Banking Technology Consultants Leading Financial Institutions Toward Future Growth
When it comes to serving our clients, results matter. As a team of consultants versed in banking technologies, we 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
Our Expertise
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Join Your Fellow Banks and Credit Unions and Engage with Us
Savings and Incentives
Projects Completed
Our Commitment to the Client
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.
Client Testimonials
Client Testimonials
“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…”
“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…”