31 THE NAFCU JOURNAL January–February 2022 T PREFERRED PARTNER Total Expert Brett Cadogan, Director, Strategic Alliances [email protected] (612) 723-3249 www.nafcu.org/total-expert Total Expert is a fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions. The Total Experience Platform unifies data, marketing, sales and compliance solutions to provide a cohesive experience across the member lifecycle. Total Expert turns member insights into actions to increase loyalty and drive growth. Trellance [email protected] (888) 930-2728 www.trellance.com Trellance is a leading provider of business analytics for financial institutions, helping credit unions meet the financial needs of today’s digital consumer. With a comprehensive suite of data science solutions and predictive models, their team is helping client organizations increase efficiency, manage risk, and improve user experience. They’re bringing the next frontier of fintech to the financial services industry. It’s data in, insights and results out. PREFERRED PARTNER Triad Financial Services, Inc. [email protected] (904) 223-1111 www.nafcu.org/triadfinancialservices Triad Financial Services is a specialty finance company servicing the manufactured industry for over 60 years. We partner with credit unions and provide high quality, high yield secured loans. Loan Portfolios are diverse, secure and profitable. U PREFERRED PARTNER Upstart Gary Liu, VP [email protected] (650) 204-1000 www.nafcu.org/upstart Upstart is a leading AI lending platform provider that partners with credit unions like Patelco, KEMBA and Abound Credit Union to help them grow their membership and expand access to affordable credit. By leveraging Upstart’s all-digital, AI lending platform, Upstart-powered credit unions can grow consumer loan portfolios, lend to more creditworthy borrowers safely, and deliver a modern, all-digital experience for their members that allows them to originate loans in minutes. UpStreme, Inc. Nicole Dallas, Corporate Logistics Manager [email protected] (484) 323-6290 www.upstreme.com UpStreme’s services within the credit union sector focus on five major areas: portfolio and project management optimization, vCISO for cybersecurity, business continuity and resilience program development, strategic development and execution, and vCIO. Our credit union clients range from $200M to $10B+. We are keenly aware of credit union specific needs and challenges and are also able to leverage our learnings from other industries to best support the growth and improvement of our credit union customers. V PREFERRED PARTNER Velocity Solutions [email protected] (954) 847-5800 www.nafcu.org/velocity We provide solutions for financial institutions to increase non-interest income, effectively manage overdraft, acquire more profitable accounts and implement loan platforms through a data-driven, digital approach. W PREFERRED PARTNER Wolters Kluwer Jim Wrbanek, Head of U.S. Sales [email protected] (612) 512-8970 www.nafcu.org/wolterskluwer Wolters Kluwer enables credit unions to balance regulatory and risk management obligations while improving business performance. Through our consulting, regulatory intelligence, technology and content, we help credit unions monitor, identify the impact of legislative change and comply with it. Wolters Kluwer is a trusted partner having expertise in all lines of business. From deposits and consumer lending to commercial lending and mortgage lending, as well as e-signatures and online banking.
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