Preferred Vendor
Deluxe Financial Services
Phone: 970.481-7848
Website: http://www.deluxe.com
Contact: Terry Davin
Deluxe Acquires Cornerstone Customer Solutions
Deluxe Corp has completed the acquisition of Cornerstone Customer Solutions (http://www.cornerstone-cs.com), a provider of turnkey, full-service direct marketing solutions to financial institutions.
This acquisition reflects Deluxe’s ongoing commitment to help financial institutions advance via world-class growth solutions. The data-driven Cornerstone tools have been proven to enhance customer targeting as well as the acquisition, growth and retention of deposits. Given the current economic climate, we all know that deposit health is a critical area for financial institutions.
Deluxe has been a strategic partner of Cornerstone for the past year and together we have positioned Cornerstone’s AGR solution as a critical piece of our overall Growth Services portfolio. As part of the transition, Cornerstone Customer Solutions will become Deluxe Cornerstone Solutions.
For additional information about Cornerstone or the acquisition, please contact your Deluxe sales representative, call 888-633-5893 or visit http://www.deluxe.com/cornerstone .
Community Banks perfectly poised to be “Close To Home” Leaders
As the concept of recovery seems more and more likely, Banks are responding with an eagerness to increase their market share, sell more products and services, and reach out to new audiences. This eagerness is offset, however, by the reality that things have changed. Consumers feel different about their banks than they used to, their needs have changed, their buying process modified. In an effort to understand, some of these nuances, Deluxe Corporation, in partnership with 15 banking executives studied how to best sell multiple products and services to Baby Boomers and Millennials in times of distrust. With this question, we sought to better understand the similarities and differences between these two compelling generations, ways in which our approach to selling must change to be effective and the ultimate impact of trust erosion on banking behavior. After nine months of work and deep exploration into the attitudes and behavior of consumers, we were fascinated by some of our findings on trust and its role in the buying situation – how do you sell when consumers are highly distrustful of financial institutions?
Do Consumers Distrust their Bank?
Existing research on this topic overwhelmingly says yes, consumers distrust their banks. Our findings, based on in-depth interviews and observations with consumers, suggest the answer is not that straightforward. The oversimplified view of trust leads one to think that a person either does or does not trust their bank and that their behavior is tempered to be in line with that attitude. Deeper exploration suggests that while consumers almost unilaterally express distrust in financial institutions, those feelings of distrust did not necessarily extend to their own local bank or banker.
Attitudinally, consumers are organizing the economic situation and financial institutions, as a whole, into one general category and applying a macro, or distant feeling of distrust toward it. When it comes to their own bank, however, they are using a more personal, micro-level analysis to determine their degree of trust – was their bank mentioned in the media? If so, how did they respond and was it at a brand level or down to the branch? How are my bankers interacting with me these days – is there a level of openness that feels different than in the past? Our findings, in fact, suggest that, depending on how you ask the question, consumers do trust their bank. And, that appropriate awareness of this dichotomy of trust and attention to trust issues at both a macro and micro level, could be the key to ensuring deeper relationships and effective sales in the new economy.
Cracking the Code on Sales
Recognizing the need to bank somewhere, and perhaps lacking the desire to move to another bank, consumers will actively search for reasons to trust their own bank, branch and banker. Community banks are perfectly poised to design for this consumer attitude, giving them a keen advantage. Specifically, consumers are seeking a “close to home” banking experience - one that feels excluded, but not detached, from the global economic and banking crisis. This is evidenced in two primary findings: expectations of openness and candor and unwillingness to trust blindly.
Openness and candor has sky-rocketed in its impact on the banker-consumer relationship. While always desired, it wasn’t necessarily expected. This tolerance for only modest degrees of candor has been entirely replaced by an expectation of openness. Consumers want the pros and cons of each option available to them. They want to understand the logic of the processes and decision-making behind the scenes, and they want to know what behavior or situation on their part could trigger a negative event, such as a fee or missed benefit.
