Address:  450 Carillon Pkwy, Suite 130

Sales Contact: James Guild

Phone:  7276989973

Business Since: 2014

Number of Customers: 100+

Offering Overview

CU Engage is a blend of consultants, educators, matchmakers, integrators and advocates. It focuses on ensuring how credit unions can make informed decisions on vendor relationships so they can change at the speed of the consumer.

CU Engage consultants are experts in the credit union market and have deep knowledge and experience in financial services strategy and operations across all products and services you provide to your members. Their specialties include:

Debit/Credit Evaluations

CU Engage will help guide your credit union through the nuances of the debit and credit processing landscape to understand the operational and financial components that will help your overall portfolio thrive.
  • Visa/MC Negotiations
  • PIN Network Negotiations
  • Portfolio Growth
  • Risk and Fraud Management
  • Call Center Support

Digital Evaluations

Position yourself to be a digital leader among your peers. Let our experts review your virtual presence, determine where improvements can be made and facilitate change to bring your credit union into the future.
  • Online/Mobile Banking and Bill Pay
  • Vendor Education and Negotiation
  • Full Integration
  • Omni-channel Member Experience and User Journeys
  • Pricing Comparisons and Reporting

Technology Consulting

Credit Unions are no longer just financial institutions – they are technology companies that provide financial services. How do you prioritize and plan for the future?
  • Strategic Technology Planning
  • Technology Gap Assessments
  • Roadmap Planning o Analytics Strategy and Execution
  • Prioritization
  • Audit Compliance
  • Technology Roundtables

Profitability Analysis

We all know how important return on assets are, but did you know there are small changes you can make within your existing products to help increase your overall profitability? Sometimes you don’t know where to look – we can help!
  • Invoice Analysis
  • Credit and Debit product settings
  • Pin Network Optimization
  • Portfolio Growth
  • Card Management


A good loyalty strategy deepens member relationships and increases both products per member and the activity within those products. Let us help you outgrow traditional transactional rewards and elevate your rewards program to encompass all your credit union’s products and services.
  • Member Experience
  • Cross-product Integration
  • Robust Redemption Options
  • Membership/relationship Rewards
  • Increased Interchange


Contact Us More Info

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  • Vendor

    Great group of consultants that are very knowledgable about the industy and passionate about their Customers and the Credit Union movement.  

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