Finance and Accounting

ABA Insurance Services

ABA Insurance Services offers a full suite of coverage for financial institutions including D&O, bond and related insurance from an A.M. Best A+ rated carrier as well as broad Mortgage Protection* solutions. Recognized for underwriting and claims handling expertise, over 40 percent of Pennsylvania banks purchase their insurance through this PA Bankers Services Corporation Select Vendor Program.

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Equias Alliance, LLC

Equias Alliance delivers nonqualified benefit and BOLI portfolio services to banks across the United States. Our BOLI consultants have extensive experience and are located in 13 regional offices. Equias Alliance offers a near-seamless approach from design to implementation.

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State Tax Refund Service

State Tax Refund Service (STRS) is a sales tax recovery firm assisting banks and companies recover overpayment of State sales tax, one of the largest ignored expenses on a financial institutions’ profit and loss statement.

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The Baker Group

For the past 35 years the Baker Group, a general securities form for banks around the country, has provided asset/liability management software and services. Their proprietary software and reporting systems include those for interest rate risk simulation, investment portfolio accounting and analytics, budget and board needs and municipal bond credit data.

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The Kafafian Group

The Kafafian Group is a team of seasoned industry professionals dedicated to building and delivering meaningful management information to assist in recommending operating efficiencies, evaluating strategic alternatives, developing successful strategies, and improving performance.

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Zurich

Effective January 1, 2010, PA Bankers Services Corporation and Select Vendor, Zurich North America Commercial, now offer a Zurich Property and Casualty Safety Group Dividend Plan to help financial institutions reduce their property and casualty insurance costs.

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