This expectation of openness and disclosure is further supported by a shift in the consumer’s perception of the banker’s role. Before information was as readily available as it is today, consumers considered bankers to be in a position of superior knowledge. Not unlike our view of doctors, we never expected to know things our bankers knew and, we were comfortable deferring to them. The availability of information, coupled with questionable behavior in the banking industry, has led consumers to raise their own standards of knowledge of banking. They are no longer willing to trust blindly. While they still expect their banker to have information they don’t have, they expect to know enough to understand what the banker is sharing, see through inconsistencies and ‘scams’ and hold their own in a conversation with a banker. The astute banker will feed this new expectation by educating the consumer, in turn assuming the role of peer, advisor and guide - and actively abandoning any approach that resembles the ‘superior holder of information that is not shared’ position taken in the past.
Moving Forward
While expectations of education, respect and candor are not new, their place in the banker-consumer relationship has increased to such an extent that the smartest banks will take quick action to change some fundamental ways in which they conduct business.
First, revisit your sales training. The traditional “selling” processes in use by most banks today are actually effective in making the sale. The problem is that these processes are working at the expense of customer’s trust. The customer buys a product or signs up for a new solution, but actually walks away less trusting of the bank and banker. While the consumer is able to conclude that the product or service is right for their need, the process falls short of meeting their expectation of what makes up a trusting relationship. When bank employees were knowledgeable, transparent, presented simple, targeted options, used real, conversational language, and disclosed all relevant points, the customer not only bought the solution, they also gained trust. This increased trust translates to a greater propensity to buy in the future and surface opportunities for a deeper relationship with the bank.
Second, fully leverage your branch. Contrary to general assumption, Boomers are not the only ones favoring the branch. In fact, while use of online banking continues to rise, both Millennials and Boomers prefer to visit local branches to solve their banking problems and ask questions. This puts the community bank in an advantageous position because consumers want to trust the people they meet face-to-face and are more likely to give them the benefit of the doubt. Additionally, consumers want to trust the organizations to which they have committed.
In summary, the banks that thrive in this new economy will have recognized that the consumer is organizing their attitudes toward financial institutions into two related but distinct constructs- one at a macro, distant level and one at a personal, close-to-home, micro level. They will use that information to design the right interactions in the branch and enhance their selling approaches. These changes will be further rewarded by the simple momentum offered by the very fact that consumers want to trust their bank and particularly, their banker.
The Pauls Corporation
Phone: 303.371.9000
Fax: 303.371.1465
Website: http://www.thepaulscorporation.com
Contact: Chris Manley
Bankers Healthcare Group
Phone: 315.432.5223
Fax: 315.432.5224
Website: http://www.BHG-institutionalpartners.com
Contact: James Crawford
American Metrostudy Corporation
Phone: 720.493.2020
Fax: 720.493.9222
Website: http://www.metrostudy.com
Contact: John Covert
NewMark Merrill Mountain States
Phone: 970.377.1135
Fax: 970.377.1135
Website: http://www. newmarkmerrill.com
Contact: Luke McFetridge
Office Depot
Phone: 720.289.9064
Fax: 303.576.1231
Website: http://business.officedepot.com
Contact: Patti Ward
CBA members can now access a national account coalition, bringing you tremendous buying power and exclusive discounts on the office products you use every day. In fact, current participants of the program have saved an average of 40% over their prior office product costs!
Members interested in signing up for this program may do so online at: https://odams.officedepot.com/registrations/bancsource.php
CBA Program Highlights
¯ An average of 80% off Manufacturer’s Suggested List Price.
¯ A core list of 100 frequently ordered, deeply discounted products featuring many high use commodity items used by community and regional banks.
¯ Your own customized list of an additional 75 items using the same steeply discounted pricing matrix as the core list.
¯ For miscellaneous items outside the core and custom tailored list receive a 10% discount on Office Depot’s retail catalog pricing (some exclusions may apply). Discounts available on office furniture, print/copy services, custom business forms, stationery supplies, promotional products, and lunchroom and janitorial supplies.
¯ Free, next-day delivery by Office Depot truck or UPS, depending on your location.
¯ 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.
¯ CBA member employees will enjoy 10% off their retail store purchases.
¯ The Office Depot team will provide your bank with on-going creative and innovative procurement solutions by identifying preferred product and process improvement opportunities.
Introducing the Office Depot Employee Discount Program
Save on office and school supplies, furniture, design, print and ship services and more!
