first Voice of the Member (VOM) solution to adopt a journey-based approach to the Member Experience. Map, track and understand your member’s expectations at a granular level through micro and macro journeys.

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.

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.

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.

With modern, frictionless applications powered by the industry’s leading platform, Kony DBX enables credit unions of any size to accelerate innovation – without compromising what’s critical. Building on more than a decade of digital expertise across multiple industries, advanced technology solutions and an expansive partner network, Kony DBX is the first vendor to provide pre-built, native and web apps along with a purpose-built digital banking platform to help credit unions deliver frictionless digital experiences across all member touchpoints, with greater business agility. To learn more, visit dbx.kony.com.

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.

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.

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.