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ABA ENDORSED Companies by Category
American Bankers Association, Corporation for American Banking
List of ABA Endorsed Companies
in alphabetical order
ABA Insurance Services
D & O and Bond Coverages
Formerly known as the ABA Sponsored Insurance Program, underwritten by Progressive, ABA Insurance Services has been a market leader for over twenty years and is recognized by insurance and banking professionals as a secure, stable and affordable source of coverage.
ABA Insurance Services is owned by American Bankers Mutual Insurance Ltd. (formerly known as American Bankers Professional and Fidelity Insurance Company), a mutual reinsurer owned and directed by ABA member banks. American Bankers Mutual Insurance Ltd. (ABMI) distributes profits to ABA member insureds through a unique profit-sharing program. To date, $71.5 million has been declared in profits to ABA member policyholders.
BACKGROUND
During the mid-1980s, it became difficult for financial institutions to obtain affordable insurance due to instability in the banking industry. To assist community banks, the American Bankers Association formed a mutual reinsurance company to partner with the Progressive Group of Insurance Companies, creating the ABA Sponsored Insurance Program. In 2010, the name of the program changed to ABA Insurance Services.
PROGRAM BENEFITS
· Opportunity to participate in a profit-sharing program
· Easy to apply-simply submit your current carrier's applications
· A+ rated (A.M. Best) issuing carriers
· Innovative products address bankers' evolving needs
· In-house legal experts handle claims quickly and fairly
· Experienced, tenured underwriting staff
· Unparalleled customer service standards
COVERAGES
· Directors & Officers Liability
· Bankers Professional Liability
· Broad Form Company Liability
· Employment Practices Liability
· Internet Banking Liability
· Lender Liability
· Privacy Liability
· Trust Services Liability
· Financial Institution Bond
· STAMP Surety Bond
HOW TO APPLY
Contact: ABA Insurance Services Inc.
5910 Landerbrook Drive, Suite 100
Mayfield Heights, OH 44124
Jason Faulkner, Account Executive
Tel: 800-274-5222
Website: www.abais.com
CAB CONTACT PERSONS
John Wolff Tel: (202) 663-5486
Monica Condon Tel: (202) 663-5475
Bankers Insurance Center
Property & Casualty Insurance
PROGRAM DESCRIPTION
Bankers Insurance Center was created to assist ABA member banks implement and maintain appropriate and cost-effective coverage for the bank's own insurance programs. Dedicated exclusively to the community bank industry, Bankers Insurance Center assures you of assistance from experienced professionals, quality service and the leading writers of insurance for financial institutions. As a full-service facility, Bankers Insurance Center has the capability to meet all the insurance needs of a community bank.
The Center's program is designed to serve the needs of community banks (assets up to $5.0 billion); however, certain programs and products will appeal to larger banks as well.
Bankers Insurance Center presently offers The Bank Property and Casualty Insurance Program.
The Bank Property and Casualty Insurance Program - This program, underwritten by the leading carriers specializing in insurance for financial institutions, provides a full range of property and casualty insurance for your banks' own insurance programs. Uniquely broad policy forms for Property, General Liability, Automobile, Umbrella, Workers' Compensation, EDP, Mail, REO property, Forced Placed, Boiler & Machinery and other lines have been designed. Utilizing the ABA sponsored insurance program, Bankers Insurance Center also offers Directors and Officers, Financial Institution Bond, Trust E&O and other specialty coverage of financial institutions.
Experienced financial institution insurance experts from Bankers Insurance Center work directly with banks or their designated insurance agent to structure programs tailored to each bank's individual needs.
MARKET PROFILE
All ABA member banks. Banks with assets of $5.0 billion or less are the principal focus.
PROGRAM CONTACTS
Bankers Insurance Center
5530 Wisconsin Ave., Suite 620
Chevy Chase, MD 20815
Contact: Ron Summerville
Tel:(301) 654-8280
Fax: (301) 652-7458
Web site: http://www.vtbanker.com/www.bic2insure.com
CAB CONTACT PERSONS
Monica Condon Tel: (202) 663-5475
John Wolff Tel: (202) 663-5486
CashSweep PROGRAM
DESCRIPTION:
Designed to help community banks attract and retain key commercial accounts, the ABA-sponsored CashSweepsm program offered through SEI is a turnkey, automated system that sweeps excess commercial DDA balances into selected money market mutual funds. The program offers an integrated approach to building cash sweep services and oversees all aspects of the implementation process. Components include software implementation, technical training, extensive marketing support, and ongoing consulting services.
