Banking Consultants Who Know Your Industry

You must rely on dependable expertise and a proven process to optimize every transaction and enhance every interaction. Our team of banking consultants have dedicated their entire careers to tackling challenges just like yours. We have extensive experience in all aspects of banking operations, from the back office to every customer-facing experience. Let our banking experts guide you through the complex challenges you are facing.

Make Well-Informed Decisions as Quickly as Possible

Partner with a team that has already built and tested a methodology around evaluating all the options available today.

We focus on:

  • Digital solutions matching

  • Vendor evaluations

  • Financial analysis

  • Technology trends

You'll get:

  • Improved vendor relations

  • Better consumer experiences

  • Detailed project plans

  • Guaranteed savings

Join Your Fellow Banks and Credit Unions and Engage with Us

$
3
B+

Savings and Incentives

1500
+

Projects Completed

Our Commitment to Your Strategic Vision

We are redefining what it means to be a financial institution consultant by approaching your strategies through the eyes of consumers and businesses. We help financial institutions like yours set the right plans in place by selecting the perfect partners for growth.

See What Our Clients Say



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…”

Do You Ever Feel Like You Don’t Know What You Don’t Know?

Let us help. We pay for ourselves!