Welcome FineMark National Bank & Trust

ZMFS is please to welcome FineMark National Bank & Trust as its newest client. FineMark National Bank & Trust is a full service Bank & Trust company offering a comprehensive array of banking, trust and investment services to clients interested in establishing long term, high touch relationships. FineMark has 11 offices in Arizona, Florida and South Carolina.

2018-04-16T16:08:16+00:00 April 9th, 2018|

Welcome Accolade ALM Advisory Service

ZM Financial Systems is excited to welcome Accolade ALM Advisory Service to our growing client network. Accolade provides ALM, Investment and Strategic & Loan Advisories services directly to credit unions nation-wide. Founded in 2007, Accolade is a wholly-owned credit union service organization of Corporate One Federal Credit Union.

2018-01-23T20:16:26+00:00 December 6th, 2017|

Sixth Largest Credit Union Chooses ZMdesk

ZM Financial Systems is honored to welcome America First Credit Union as our newest ZMdesk client. Founded in 1939, America First is the sixth largest credit union in membership (918,000+) and the 11th largest in asset size, with more than $9.1 billion. America First remains a member-owned, not-for-profit cooperative financial institution.

2018-01-23T20:16:58+00:00 December 4th, 2017|

ZM Financial Systems is pleased to announce Peoples Bancorp Inc., (“Peoples”) as its Newest OnlineALM.com Client

Peoples is a diversified financial services holding company with $3.5 billion in total assets, 76 sales offices including 67 full-service bank branches and 75 ATMs across Ohio, West Virginia and Kentucky. Peoples makes available a complete line of banking, investment, insurance and trust solutions through its subsidiaries - Peoples Bank and Peoples Insurance Agency, LLC. Peoples has been in business since 1902 and has established a heritage of financial stability, growth and community impact for more than 115 years. More information on Peoples can be found by visiting www.peoplesbancorp.com.

2018-01-23T16:52:14+00:00 October 16th, 2017|

First Internet Bancorp Joins ZMFS

ZM Financial Systems is pleased to welcome First Internet Bancorp (NASDAQ: INBK) to our growing list of new clients. First Internet Bancorp is a bank holding company with assets of $2.4 billion as of June 30, 2017. It’s subsidiary, First Internet Bank, opened for business in 1999 as an industry pioneer in the branchless delivery of banking services. First Internet Bank now provides consumer and small business deposit, consumer loan, residential mortgage, and specialty finance services nationally as well as commercial real estate loans, commercial and industrial loans and treasury management services in select geographies. Visit www.firstib.com for more information.

2018-01-23T16:53:39+00:00 October 12th, 2017|

ZMFS Welcomes Univest

ZM Financial Systems is pleased to welcome Univest as our newest client. Univest Corporation of Pennsylvania (UVSP), including its wholly-owned subsidiary, Univest Bank and Trust Co., has approximately $4.5 billion in assets and $3.4 billion in assets under management and supervision through its Wealth Management lines of business. Univest, located in Souderton, PA, recently celebrated their 140th anniversary and provides a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations throughout the Mid-Atlantic Region. We look forward to working with Univest as they utilize our OnlineALM system for years to come.

2018-01-23T16:55:02+00:00 October 3rd, 2017|

Alabama One Switches to ZMFS

Headquartered in Tuscaloosa, AL, Alabama One is the latest institution to select ZM Financial Systems. This $600 million credit union will be migrating to the OnlineBudgeting platform to take advantage of synergies with their existing AL modeling being performed on ZM through Corporate America. Welcome!

2018-01-23T16:56:15+00:00 August 29th, 2017|