BACKGROUND:
In response to banks' growing need to offer products to commercial customers that are competitive to non-bank financial service companies, ABA researched and selected SEI as the endorsed provider of a competitive and flexible cash sweep program. Through the ABA-sponsored program, community banks can offer both corporate and retail clients a variety of Money Market funds to satisfy a range of customer needs. The program provides a unique investment management process designed to ensure competitive and consistent performance.
MARKET PROFILE:
All commercial banks whose commercial customers would benefit from short-term investments of their excess DDA balances. Community banks will value the flexible, PC-based system accompanied by customized marketing support.
WHAT BANKS CAN DO WITH SWEEP ACCOUNTS:
• Generate fee-based income to diversify the earnings stream of the bank
• Retain existing clients by offering more competitive products and services
• Recapture assets that have left the bank to other financial institutions
HOW CLIENTS CAN BENEFIT FROM SWEEP ACCOUNTS:
• Fully invest short-term assets conveniently and effectively
• Have short-term assets available and liquid
• Maintain a strong relationship with their bank
• Access to product variety
COMPANY ADMINISTERING PROGRAM:
SEI
1 Freedom Valley Drive
Oaks, PA 19456
Contact: Melanie Bayich
E-Mail: MBayich@seic.com
Tel: 1-877-SEI-4200
CAB CONTACTS:
Robin Gordon (202) 663-5128
Jackie Lucas (202) 663-5556
Clark Consulting
Executive and Director Benefit Planning & BOLI Portfolio Strategies
Clark Consulting leads the industry in providing tailored executive benefit programs and strategic financing and investment solutions that help banks manage risk, optimize earnings, improve shareholder value, and realize key financial goals. Endorsed by numerous bank trade associations including the American Bankers Association's Corporation for American Banking, our consultative approach has benefited nearly 2,400 financial institutions and their shareholders nationwide for over 25 years. Clark Consulting's customized products and services and multiple client solutions include placement of General Account, Separate Account and Hybrid Separate Account Bank-Owned Life Insurance (BOLI), nonqualified deferred compensation plans, long-term care programs and asset administrative solutions.
· Executive Benefit Consulting
As institutions must look for new ways to effectively attract, retain and reward top management, supplemental (nonqualified) benefit programs have become a key component of executive and director total compensation programs. When combined with performance benchmarks - both measurable and understandable - along with tax deferral, supplemental benefits can provide meaningful incentive and reward for achieving strategic objectives. Clark Consulting's scope of offerings and extent of experience provides the insights and strategies needed to implement the following programs to meet the specific objectives of your institution:Supplemental Executive Retirement (SERPs), Executive Deferred Compensation Programs (DCPs), Variable Deferred Compensation Programs (VDCPs), Peformance-Driven Benefit Programs, Director Fee Deferral Programs, Group Term Replacement Programs and Long-Term Care Programs.
· Bank-Owned Life Insurance (BOLI) Portfolio Solutions
As the cost of benefits continues to rise, so does the need for creative solutions to finance pre- and post- retirement benefit obligations. Preferred by many institutions, BOLI is one of the most effecient asset/liability management tools with the ability to match long-term benefit costs with long-term earnings. Clark Consulting pioneered the development and use of BOLI in the banking industry in 1982. We continue to be a leader "across all industries" by offering products from over 10 of the nation's top insurance carriers. Our experienced consultants and plan design professionals are well-equipped to help you implement a program that matches your investment philosophy and meets yoru financial objectives. Our comprehensive array of products incudes: General Account, Separate Account, Hybrid Separate Account BOLI offerings.
MARKET PROFILE
The ideal candidate for these programs can fall into a number of needs areas:
A banking organization that wants to develop a system to effectively reward their top talent by providing a compensation and benefit mix that balances the executive's needs with the bank's overall performance objectives.
