Illinois Bankers Association

Preferred Vendors

Each preferred vendor is carefully researched and approved by the Illinois Bankers Business Services, Inc. (IBBS) Board of Directors - selected by bankers for bankers - to ensure quality, consistent product and service delivery. IBBS offers a full line of products and services to meet your bank's needs.

ABA Insurance Services


ABA Insurance Services, a Member of Great American Insurance Group, provides D&O, bond and cyber insurance to financial institutions, including trust companies and banks in organization, through IBA’s Preferred Vendor program. Recognized as insurance experts who understand banking operations, our tenured and experienced team of underwriting and claims professionals are highly regarded for their in-depth knowledge and expertise. We help mitigate risks by providing valuable loss control resources such as SafeTalk® newsletters, SafeAlert® bulletins, and webinars. With a 30% nationwide market share, the program is a market leader that has been supporting the banking industry for over 30 years; the program’s primary reinsurer, American Bankers Mutual Insurance, Ltd., has declared a distribution to eligible banks for 30 consecutive years, totaling over $88 million. P&C and Excess insurance as well as STAMP surety bonds are also available from ABA Insurance Services.



Abrigo is a leading technology provider of compliance, credit risk, lending, and asset/liability management solutions that community financial institutions use to manage risk and drive growth. By using Abrigo’s automated PPP loan origination system, with E-Tran integration, banks can quickly and efficiently serve their communities during a time of need. Abrigo’s automated PPP loan forgiveness workflow provides banks with software to manage the full lifecycle of the PPP loan, so banks can spend less time dealing with manual processes and more time helping their small business borrowers.

With two-day or less implementation of our PPP solution, Abrigo has helped 275+ financial institutions fund over $13 billion of PPP loans. 

Rene Morales

APPI Energy


Founded in 1996, APPI Energy has assisted numerous organizations by providing data-driven energy procurement solutions. As an independent energy consulting firm, APPI Energy strives to help its customers reduce and manage electricity and natural gas expenses through the procurement of competitive energy supply contracts.  In addition to competitive energy procurement, APPI Energy also provides efficiencies consulting, such as LED lighting retrofits, benchmarking programs, energy reporting systems, and facility audits. We like to consider ourselves All Things Energy for Illinois Bankers Members.  

Jamie Polend



For more than 40 years, Ascensus has delivered comprehensive IRA and HSA education and solutions to the banking industry. The firm's solutions offer capabilities to streamline operations while maintaining regulatory compliance.

Ascensus helps people save for what matters—retirement, education, and healthcare. The firm offers tailored solutions that meet the needs of financial institutions, state governments, financial advisors, employers, and individuals. Ascensus supports more than 114,000 retirement plans, more than 6 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1 million IRAs and more than 669,000 consumer-directed health (CDH) plans. As of September 30, 2020, Ascensus had more than $347 billion in total assets under administration. For more information about Ascensus, visit

Joe Doolittle

Bankers Healthcare Group

BHG is transforming the financial industry; leveraging the power of data, analytics, and cutting-edge technology to become not only the number one source for professional loans, but the creator of the largest community bank network in the country.

Since 2001, BHG has originated more than $7 billion in loan solutions to top-quality borrowers, which community and midsize banks can access via our state-of-the-art loan delivery platform: The BHG Loan Hub. Building on nearly two decades of innovation, the BHG Bank Network Membership offers a full suite of programs that span business, consumer, and SBA 7(a) loans, collection services, risk management services, and point-of-sale financing with a focus in patient lending. To date, over 1,200 bank partners have trusted in this program as a proven source of interest income & diversification for their bank.   

With record growth year after year, BHG continues to be recognized regionally and nationally: earning a spot on the Inc. 5000 for 14 years running, and receiving accolades from Great Place to Work® and Fortune magazine, among others. BHG is partially owned by Pinnacle Bank (PNFP) and has headquarters in Davie, FL and Syracuse, NY.  

Nellie Andriyanova
EVP, Institutional Relationships
315-383-9648 is a web-based marketing portal that empowers banks to produce professionally designed, bank-branded marketing materials in a matter of seconds. With thousands of successful marketing materials and over 9 million stock photos, it puts you in complete control of the ad production process, saving valuable time and money. 