Colorado Bankers Association and Office Depot have already partnered to bring CBA members a very well received discount program. Now, we are excited to bring these discounts to CBA member employees as well.
You can shop online or at any one of Office Depot’s retail store locations and receive 40-60% off a core list of 100+ items, plus 10% off all catalog items and free, next day delivery (depending on location).
Getting started is easy!
To start taking advantage of this program, simply click on the link below to create a new account. You can also register your credit card so the same discounts you receive during your online shopping will be available to you at Office Depot’s retail locations.
https://odams.officedepot.com/registrations/portal.php?a=53094520
Fiserv
Phone: 505.890.8449
Fax: 505.890.8452
Website: http://www.fiserv.com
Contact: Rob Durham
Alternative Revenue Systems Inc.
Phone: 303.366.5275
Fax: 303.366.3772
Contact: Kirk Welsch
CoNetrix
Phone: 806.687.8600
Fax: 806.687.8511
Website: http://www.conetrix.com
Contact: Russ Horn
Kroll Factual Data
Phone: 800.929.3400
Fax: 800.929.3297
Website: http://www.krollfactualdata.com
Contact: Jonathan Ray
Intrasweep, LLC
Phone: 320.387.2422
Fax: 212.401.5955
Website: http://www.intrasweep.com
Contact: Kevin May
The Hopp Law Firm, LLC
Phone: 303.225.0800
Fax: 303.225.2850
Website: http://www.hopplawfirm.com
Contact: Fred Van Remortel or Robert J. Hopp
First Trust Portfolios LP
Phone: 630.765.8302
Fax: 630.517.7323
Website: http://www.FTInvestmentbanking.com
Contact: Thomas Myhre
Lindquist & Vennum PLLP
Phone: 303.454.0543
Fax: 303.573.1956
Website: http://www.lindquist.com
Contact: Hunter Ellington
Eide Bailly LLP
Phone: 208.344.7150
Fax: 208.344.7435
Website: http://eidebailly.com
Contact: Jae Hallett
At Eide Bailly, we truly believe people make the difference. We want to be trusted business advisors for our clients, supporters and mentors for our staff, and provide valuable resources for our business friends. The bottom line is … we are passionate about our work and the success of those with whom we work.
Our Promise to Clients
Our people, guided by strong principles will help transform your challenges into new possibilities.
Xerox
Phone: 1.800.275.9376 ext BANK and reference #0706438
Website: http://www.xerox.com
Contact: Bruce Hellman
Xerox Corporation offers special pricing through this program on a wide range of Xerox products. Xerox offers solutions for large or small banks, individuals and workgroups requiring high-volume jobs or everyday correspondence. Whether you need to create crisp black-and-white or high-impact color documents, Xerox has the perfect product to meet your needs. Banks can save on the full Xerox product line including black-and-white and color copiers, laser printers, facsimiles, electronic publishing systems and a whole line of multifunction devices which copy, fax, print and scan all in a single unit.
ABA Travel Money Program
Phone: 1.866.458.1193
Website: http://www.travelexforaba.com
Contact: Becky Splichal
Prepaid Currency Card: Travelex Cash Passport™ is a prepaid MasterCard currency card issued in Euros, British Pounds and US Dollars. This instand-issue, point-of-sale debit card with ATM capabilities is one of the most secure ways of carrying money abroad. Designed to replace travelers cheques, Cash Passport is PIN- and signature-protected and can be used to withdraw local currency at millions of ATMs worldwide. It is accepted for purchases at merchants, including online vendors. Cash Passport is reloadable and features around-the-clock worldwide replacement and customer support.
Foreign Currency Services: Travelex makes the purchase of foreign currency simple for any ABA/CBA member bank. Customers can order at the branch for pick-up, jhome delivery or right at home through the bank’s web site. Travelex ensures competitive rates for customers and supplies over 100 diffferent currencies including exotic currencies, where applicable.
MORE FROM TRAVELEX:
Travelex CashPax™: COmplimenting the convenience of prepaid currency cards is Travelex CashPax, a convenient packet of foreign currency issued in small denominations. Available in Euros, Pounds, Yen, Australian and Canadian Dollars and Mexican Pesos, CashPax provides a fast and easy-to-manage currency solution to simplify foreign exchange sales. With Travelex CashPax, customers can have cash on hand to handle immediate expenses, such as buying a meal in the airport or taking a cab to a hotel.
