Trusted Partners. Proven Solutions.
At CU*SOUTH, we believe in the power of strong partnerships. Our carefully vetted vendor network is designed to help credit unions thrive—delivering trusted tools, innovative solutions and expert support across a wide range of operational needs. Whether you’re exploring new technologies, seeking operational efficiencies or enhancing member services, these vendors bring industry-leading expertise tailored to the credit union space.
Explore our recommended partners below and discover resources that support your mission to serve your members better every day.
Printing & Imaging
DNI Corp
DNI Corp delivers integrated marketing and direct mail solutions for financial institutions and beyond. Their expertise spans statement rendering, digital communications, data-driven strategies and more. By combining advanced technology with dedicated service, DNI Corp helps clients strengthen their brands and connect with audiences more effectively.
eDOC Innovations
eDOC Innovations’ DocLogic® Suite, CheckLogic® Suite and eDOCSignature® integrate seamlessly with existing applications, removing friction in digital transactions. Available on premise or SaaS, eDOC’s products support remote mobile and in-branch closings, eSignatures, form automation, deposit capture and electronic statements.
Flex Digital
Flex Digital is a full-service mail house, print production provider, software development team and much more. With broad industry experience, they deliver creative strategies tailored to accelerate growth and boost ROI. Leveraging cutting-edge tools, they engage audiences and build solutions for clients seeking standout results.
Mele Printing
Mele Printing delivers expert printing solutions and exceptional service. With a focus on quality, a supportive team environment and genuine care for customers, they surpass expectations in every project. Learn more at meleprinting.com.
Sage Direct
Sage Direct merges data processing and marketing expertise with modern technology to deliver flexible, cost-effective statement processing and marketing support. They produce mailed, electronic, credit card and mortgage statements, plus daily notices, alerts, tax forms and targeted marketing.
Lending & Debit
Auto Financial Group
Auto Financial Group (AFG) provides balloon lending, vehicle leasing and remarketing solutions to financial institutions. AFG’s residual-based financing lowers payments up to 40% and offers end-of-term flexibility, including a walk-away option. Institutions gain competitive yields and satisfied members with AFG’s innovative programs.
Credit Unions First
Credit Unions First offers a robust, cloud-based platform that simplifies insurance management for credit unions. With revenue-generating financial and insurance solutions, they help you serve members more effectively. Their commitment to transparency and service fosters trust, while streamlined processes enhance operational efficiency.
Mortgage Center
Mortgage Center helps credit unions drive growth and boost income by building meaningful member relationships. Wholly owned by multiple credit unions, Mortgage Center offers tailored solutions for institutions of any asset size, ensuring a strong membership base.
SHAZAM
SHAZAM is a service-focused financial services and payments provider that helps financial institutions compete more effectively. As an independent, member-owned company, SHAZAM invests profits into innovative products and services, empowering institutions daily. The team is customer-focused and guided by a mission to strengthen the industry.
TransFund
TransFund is a national payment processor offering robust debit and credit card solutions. With a strong focus on security, convenience and cost-effective services, TransFund empowers financial institutions to deliver streamlined payment experiences to their cardholders. They combine cutting-edge technology with responsive support to strengthen client relationships.
Financial & Tech
BankBI
BankBI delivers cloud-based financial performance management software to banks and credit unions worldwide. Their platform centralizes real-time dashboards, automates reporting and provides actionable analytics for leadership teams. By offering up-to-date KPI data, BankBI helps executives streamline decision-making and drive profitability.
C3 Technology Advisors
C3 Technology Advisors helps organizations define, select and manage the technology solutions they need to thrive. Their expert guidance simplifies vendor selection and reduces complexity across telecom, cloud, cybersecurity and more, delivering seamless, forward-focused tech strategies.
Copper Financial
Copper Financial is a credit union–owned wealth management firm offering integrated investment solutions. Built solely and specifically for credit unions, Copper Financial helps retain deposits, engage members and drive growth. Their approach unifies technology, strategies and support for seamless wealth management experiences.