Neal Reynolds



BankTalentHQ is the premier talent management site for financial industry careers, brought to you by an alliance of state banking associations working together. Finding and keeping top talent is high on the list of challenges banks face, and the solution is BankTalentHQ! Whether you are looking for a job with a financial institution, or you are an employer with a position to fill, BankTalentHQ is here to help. Continue furthering your banking career, or increasing the success of your staff, by interacting with our BankTalentHQ coaches and checking out the information on the Career Outlook and Colleges & Universities pages. Talent Gathers Here!


Brian Hoffman


Cardinal Board Services

Cardinal Board Services is a board search firm aiming to meet the unique needs of institutions within the financial services industry. Backed by their 25-year history, they strive to assist banks in overcoming the challenges associated with the organization of the Board and the recruitment of new Directors or Advisors. If your bank meets any of the following criteria, Cardinal Board Services would be a great partner for you:

  • Searching for diversity on your board in terms of age, geography, gender, etc.
  • Currently in the midst of an acquisition
  • Family owned bank that is looking for new perspectives for your board
  • Looking to build a succession, or reevaluation, plan for current members of your board

Cardinal Board Services is capable of delivering exceptional results by positioning your bank for long-term success, during these challenges, through the placement of key board members. Not only does Cardinal Board Services assist you with board formation, recruitment, and diversity, they will also guide you in board compensation and provide board consulting. You can be confident in your decision of trusting Cardinal Board Services to create the optimal architecture for your Board of Directors to best serve your company for the long term. 

Jim Zuehlke   

Charlie Roer

Deluxe Banker's Dashboard


Banker’s Dashboard unlocks a culture of performance management for community banks of all sizes. Arm your management team and staff with the daily financial information they need to make critical decisions that improve performance and profits. Get your hands on the tool our CFOs bring with them when they move to a new bank.

Bob Reid
800-933-2211 x 159305

Deluxe Financial Services


Deluxe is a Trusted Business Technology™ company for enterprises, small businesses and financial institutions offering a range of solutions to help customers manage and grow their businesses. Approximately 4.5 million small business customers access a wide range of products and services from Deluxe, including incorporation services, logo design, website development and hosting, email marketing, social media, search engine optimization and payroll services, along with customized checks and forms. For our approximately 4,000 financial institution customers, Deluxe offers industry-leading programs in data analytics, customer acquisition and treasury management solutions, fraud prevention and profitability solutions, as well as checks. Deluxe is also a leading provider of checks and accessories sold directly to consumers. For more information, visit us at or


Incorporation Services  Open up more business accounts and provide value to business customers who are not incorporated by offering an easy & affordable way to incorporate through your institution. Incorporation Services is a comprehensive web-based service to help small business start (LLC, or Corp) and run their business (filings, maintenance, business products). Additional offerings include trademark and copyright filings.


Deluxe Detect - Identity verification and fraud screening tool. A real-time new account screening service that helps financial institutions decide whether or not to open a consumer or business account based on their internal risk threshold, using account abuse and fraud data not found in other databases.


Bob Reid
800-933-2211 x159305

EPIC Retirement Plan Services


The IBA 401(k) powered by EPIC Retirement Plan Services (formerly ABG Retirement Plan Services) uses a Group Investment Trust which pools the assets of participating plans.  This provides scale and purchasing power resulting in reduced pricing of plan administrative services and investments.  Full fiduciary protection for a plan sponsor is provided by a 3(38) Investment Manager and a Discretionary Trustee.  And unlike a MEP, each adopting plan operates individually allowing for customized plan design best suited to each employer.  Ask us for a no-cost, independent analysis of your current retirement plan to see how it compares to The IBA 401(k).


Patrick Bearss




evolv, formerly Approval Payment Solutions (APS), offers a complete menu of payment processing and digital marketing solutions to businesses of every size and type. For decades we have partnered with banks offering our robust solutions to their customers while maintaining our own high standard of excellence in customer service. 

