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.

 

Strategic Solutions for Financial Institutions

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
Our Expertise

PAYMENTS__-1

 

DIGITAL__

 

CORE__

 

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Join Your Fellow Banks and Credit Unions and Engage with Us

$
3
B+

Savings and Incentives

1500
+

Projects Completed

Our Commitment 

We have helped hundreds of financial institutions transform their existing models to identify new paths toward a strong future while successfully leveraging their human, social, financial, technical, and brand capital in the process.

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Client Feedback



Arlington Community

“Their project methodologies and industry knowledge allowed us to come together as a…”

Nicolet

“We brought Engage fi in during a digital banking evaluation because we knew we wanted …”

State Department

“Engage fi is a valuable extension of our strategic team. We recently evaluated all our…”

Citadel

“We brought in the Engage fi team to help with our VISA and Mastercard selection process…”

DuPont Community

“Engage fi has been a tremendous support to DCCU as we have been working through…”

Launch

“Working with the Engage fi team has been a great experience! We engaged with them…”

advia credit union

“We partnered with Engage fi on our Digital Banking project to help us identify strategic…”

Founders

“Engage fi guided us through several complex member-facing vendor evaluations including…”

Design the right strategy. De-risk and fund changes. Accelerate results.

 
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