EFD

Strategy Consulting Services Site Map

Supporting EFD Data & Decisioning Solutions is a team of consultants who work with institutions across the nation to shape account-opening strategies and practices based on institutional goals. Traditionally the insight and services of this team were limited to our custom QualiFile customers. EFD is now proud to offer a-la-carte and package options that are designed to meet the needs of the standard strategy customer.

Strategy Consulting for Standard Strategy Customers

A Standard Strategy Customer is someone who uses one of our “pre-built” strategies. These customers do not have a strategy consultant assigned to them so we've designed a set of Strategy Consulting services specifically for them. For an additional fee, you will work with one of our Strategy Consultants to determine how well your new account opening services support your objectives. If you are interested in any of these services, please contact the Strategy Consulting team at Consulting_Services@eFunds.com.

Consulting Services Packages

For those customers who already have a Strategy Consultant, there are several Consulting Services Packages available which provide a pre-determined number of consulting hours at a reduced hourly rate. If you are interested in a Consulting Services Package, please contact your Strategy Consultant or Account Manager.