Relax, We’ve Got Your Back!

We Know These Projects Can Seem Overwhelming

We are here to help you make efficient, well-informed decisions.

All of our projects are as unique as the clients we serve.
We have an established four-step process that allows us to focus our expertise where you need us the most.

Our Proven Four-Step Strategic Process

First, we...Assess

  • Educate your team on the changing market landscape
  • Identify needs and priorities across departments
  • Align your team’s expectations

Next, we...Evaluate your options

  • Uncover your current challenges
  • Identify goals and opportunities
  • Review current contracts

Then, we...Strategize

  • Create your custom RFP
  • Manage the vendors
  • Compare results

Last but not least, we...Negotiate

CU Engage Contract Negotiation
  • Analyze and align pricing
  • Negotiate the best deal
  • Finalize contract terms

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Don’t Just Take It From Us

Our clients have great things to say.

Grow Financial Federal Credit Union

“Our credit union’s leadership team brought in Engage fi to help with making a strategic decision…

Maps Credit Union

“Many vendors claim to ‘partner’ with their credit union clients. Engage fi is one of the few companies that fully delivers on this promise…

Day Air Credit Union

Engage fi accomplished for our team what we could not have accomplished alone. The process was simple and took a lot of the heavy lifting off our plate – which was an enormous benefit for our already busy team…

Alliance Catholic Credit Union

From the very first phone call, our credit union felt the integrity and trust with Engage fi. We truly felt …

First Florida Credit Union

“We worked with Engage fi as we were in the process of a merger. Their approach of focusing on the membership and attention to detail along with their industry knowledge…

Redstone Federal Credit Union

“Our credit union has been on the same credit card platform for 35 years. The Engage fi team was instrumental in our payment transformation in helping us determine…


“One of the very valuable services that Engage fi provided to us was helping us negotiate the actual contract and understanding the verbiage of the contract, making certain…

Community Choice Credit Union

“We could not be happier with the results of our project and would highly recommend working with Engage fi on any vendor evaluation, it would have cost…