A profitable bank seeking solutions to one or more of these fundamental benefit challenges: attracting and retaining management talent, creating management incentives, restoring shortfalls in existing retirement plans, upgrading director benefits and financing post retirement benefit obligations.
Community banks or large banking organizations looking to offset the current and future costs of medical, group life and other ERISA benefits, as well as those costs associated with both qualified and nonqualified retirement benefits through bank-owned life insurance (BOLI).
PROGRAM BENEFITS
Implementing a program is only the beginning of Clark Consulting's long-term partnership with customers. Clark Consulting is experienced, reliable and financially secure to assist with the complex issues and unique challenges of servicing each individual benefit and BOLI plan. Its service professionals offer practical hands-on assistance in responding to auditors and examiners, as well as detailed information to help you in your regulatory compliance and documentation. Clark Consulting provides your bank with regular benefit statements, so you can show executives and directors that they are being rewarded for their efforts and remind them of the investment you've made in their future.
By bringing together the best minds in strategy and leadership, compensation and benefits, and BOLI consulting - and then adding accounting, regulatory, compliance and administration support specialists to the roster-Clark Consulting has the unique combination of knowledge and experience necessary to help banks keep their best people.
PROGRAM CONTACTS
Clark Consulting
3600 American Boulevard West, Suite 200
Bloomington, MN 55431
Tel: (800) 774-3071
Fax: (952) 893-6797
Web Site: http://www.clarkconsulting.com/
CAB CONTACT PERSONS
Monica Condon Tel: (202) 663-5475
Robin Gordon Tel: (202) 663-5098
Digital Insight®
Internet Banking & eFinance Solutions
The online banking channel has matured beyond a technical innovation into a vital channel for financial institutions regardless of size. Digital Insight® empowers financial institutions to provide internet-based financial solutions to their retail and commercial customers via a cost-effective, outsourced service. Through Digital Insight's Online Banking Solutions, communication financial institutions can increase profitability and compete against the largest and most sophisticated financial institutions. As the largest provider of Internet banking services in the United States, Digital Insight serves more than 1,700 financial institutions and 5.7 million consumer end users.
CONSUMER SOLUTIONS
With Digital Insight's Consumer Internet Banking platform, your "Internet branch" serves as the financial hub for all your end users' online banking needs and strengthens your brand and image. Consumer Internet Banking enables community banks to market and sell new products, increase revenues, satisfy end users, and build longer lasting relationships - all with minimal demand on the bank's existing infrastructure and resources. With a third-generation user interface, Consumer Internet Banking services include:
· Flexible Graphical User Interface
· Online Statements
· Personal Finance Manager (OFX) Connectivity to Quicken & Money
· Check Imaging
· Check Reorder
· Staging Sites
· Account Aggregation
· Wireless Banking
· Spanish and Chinese Versions
· Funds Transfer w/Aggregation
BUSINESS SOLUTIONS
Digital Insight's market-leading Business Banking platform enables financial institutions to package, price, deploy and administer an online business banking solution tailored to the specific needs of multiple market segments, from small or home office to large multi-national corporations. With this sophisticated, scalable online cash management solution, your commercial customers can manage their cash positions at all times. Financial institutions can take advantage of Digital Insight's product implementation expertise, state-of-the-art data center, on-going support, and comprehensive product training.
Additional features and products:
· Cash Management
· ACH
· Wires
· Balance Reporting & Alerts
· Reconciliation Services
· Business Bill Pay
· Book Transfers & Sweeps
· Online Forms
· Product Administration
· Site Customization
· Tax Payments
· Payroll Services
· Remote Deposit Image Capture
WEB CENTER
Web Center is Digital Insight's next-generation Web platform designed to empower banks to manage their Web sites without technical training and meet business goals. Powerful, user-friendly administrative tools enable users to easily edit content, upload documents and images, and manage dynamic content such as rates.
