NAFCU Journal January February 2022

29 THE NAFCU JOURNAL January–February 2022 O Oak Tree Business Systems, Inc. Brian Connors, Director of Sales (949) 548-7601 brian@oaktreebiz.com www.oaktreebiz.com For almost 40 years, Oak Tree has provided custom compliant forms, lending documents and disclosures for credit unions nationwide in multiple formats: membership, consumer, home equity, commercial, mbl plus data linking, compliance support, marketing, and spanish documents. We work with you to create a custom solution that integrates seamlessly with your data/loan processing system. They are designed to match your credit union’s policies and procedures. PREFERRED PARTNER Open Lending John Flynn, Co-Founder, President and CEO info@openlending.com (512) 892-0400 www.nafcu.org/openlending Open Lending is a lending enablement platform for the automotive finance market powered by proprietary data, advanced decisioning analytics, an innovative insurance structure and scaled distribution. Open Lending, through its flagship product, Lenders Protection, offers loan analytics, risk-based pricing, risk modeling and default insurance, ensuring profitable auto loan portfolios for financial institutions throughout the United States. Open Lending was founded in Austin, TX in 2000. Origence, a CU Direct Brand sales@origence.com (833) 908-0121 www.origence.com Origence, a CU Direct Brand delivers the ultimate origination experience. For 25 years, we have helped lenders increase loan volume through automotive, lending and strategic solutions. Today, we optimize the customer experience while increasing efficiency with solutions spanning across indirect lending, origination, analytics and more. www.origence.com OutSolve Affirmative Action Compliance Carla Pittman cpittman@outsolve.com (504) 962-7920 www.outsolve.com Financial institutions covered by NCUA with deposit insurance are required to comply with the Affirmative Action Program obligations under EO11246, VEVRAA and Section 503. Since 1998, OutSolve has prepared affirmative actions plans for financial institutions of all sizes, helping them comply with regulatory requirements. Our five-star ratings demonstrate client satisfaction and a commitment to superior customer service. We specialize in affirmative action, pay equity and diversity planning. P PREFERRED PARTNER Pentegra Jennifer Lanza, Marketing Coordinator jennifer.lanza@pentegra.com (203) 926-3003 www.nafcu.org/pentegra As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes. With a 75-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor or enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of qualified retirement plans, TPA services and fiduciary support. PREFERRED PARTNER Persistent Systems Bipin Sahni, Chief Strategy Officer bipin@persistent.com (408) 216-7010 www.nafcu.org/persistent-systems Persistent delivers technology and payments advisory and implementation services to help credit unions accelerate their use of digital technologies that improve the member experience and reduce costs. Q PREFERRED PARTNER Q2 Stephanie Irwin, Manager, Executive Briefing Program & Associations stephanie.irwin@q2.com (512) 682-4553 www.nafcu.org/q2 Solutions designed to deliver meaningful experiences and support lasting customer relationships. We create simple, smart, end-to-end banking and lending experiences that position you as an indispensable partner on your customers’ financial journeys. Whatever your goals, Q2 has you covered.

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