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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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James White

James White is a seasoned financial services strategist with over 25 years of experience in banking technology, CRM, and fintech innovation. At EngageFI, he leads consulting engagements that help financial institutions modernize their strategies, deploy AI solutions, and drive growth through smarter engagement. James previously held executive roles at Raddon and Total Expert, where he built high-performing teams and helped banks and credit unions turn data into actionable strategy. His insights have been featured in The Financial Brand, American Banker, Credit Union Times, and BAI.

1 min read

CRM Shouldn't Be a Four-Letter Word

Picture of James White James White: 8/27/25 10:25 AM

CRM was pitched as the brain of modern banking. Instead, it became a bloated filing cabinet that is expensive, unloved, overfed with bad data, and underused by the people who actually talk to customers and members.

Technology Strategy CRM
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