“My Travel Wallet” is the customer-facing multi-product online ordering solution. This application gets embedded into your bank’s web site, enabling customers to place orders for foreign currency and prepaid cards.
“Currency Online: is the web-based ordering system for placing orders for foreign currency, prepaid currency cards and foreign drafts. The teller simpmly generates a quote and places an order for branch or home delivery. The program can track management data by channel, currency and branch.
SEI US
Phone: 610.676.1688
Fax: 484.676.1688
Website: http://www.seic.com
Contact: Karen Walbridge
SEI’s program is designed to help community banks attract and retain key commercial accounts. The ABA-sponsored CashSweepsm program offered through SEI is a turnkey, automated system that sweeps excess commercial DDA balances into selected money market mutual funds. The program offers an integrated approach to building cash sweep services and oversees all aspects of the implementation process. Components include software implementation, technical training, extensive marketing support, and ongoing consulting services.
GlobalVision Systems
Phone: 818.998.7851 Ext. 128
Website: http://www.gv-systems.com
Contact: Catherine Lew
GlobalVision’s PATRIOT Officer®, an advanced rule-based intelligent BSA/AML/ATF system, uses Dynamic Multidimensional Risk-Weighted Suspicious Activities DetectorTM (U. S. Patent Pending) to effectively automate the BSA/AML/ATF workflow by monitoring, screening, detecting, alerting, investigating and analyzing suspicious activities of all transactions across all product lines in financial institutions of all sizes with the highest resolution and accuracy. PATRIOT Officer empowers compliance professionals across the nation to efficiently comply with the risk-based policy, procedure, and process required by the BSA/AML Examination Manual published by FFIEC. The PATRIOT Officer loads a bank’s transactional data and customer information data into a database. With a dynamic multidimensional rule-based engine, the PATRIOT Officer detects suspicious activities and assists compliance professionals to investigate the cases and file regulatory reports in accordance with the risk-based policy, procedure and process as required by the BSA/AML Examination Manual, which was published by FFIEC in June 2005.
Fortent
Phone: +44 (0)20 7255 1065
Fax: +44 (0)7831 611598
Website: http://www.fortent.com
Contact: Guy Tarring
Fortent AML/BSA Compliance Solutions
Fortent provides banks of all sizes with effective, efficient and proven solutions that meet regulatory requirements, streamline operations and combat financial crime. Fortent delivers Know Your Customer (KYC), transaction monitoring for Anti-Money Laundering and Fraud detection, and case management solutions, as well as an all-in-one, enterprise-wide financial crime solution.
• Fortent Connect
Fortent Connect is an easy-to-use solution designed to help mid-sized and smaller financial institutions fight crime and manage regulatory compliance. It combines essential capabilities—anti-money laundering (AML) and fraud monitoring, list and sanctions screening, customer risk rating, workflow, and regulatory reporting—into one system. Fortent Connect can be implemented in as fast as 90 days and eliminates the complexity of using multiple suppliers and products to perform this broad range of tasks.
• Know Your Customer (KYC)
Fortent® KYC is a risk-based Know Your Customer solution. Fortent KYC enables you to conduct your KYC program in a fast, streamlined, automated process. Fortent KYC puts all data in one place and through advanced automation, creates operational efficiencies that have proven to reduce the customer check time by 50 – 75%.
• Anti-Money Laundering (AML)
Used in over 50,000 locations worldwide, it’s clear why Fortent® Monitor AML is recognized as “best-in-class” by the American Bankers Association. Fortent Monitor AML generates the fewest false-positives, generating 15% case-worthy alerts versus the industry standard of 1%, which translates to a lower total cost of ownership and increased return on your compliance investment.
• Fraud
Leveraging the power of Fortent’s transaction monitoring platform, Fortent Fraud solutions outperform traditional rule-based systems, catching as much as 35% of previously undetected fraud. The Fortent Fraud framework provides firms with a complete and holistic customer view to help reduce operational overhead and overall fraud losses. Fortent works closely with leading ;consulting organizations ;such as The Santa Fe Group to ensure that Fortent’s Fraud solutions are the most advanced in the industry and reflect the very latest thinking.
