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Credit & Debit Assessment

This is the part our credit union clients love. Our team joins yours at your home base where we get key project members in the same room and we guide a collaborative brainstorming session. This allows us to pinpoint your team's pain points with your current credit, debit and ATM Vendors. We will also look at opportunities for improvement, and what the ideal environment for your credit union would look like - be it with the incumbent or a new provider.

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  • Industry and Vendor Landscape
  • Payment Strategies and Growth
  • Core and API Integration
  • Marketing and Analytics
  • Risk Management
  • Vendor Relationships
  • In-house vs. Full-Service for Credit
  • Oversight for model transformation

Credit & Debit Evaluation

A hands-off approach to efficient, effective evaluations. We take on the heavy lifting so your team can focus on what's important. We'll keep your team involved at a high level throughout the credit/debit vendor RFP collection and manage the vendor communications the entire way, setting up demos and reference calls so your team gets the important information without being tied down.

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  • Non-interest Income
  • Member and Operational Experience
  • Reporting and Analytics
  • Call-Center Support
  • Results from internal assessments
  • Vendors that best align strategically
  • Statement/Print Vendors
  • Vendor RFPs
  • Vendor Demos
  • Vendor Comparisons
  • Scoring
  • Risk & Fraud Management
  • Portfolio Optimization
  • Plastics Providers
  • ATM/ITM
  • Vendor Due Diligence
  • System Integration
  • Relationship Management
  • Vendor References
  • Current Contract
  • Loyalty/Rewards
  • Implementation Oversight
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Credit & Debit Strategy

We get so excited about building a strong strategy to bring your credit union into the future. Our passion for understanding the market and helping our clients really comes into play here. Once all the credit/debit vendor data has been collected, we bring it all together in a transparent, easy to understand way so your team can be confident you're making the best decision for your future.

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  • Prioritization
  • Implementation
  • Pricing Comparisons
  • Member Experience
  • In-house vs. Full Service Longterm
  • Risk and Fraud Management
  • Roadmap Planning & Milestones
  • Regulatory IS&T Compliance Guidance
  • Exam Readiness
  • Audit Compliance

Credit & Debit Negotiation

This is the part of the project that our team enjoys most. We know what is hiding in your contracts. The money we uncover for our clients is unparalleled. We believe so strongly in our process that we guarantee our price. If you've already decided on a credit/debit vendor or are happy with your incumbent but are curious about your options, give us a call. This is where we can make a huge difference.

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  • Custom Contracts
  • VISA/Mastercard
  • PIN Networks
  • Full-Service Provider
  • Integration Partners
  • Vendor Bids
  • Contract Review
  • Contract Translation
  • Vendor Management
  • Pricing Matrices
  • Project Oversight
  • Pricing Comparisons

Meet one of our Credit & Debit Experts

Ana Stock is our Credit & Debit Expert - with 20 years experience in the credit union industry, Ana and her team are helping credit unions through all stages of their credit & debit projects. Want to know more about Ana? Check out her bio.