CUE POV backgroundCUENGAGE LOGO Trademarked

1. A passionate team of industry experts helping credit unions set strategies and select partners with a focus on member experience and long-term relevance.

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Redefining "Consultants"

Why Credit Unions Choose CU Engage:

Trusted Advisors for credit unions

Trusted Advisors

Our clients trust us to do a great job. It’s not just what we do that sets us apart. It’s how we do it.

credit union profitability

Proven Results

Our strategy is backed by proven results. Our clients are our biggest promoters, 70% being repeat business.

CU Engage guides credit unions through strategic evaluations and projects


You can be confident your strategic decisions are setting you up for success when your team engages with us.

Experienced CU engage


Our team has over 200 years of industry experience, successfully leading over 90 projects to date.

Collaboration and Negotiations with credit union vendors


We believe in people helping people. Our network consists of like-minded experts who learn & grow together.

Results & Impact


members served


in savings & incentives!

“CU Engage is a valuable extension of our strategic team. We recently evaluated all our options in aligning our card payment and member experience strategies. They kept our members front and center as they negotiated partner service levels, and relevant products and services. Their negotiation skills drove a significant return on investment for SDFCU members. We continue to work with them on strategic projects and very much appreciate the mutual partnership.”

Jan RocheCEO | State Department FCU

How We Help Credit Unions Grow:

Payment and Channel Strategies for Credit Unions

Payment and Channel Strategies

Technology Strategy for Credit Unions

Technology Strategy

Credit and Debit Card Evaluations Strategy

Credit & Debit Evaluations

CU Engage Contract Negotiations

VISA/MasterCard Negotiations

CU Engage Digital Evaluations

Digital Evaluations

Assess Credit Union Profitability

Profitability Assessments

Our Proven Project Strategy Breaks Down into 5 Main Steps:

CU Engage Project Timeline

Join Some of  Your Fellow Credit Unions and Engage with CU Engage

CU Engage's top Clients