LENDER SOLUTIONS
For information about Digital Insight's Lender Solutions please go to the following website link: http://www.aba.com/CAB/cab_dilending.htm
BACKGROUND
In February 2000, The American Bankers Association (ABA) through its subsidiary, the Corporation for American Banking (CAB), gave its endorsement to Digital Insight for its Internet Banking and Business Solutions. Later that same year, the endorsement was extended to include Digital Insight's Lending Solutions and eCommerce products. Presently, more than 1,700 financial institutions have contracted with Digital Insight for one or more of the company's Internet products and services. More than 5 million customers of these institutions actively use Digital Insight for their Internet Banking. In addition to ABA's endorsement, Celent Communications based in Cambridge, MA, ranked Digital Insight's Internet Banking Solution as "Number One" for community banks for two consecutive years.
PROGRAM BENEFITS
Digital Insight is committed to ensuring that small- to mid-size financial institutions can compete with larger institutions with the best Internet Banking solution in the market today. Digital Insight provides these institutions a cost-effective, outsourced service, that enables them to offer to their customers the same services that many of the top banks offer.
Additionally, financial institutions can:
- Improve customer retention-Research indicates that 80% of online bankers are likely to stay with their current financial institution.
- Acquire new customers-The number of online banking customers continues to rise and is projected to reach 45 million in 2007, up from 31.5 million in 2004.
- Reduce costs-Online banking customers use more self-service and paperless features (such as online statements), reducing a financial institution's total cost of service.
PROGRAM CONTACTS
Digital Insight, Inc.
26025 Mureau Road
Calabasas, CA 91302
Contact: Patty Brewer Tel: (818) 878-6065
Web Site: http://www.vtbanker.com/www.digitalinsight.com
CAB CONTACT PERSONS
Monica Condon Tel: (202) 663-5475
Lisa Gold Schier Tel: (202) 663-5098
Robin Gordon Tel: (202) 663-5128
FORTENT
As a result of the USA PATRIOT Act and the industry's on-going role and interest in combaing money laundering, banking regulators are significantly increasing enforcement of the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) laws. In particular, the agencies' focus has been on internal controls needed to identify money laundering. While they have not required all institutions to have an automated solution, they have indicated that software is a key resource for effective BSA and AML management, especially for larger institutions.
MARKET PROFILE
Any size bank can potentially use the Fortent solution.
SOLUTION HIGHLIGHTS
· Monitors and detects suspicious cash transactgions, wire transfer, wire, ACH, ATM activities, monetary instrument transactions and loan defaults;
· Monitors and detects suspicious actiities across all business lines such as DDA, wires, trusts, deposits, loans, debit cards, etc.;
· Offers "Investigation Workbench" for support in detecting issues, while pr oviding intuitive workflow that can be customized to coordinate with the ban's established workflow;
· Employs variety of techniques, including rules, adaptive rules and contextual analytics;
· Ranks all customers according to risk or degree of suspicion;
· Profiles every transaction of every customer;
Self-adapts, creating new rules automatically and makes daily profile updates;
· Allows users to install AML scenarios with both conventional rules and flexible comparisons which interpret activity using adaptive pr ofies for context.
COMPANY ADMINISTERING THE PROGRAM
Fortent
99 Park Avenue, 11th Floor
New York, NY 10016
Contact: Howard Weinberg
Email: h.weinberg@fortent.com
Tel: (212) 422-5100
Fax: (212) 422-3335
CAB CONTACT:
Kimberly Smith, (202) 663-7516
Lisa Gold Schier, (202) 663-5098
PATRIOT Officer® Anti-Money Laundering (AML) Transaction Monitoring Software
As a result of the USA PATRIOT Act and the industry's on-going role and interest in combating money laundering and terrorist financing, there has been an increasing emphasis to strengthen measures to prevent, detect, and prosecute those involved with money laundering and the financing of terrorism as well as to strengthen the provisions put into place by the Money Laundering Control Act of 1986. There has been particular focus on internal controls needed to identify money laundering and terrorist financing activities.
DESCRIPTION:
To help banks efficiently and accurately manage the BSA, AML and ATF functions, the ABA is pleased to offer its endorsement of GlobalVision Systems' PATRIOT OFFICER®. PATRIOT OFFICER, an advanced and powerful Adaptive Intelligent BSA/AML/ATF system, uses Dynamic Multidimensional Risk-Weighted Suspicious Activities DetectorTM (U. S. Patent Pending) to effectively automate the BSA/AML/ATF workflow by monitoring, screening, detecting, alerting, investigating and analyzing suspicious activities of all transactions across all product lines in financial institutions of all sizes with high resolution and accuracy. Thousands of compliance professionals are using the PATRIOT Officer to comply with the escalating stringent US regulatory requirements with peace of mind.
