Banking Technology Consultants Leading Financial Institutions Toward Future Growth
When it comes to serving our clients, results matter.
We are a team of consultants who are versed in technologies that enable financial institutions to pursue innovation, achieve operational excellence, and deliver value. Community Banks and Credit Unions benefit from our industry knowledge and proven processes to reduce transactional costs, improve profit margins, and gain a competitive edge.
Education
- Vendor Landscape
- Market Analysis
- Portfolio Review
- Thought Leadership
Evaluations
- Personalized Approach
- Extensive Gap Analysis
- Service and Partnership-focused
Contracts
- Business Terms
- Growth
- Future Fees
- Service Level Agreements
Consulting
- Conversion Services
- Mergers & Acquisitions
- Advisory Services
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Join Your Fellow Banks and Credit Unions and Engage with Us
Savings and Incentives
Projects Completed
Client Feedback
“Their project methodologies and industry knowledge allowed us to come together as a…”
“We brought Engage fi in during a digital banking evaluation because we knew we wanted …”
“Engage fi is a valuable extension of our strategic team. We recently evaluated all our…”
“We brought in the Engage fi team to help with our VISA and Mastercard selection process…”
“Working with the Engage fi team has been a great experience! We engaged with them…”
“We partnered with Engage fi on our Digital Banking project to help us identify strategic…”
“Engage fi guided us through several complex member-facing vendor evaluations including…”