Loyalty

Which best describes the stage of your credit union's vendor review?

Pick the project stage the best represents where your organization is in its loyalty appraisal to see how CU Engage can guide your team.
Assessment

We're Assessing our Approach

We're assessing the evolving needs of our credit union and which loyalty programs best align with our needs and will benefit our members.

Evaluation

We're Evaluating Vendors

We're evaluating potential vendors that offer more to our members and that will complement our overall profitability.

Strategize

We're Strategizing on a Plan

We're collecting data and creating a strategic plan that will improve and grow our relationships with our members.

Negotiation

We're Negotiating Prices

We're negotiating with potential vendors and want to ensure we are providing the richest experience to our members.

Not sure what stage best applies to your organization? Let’s start from the top.

Loyalty 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 rewards provider. 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.

Begin a Loyalty Assessment
  • Current Rewards Contracts
  • Member Rewards Experience
  • Reporting and Analytics
  • Marketing Support
  • Fraud & Risk Management
  • ATM/ITM Driving
  • Rewards Vendor Due Diligence
  • Technology Gaps
  • Current Strategic Rewards Plan
  • Rewards Providers
  • Pain Points
  • Current Staffing
  • Cross-Department Priorities
  • Rewards Road Map
  • System Integrations

Loyalty Evaluation

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

Guide my Loyalty Vendors Evaluation
  • Rewards Redemption Options
  • Financial Analysis
  • Cross-Product Options
  • Flexibility in Redemption
  • Fraud & Risk Management
  • Rewards Scoring
  • Rewards Portfolio Optimization
  • Rewards Vendor Relationship Management
  • System Integrations
  • ATM/ITM Driving
  • Rewards Vendor Due Diligence
  • Results from Internal Assessment
  • Rewards Vendors that Best Align Strategically
  • Rewards Vendor RFPs
  • Rewards Vendor Demos
  • Rewards Vendor Comparisons
Assess Loyalty Environment

Loyalty 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 shines here. Once all the loyalty/rewards vendor data has been collected, we bring it all together in a way that's transparent and easy to understand so your team can be confident you're making the best decision for your future.

Lead my Loyalty Strategy
  • Rewards Member Experience
  • Member built Rewards Options
  • Rewards Integration
  • Householding
  • Rewards Implementation
  • Road Map Planning & Milestones
  • Regulatory IS&T Compliance Guidance
  • Exam Readiness
  • Prioritization
  • Audit Compliance

Loyalty 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 rewards 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.

Facilitate my Negotiation
  • Robust Redemption Options
  • Premium Loyalty Program tied to increased interchange
  • Rewards Integration Partners
  • Contract Terms
  • Rewards Vendor Bids
  • Contract Review
  • Rewards Contract Translation
  • Rewards Vendor Management
  • Project Oversight
  • Pricing Comparisons

Meet One of Our Loyalty Experts

Jenn is Co-Founder, Partner at CU Engage, and with nearly 20 years experience in financial services, Jenn's attention to the holistic member experience differentiates her consulting approach. Jenn and her team guide credit unions like yours through loyalty projects to ensure your members get the rewards they deserve. Want to know more about Jenn? Check out her bio.