• Case Management
Fortent® Investigate is a complete financial crimes case management investigation and reporting solution. With built-in AML and fraud case templates, automated workflow and the ability to extend it across the enterprise, Fortent Investigate helps financial institutions streamline their investigations operations and realize greater savings.
About Fortent
Fortent provides risk and compliance solutions to financial institutions, government agencies, and individuals in more than 100 countries. It has relationships with more than 400 institutional clients, including 26 of the world’s 30 largest financial firms, which use Fortent technology in over 50,000 locations worldwide.
Fortent combines award-winning technology innovation and expertise in regulatory risk to help financial institutions improve productivity and protect hundreds of millions of accounts from money laundering, terrorist financing, and other financial crimes. Endorsed by the American Bankers Association, technology clients include The Bank of New York Mellon, Justice Federal Credit Union, Fifth Third, Northern Trust, Bank of the West, First Hawaiian and UBOC.
Carreker
Website: http://www.carreker.com
Contact: Tom Vleisides
Carreker Corp. (NASDAQ: CANI), headquartered in Dallas, Texas, is a leading provider of integrated consulting and software solutions that enable banks to identify and implement e-finance solutions, increase their revenues, reduce their costs and enhance their delivery of customer services. Carreker’s e-finance solutions use leading-edge technologies to create differentiated applications for banks and their customers. The Company believes that its 23 years of experience in the banking industry, combined with a professional staff and advanced technological expertise, allow for targeted solutions for banks and other financial institutions. Carreker’s customer list includes more than 200 financial institutions in the United States, Canada, the United Kingdom, Ireland, Australia and South Africa, including 70 of the largest 100 banks in the United States.
Corporation for American Banking
Phone: 1-800-BANKERS
Website: http://www.aba.com/cab
Contact: Member Services
ABA’s Corporation for American Banking provides cutting-edge solutions to help build and protect your bank’s operations and enhance your bank’s performance and competitive position. Its mission is to identify top-quality products and services that will help banks diversify their revenue stream, save money, operate more efficiently and compete more effectively. CBA endoreses the following companies through the ABA’s CAB program.
GlobalVision Systems, Inc. - AML transaction monitoring software
SEI - commercial cash sweeps
Travelex - ABA travel money program
Xerox Corporation - office equipment
ValueCheck
Phone: 720.283.0737
Fax: 720.283.8849
Website: http://www.valuecheck.com
Contact: Darrick Weeks
ValueCheck Green Screen gives lenders the “Green Light” to accurately and instantly value real estate to assist in the lending decision.
ValueCheck Portfolio Analytics provides an actionable, 360 degree view of critical indicators within your mortgage portfolio to identiy risks and seize opportunities.
UVeritech
Phone: 800-883-8822
Website: http://www.fraudfighter.com
Contact: Sean Trundy
Fraud Fighter™ has been helping banks protect themselves from point-of-transaction fraud for nearly a decade. We have a very long list of bank customers of all sizes from all parts of the country. Just some of the major bank organizations currently using our products include:
- Wells Fargo - Bank of America - Citizens National Bank
- JP Morgan/Chase - Wachovia - Regions Bank
Banks are potentially exposed to fraud with almost every customer interaction in the branch:
• At the new account desk, it is vital to verify identification documents in order to ensure that accounts are not being created under false identification.
• At the loan desk, FACTA requirements include the adaptation of methods to validate the identity of the person(s) applying for bank credit. In addition to FACTA compliance, verifying identification during the loan process has proven to be an enormous area of fraud losses for our bank customers.
• At the teller window, all manner of transactions will benefit from the verification of documents presented by your customer.
o Accepting/Cashing checks
o Receiving Cash Deposits
o Cashing Traveler Checks
o Issuing credit card cash-advances
Please take a moment to click on this link and view our interactive demo so you can see how our products work: http://www.fraudfighter.com/flash/
Members of the Colorado Bankers’ Association are entitled to specially discounted pricing. In addition, your purchase helps benefit the CBA, as a percentage of your purchase is donated to support the CBA’s ongoing work to service the banking community in Colorado.
If you would like to learn more about how Fraud Fighter™ Products can help you, please feel free to be in touch with us.