The PATRIOT OFFICER loads a bank's transactional data and customer information data into a database. With a fully integrated dynamic and adaptive multidimensional intelligent engine, the PATRIOT OFFICER detects suspicious activities and empowers financial institutions of all sizes to effectively comply with the risk-based policy, procedure and process as required by the BSA/AML Examination Manual published by FFIEC. The PATRIOT OFFICER dynamically transforms the complex risks through risk modeling so that risk-based algorithms can be used to analyze and investigate suspicious activities effectively and efficiently. The PATRIOT OFFICER offers financial institutions risk-based intelligence and algorithms, and high degree of precision in slicing data, leading to more accurately alerting and identifying suspicious activity with the highest degree of accuracy and efficiency.
MARKET PROFILE:
Designed for financial institutions of all sizes with high scalability, PATRIOT Officer is available via license and hosted ASP arrangements.
SOLUTION HIGHLIGHTS:
• The BSA/AML/ATF/OFAC solution used by thousands of compliance professionals.
• Extremely scalable for banks of all sizes, fostering growth and expansion with no limitations.
• Empowers financial institutions to establish risk-based policy and procedure quickly and easily in compliance with BSA/AML Examination Manual.
• Provides a high degree of automation to streamline the compliance process and provide an effective and efficient workflow.
• Exclusive interface with GUARDIAN OFFICER-a powerful anti-fraud solution.
• Provides a comprehensive scope of transactional monitoring of all transactions of all products lines in financial institutions of all sizes.
• Interfaces with government networks for electronic CTR and SAR filings. • Manages high-risk clients dynamically according to the risk-based policy and procedure; enforces risk-based process effectively and efficiently.
• Integrates risk-based algorithms into suspicious activities detection with higher resolution and accurate results.
• Monitors and detects suspicious cash, check, wire transfer, ACH, ATM, monetary instrument, and loan transactions across all business lines.
• Exclusive interface with the United Crime Elimination Network
• Incorporates risk management into Advanced Customer Identification Program.
• Available as either in-house or ASP solution.
COMPANY ADMINISTERING THE PROGRAM
GlobalVision Systems, Inc.
9301 Oakdale Avenue, Suite 100
Chatsworth, CA 91311
Website: www.gv-systems.com
Contact: Catherine Lew
Tel: (818) 998-7851, ext. 128
Email: clew@gv-systems.com
CAB CONTACTS
Kimberly Smith (202) 663-7516
Lisa Gold Schier (202) 663-5098
SHESHUNOFF CONSULTING & SOLUTIONS
INVESTMENT BANKING
A full range of services that prepare the bank's executive management and Board of Directorsto respond to the intricate challenges relaed to bank mergers and acquisition decisions, solicited and unsolicited acquisition offers, bank stock valuations and other situations requiring investment banking services.
Services include:
· Strategic Counseling
· Mergers and Acquisitions
· Fairness Opinions
· Evaluation of Capital Adequacy and Utilization
· Capitalization Structure
· Corporate Finance
· Dividend and Capital Policies
· Investor/Shareholder Relations
· Complete Valuation Services for requirements including: ESOPs; Tax and Estate Planning; Dissenters' Rights Proceedings; Public Offerings; Reverse Stock Splits; Exchange Ratio Determinations
· A Confidential Sounding Board
· Value Mapping: A consulting service that utilizes a unique modeling program to assist community banks in identifying the implications of alternative strategies to improve bank peformance and value
BACKGROUND
Sheshunoff & Co., Investment Banking is the nation's leading provider of bank valuation, merger and acquisition services, having completed 4,052 bank/thrift valuations and 366 bank mergers/acquisitions since 1986.
BENEFITS OF THE PROGRAM
Bank leaders will be prepared for a full range of issues related to valuations, and possible mergers and acquisition activities, leading to well-informed decisions in the best interests of bank and bank executives.
MARKET PROFILE
Commercial banks, savings & loans, thrift institutions.
