Strategic Members

D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions, and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha, and Seattle, the company has approximately 1,600 employees working from 112 locations in 29 states and …

Advantage Health Plans Trust has been providing employee benefit plans for community banks for over 50 years. AHPT focuses on: healthcare value & transparency education, outstanding customer service, compliance & regulation assistance, community involvement, and fostering an ownership mentality of this banker-owned health program. CONTACT INFORMATION: Contact: Todd Rogers, Executive Director Business Development 13431 Broadway Ext., Suite 130 Oklahoma City, OK 73114 …

Fenimore Kay Harrison is a boutique law firm focusing on independent Banks. The firm provides legal services to banks, thrifts and other financial institutions, as well as their investors, directors, directors and executive officers in a full range of corporate, transactional, securities and regulatory matters confronting the financial services industry. CONTACT INFORMATION: 812 San Antonio Street, Suite 600 Austin, TX …

With offices on Dallas, Oklahoma City and Tulsa, the Firm is engaged in all aspects of the practice of law including aviation, agribusiness, banking and financial institutions, bankruptcy, commercial, consumer, energy and environmental, finance, intellectual property, labor and employment, litigation of all types, tax, trusts and estates, and real estate law. CONTACT INFORMATION: 324 N. Robinson Ave., Ste. 100 Oklahoma …

Jack Henry™ is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and services that reduce the barriers to financial health – with the purpose of empowering people and communities to gain the financial freedom to move forward. Visit jackhenry.com to learn more. CONTACT INFORMATION: 663 West Highway 60 Monett, MO  65708 …

Haberfeld works with banks in Oklahoma and nationwide to significantly grow primary banking relationships, resulting in additional low-cost deposits, recurring noninterest income, and loan volume. Partners add 2x more checking openings through a complete strategy that aligns frontline execution with data-driven marketing. Clients gain more ROA/ROE compared to peers, have lower cost of funds, and better manage margin compression. Contact: …

Our company is bank owned and bank friendly. Terry Cook has been calling on and working with Oklahoma banks since 1977. We would like to have the opportunity to work with your bank to help you increase your bottom line. We offer credit life and A&H, GAP vehicle service contracts, VSI, Flood, CPI forced placed mortgage and other products for …

AmTrust North America, is rated “A-” (Excellent), by A.M. Best. The company provides a broad suite of insurance customizable for Financial Institutions, including Management Liability, Excess Liability, Bonds and Property & Casualty products. CONTACT INFORMATION: Contact: Tom Henkel, MLIS Senior Underwriter Financial Institutions Division 5800 Lombardo Center Seven Hills, OH 44131 Phone: (866) 327-6904 or (216) 643-5895 Email: Thomas.Henkel@amtrustgroup.com Website: …

FROM ONE COMMUNITY BANK TO ANOTHER, Country Club Bank Capital Markets Group has assisted community banks build high-grade bond portfolios since 1985. The Capital Markets Group is comprised of seasoned professionals who are recognized in the industry for their expertise, integrity and service. We specialize in helping institutional and community banks across the country with investment advice, portfolio strategies and …

  As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional banks solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its nearly 60-year track record of personalized service, CSI is shaping the …