MONTANA BANKERS ASSOCIATION

What MONTANA BANKERS ASSOCIATION does

Montana Bankers Association (MBA) is a state-level, member-owned trade association founded in 1988 and headquartered in Helena, Montana, representing community and regional banks operating in Montana. The organization serves as the industry's primary advocacy voice at the state and federal levels, operating a Political Action Committee (Montana Bankers PAC), a Government Relations Committee that liaises directly with Helena officials, and a Board/Executive Committee drawn from member institutions. Its service portfolio spans education (Executive Development Program with 94 graduates from 23 banks, OnCourse Learning webinars, SBS Cybersecurity certifications, and recurring conferences on lending compliance, ag lending, BSA/AML, and security), compliance support (through its co-ownership stake in Compliance Alliance, which serves members in 49 states plus DC), insurance (via its wholly-owned subsidiary BANCSERVE Insurance Agency, established in 1988), publications (the Montana Banker magazine), events (Annual Convention, SBA For-Profit Forum, Wyoming/Montana Summit), and a digital career center.

Name

MONTANA BANKERS ASSOCIATION

Legal name

Montana Bankers Association

Website

https://montanabankers.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

1–10 employees

Short description

Montana Bankers Association is a state-level trade association serving Montana banks through advocacy, compliance support, education, insurance (via subsidiary BANCSERVE), and co-owned compliance services (Compliance Alliance), with membership spanning community banks and major nationals.

Ownership category

akta.pro rank

Product category

Trade Association Services

NAICS

Business Associations (813910)

SIC

Services-Membership Organizations (8600)

akta.pro industry

PRIMARYFSABAEAL

Federations/Centrals & Cooperative Banking Networks (2nd-Tier Co-ops)

Financial & Insurance/Banking (Commerical, Retail & Consumer)/Community & Cooperative Banking (Credit Unions, Mutuals)

Keywords

• Banking trade association
• Bank compliance services
• Banking advocacy
• Banker education programs
• Bank insurance services

Headquarters

HQ city

Helena

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership dues and fees: MBA generates revenue through membership dues from banks operating in Montana. The association provides various membership tiers and services including access to compliance tools, education programs, advocacy services, and member discounts through endorsed partners.
2. BANCSERVE Insurance Agency commissions: BANCSERVE Insurance Agency, a subsidiary, provides competitively priced insurance coverage for banks including financial institution bonds, directors and officers liability, property casualty, automobile, and workers compensation. Revenue is generated through insurance commissions.
3. Compliance Alliance membership fees: Compliance Alliance, owned by nearly 75% of state bankers associations including MBA, provides subscription-based compliance advisory services. Banks pay membership fees for access to hotlines, tools, webinars, and document reviews.
4. ODP Business Solutions group purchasing: ODP Business Solutions provides group purchasing programs for member banks, offering preferred pricing on office supplies, technology, furniture, and banking-specific supplies. Revenue likely comes from vendor partnerships and volume-based pricing.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels8 records

Core offering

Montana Bankers Association is a state-level banking trade association that delivers advocacy, education, compliance support, insurance products, networking events, and political representation exclusively for Montana banks. Its offerings include the Executive Development Program, MBA Webinars, Bankers Alliance/Compliance Alliance compliance services, BANCSERVE Insurance Agency, the Montana Banker Magazine, and the annual Bankers Convention.

Product overview

The Montana Bankers Association (MBA) is a state banking industry association serving Montana's banking sector through advocacy, education, compliance support, insurance services, and professional development programs. The organization offers a unified portfolio consisting of government relations and political advocacy (Montana Bankers PAC, Government Relations Committee), education and training (Executive Development Program, Cybersecurity Certifications via SBS, MBA Webinars via OnCourse Learning, conferences and seminars), compliance services (Bankers Alliance/Compliance Alliance), insurance products (BANCSERVE Insurance Agency), events (Annual Bankers Convention, SBA For-Profit Forum, Events Calendar), publications (Montana Banker Magazine), and career services (Career Center). These products work together to serve member banks' operational, regulatory, and professional development needs.

