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Engage fi’s Four-Step Process

Our process begins and ends with the client in mind. We see ourselves as an extension of your team, guiding decisions that align business requirements and strategic initiatives with technology solutions to improve efficiencies, differentiate the brand, and elevate the product suite.

We negotiate favorable terms intended to maximize savings and eliminate risk, while delivering long-term value.

Engage fi 4-Step Process for Banks Credit Unions
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01

Assess

We gather business requirements and strategic initiatives and conduct a discovery process to understand client challenges and goals, identifying areas to differentiate and also improve operational efficiencies.

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02

Educate

We guide clients through a proven process to evaluate complex technology systems, ensuring chosen providers meet business needs, strategic goals, and align with cultural values.

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03

Evaluate

We guide clients through a proven process to evaluate complex technology systems, ensuring chosen providers meet business needs, strategic goals, and align with cultural values.

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04

Negotiate

Leveraging our proprietary tools and technology, we maximize savings and reduce expenses. However, beyond cost-cutting, we negotiate business terms to benefit our clients and mitigate risk.

Strategy
Conversion Services

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Strategy
Insurance

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Strategy
Payments

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Strategy
Online Banking, Mobile, and Bill Pay

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Strategy
Strategic Advisory Services

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Strategy
Technology

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Strategy
Free Contract Analysis

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