Our Partners


American Bankers Association — founded in 1875, the American Bankers Association represents banks of all sizes and charters and is the voice for the nation's $13 trillion banking industry and its 2 million employees.


BAI — for more than 80 years, BAI has focused on advancing the financial services industry by offering unbiased education and research. They facilitate ongoing industry dialogue through a robust network of financial services professionals, thought leaders, newsmakers, and solutions experts.


Barlow Research — was founded in 1980 to provide research to the financial services industry, with a focus on business banking relationship. Barlow Research provides syndicated and custom solutions to the market research needs of the largest banks in the United States.


Capital Performance Group — provides advisory, planning, analytic, and project management services to the financial services industry. They understand what drives performance in the financial services industry and how to help banks and credit unions meet their business and financial objectives.


Consumer Bankers Association — is the trade association for today’s leaders in retail banking - banking services geared toward consumers and small businesses.


Chally Group — provides scientifically validated hiring assessments and talent management solutions for sales, sales management, executive leadership and professional positions.


CSO Insights — benchmarks the challenges faced by today’s sales and marketing organizations. They track trends in the use of people, process, technology and knowledge to improve sales effectiveness.


Financial Institutions Consulting — FIC has developed an international reputation for its expertise in the small and middle market spaces. We provide clients with practical solutions based on deep industry knowledge.


First Research — is the leading provider of market analysis tools for salespeople. They aggregate hundreds of data sources into an easy to digest format a salesperson can consume quickly to better understand a prospect’s or client’s business issues.


Independent Community Bankers of America — is the voice for more than 7,000 community banks. They provide effective advocacy, best-in-class education and high-quality products and services.


Indiana Bankers Association — IBA serves as an advocate for its members by providing advocacy, education and products, to create an environment where banks can succeed.


New York Bankers Association — NYBA is comprised of commercial banks and thrifts that engage in the banking business in New York State.


North Carolina Bankers Association — NCBA serves as a legislative liaison on behalf of its membership. It provides educational and training programs, media relations, insurance benefits programs and other services to its members.


Peppers & Rogers Group — provides management consulting and is recognized as the world's leading authority and acknowledged thought leader on customer-based strategies and underlying business initiatives. They invented the term 1to1 marketing to illustrate the importance of treating different customers differently, and transformed the concepts into practical methodologies driving financial results for companies.


The Risk Management Association — RMA is a not-for-profit, member-driven professional association service the financial services industry. Its sole purpose is to advance the use of sound risk principles in the financial services industry.


SmartBrief — is a media company on a mission to save you time and keep you smart. Their editors hand-pick the most relevant and important news from all over, summarize it, link it to the original sources and deliver it- for FREE - in one-stop-shop e-newsletters.


TonioliCreative — is a strategic, results driven marketing agency made up of former bankers. They specialize in developing integrated campaigns that combine web, print, direct mail and your sales team to get results. They specialize in serving banks, credit unions, mortgage companies, insurance agencies and financial planning companies.


Trusted Advisor Associates — Charles Green and his team at TrustedAdvisor are pioneers in researching the art and science of trust in the business world, helping individuals and organizations improve their own trustworthiness through analysis, teaching and coaching.


VerticalIQ — is a web-based portal that provides information on a wide variety of industries from a banking perspective. Their goal is to help bankers more successfully call on businesses.