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.



Strategic Solutions for Financial Institutions


  • Vendor Landscape
  • Market Analysis
  • Portfolio Review
  • Thought Leadership


  • Personalized Approach
  • Extensive Gap Analysis
  • Service and Partnership-focused


  • Business Terms
  • Growth
  • Future Fees
  • Service Level Agreements


  • Conversion Services
  • Mergers & Acquisitions
  • Advisory Services

Our Expertise








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

Arlington Community Federal Credit Union.

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

State Department Federal Credit Union.

“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…”

DuPont Community Credit Union.

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

Launch Federal Credit Union.

“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 Federal Credit Union.

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

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