Products and Services 

Members and associate members are encouraged to utilize the services listed below as a way of realizing savings for their organizations. As always, if you have any questions or want more information before contacting these providers, please call or e-mail Annie Coldstream, grassroots and member services coordinator at (617) 502-3816.


ABA Insurance Services 

Directors and Officers and Bond Insurance, including Employment Practices Liability and Internet Banking Liability 

Affinion Logo 

Customer Appreciation Program 

Agility Recovery Solutions 

Disaster Recovery Planning 


Online Training 


Compliance Resources 


Mortgage Compliance and Risk Management Solutions 

Harland Clarke

Check Printing, Direct Marketing, Business Intelligence and other Marketing Service Solutions 
 ICBA Bancard   Credit, Debit, Merchant, ATM, and Internet Banking Products and Solutions 
 ICBA Mortgage   Correspondent Lending Program 


Bond and Security Investments 

Infinex Logo 

Community Bank Owned Broker Dealer Offering Access to Investments, Insurance and Wealth Management

NABS Profit Protection 

Bank Security, BSA, SAR Manuals, Forms and Training 


Group Mortgage Life Insurance 
Paramount Partners Logo   Consultant, Loan Support and Market Research 
BSG FinancialRe$ubmitIt Logo  Automated NSF Collections 
 SBLI   Life Insurance 

Senior Housing 

Community Reinvestment Act Credit: Senior Crimestoppers and Veterans Initiative 


Office Supplies; Paper Products; Promotional Products; Inks and Toners; Furniture; Computer Supplies; Copy Services; and Janitorial and Banking Supplies 


MBA Thumbprint Signature Program 

U P S Logo 

Overnight Delivery Service Program 


BSA Compliance, Money Laundering and Fraud Detection Software 


MBA - ABA - Xerox Office Equipment Program 


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  • Robbery Deterrent Program 
  • Group Benefit Plans 
  • Research Data Available Electronically 
  • Employment Applications 
  • MBA Publications 
  • New England Bank Directory 



    Robbery Deterrent Program

    The Massachusetts Bankers Association security program recommending member banks post signs in their branches requesting that customers remove all hats, sunglasses and hoods before entering the bank as a robbery deterrent has been very successful and adopted by banks across the country and in Mexico. It has received worldwide recognition. The program is simple. Banks post signs in their bank entrances requesting that all customers remove hats, hoods and sunglasses as a security precaution. The program can be coordinated with the local police department. It is important that the program be applied uniformly and consistently by bank personal. Consideration should be given for obvious medical and religious situations. Customers refusing to comply can be asked to leave the bank. Special signage with proper wording can be obtained by calling Financial Advertising at (617) 327-4645 in Roslindale, MA.

     Ann Sepcilka, Vice President, Systems Management and Administration at Massachusetts Bankers Association 

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    Group Benefit Plans

    The Association offers its members a variety of employee benefit plans through its Group Insurance Trust. (Individual institutions must meet an IRS "common bond" test in order to participate.) Members can select from a range of group life and health insurance plans underwritten by high quality insurers such as Blue Cross & Blue Shield, Chartis, and The Hartford. In addition to life and health plans, the Association offers accidental death and dismemberment (AD&D), vision care, business travel accident insurance plans, an employee assistance program (EAP), and voluntary supplemental benefits.

    Bob Messing, Director of Administration, Group Insurance Services, (617) 502-3804

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    Research Data Available Electronically

    Members can obtain the Association's quarterly research reports on a diskette or by accessing the research section of the MBA website. Twelve Excel spreadsheet files containing the individual bank data provided in the selected financial statistics, loan and deposit reports can be downloaded from the MBA website.

    Anne Carney, Director of Research, (781) 585-6834

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    Employment Applications

    As a result of the passage of Chapter 199 of the Acts of 2011, an act relative to gender identity and new guidance released by the federal Equal Employment Opportunity Commission (EEOC), the Association has revised its employment application for compliance with this law that goes into effect July 1, 2012. The application is specific to the banking industry in Massachusetts, and was reviewed by our counsel, Goodwin Procter LLP, to comply with all state and federal laws.

    In light of the many requests from member banks, it was decided to no longer provide printed copies of the application. It is now only available in two formats - a PDF file and a form field/interactive form PDF file. The cost to purchase the employment application is $199.00 plus $12.44 Massachusetts sales tax. These files will be usable by your institution until any changes are made to state or federal laws that would necessitate the application being updated.

    If you wish to purchase the files, please fill out the order form and return it to the Association, or order online.

    Ann L. Sepcilka, Vice President, Systems Management & Administration

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    MBA Publications

    The Association also has a full range of publications relating to Massachusetts laws, regulations, records retention, deposit accounts, director/trustee manuals, bank directories, and more.

    Annie Coldstream, Manager, Grassroots and Member Services, (617) 502-3816
    Visit the Products page on the MBA web site.

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    Massachusetts Bankers Association | One Washington Mall, 8th Floor,  Boston, MA 02108-2603 | Phone: (617) 523-7595