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Payments

Debit/Credit Processing

Achieve operational efficiency and an improved cardholder experience.

Pin Networks

Evaluate, select, and negotiate terms for optimal performance and service.

Card Networks

Provide cardholders with an end-to-end card processing solution.

Digital Banking

Digital solutions to grow, scale, and outperform.
Core Banking

Reliable, efficient, and integrated core platforms deliver results.
Conversion Services

Navigate this high stakes process with precision.
Integrated Communications

Select modern communications channels to integrate with core and digital solutions.

Strategic Advisory

Strategic Planning

Support services for the strategic planning process at every level.

M&A Planning

Realize the key value drivers resulting from your merger or acquisition.

Performance Benchmarking

Tailored metrics and benchmarks designed to assess relationships.

Organizational Efficiency

Enhance efficiency across branches, digital channels, and contact centers.

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Measuring Our Success by the Success of Our Clients

Banks and credit unions rely on Engage fi to guide their strategic initiatives and technology selections to remain competitive and grow.

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Unlock the Future with Engage fi

Accelerate your bank or credit union’s growth and efficiency with a strategic partner dedicated to your vision. Our team of over 80 banking professionals offers extensive expertise in Payments, Digital, Core Banking, Conversions, and Strategic Solutions to support your institution's success. 

Services
Payments Digital Banking Core Banking Conversion Services Integrated Communications Strategic Advisory
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Payments

Boost portfolio performance, improve efficiencies, and drive meaningful customer and member experiences with the guidance of our payments consultants.

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Debit / Credit Processing

Achieve operational efficiency and an improved cardholder experience.

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PIN Networks

Select a network for optimal performance and service and negotiate terms to maximize profits.

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Card Networks

Provide cardholders with an end-to-end card processing solution. 

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Digital Banking

Improve the customer and member experience with robust digital offerings to grow, scale, and outperform. 

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Core Banking

Competitive banks and credit unions need a reliable, efficient, integrated core processing platform that meets functionality, compliance, and security requirements.

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Conversion Services

Conversions represent a critical juncture for banks and credit unions investing in their technology. Navigate this high-stakes process with precision.

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Integrated Communications

Modern communication channels integrating with core and digital systems enable banks and credit unions to streamline people, processes, and technology to boost productivity and promote growth.

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Strategic Advisory

Every bank and credit union is unique, with its own set of distinct goals, challenges, and opportunities. Take a strategic and tactical approach to driving your institution forward.

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Strategic Planning

Support services for the strategic planning process at every level.

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M&A Planning

Realize the key value drivers resulting from your bank or credit union merger or acquisition.

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Performance Benchmarking

Tailored metrics and benchmarks designed to assess relationships. 

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Organizational Efficiency

Enhance performance across branches, digital channels, and contact centers. 

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The Company We Keep

Client success establishes credibility. View some of our bank and credit union partners and hear what they have to say about working with Engage fi.

About Us
 

Today's challenges require strategic solutions and expert guidance.

Engage fi's four-step process empowers clients with invaluable industry insights, cutting-edge market trends, and a clear understanding of the evolving technological landscape, enabling them to make informed decisions that drive differentiation and operational efficiency. 

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01

We begin by assessing business requirements and strategic initiatives to identify areas of focus that drive differentiation and operational efficiency.

02

We provide industry insights and market trends showcasing the latest technology to help clients make informed decisions. 

03

Our technology evaluation process is proven, aligning client needs with product solutions to achieve intended outcomes.

04

Leverage our tools and technology to maximize savings and mitigate risk when negotiating technology contract terms and pricing.
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$8M Savings

All newly negotiated contracts resulted in a savings of more than 8M dollars.

66% Increase
In Net Interchange Income

Payments network partnership yielded an increase in net interchange income by 66 percent.

Bank’s Enterprise-Wide Evaluation and Transformation Sets the Stage for Future Success

Read the Case Study
 

 

Design the Right Strategy. De-risk and Fund Changes. Accelerate Results.

We understand your challenges, which is why we take a relationship-driven, small-company approach to support you from initial assessment through final implementation.

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We recently partnered with Engage fi to assist with a vendor negotiation. Their comprehensive analysis and insights uncovered opportunities we hadn’t considered, prompting us to expand the scope to include a card brand project. The highlight was a substantial increase in brand incentives that exceeded our expectations. Engage fi’s guidance was paramount to our success.
Julie Willse
Chief Operations Officer | Greater Iowa Credit Union
We selected Engage fi for a multi-system project because of their proven process and deep industry expertise in payments, digital and core banking. Engage fi’s commitment to excellence and their ability to understand and address our specific needs made them the perfect partner for our organization.
Kevin A. Kouble
CIO & Senior Vice President | Lowell Five Cent Savings Bank
Engage fi helped us navigate through an in-depth Payments and Brand evaluation. Their project methodologies and industry knowledge allowed us to come together as a team and choose a partner that met our needs. Any credit union that’s looking to make an informed decision about their Payments partner should definitely consider Engage fi.
Dana Blanton
Card Services Manager | Arlington Federal Credit Union
Our Engage fi project team are rock stars. Their remarkable dedication and deep expertise played a pivotal role in our credit union securing an unparalleled contract, surpassing all expectations. The collaboration and leadership from both sides have set a strong foundation for our core conversion.
Christopher Welga
Senior Vice President | IT Suffolk Credit Union
From day one, their team set a high standard for themselves and the vendor partners. Their ability to exceed project expectations has since reshaped our standards. The outcome of the telecom and contact center project will dramatically improve the member experience through automated speech recognition and other advanced technologies.
Amy Simon
EVP/CFO | Meritus Credit Union