James Guild

CU Engage puts a fresh spin on the process credit unions experience when working with consultants and vendor/partners on their technology and payment strategies. Our approach is completely focused on engagement with a WIN/WIN/WIN result – for the member, credit union and vendor/partner. Our engagement begins with a detailed multi-level discovery process within various operational, technical, marketing and financial departments designed to uncover the different needs and objectives in order to support long term credit union strategies and goals. Contract and Vendor Management: Whether our Credit Unions have an existing relationship with a vendor or are looking for a new product offering, it all starts with the contract. They are making decisions that could last 5,10 or even 20 years. Online Branch Strategy: Representing your brand in the virtual and physical space is critical, consumers have migrated into highly visual shoppers. We realize this as individuals but tend to forget its’ importance when representing our brands virtually. RFP Management: Too often, we see RFPs developed in a generic templated way that solicit services and pricing for a credit union’s general need, ignoring specific nuances that make each credit union unique. Omni-Channel Assessment: Member expectations are 24/7/365 access – anytime, anywhere and the competition for consumers is fierce! To compete, credit unions must have consistency across all channels. For more information, please engage with us at www.cuengage.com

Main Office

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11180 6th St East Treasure Island, Florida 33706

Phone:

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