DEPOSIT SCORE OVERDRAFT MANAGEMENT SYSTEM
Backed by ongoing analytics and consulting, Sheshunoff's Deposit Score Overdraft Management System is a comprehensive overdraft management suite that assists financial institutions to strike an optimal balance between managing risk, serving customers, and improving income streams.
While many banks use some form of a DDA overdraft pay program, what differentiates Sheshunoff's Deposit Score Overdraft Management System are the powerful analytical tools it employs. At the heart of the software suite is an overdraft matrix or scoring engine designed with two realities in mind: 1) every customer is unique; and 2) circumstances change. The Deposit Score scoring engine monitors deposit regularity and other key transactional trends at the individual account level. It then filters that data through a set of analytical tools that continue to refine the matrix based on your data.
Financial institutions can experience an incremental revenue lift while seeing a reduction in charge offs when using Sheshunoff's Deposit Score Overdraft Management System.
KEY FEATURES:
• Comprehensive scoring tool that improves revenue and controls charge-off risk via advanced statistical analysis.
• Refinement of the final overdraft thresholds based on characteristics specific to the financial institution.
• Simple graphical user interface eliminates the need for IT supported system changes.
• Multiple Scoring Matrices enhance the value of scoring via unique scorecards based on client-defined account grouping.
• Extensive management reporting capabilities.
MARKET PROFILE:
All commercial banks, savings & loans and thrift institutions.
BENEFITS OF THE PROGRAM:
• Sophisticated analytics that improve revenue and service and reduce risk
• Detailed audit trail of factors influencing scoring process
• Open database for data mining and ad-hoc analysis.
BACKGROUND:
Over the past 30 years, Sheshunoff Consulting + Technology has built a national reputation among bankers for helping their institutions become significantly more profitable, gain lasting competitive advantages, and prepare them to meet major new challenges. With the addition of Deposit Score, Sheshunoff offers a software solution to significantly improve overdraft programs.
TECHNOLOGY AND PERFORMANCE ADVANTAGE SOLUTIONS CONSULTING SERVICES
High-impact, value-added business process enhancement, fee income enhancement and technology consulting services designed to significantly improve the bank's bottom line and gain competitive advantages for both the short and long term. The Technology and Performance Advantage Solutions consuling services include:
Technology Solutions
· Technology Assessments and Plans
· Conversion Assistance
· Outsourcing Evaluation and Selection
· Software and Hardware Selection
· Emerging Technology Strategies
· Implementation Management Support
Performance Advantage Solutions
Business Process Enhancement
Resource Advantage
· Organizational Structure Alignment
· Staffing Model Analysis
· Process Design and Workflow Analysis (Best Practices Development)
· Procedure/Policy Refinement
· Technology Effectiveness
Fee Income Enhancement
Revenue Advantage
· Competitive Market Analysis
· Fee Income and Product Analysis
· Systems' Technical Capabilities Assessment
· Transition Planning, Education and Implementation Assistance
· Interest Margin Operations Analysis
Revenue Advantage Plus
· Scorecard Tracking System
· Incentive Compensation Plan
· Negotiation Skills Training
MARKET PROFILE
All commercial banks, savings & loans and thrift intitutions
BENEFITS OF PROGRAM
· Bottom Line Earnings Improvement
· Improved Organizational Efficiency
· Enhanced Customer Service
· Revenue Growth
· Established Strategic Direction
· Improved Technology Utilization
COMPANY ADMINISTERING PROGRAMS
Sheshunoff Consulting & Solutions
2801 Via Fortuna Drive, Suite 600
Austin, TX 78746
Contact: Bill Murray, Director of Client Services
Tel: (512) 703-1570
Fax: (512) 703-1571
Email: bmurray@smslp.com
Website: www.smslp.com
CAB CONTACTS
Kimberly Smith (202) 663-7516
ksmith@aba.com
Lisa Gold Schier (202) 663-5098
lgoldsch@aba.com
United Parcel Service (UPS)
PROGRAM DESCRIPTION
Financial institutions can take advantage of special pricing discounts through UPS under the brand new ABA/UPS Overnight Delivery Service Program. Under this new program, UPS offers special shipping rates to financial institutions eligible for ABA membership on overnight and international delivery services specified below. UPS provides reliable overnight and international service to virtually anywhere in the world, serving delivery points within the United States and over 200 countries and territories worldwide.