Differentiator

Problem solved

Functional benefit

Products and services

• BANCSERVE Insurance Agency Insurance agency providing financial institution bonds, directors and officers liability, property casualty, automobile, and workers compensation coverage exclusively for Montana banks; led by Sales Director Tempi Ruth.
• Executive Development Program (EDP) Comprehensive twelve-month course cultivating the next generation of banking leaders through interactive sessions on banking environment, leadership, credit/risk, legislation, and a one-on-one mentorship program pairing participants with bank executives. Nearly 94 bankers from 23 banks have graduated.
• Bankers Alliance / Compliance Alliance
• Cybersecurity Certifications (SBS Partnership)
• MBA Webinars (OnCourse Learning)
• Education Programs (Conferences and Seminars)
• Annual Bankers Convention / Wyoming & Montana Bankers Summit
• SBA For-Profit Forum
• Montana Bankers PAC
• Government Relations Committee
• Montana Banker Magazine
• Career Center

Named customers16 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Partnerships

13 partnerships are on record, tiered core and minor.

• SBS Cybersecurity / SBS InstitutescoreStrategic or Co-development PartnerMBA has forged a partnership with SBS Cybersecurity to offer Cyber Security Certification programs for employees at MBA member banks. Certifications include Certified Banking Security Manager, Certified Banking Incident Handler, and Certified Banking Security Executive. SBS provides education and experience for essential cybersecurity functions.
• OnCourse Learning (Adtalem Global Education)coreTechnology or IntegrationMBA partners with OnCourse Training Solutions for webinars covering banking topics. OnCourse Learning provides comprehensive enterprise compliance, risk management, and professional development education. Over 10,000 clients and 190,000+ individuals trained with NMLS-approved courses over 40+ year history.
• Compliance Alliance / Bankers AlliancecoreStrategic or Co-development PartnerCompliance Alliance was created by Bankers Alliance to provide compliance advisory services to community banks. Owned by a majority of state bankers associations, serving member-clients in 49 states and DC. Provides all-inclusive compliance resources including hotlines, document reviews, regulatory summaries, and training tools.
• ABA Insurance ServicescoreChannel Partner/ Reseller/ DistributorABA Insurance Services is a member of Great American Insurance Group and has been serving banks for over 35 years. Co-endorsed by American Bankers Association and 34 state bankers associations including MBA. Over 1,600 financial institutions insured. Tempi Ruth at BANCSERVE serves as Sales Director.
• VericastminorChannel Partner/ Reseller/ DistributorVericast (formerly Harland Clarke Holdings) provides marketing solutions including check solutions, card solutions, contact center solutions, and customer engagement services. Helps banks maximize engagement tools to drive brand awareness and revenue.
• ODP Business SolutionsminorChannel Partner/ Reseller/ DistributorODP Business Solutions helps member banks reduce operating expenses through national group purchasing programs. Offers preferred pricing on 2,300+ office/banking products with average savings of 14%, technology products from 700+ vendors, and HP ink/toner with exclusive pricing. No participation fees or long-term contracts.
• BHG FinancialminorChannel Partner/ Reseller/ DistributorBHG Financial provides loan origination platform and professional loan solutions. Has originated more than $10 billion in loans since 2001. Community bank partners have never sustained a single dollar loss on the core loan program. Offers business, consumer, SBA 7(a) loans, credit cards, and compliance services.
• StrategyCorpsminorChannel Partner/ Reseller/ DistributorStrategyCorps helps financial institutions grow core deposits, fee income, and retail checking relationships. Offers BaZing mobile app for checking account rewards and CheckingScore analytics tool for customer contribution analysis.
• Bank Marketing CenterminorChannel Partner/ Reseller/ DistributorBank Marketing Center provides web-based marketing portal for bank ad production. Offers thousands of marketing materials including ads, direct mail, statement stuffers, flyers, posters, and digital signage. Customization includes editing copy, colors, and selection from millions of stock photos.
• Discover DebitminorChannel Partner/ Reseller/ DistributorDiscover Debit is the first debit card brand created for community banks. Provides freedom and choice to issue cards without high costs and restrictions imposed by legacy brands.
• BankWebinarsminorChannel Partner/ Reseller/ DistributorBankWebinars provides access to MBA webinar catalog. Offers webinars on CRE appraisals, banking products, SAR narratives, account opening compliance, CRA rules, and Excel tips.
• Pacific Coast Banking SchoolminorStrategic or Co-development PartnerPacific Coast Banking School is referenced as an educational pathway for EDP graduates. Provides advanced banking education opportunities.
• Graduate School of Banking at ColoradominorStrategic or Co-development PartnerGraduate School of Banking at Colorado is referenced as a banking school and scholarship opportunity for MBA members. Provides advanced banking education.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Market position

Strengths4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php?id=61554760354133
• LinkedInlinkedin.com/company/montana-bankers-association
• Xx.com/bankingonmt

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MONTANA BANKERS ASSOCIATION