Steve Ayers
Vice President, Major Accounts
800-883-8822
.(JavaScript must be enabled to view this email address)
Encounter Collaborative
Phone: 800.290.5900
Website: http://www.encounter.net
Contact: Tim Oppel
Encounter’s focus is to provide our customers with effective and complete audio and web conferencing solutions. Encounter can be your single source solution provider for all your audio and web conferencing needs. They’ve been in the conferencing business for over 20 years and provide services for almost a quarter of a million audio conferences per year. Encounter Collaborative’s audio conferencing solutions provide the seamless communication tools that businesses require to communicate quickly and easily, efficiently and cost-effectively, with individuals and groups, around the corner or around the world.
Colorado Bankers Association has negotiated volume discounted pricing for CBA members on both Encounter’s Express (reservationless) audio conferencing, as well as for Broadcast audio, which is primarily used for larger more formal conferences. As an added benefit of this program, there are no setup fees and no minimum commitments.
Clark Consulting
Phone: 972.377.7830
Fax: 972.335.9545
Website: http://www.clarkconsulting.com
Contact: Ken Derks
Clark Consulting leads the industry in providing tailored executive benefit programs and strategic financing and investment solutions that help banks manage risk, optimize earnings, improve shareholder value, and realize key financial goals. Our consultative approach has benefited over 2,400 financial institutions and their shareholders nationwide for over 25 years. Clark Consulting’s customized products and services and multiple client solutions include placement of General Account, Separate Account and Hybrid Separate Account Bank-Owned Life Insurance (BOLI), nonqualified deferred compensation plans and asset administration solutions.
Bank Financial Services Group
Phone: 303.489.1844
Fax: 303.339.0460
Website: http://www.bfsgroup.com
Contact: Richard Bratten
Vining Sparks
Phone: 800.786.0087
Fax: 901.766.3334
Website: http://www.viningsparks.com
Contact: Mark Mitchell
Snell & Wilmer, LLP
Phone: 303.634.2000
Fax: 303.634.2020
Website: http://www.swlaw.com
Contact: Nicole Skorupka
RSM McGladrey
Phone: 303.298.6400
Fax: 303.298.6401
Website: http://www.rsmmcgladrey.com
Contact: Steve Riddle
Jones & Keller, PC.
Phone: 303.376.8402
Fax: 303.376.8439
Website: http://www.joneskeller.com
Contact: Ernie Panasci
FORTRUST
Phone: 303.607.6060
Fax: 720.264.2020
Website: http:///www.fortrustdatacenter.com
Contact: Josh Jones
Computer Services Inc.
Phone: 270.217.2030
Fax: 270.575.4615
Website: http://www.csiweb.com
Contact: Richard King
Colman & Company, LLC
Phone: 303.394.1115
Website: http://www.colmancoaching.com
Contact: Kendall Colman
Organizational Performance & Strategy, Leadership & Team Development, Executive Coaching, Talent Management - We strive to fulfill our mission by working diligently with leadership and their teams to create solutions that achieve an optimal state of organizational effectiveness, which is grounded in tangible results and accountability, and which generates direction, focus, momentum and value.
Our real-world expertise and results in the areas of assessment, leadership and team development, coaching, facilitation, tailored programming, and training provide us with the powerful tools to help our clients achieve this state of success.
Sherman & Howard, LLC
Phone: 303.299.8384
Fax: 303.298.0940
Website: http://www.shermanhoward.com
Contact: Tobin Kern
SafeHaus Asset Management, LLC
Phone: 303.327.4800
Fax: 303.531.2143
Website: http://www.safehausam.com
Contact: Sam Smith
Pulse EFT Association
Phone: 832.214.0181
Fax: 832.214.0300
Website: http://www.pulse-eft.com
Contact: Denise Stigge
Open Solutions Inc.