Re-Enrollment Necessary for Current Program Participants: Financial institutions currently enrolled in the ABA/UPS Overnight Delivery Service Program must re-enroll in this program to receive the discounts and services under this new enhanced program! See How to Participate below.
PROGRAM BENEFITS:*
• 20% - 30% off published rates for UPS Worldwide ExpressSM letters & packages (U.S. origin only)
• 10% - 20% off published rates for UPS Worldwide ExpeditedSM documents & packages (U.S. origin only)
• 5% off published rates for UPS Next Day Airâ Early A.M.â letters & packages
• 15% - 30% off published rates for UPS Next Day Airâ and UPS Next Day Air Saverâ letters & packages
• 10% - 25% off published rates for UPS 2nd Day Airâ and UPS 2nd Day Air A.M.â letters & packages
*Discount based on shipping characteristics.
USER PROFILE: This agreement applies to all financial institutions eligible for ABA membership.
HOW TO PARTICIPATE:
For more information or to enroll in this new discount program, please contact the UPS National Association Hotline at 1-800-325-7000. Assistance is available for enrollment from 7:00 AM to 7:00 PM (Central Standard Time). Please refer to the American Bankers Association Program when enrolling. Financial institutions currently enrolled in the ABA/UPS Overnight Delivery Service Program must re-enroll in this program to receive the discounts and services under this new expanded program.
PROGRAM CONTACTS:
UPS
Sandy Keefe, Customer Relationship Manager
Phone: (404) 828-7733
Email: skeefe@ups.com
55 Glenlake Parkway, NE Atlanta, GA 30328-3474
UPS National Association Hotline: 1-800-325-7000
Web Site: http://www.ups.com/
CAB CONTACT PERSONS:
Jackie Lucas (202) 663-5556
Cynthia Werthman (202) 663-7587
Xerox Corporation
Xerox Quality Is More Affordable Than You Might Think...
Under a National contract with Xerox, ABA members are eligible to receive special pricing when purchasing or leasing Xerox products designed to help you work more effectively and efficiently in order to help increase your productivity.
If your Bank is looking for professional quality outputs--fast, easy, and affordable--Xerox benchmark digital copiers/printers will enable you to produce high-quality, professional documents. Xerox offers the widest array of document-related business solutions, including the latest in the Xerox family of digital copiers that can copy, scan, fax, or serve as a network printer. Whether you need to create crisp black and white or high-impact color documents, Xerox has the perfect solution to meet your needs.
PROGRAM BENEFITS
· Banks can take advantage of National contract prices for the purchase or lease of Xerox copiers, duplicators, multi-functional devices, facsimile machines and other office equipment available through the local Xerox sales office. This program does not include Xerox products sold through retail chains, such as Staples or Office Depot.
· There are thousands of service reps located throughout the 50 States to serve both the needs of Community Bankers and larger financial institutions.
· Xerox's Total Satisfaction Guarantee: Xerox is dedicated to customer satisfaction. If a Banker is not satisfied with the Xerox equipment purchased, Xerox will replace it--without charge--with an identical model or a machine with comparable features and capabilities. Contact your local Xerox rep for further details about Xerox's Total Satisfaction Guarantee.
HOW TO PARTICIPATE
Contact your local Xerox sales representative or authorized sales agent, and mention you are a member of the American Bankers Association and/or the Vermont Bankers Association. To locate a Xerox representative near you, call the Bankers hotline at 1-800-275-9376, ext. "BANK" (2265). Important: Make sure you reference the ABA contract number 0706438 when you purchase or lease your Xerox machine. For More Information Online and/or to Request Information Online, go to http://www.xids.com/nasg/assocmrkt/abankers.html
PROGRAM CONTACTS
Xerox Corporation
Xerox Square - 025A
Rochester, NY 14644
Contact: Bruce Hellman, National Account Manager
(585) 423-4002
Web Site: http://www.xerox.com/
CAB CONTACT PERSONS
Cynthia Werthman Tel: (202) 663-7587
Jackie Lucas Tel: (202) 663-5556
http://www.vtbanker.com/index.php?page=associate-members
