DELETEAssociate Member Directory

StrategyCorps helps financial institutions grow retail checking relationships and financial productivity with its proprietary analytical tool, CheckingScore, and customizable mobile rewards app, BaZing, that powers checking products with modern, in-demand consumer benefits like cell phone insurance, local merchant discounts and roadside assistance that enhances the customer/member connection and provides competitive differentiation. Nearly 350 banks and credit unions employ our analysis tools, white-labeled reward products, and mobile solutions that generate industry-leading levels of performance for retail checking products. More information is available at www.strategycorps.com.

Symphona is a team of advisory-focused accounting, consulting, and IT specialists. Our vast business knowledge and collaborative spirit help identify opportunities for your success. We work closely with businesses of all sizes and individuals to create value in each relationship. Symphona provides all the accounting and IT tools you need to secure your financial future in one place. We focus on innovative strategies to help clients compete in a rapidly changing environment, leveraging technology for increased financial success and improved results. Proudly serving a broad range of industries, we are recognized as an INSIDE Public Accounting Top 300 Firm. Our goal is to create value in every relationship, both inside and outside the office.

Partner with SCBA bringing the Office Depot program to their members.

The Baker Group is one of the nation’s largest independently owned securities firms specializing in interest rate risk and investment portfolio management for community financial institutions. Baker’s products and services include: Asset/Liability Management, Investment Portfolio Accounting, Investment Portfolio Analysis, Budget and Board Reporting, Broker/Dealer Services plus educational programs concerning regulatory issues, interest rate risk and portfolio management. Baker is endorsed by five state community banking associations: The Alabama Bankers Association, the Community Bankers Association of Illinois, the Indiana Bankers Association, the North Dakota Bankers Association and the Independent Bankers Association of Texas. Baker’s main office is located in Oklahoma City with branch offices in Atlanta, Austin, Indianapolis, Springfield and Salt Lake City.

Founded in 1959, The Brandon Agency is an integrated marketing communications firm with offices in Breckenridge, Colo.; Charleston, S.C.; Charlotte, N.C.; Cleveland, Ohio; Myrtle Beach, S.C.; and Sofia, Bulgaria. Being the most creatively awarded agency in North Carolina, South Carolina and Virginia for the past 12 years, The Brandon Agency’s expertise in diverse marketing disciplines includes traditional, as well as digital, social and internet disciplines. The agency, employing more than 100 people worldwide with total billings over $50 million dollars in 2014, has produced successful programs and campaigns for hundreds of national brands in a variety of industries, including: banking and finance; ecommerce; food service; healthcare; real estate; technology; and tourism.

The Capital Corporation has been serving and advising middle market companies to achieve their financial objectives since 1991. By utilizing the unique skills of the firm's extensive support team, The Capital Corporation has become one of the top tier middle market investment banking firms in the country. It takes experience, commitment, and unwavering focus to achieve such results and that is what we bring to every deal. The Capital Corporation's track record reflects our commitment to our clients and our focus on results. We will not enter into an engagement without being confident that we can drive the transaction to a successful outcome. Which is evidenced by our top decile closing rate and high repeat/referral client base.

In order to keep up with the ever-changing technology and the need for a national presence, SI Solutions looked for an national organization with similar values as ours. At the end of the day, our clients are our number one priority and must be at the center of every decision made. After years of searching, we found THE SOURCING GROUP (TSG). Not only was TSG’s values a mirror image of ours, but their national presence and years of experience providing printing solutions is second to none. Collectively WE are now the 5th largest print distributorship in the country. The SOURCING GROUP has streamlined the procurement process, making it more efficient for companies across the country to access digital files, print materials, provide marketing collateral and distribute products -- with one integrated solution. Our services include but not limited to: Commercial printing, Web-to-Print digital printing, Labels and Labeling products, One to one Marketing mailings, Statement and Invoice processing, Document and Collateral management and distribution, Ad Specialties, screen printing and embroidery of all types of apparel. The list goes on and on. Please contact me so we can explore new and innovative ways to return more money to the bottom line. Robbie Fuller ROFuller@thesourcinggroup.com m: 803.422.2367 | ofc: 803-724-5463 www.thesourcinggroup.com or www.si-solutions.com901

TIB is the nation’s largest and most trusted bankers’ bank, serving as the correspondent banking partner to roughly one-third of America’s community banks, from coast-to-coast. With more than 30 products and services, from traditional correspondent lending to the latest innovations in payment processing and operational services, TIB serves as a community bank’s one-stop shop for industry-leading solutions and expertise. TIB helps community banks build and maintain a competitive edge, while delivering world class service. TIB can be found online at www.TIB.bank.

TNB Financial Services, a division of Thomasville National Bank, is a full-service financial firm, offering trust and estate administration, investment management, and financial planning. Through its national trust charter, TNB Financial can serve as Trustee anywhere in the United States. TNB Financial – South Carolina has assets under management of over $1 billion through its offices in Greenville, Spartanburg, and Clinton. TNB’s local and flexible approach to fiduciary services has allowed the firm to quickly grow into one of the premier trust companies serving the state of South Carolina.

TransFund is a nationally recognized leader in electronic payment solutions, specializing in debit and credit card processing, ATM network management, and innovative financial services. Founded in 1975 and headquartered in Tulsa, Oklahoma, TransFund has five decades of experience helping community financial institutions thrive in a competitive marketplace. With a strong focus on client success, TransFund provides personalized service, zero-cost marketing support, and seamless conversions to help institutions grow profitability and enhance customer satisfaction. Their commitment to values like integrity and leadership help fuel long-term partnerships and trusted guidance. TransFund’s technology-forward approach and deep industry expertise make it a reliable partner for institutions looking to expand payment capabilities while delivering top-tier service to their account holders.

