Strategic Partners

Superb products. Backed by partners to match.

Ser Tech is proud to partner with many of the top leaders in the financial services and credit data sectors. By having close and integral relationships with these top industry companies, Ser Tech can leverage these partnerships to offer financial institutions enhanced solutions and services at potentially lower costs.


BALANCE began its commitment to promoting financial wellness starting back in 1969 originally as the Consumer Credit Counseling Service of San Francisco (CCCSSF). For more than 45 years, Balance has been dedicated to providing money management education and assistance to local consumers. Balance will begin delivering call center follow-up for Fetch Marketing direct mail campaigns and for trigger campaigns in Q1 2019.

Cornerstone Credit Union League supports its more than 550 member credit unions with educational and networking offerings, premier speakers and critically relevant topics, access to a premier league service corporation and a nationally recognized charitable foundation. Cornerstone has endorsed Ser Tech services since 1998.

Equifax organizes, assimilates and analyzes data on more than 600 million consumers, resulting in unparalleled customized insights, state-of-the-industry solutions and leading-edge proprietary technology that enrich both businesses and consumers. Ser Tech is an Agent of Equifax, with the relationship and tools to create innovative credit solutions and deliver them cost effectively at scale for hundreds of credit unions.

Experian , one of Forbes’ “World’s Most Innovative Companies,” delivers data insight and analytical tools, helping businesses around the world target new markets, manage credit risk and prevent fraud. For consumers, it provides credit reports and scores and protects against identity theft. Ser Tech is a Third Party Processor of Experian credit solutions, acting on behalf of credit unons in managing customer data and fulfilling credit pre-screened, direct marketing services.

Lanvera is exclusively dedicated to delivering best-in-class transactional and business-critical communications solutions. With 30 years in the document outsourcing industry, it excels in creating customized solutions for the processing and delivery of business-critical data on any digital platform, as well as print. Ser Tech and Lanvera work together to deliver FICO® Scores in member statements and e-statements. Pre-screened credit offers are also available in statements, reducing the cost of delivery and putting the offer in front of the member in a document they expect to receive and will open.

Mitchell, Stankovic & Associates is a global strategic consulting organization that provides strategic planning, executive coaching, board governance, leadership transitions and educational development to organizations and executives across the globe. Mitchell Stankovic has helped Ser Tech as a strategic advisor and market consultant for the past fifteen years, as well as introducing Ser Tech to customers in need of our solutions.

Open Lending provides automated lending services to financial institutions. The company specializes in loan analytics, risk-based pricing, risk modeling and automated decision technology for automotive lenders throughout the United States. Ser Tech performs a custom non-prime auto refinance pre-screen for Open Lending's credit union customers, finding members and non-members with lower FICO® Scores, who can qualify for loans protected by Open Lending and who can save a fair amount on their payment each month by refinancing.

World Council of Credit Unions is the leading international trade association and development agency for credit unions and cooperative financial institutions. WOCCU has partnered with Ser Tech as the marketing and deployment arm for the Global Good Card (GGC). Ser Tech will work with credit unions to market the GGC to members and potential members.

FICO FICO® Scores are used in over 90% of U.S. lending decisions and are widely used by Ser Tech client organizations. Ser Tech understands the value of providing credit education and transparency to consumer members. We’ve partnered with FICO to support the FICO® Score Open Access program. This program allows Ser Tech’s clients to deliver the same FICO® Score used to manage lending accounts and further supports comprehensive credit education. Ser Tech offers a pre-defined FICO® Score Open Access program service that can easily and seamlessly integrate with third parties' online and mobile banking systems.