Gateway Services Group
Gateway Services Group (GSG) is comprised of a team of experienced professionals in insurance, investments, trust, and lending. Providing resource and needed expertise to credit unions to solve technical questions, data to benchmark program performance, day–to–day management of insurance, and trust/investment programs.
McQueen Financial Advisors
McQueen Financial Advisors is an SEC-registered investment advisory firm specializing in investment management, ALM & CECL, and M&A valuations. They manage over $16 billion in portfolios for financial institutions, foundations and nonprofits. Their ALM services span IRR, liquidity and deposit studies, while valuation offerings include mergers, MSR valuations and more.
PureIT
Pure IT is a CUSO specializing in strategic technology, cybersecurity, and operational guidance for credit unions. With deep industry experience, they streamline IT, fortify data security, and optimize technology investments so you can focus on serving members.
SavvyMoney
SavvyMoney is a leading provider of credit score solutions, working with over 1,400 banks, credit unions, and fintechs. They combine real-time data with advanced personalization to integrate seamlessly into more than 40 digital banking platforms. Their hands-on service and commitment to strengthening relationships drive success for financial institutions.
Compliance & Audit
AuditLink
AuditLink helps credit unions handle compliance and risk management. Their suite includes tools for vendor management, BSA, compliance audits and risk assessments, providing comprehensive oversight. With an experienced team that understands industry regulations, AuditLink simplifies processes to safeguard your institution.
Comply-YES!
Comply-YES! is a CUSO that helps credit unions tackle compliance challenges with customized, cost-effective outsourcing and audit services. Whether there’s an open compliance position or extra support is needed, Comply-YES! handles the heavy lifting so you can focus on serving members.
Marketing & HR
Brand825
Brand825 is a full-service branding and marketing agency, deeply experienced in fintech, that helps clients connect with their audiences. With strategic insight, creative design and meaningful storytelling, they shape impactful brand identities, ensuring consistent messaging across channels. Their integrated approach fosters deeper engagement and drives growth in a competitive market.
LandrumHR
LandrumHR is a Professional Employer Organization (PEO) delivering specialized HR, payroll, health insurance and benefits solutions while ensuring compliance with employment laws and regulations. By handling these responsibilities for businesses, LandrumHR streamlines operations, reduces complexity and supports growth.
OmniCommander
OMNICOMMANDER provides website design, marketing, printing, signage and social media management for credit unions. Prioritizing brand consistency, compliance and user experience, they craft engaging digital and physical touchpoints to help institutions grow and connect with members.
SmartSource Solutions
SmartSource Solutions is a CUSO providing custom, award-winning web services tailored for credit unions. With over 100 years of combined industry experience, their team delivers unique, mobile-friendly designs powered by an intuitive CMS. Nearly 300 institutions trust SmartSource for flexible, affordable solutions that align with strategic goals.
Xtend
Xtend is a credit union–owned CUSO delivering contact center, marketing, mortgage servicing and data analytics solutions. They help credit unions expand member engagement, streamline operations and bolster growth. With deep industry expertise and a collaborative approach, Xtend offers flexible, cost-effective services.
Interested in Becoming a CU*SOUTH Referral Partner?
At CU*SOUTH, our integrated solutions help credit unions deliver better financial outcomes for their members. By joining our Referral Partner Program, you gain access to a wide network of financial institutions and the chance to introduce innovative products and services that drive business growth.
We help our partners:
- Tap into new markets
- Strengthen their brand presence
- Expand profitability
Integration Partners: Collaborate with CU*SOUTH to design and develop powerful solutions that set you apart in the credit union market.
Channel Partners: Foster long-term customer relationships by referring, reselling, implementing or managing CU*SOUTH solutions for your clients.
Ready to explore partnership opportunities? Fill out the form to get started!
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