Travelers supports community banks through its Travelers SelectOne® insurance program offering coverage options to address a variety of exposures. This flexible product line includes crime (financial institution bond), directors and officers liability, bankers professional liability, trust liability, employment practices liability, fiduciary liability and a variety of e-business and property/casualty exposures. With more than 100 years of experience serving financial institutions, Travelers is in-synch with your community banks' insurance needs. Contact Eric by e-mailing: eric.marshall@travelers.com

Turner Padget’s attorneys provide straightforward, practical advice to meet our clients’ legal needs. With a rich history as one of South Carolina’s largest law firms, now expanding into neighboring states, and with offices strategically located in Augusta, Charleston, Columbia, Florence, Greenville and Myrtle Beach, our attorneys bring a deep understanding of court systems and laws, and what it takes to do business in the Southeast.

For over 45 years, United Bankers’ Bank’s reputation as a correspondent banking leader has been built on the trust, respect and confidence it has developed with its community bank customers. From providing innovative products, services and technologies, to understanding the challenges community banks face on a daily basis, UBB continually provides its customers with valuable solutions to remain competitive and strengthen the relationships they have built within their communities. UBB lives its First for Your Success credo by always putting the success of its community bank partners first and by never, ever competing with its customers.

Vericast, formerly Harland Clarke Holdings, is a leading marketing solutions company that helps businesses across many industry verticals connect with consumers through data, analytics, and a broad portfolio of digital and print solutions. We help businesses understand, engage, grow and retain customers. Every day, we influence the consumer purchasing and transaction behavior of more than 120 million households – impacting where people eat, shop, buy, save, and borrow. It’s crucial to maximize every engagement tool at your disposal to drive brand awareness and revenue. With a full suite of services designed to engage customers including, Check Solutions, Card Solutions, Contact Center Solutions, Customer & Employee Insight, Customer Change Management and Acquisition and Retention; Vericast solutions combine superior service and deep experience to build a program tailored to your goals and brand strategy.

Ward and Smith, P.A. is a full-service law firm with more than 90 attorneys working as a team from five offices, from the coast to the mountains of North Carolina. Our goal is to provide exceptional service to our clients. In order to focus on and respond to specific client needs, we have developed teams in specific industries and fields of law as necessary to serve our clients within various segments of the market. We invite you to explore our firm, and hope to be of service.

With more than $70 billion in assets, Western Alliance Bancorporation is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Major accolades include being ranked as a top U.S. bank in 2023 by American Banker and Bank Director and receiving #1 rankings on Institutional Investor's All-America Executive Team Midcap 2023-2024 for Best CEO, Best CFO, Best Company Board of Directors and Best Investor Relations Team. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.

Wipfli’s bank industry advisory professionals bring real-world experience to help banks succeed. As leading industry thought leaders, we provide timely industry insights, sharing our knowledge through articles, webinars, podcasts and speaking engagements. We understand the realities you face and can provide the help and guidance in various areas such as: risk advisory, regulatory compliance, talent management, strategic planning, outsourcing, transaction advisory, cybersecurity, digital and data analytics, tax and assurance. We have 1200+ financial institutions throughout the U.S. with more than 335 dedicated associations, including 70 partners. Our goal is to provide constant communication and value-driven consultation. Visit us at wipfli.com/banks.

Womble Bond Dickinson is a transatlantic law firm with more than 1,300 lawyers based in 37 UK and US office locations. The firm provides core legal services including: Commercial, Corporate, Employment, Pensions, Dispute Resolution, Litigation, Finance, Banking, Restructuring, Insolvency, IP, Technology and Data, Private Wealth, Projects, Construction and Infrastructure, Real Estate and Regulatory Law. Womble Bond Dickinson has a particular focus on eleven key sectors: Energy & Natural Resources, Financial Institutions, Healthcare, Insurance, Manufacturing, Real Estate, Retail & Consumer, Transport & Infrastructure, Pharmaceuticals Biotechnology & Life Sciences, Communications & Technology and Private Wealth. The firm’s UK offices are in Bristol, Edinburgh, Leeds, London, Newcastle, Plymouth, Southampton and Teesside. The US offices are in Atlanta; Baltimore; Boston; Charlotte, Charleston, Charlottesville, Colorado Springs, Columbia, Denver, Greensboro, Greenville, Houston, Huntsville, Irvine, Las Vegas, Los Angeles, Nashville, New York, Phoenix, Raleigh, Reno, Research Triangle Park, San Francisco, Silicon Valley, Tucson, Tysons, Washington, D.C., Wilmington, and Winston-Salem. Through the firm’s association with Lex Mundi, the world’s largest association of independent law firms, Womble Bond Dickinson also can offer clients access to quality-tested local counsel in more than 120 countries.

Founded in 1979, Wyrick Robbins Yates & Ponton LLP is a full-service law firm with a unique, collaborative, entrepreneurial culture, and a focus on growth-oriented businesses. Wyrick Robbins’ Banking & Financial Institutions practice group has extensive experience with regulatory and transactional issues for clients ranging from publicly traded, diversified bank holding companies to single-office community banks. The firm advises its banking clients on day-to-day operational issues as well as corporate, securities and regulatory aspects of the financial services industry, including mergers and strategic business combinations, capital markets and financing transactions, branch acquisitions and divestures, and regulatory applications and counseling.