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Loyalty Assessment

This is the part our bank and 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 bank or credit union would look like - be it with the incumbent or a new provider.

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  • Current Rewards Contracts
  • 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.

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  • 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 bank or 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.

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  • Rewards Experience
  • 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.

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  • 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

Jennifer is a Payments Consultant at Engage fi. Jennifer's attention to the holistic consumer experience differentiates her consulting approach. Jennifer and the Engage fi team guide banks and credit unions like yours through loyalty projects to ensure consumers get the rewards they deserve. Want to know more about Jennifer? Check out her bio.