ADVANTAGE

ADVANTAGE, powered by JMFA, is your dedicated partner in achieving growth and success within the financial industry. With a rich history of serving credit unions nationwide, we are committed to delivering exceptional value and fostering long-lasting partnerships.

Our Comprehensive Services Include:

  1. Deposit Account Acquisition Program

Acquire and retain valuable account holders with our holistic approach. Elevate your performance with strategic marketing campaigns and gain the coveted Primary Financial Institution (PFI) status.

  • In-depth Market Analysis
  • Strategic Consulting and Expertise
  • Customized Training
  • Measurable Outcomes
  1. Overdraft Compliance Consulting

Ensure compliance and protect revenue with our effective recommendations, process automation, and 100% compliance guarantee. Our transparent and compliant program has a proven track record endorsed by industry groups.

  • Evaluation and Analysis
  • Customized Consulting
  • Risk Management and Collections Automation Software
  • Account Holder Retention Consulting
  1. Technology Strategy and Contract Negotiation

Navigate complex contracts seamlessly with our adept negotiation strategies and datadriven recommendations. Secure the most favorable terms, service level agreements, and pricing for your critical technology solutions.

  • Contract Negotiations (98% success rate for better terms and savings)
  • Technology Evaluation & Selection
  • Expense Analysis
  • Vendor Conversion Support

Why Choose ADVANTAGE?

  • Elevate your performance
  • Identify new opportunities
  • Build more value

Our expanded suite of consultation services is designed to meet your specific needs and drive your financial institution towards lasting success. To learn more about how ADVANTAGE can empower your credit union’s growth and strategic success complete the “Get in Touch” form.

Jim Gillen
Regional Director
  • Get In Touch
  • This field is for validation purposes and should be left unchanged.

The Latest From ADVANTAGE

View All News
Apr 19, 2022

Transparent Overdraft Program Plus Reasonable Fees Equals a Satisfied Subcommittee, Writes JMFA 

The U.S. House of Representatives Financial Services Subcommittee recently held a hearing on possible government intervention regarding the future of overdraft programs. The hearing comes…

Read More
Feb 3, 2022

JMFA Offers Free ‘Redefining Overdraft Strategy’ Webinar 

Changing market conditions and renewed regulatory criticism have recently fueled sweeping changes in overdraft strategies. News of significant modifications occurring in some of the nation’s…

Read More
Oct 20, 2021

Free Overdraft Strategy Webinar Available Through JMFA  

Take a closer look at overdraft (courtesy pay) programs with CUNA Strategic Services President Barb Lowman. Along with CrossState Solutions Partner JMFA CEO John Cohron and EVP of Compliance…

Read More
Apr 13, 2021

JMFA Compliance Corner: Litigation Threats Abound

Creating a sound and compliant overdraft program has always been the goal. Since the 2005 Final InterAgency Guidance was published, regulatory examiners were typically the only people…

Read More