Holman Capital
Lance Holman
(949) 981-0237
lance.holman@holmancapital.com
Holman Capital Corporation specializes in financing tax-exempt and taxable debt solutions issued by state and local governments, fire districts, educational institutions and water agencies nationwide. We finance our client’s equipment, facility, infrastructure and energy needs. Our funding amounts range from $250,000 to $100,000,000, with financing terms of up to 30 years.
We provide our community bank partners with a full-service loan platform to originate, underwrite, price and document public sector loans to reduce your operating expenses and build a high credit quality portfolio. We would like to partner with the members of the Community Bankers of Washington to grow their loan portfolio quickly and efficiently.
Performance Trust Capital Partners
John Tull
(312) 521-1885
jtull@performancetrust.com
Performance Trust is the largest full-service investment bank focused on community depository institutions. We help our clients make better balance sheet decisions so they can serve their communities and help fuel small businesses by using revolutionary strategies, tools and insights to measure the risk and rewards of cash flows across the entire balance sheet. Education is the cornerstone for all we do, which allows our clients to deepen their expertise as they work alongside us.
Performance Trust Capital Partners
John Tull
(312) 521-1885
jtull@performancetrust.com
Performance Trust is the largest full-service investment bank focused on community depository institutions. We help our clients make better balance sheet decisions so they can serve their communities and help fuel small businesses by using revolutionary strategies, tools and insights to measure the risk and rewards of cash flows across the entire balance sheet. Education is the cornerstone for all we do, which allows our clients to deepen their expertise as they work alongside us.
Select Bankcard
Pete Mudrow
(801) 901-8134
pmudrow@selectbankcard.com
Select Bankcard facilitates electronic payments, including credit card and debit card transactions. We provide systems and services to help businesses and merchant service providers with their payment processing needs. Select Bankcard is committed to providing a straightforward, streamlined and superior experience to its merchants and sales partners and is headquartered in Lehi, Utah, in the shadow of the beautiful Rocky Mountains. We also have a sales office in Austin, Texas.
Stephens, Inc.
Jimmy Troy
(628) 233-4980
jimmy.troy@stephens.com
Founded in 1933, Stephens is a family of privately held, independent financial services firms focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with offices in leading cities across the country and overseas. Since our founding, Stephens has pursued an independent course. We’ve built our firm on long-term relationships and enduring values, establishing an international reputation for vision, integrity and innovation. Free from herd mentality, short-term thinking and quarter-to-quarter imperatives, we’ve always stayed focused on the people who matter most: our clients. As investors and business owners ourselves, we have a unique perspective on the world. We understand the needs and concerns of individual investors, industry leaders and public interest stewards. Because we sit on the same side of the table as our clients, we are able to understand their goals and help build their future in partnership.
NCR
Willis Overton
(971) 325-4458
willis.overton@ncr.com
On behalf of the NCR Digital Banking team, we are grateful for the opportunity to be a part of the Community Bankers of Washington. It is our mission to create loyal, lasting relationships through our tools and technology that uniquely position us as the best partner to transform, connect and run your digital banking platform.
With over $100M spent in R&D in 2022 alone, this investment allows us to continue innovating and designing great technology. Our single platform across retail and commercial banking creates a better user experience and drives efficiencies across the back office. Our turnkey solution makes it easy to implement and maintain while also being highly customizable as you grow.
- Over 300+ banks currently use the NCR digital banking solution.
- Our clients have been on the digital platform for an average tenure of 14.5 years.
You will rely on your digital banking partner to help accomplish your strategic goals. To achieve this, we will unite our people, our processes and our technology to:
- “Humanize the Digital Experience:” Through thoughtful product design, seamless third-party customer service integrations and intuitive in-app marketing, the NCR digital banking platform will help Banks serve their customers in a fashion commiserate with the excellent service they’ve come to expect through other channels. We value the importance of relationships.
- “Grow the Bank:” The NCR digital banking solution will help banks to increase products per household, sell higher profit margin products and target customers that may only have one line of service with the bank (e.g., customers with only an indirect relationship with the bank).
- “Increase Operational Efficiency:” NCR will help banks digitize and automate workflows for common labor-intensive requests. The single admin platform and app will reduce the level of duplicative work and increase the ease of use for both your staff and customers.
