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Technology in Banking is Evolving at a Rapid Pace

Navigating the complexities of technology evaluations to secure the best platforms, pricing terms, and contracts is not your full-time role. Having walked in your shoes, we recognize the challenges you're facing and strive to serve your needs, from initial assessment to final implementation.

Assessment

Assessment

Assess your organization's current environment. What is working and what could be improved?

Vendor Evaluation

Vendor Evaluation

Evaluate your organization's vendors to make sure you're getting the most out of your partnerships.

Strategy

Strategy

Create a long-term strategic plan to make well-informed decisions that will benefit consumers.

Negotiation

Negotiation

Negotiate your contracts to ensure you're getting the best deal and taking full advantage of what is available.

Our Services

Mastercard Network Brand

Mastercard Network Brand

Ensure your organization is getting the incentives and discounts at the best rates from Mastercard.
VISA

VISA
Network Brand

Ensure your organization is getting the incentives and discounts at the best rates from VISA.
Strategic

Strategic
Planning

Create a snapshot of where your bank or credit union is now and where you'd like to be in the future.
Loyalty and Rewards

Loyalty and Rewards

Generate loyalty and a program that rewards consumers for engaging with your organization.
Debit Network

PIN Network

Take back control over how transactions are routed, earn the best interchange, and lower network expenses.
Credit

Credit

Leverage your credit card processing vendors as strategic partners to their full potential.
Debit

Debit

Leverage your debit card processing vendors as strategic partners to their full potential.
Analytics

Analytics

Develop a data analytics strategy and discover how to utilize analytics to better serve consumers.
Online Banking · Mobile

Online Banking · Mobile

Deliver a digital experience that consumers love and that your team can be confident in.
Fraud and Risk Management

Fraud and Risk Management

Stay ahead of experienced fraudsters and develop best practices for keeping consumers protected.
New Account Opening Analysis

New Account Opening Analysis

Ensure your process supports engagement while balancing profitability and integration.
In-House Full Service

In-House/Full Service

Decide if leveraging your core processors card module to get control over certain settings is right for you.
Core

Core
Processing

Ensure the moving parts and resources that go into your core processor are the best match for you.
Strategic Technology Plan

Strategic Technology Plan

Develop a strategic plan to support consumers' preferences and deliver operational efficiency.
Loan Origination System

Loan Origination System

Design a LOS strategy that builds your relationship with consumers, and integrates functionality with efficiency.
Insurance Analysis, Vendor Selection

Technology Assessment

Learn where to make improvements within your bank or credit union that will lead to a better technology strategy.
PCI Compliance

PCI Compliance

Gain an understanding of vulnerabilities, current controls and the overall effectiveness of the information security program.
Bill Pay

Bill Pay

Deliver a digital experience that is navigable, trustworthy, and usable that your team has confidence in.
Digital Experience

Digital Experience

Enhance your digital experience and boost the effectiveness of your marketing campaigns with our support.
ATM Driving

ATM Driving

Ensure your ATM driving services are updated and include the services your community most desires.

Unsure of how to begin?

Book a free consultation with Engage fi and position your institution to thrive as a modern, efficient, and sustainable organization. Together, we will focus on supporting your customers and members today while helping you adapt to meet the challenges of tomorrow.