Danielle Lausch

Floodplain Consultants (FCI)


Floodplain Consultants (FCI), a flood zone certification provider, provides service and accuracy via a site visit policy on all borderline properties, at no additional charge. By partnering with clients, FCI reduces staff workload, increases customer satisfaction, reduces the risk of costly compliance problems and helps improve the lender’s bottom line.

Craig Callahan

Interface is a market leader providing out-of-the-box Intelligent Virtual Assistant (IVA) that acts as a “personal bank teller” to help customers 24x7 through every step of the journey from being a prospect to achieving financial wellness.’s AI-powered call center, where the IVA is available on the call center channel, has been revolutionizing financial institution call centers by transforming the call center from a cost to a revenue center. powers several financial institutions across the globe and processes millions of conversations every day. enables millions of dollars in ROI for its customers every month. For more information, please visit 

John Garey


Investors Title Insurance Company



Over the last five decades, Investors Title has partnered with over 500 financial institutions to establish lender-owned title insurance agencies, providing a profitable fee income opportunity and superior products and services. Our partners benefit from reliable, diversified, and profitable revenue streams. In addition to a network of agencies throughout the United States, Investors Title Insurance Company has 35 issuing offices in North Carolina, a 450+ attorney agent network of agents in the southeast region, and a growing network of more than 80 independent agents in Texas. We partner with organizations representing more than 400 financial institution charters, real estate industry companies, and other financial affiliates.

Our agency program offers affiliates a reasonable, often superior return on investment for little risk. In addition, regulatory requirements specify standards for both title insurance agents and financial institutions. Our lender-owned title agency model demonstrates a commitment to such standards through ALTA Best Practices and RESPA compliance, focusing on exceptional service and solution-driven products for our partners and customers.

Affiliate-owned agency in Illinois is managed and underwritten by Investors Title.

In addition to its main office in Springfield, Illinois Real Estate Title Center, known locally as “The Title Center,” serves Illinois through its ten branch offices spanning from Quincy in the west, Champaign in the east, Peoria in the north, and Edwardsville in the south. They have over 30 owners and a strong, dedicated staff with 300 years of title, settlement, construction, and escrow experience. Visit to learn more about The Title Center.

The agency’s strong focus on superior customer service and operational efficiencies is the hallmark of its success.

The Title Center has built a team of experts who offer innovative business solutions, exceptional products, and excellent customer service. They pride themselves in consistently delivering outstanding title and settlement services to financial institutions, lenders, attorneys, realtors, and builders doing business in Illinois. They also coordinate and underwrite even the most complex local and out-of-state commercial transactions.

Services include:

  • Residential and Commercial Title Insurance
  • Closing Protection Letters
  • Comprehensive Settlement Services
  • Remote Closing Ability
  • Facilitation of Deed Preparation
  • On-Site Certified Commercial Underwriters
  • 1031 Like-Kind Exchanges
  • Construction Disbursement Services

Dana Lyons
Phone: 217-622-0299

KeyState Captive Management


KeyState Captive Management offers a unique bank captive insurance program to banks. The bank captive program is designed by national accounting firm Crowe, LLP and then administered by KeyState Captive Management. Banks that fit a certain asset size and earnings criteria can form their own wholly owned captive insurance company to finance risks (that are not commercially insured) in a tax advantaged way. 

Travis Holdman

Liquid Capital


Established in 1999, Liquid Capital provides alternative financing solutions to business to business companies. Financing programs include, accounts receivable factoring, purchase order and work-in-process (WIP) financing as well as asset-based loans. We address issues such as constrained cash flow, supplier payments and leveraging receivables and hard assets for a revolving line of credit. With a North American footprint and substantial capital availability, Liquid Capital has provided over $3 billion in financing transactions. We work with a wide spectrum of industries, ranging from newer companies and those that have been around for generations. Our business model is relationship based combined with a high level of service.

In addressing the needs of banks and their lenders, Liquid Capital developed the Bank Alliance Program. In a bank’s ongoing efforts to attract and retain customers, being able to differentiate the bank in a highly competitive marketplace, is a key objective. Having a diverse portfolio of financing solutions, traditional and alternative, allows the bank to address a variety of scenarios, enhance their image and message and greatly improve their ability for customer acquisition and addressing the needs of current customers.

