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Our Partners

How We Select Our Partners

Community Banking Initiatives primary goal is to provide our members with the best possible service. To achieve that goal, we only work with partners and vendors who will help us further our mission and meet our members needs. All of our partners are selected by the CBI Products & Services committee, which is comprised of over a dozen community bankers from Ohio and Michigan representing a wide range of asset sizes. CBI Partners serve hundreds to thousands of banks coast to coast providing extensive knowledge and awareness of the needs of community banks. The advisory committee meets quarterly by phone and in-person annually to review current CBI Partners and prospective Associate Members for consideration as a CBI Partner. Agenda items regularly include industry trends, innovations, due diligence, and potential FinTech partners. 

This process includes several prerequisites for consideration and is not limited to:

  • Current Associate Member of a community banking state trade association for no less than 24 months
  • At the recommendation of a CBI Products & Services Committee Member or engaged banker
  • Demonstrated experience building relationships with community banks
  • Demonstrated experience building relationships with state banking trade associations
  • Negotiated discounts for members based on aggregated volumes
  • Due diligence packages
    • References (from current community banks)
    • Financial Review
    • On-site visit
  • Business model, practices, and pricing support the community banking model
  • Active engagement and financial support in the form of local state association event sponsorships (e.g. Conventions, Regional Meetings, and Board Events, etc.)

Our Current Partners

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, and cybersecurity. The company was named to the Inc. 5000 fastest-growing private companies in America for the third consecutive year. Key services include:

  • Vendor Management
  • Enterprise Risk Management
  • Compliance Management
  • Business Continuity Management
  • Findings & Audit Management
  • Fair Lending Compliance
  • Contract Management
  • Intranet
  • Board Portal

SHAZAM provides guidance and tools to make financial institutions more successful. They are committed to providing cost-effective products and services that help you compete effectively and meet your business goals. Key services include:

  • Payments Network
  • Core
  • ATM’s
  • Risk Mitigation
  • ACH Services
  • In-house Marketing Agency

Ameriprise Financial Institutions Group specializes in partnering with banks and credit unions to help their clients reach their financial goals through on-site financial planning and investment solutions. Services include:

  • Community Bank Wealth management
  • Community bank financial advisor programs
  • Retail wealth management

EBS is a marketing, consulting and service firm that specializes in the placement of Bank Owned Life Insurance (BOLI) programs. These programs utilize BOLI to finance existing employee benefits, as well as to informally fund new or existing nonqualified executive benefit plans. Services focus on:

  • Employee Benefits
  • Retention programs
  • Executive Benefit plans and programs
  • Bank owned life insurance (BOLI)

When you partner with HUB, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. Key services include:

  • Directors & Officers Insurance
  • Employment Practices Liability
  • Fiduciary
  • Cyber
  • Bankers Professional Liability
  • Financial Institution Bonds
  • Trust & Brokerage Services Liability
  • Property and Casualty

For over 25 years, IMAC has been providing insurance and financial protection programs to financial institutions by working with top-rated carriers and providers to offer the best products available. IMAC also specializes in providing marketing and revenue-generating programs for community banks. Key services include:

  • Direct mail
  • Accident, Death & Dismemberment
  • Non-interest income

Seattle Specialty Insurance Services, a division of National General Lender Services, has continuously delivered lender-placed Insurance (LPI) and program business since 1992. Seattle Specialty delivers Excess and Surplus Lines (E&SL) and Admitted coverage options through National General and Lloyds. This ensures that each client receives a solution tailored to their unique needs. Key services include:

  • Lender placed insurance
  • Forced placed insurance
  • Flood insurance
  • Reduce expenses

No matter what industry you are in, your company faces risk every day. That's why Travelers offers a wide range of business insurance options, designed to identify and reduce those risks.  Beyond managing claim costs, we help companies prepare for risk and recover faster after an unexpected event. Managing the total cost of risk creates a competitive advantage, helping you protect and grow your business. 

  • Directors & Officers Insurance
  • Employment Practices Liability
  • Fiduciary
  • Cyber
  • Bankers Professional Liability
  • Financial Institution Bonds
  • Property and Casualty

Founded in 1992, Strategic Resource Management is an independent management consulting firm that draws on extensive experience, market insight, and a proprietary benchmarking database to help clients across the U.S. and globally. Key services include:

  • Contract Optimization and Advisory Services
  • Contract negotiation
  • Payments Advisory
  • Operations Advisory
  • Technology Advisory
  • Customer Engagement

Onovative creates simple, powerful communication software to put control back in the hands of community banks and credit unions. Key services include:

  • Execute Communications
  • Launch Product Offers
  • Onboard New Accounts
  • Automate Communications
  • Leverage Customer Data

Business Credit Reports

Business Credit Reports Website

Business Credit Reports, Inc. is an info-tech company that is uniquely licensed to blend data from Experian, Dun & Bradstreet, Equifax, FICO LiquidCredit SBSS and Ansonia into one report. Key services include:

  • Small business underwriting
  • Scored small business decisions
  • SBSS Small business scoring solutions
  • Automated underwriting small business loans