Phone: 860.815.5226
Website: http://www.opensolutions.com
Contact: Kelly J. Gardner
Michael L. Anderson & Associates
Phone: 719.260.7760
Fax: 719.633.8103
Website: http://www.mlacpa.com
Contact: Michael Anderson
John M. Floyd & Associates
Phone: 877.721.2055
Fax: 336.458.9417
Website: http://www.jmfa.com
Contact: Michelle Fox
Hamilton Pacific
Phone: 877.497.6614
Fax: 800.497.0019
Website: http://www.hamiltonpacific.com
Contact: Tom Benson
FTN Financial
Phone: 800.916.7988
Fax: 901.537.7707
Website: http://www.ftnfinancial.com
Contact: Christie Johnston
D.A. Davidson
Phone: 303.764.5739
Fax: 303.764.6003
Website: http://www.davidsoncompanies.com
Contact: Darlene Kaska
Corrigan & Company/M Benefit Solutions
Phone: 800.456.3377
Fax: 805.962.5053
Contact: Leslie McFadden
Colorado Housing & Finance Authority
Phone: 303.297.7440
Fax: 303.297.2615
Website: http://www.chfainfo.com
Contact: Jaime Gomez
Center for Financial Training Western States
Phone: 303.825.1590
Fax: 303.629.1591
Website: http://www.cftws.org
Central States Family of Companies
Phone: 303.290.8901
Fax: 303.290.8915
Website: http://www.cso.com
Contact: Scott Sexon
Fairfield and Woods, P.C.
Phone: 303.830.2400
Fax: 303.830.1033
Website: http://www.fwlaw.com
Contact: Bob Vinton
Rothgerber, Johnson & Lyons
Phone: 303.623.9000
Fax: 303.623.9222
Website: http://www.rothgerber.com
Contact: Tennyson Grebanar
ISU Services of Colorado, Inc.
Phone: 303-534-2133
Fax: 303-892-5579
Website: http://www.isudenver.com
Contact: Bill Adams
TriNet
Phone: 720.519.4038
Fax: 303.321.7360
Website: http://www.trinet.com
Contact: Jon Bryson
Outsource your HR to TriNet
You already know how to guide your company in order to thrive in the current landscape – drive revenue, sharpen your competitive edge, and reinvest in your key players. But achieving these goals requires a relentless focus on the strategic end of your business, and day-to-day HR challenges threaten to eat up both time and money.
Let TriNet handle your company’s benefits, payroll, and human resources. Keep your attention on growth and revenue – give yourself a proven way to contain HR costs, minimize risk, and relieve your administrative burden.
Services Demos:
Discover how TriNet helps you focus on the core business, delivers quality service, and leverages online features to simplify your life.
TriNet Focus
Service Delivery
HR Passport
TriNet Customers:
Allow our customers to tell you how they’ve successfully implemented TriNet’s human resources outsourcing services.
Testimonial Videos
Case Studies
Capstone Technologies LLC
Phone: 402.578.8093
Fax: 402.330.5063
Website: http://www.captechno.com
Contact: Kyle Lennard
BKD, LLP
Phone: 303.861.4545
Fax: 303.832.5705
Website: http://www.bkd.com
Contact: Tammie Lowrie
BKD, LLP is one of the 10 largest CPA and advisory firms in the country. Our Front Range practice, with offices in Colorado Springs and Denver, includes teams of accountants and advisors with specialized service and industry knowledge to provide a full range of audit, tax and consulting services to financial institutions.
Kennedy and Coe, LLC
Phone: 970.685.3500
Fax: 9701.663.0223
Website: http://www.kcoe.com
Contact: Paul Mendoza
Fortner, Bayens, Levkulich & Garrison, P.C.
Phone: 303.296.6033
Fax: 303.296.8553
Website: http://www.fbl-cpa.com
Contact: Rocky Levkulich
AmVest Capital
Phone: 843.682.3757
Fax: 843.682.3735
Website: http://www.amvestonline.com
Contact: Megan James
Ascensus
Phone: 800.346.3860
Website: http://www.ascensus.com/
Contact: Jane Weizenegger
Ascensus, a respected leader in the IRA and retirement plan industry, understands the complexities and needs of the retirement services marketplace. Our company’s rich history began nearly 30 years ago. Since its inception in 1975, Ascensus has provided premier products, superior consulting services and total business solutions to financial organizations seeking to maintain compliance and capture market share in the IRA and retirement plans industry. Our clients often tell us that it is our commitment to their success that distinguishes us from others in the industry. Let Ascensus help your bank strengthen its position in the retirement plans marketplace.