The Bank Alliance Program is a collaborative effort between the bank and Liquid Capital to design a strategic program built around the bank’s needs and preferences and that will complement and enhance current and/or evolving business plans. Customization can include “White Labeling” the program if desired, to meld with the bank's branding and imaging. The program also provides an additional revenue stream through referral fees for closed financing transactions.

With the Bank Alliance Program, the bank has the ability to:

Offer More - Do More - Be More

Tom Stamborski 

Office Depot


Office Depot provides world-class service when it comes to purchasing office supplies, paper, toner and other office products including office furniture, print/copy services, custom business forms, stationery supplies, promotional items, lunchroom and janitorial supplies. This strategic relationship features discounts up to 80% off the manufacturers’ suggested list price, a core list of over 950+ frequently ordered, deeply discounted products featuring many high use commodity items and bank-specific products, plus your own customized list of an additional 75 items and 10% off retail published prices (excluding technology products). Employees will have access to many of these same program benefits through the Employee Purchase Program.

Kimberly Gilbert
Phone: 855-337-6811 ext. 12815

SBS CyberSecurity, LLC


SBS CyberSecurity, LLC (SBS) is a premier cybersecurity consulting and audit firm. Since 2004, SBS has been dedicated to assisting organizations with the implementation of valuable risk management programs and to mitigating cybersecurity risks. The company has provided cybersecurity solutions to thousands of organizations across the United States and abroad, including financial institutions ranging in asset size from $12 million to over $130 billion. SBS delivers unique, turnkey solutions tailored to each client’s needs, including risk management solutions, auditing, and education. SBS CyberSecurity empowers customers to make more informed security decisions and trust the safety of their data. 

Chris Damato

Strategic Resource Management (SRM)


SRM (Strategic Resource Management) has helped more than 1,050 financial institutions add $3.6 billion of value to their bottom line in critical areas such as payments, digital transformation, core processing, artificial intelligence, and operational efficiency. SRM's decades of experience have lowered costs, enhanced revenues, increased productivity, and provided a competitive edge for clients in an environment of constant and accelerating change. Visit for more information and follow the company @SRMCorp.

Uma Zielinski



UFS is a bank-owned technology outfitter, founded in 1991 with a mission of: 

Empowering Community Banks and Our People to Thrive-Together

UFS is confident about the future of community banking.

100% of our customers are banks.  100% of our human resources, 100% of our capital resources, 100% of our operational resources, and 100% of our purpose-built solutions are focused on making information technology work for banks instead of the other way around.  Together with our customers we form a strong community collaborating for growth, solving problems, and sharing empowerment so that all of us can thrive together.  

Today, UFS is owned by 20 banks and provides service to many more.  UFS customers demand the innovation and flexibility to confidently compete with the largest banks in the country.  UFS gives banks the freedom to deploy technology that empowers each bank’s unique strategy.    

We are proud to be an IBA Preferred Vendor offering purpose-built solutions in:

Innovative Managed IT Services
Bank only Cloud Services
Comprehensive Cybersecurity Solutions
IT Compliance 

We would be pleased to stop by your bank to share how UFS:

  • Converts significant capital costs to efficient operational costs.
  • Simply and efficiently exceeds regulatory requirements.
  • Lowers the cost of SIEM and branch connectivity.
  • Empowers bank staff to focus on strengths and execute strategy

And, because UFS is owned by banks, you can be confident the terms and conditions are flexible, non-exclusive and extremely bank friendly.  

Tom Szews
Regional Business Development Manager

Windsor Advantage, LLC

Windsor Advantage

Windsor Advantage, LLC provides banks with a comprehensive outsourced SBA 7(a) and USDA lending platform. 

Since 2010, Windsor has processed more than $4.5 billion in government guaranteed loans and currently services a portfolio in excess of $1.8 billion (as of December 31, 2020) for over 90 lenders nationwide. Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative. 

The Company is headquartered in Chicago, IL with offices in Indianapolis, IN and Charleston, SC. For more information, visit

Connor Mulvey
(P) 312-585-6596
(C) 708-408-1820