AFFILIATES AND ASSOCIATED REFERRAL PARTNERS

The team at CU Engage is a blend of consultants, educators, matchmakers, integrators and advocates. They are laser-focused on ensuring that credit unions can make informed decisions on vendor relationships in a timely manner so they can change at the speed of the consumer.

FI Navigator provides a web-based data and analytics platform for the banking vertical delivering institution-specific insights and industrywide research to FinTech vendors and financial institutions.  The platform’s initial mobile banking data and analytics module provides unprecedented vertical intelligence on over 7,000 financial institutions and more than 50 vendors. The online banking module covers over 10,000 financial institutions and over 60 vendor solutions.

Kenneth J. Sole & Associates, Inc. works with executive management to assist in meeting both short-term and long-term strategic goals utilizing quality resources and time-proven methodologies. The company, founded in 1988, has worked with clients throughout the United States, Asia, Canada, and the Caribbean. The KJS client base includes banks, thrifts, and credit unions ranging in asset size from de-novo to multi-billion dollar institutions. Experienced with many of the current technology platforms, Sole & Associates has developed a broad array of services intended to support your specific needs, including but not limited to Strategic Technology Planning, Project Management Assistance, Systems Conversion, Vendor Selection, Risk Assessment, Contingency Planning, Technical Support, as well as a wide variety of other Compliance and Advisory Services. President and founder Kenneth J. Sole leads a management team of seasoned financial industry professionals. Each consultant provides our clients over twenty years’ experience in the finance and information technology arenas.

Micronotes logo

Mark Sievewright serves on the Board of advisors at Micronotes, a marketing automation company serving financial services providers. The company’s fast, automated and cloud-based digital interview platform applies machine learning to customer data to improve customer engagement and effectively cross-sell financial services through the digital service channels. A privately held company, Micronotes is based in Cambridge, Massachusetts.

CU Ledger logo

Mark Sievewright is a member of the Advisory Board of CULedger, a credit union-owned CUSO that focuses on delivering innovative applications to credit unions through its cross-border global distributed ledger platform.

Dollar Associates, LLC logo

The principals of Dollar Associates, LLC are former NCUA Chairman, Dennis Dollar, and former NCUA Chief of Staff and Counsel, Kirk Cuevas. Dollar Associates is a results-oriented firm with working knowledge of day-to-day credit union issues from the perspective of two industry insiders who have been at the center of every significant piece of credit union legislation and regulation in recent years.

thedmagroup logo

Led by Dan Mica, former Member of Congress and former president & CEO of CUNA (Credit Union National Association), the vision of The DMA Group is to exist as a world-class resource for non-profits, corporate businesses and interest-based organizations in Washington, DC, throughout the United States and across the globe. The firm’s goal is to provide knowledgeable counsel, true strategic guidance and a voice with key policy makers and leaders.

KIDO Communications, LLC logo

Led by Veronica Kido, Kido Communications, LLC is a strategic marketing communications firm that helps companies effectively communicate their distinctive capabilities to their key audiences and achieve their business objectives – including increasing market visibility, attracting and retaining top talent, bringing new products and services to market, strengthening their brands, generating business leads, and boosting revenue.