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The Future Needs a Heritage Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in San Jose. For over 30 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach. Our solution-driven team of experienced, dedicated and innovative bankers, partner with you to find a custom solution that fits your business needs. Our large spectrum of credit and loan products spans from factoring to open lines of credits, cash management solutions to support and leverage your business cash flow, as well as a dedicated HOA Specialty Banking department servicing the HOA community with the latest in banking technology. Bank Focused on People Working with People With over 800 Non-profit organizations spanning a wide variety of industries, we know the intricacy of banking for non-profits. At HBC, we take a strong consultative approach empowering you to make meaningful business decisions that will allow you to have a strong impact in your community. As a conservative three plus billion dollar, publicly traded, 5-Star Bauer Financial rated, FDIC insured bank we check all the traditional boxes for a financial institution. But community banking is much more. HBC is involved on a deeper level with industry, business and community leaders, and is able to leverage this network successfully for our clients business goals. As part of our mission to give back, our relationship managers are required to be active in their community. They serve on boards, are deeply involved with their local business organizations and chambers, and are taking active roles in shaping their business areas. Member FDIC | Equal Housing Lender | NMLS ID# 486849
Auxiant is a Third Party Administrator (TPA) of self-funded benefit plans. Our specialty is customization, technological tools for clients and individuals, and cost-control and health management. We provide administration for over 60,000 employees from our administrative offices in Madison Wisconsin and Cedar Rapids, Iowa. Our Sales offices are in Cedar Rapids, Iowa and Milwaukee, Wisconsin. TPAs are one of the best-kept secrets in the country. Many people do not know TPA firms exist-yet about 2/3 of all employee benefit plans in the U.S. use TPA services. As a TPA, we are dedicated to taking excellent care of the employer and the individuals covered under their employer-sponsored health plans. A health plan is a highly valued component of a companys employment package. With the rising costs of medical care, a health plan has also become a major employer expense. We know how important careful administration of an employer health plan is. We believe it is important to provide our plans with cost-management strategies, while providing plan participants with tools to help them deal with the complexities of health care purchasing. Auxiants Medical Management programs help plan sponsors achieve the lowest medical spend. Auxiant is member of the Society of Professional Benefit Administrators (SPBA) and Society of Self Insured Administrators (SIIA).
A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia, formerly PCF Insurance Services, offers a broad array of commercial and personal lines, life and health, employee benefits, and workers compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurances 2024 Top 100 Brokers and #13 on Insurance Journals 2024 Top Property/Casualty Agencies.
At KayOne Consulting, we help clients on key strategic issues, leveraging our deep industry expertise. We specialize in CFO services, transaction advisory and strategic consulting. Using our inputs backed by research, and analytical rigor, we are able to help clients make informed decisions more quickly, and solve their toughest problems.