Discover untapped financial benefits and enhance the profitability of your Debit and Credit card operations.

 

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Whether it's updating existing contracts or seeking out new alliances, you can count on our unwavering support. Engage fi offers comprehensive credit card & debit card assessment, evaluation, strategy, and negotiation services to empower your financial institution for future growth. Through our team-oriented strategy, specialized advisement, and mastery in contract negotiations, we guarantee enhanced alliances with vendors and a boost in revenue possibilities for your financial establishment, be it a bank or credit union.

Engage fi employees collaborating over a credit & debit assessment

Credit & Debit Assessment

Our favorite part—and our clients' too—is when our team becomes an extension of yours. Whether we're connecting digitally or setting up camp at your headquarters, we gather crucial project members for a dynamic brainstorming session. This imperative step helps us identify the challenges your team faces with its current credit, debit, and ATM vendors, explore areas for enhancement, and envision the perfect scenario for your financial institution, whether that involves sticking with your current providers or switching to new ones. 

  • 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

Streamline your evaluation process with our hands-off approach, designed for maximum efficiency and effectiveness. We shoulder the burden, enabling your team to concentrate on core priorities. Throughout the credit/debit vendor RFP gathering process, we ensure your team remains engaged yet unencumbered, orchestrating vendor communications, arranging demonstrations, and facilitating reference discussions to deliver critical insights without the overload.

Engage fi executives discussing a credit and debit evaluation
  • 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
Engage fi employees discussing debit and credit strategy

Credit & Debit Strategy

Crafting a robust strategy to propel your financial institution into tomorrow excites us beyond measure. Our dedication to client success shines brightly here. By gathering comprehensive credit/debit vendor data, we synthesize it into a clear, accessible format, empowering your team to make informed, forward-thinking decisions with confidence.

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

Credit & Debit Negotiation

Navigating the intricacies of credit and debit negotiations is where our passion lies. Unearthing hidden financial opportunities within your contracts is our specialty, delivering unparalleled financial benefits for our clients. Our confidence in our methodology is so profound that we stand by our pricing with a guarantee. Whether you're settled on a provider or content with your current vendor yet intrigued about potential alternatives, we invite you to reach out. In these scenarios, our expertise can significantly impact your bottom line.

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  • Custom Contracts
  • VISA/Mastercard
  • Debit 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

Nicole Steffensmeier is one of our Credit & Debit Experts - with over 20 years of experience in the bank and credit union industry, Nicole and the team are helping financial institutions through all stages of their credit & debit projects. Want to know more about Nicole? Review her qualifications HERE.
Nicole Steffensmier's headshot.

Have questions?

Ensure you're not missing out on potential savings. Speak with our professionals today for a complimentary consultation.

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