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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.

Conversion Services

Navigate this high stakes process with precision.
Intelligent Conversion Automation

A solution delivering fast, efficient, and accurate core data.
Digital Banking

Digital solutions to grow, scale, and outperform.
Core Banking

Reliable, efficient, and integrated core platforms deliver results.
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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Strategic Advisory

A Continuum of Change

Every financial institution is unique, with its own set of distinct goals, challenges, and opportunities driving its path forward.

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Dive Deeper
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Unmatched Talent

Our people set us apart. Consultants are handpicked for their domain expertise, industry knowledge, and alignment with our core values.

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Personalized Solutions

Every client is unique. We do not believe in one-size-fits-all. Our approach is tailored to meet your needs and objectives.

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Technology Enabled

Streamlining complex initiatives with advanced technology to deliver faster, smarter results and empower decision-making. 

Engage fi Strategic Planning Session Bank Credit Union

Strategic Planning

We focus on various areas crucial for strategic and tactical excellence, including sales and marketing effectiveness, lending and deposit management, operational efficiency, digital and in-branch experiences, and balancing rewards and risks.

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M&A Planning

Develop a growth strategy to include key criteria for candidate selection, internal cultural assessment to ensure alignment, and plans to leverage the combined entities for a better (not just larger) version of your current institution.

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Performance Benchmarking

Performance Benchmarking

Drive more engagement with a view into the depth and breadth of your deposit and loan relationships. Demonstrate your understanding of the customer by analyzing key behaviors of your checking account and credit card users.

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Organizational Efficiency

Improving efficiency ratios is paramount to a bank or credit union's growth trajectory. The branch network, digital channels, and contact centers often function in silos, however they can be optimized to improve performance and achieve savings. 

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Our Process
Select an option below:

Strategy Planning Process

Through interviews with key stakeholders and board members, we
assess your current position, future goals, and the external factors affecting your institution. We then gather your input to help navigate these challenges within your existing framework.
Strategy Planning Process

Business Planning Process

In this phase, we bring stakeholders together to review internal findings and data, discuss industry best practices, and develop a roadmap for your bank or credit union. Insights from the strategic planning process are transformed into clear, actionable strategies that guide our collaboration.
Business Planning Process

Tactical Transformation 

Building upon the strategic blueprint, we collaborate to translate tactical
initiatives into actionable steps within your business planning framework. This approach facilitates the implementation of strategic goals while maintaining business continuity.
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Quarterly Roundtable

In our post-planning follow-up meetings, we assist you in addressing any strategic challenges, realigning efforts if necessary, and examining the overarching strategic landscape. These sessions ensure ongoing support and maintain focus on the broader strategic objectives.
Quarterly Roundtable

Other Ways to Get in Touch

  Send us an Email

If email is your preferred method, let us know how we can help your bank or credit union. info@engagefi.com

  Give us a Call

We look forward to learning how we can support your bank or credit union. (844) 415-7962 
Financial Technology Strategy Infographic

Planning for Growth

Achieving your most ambitious goals requires a well-developed plan. This infographic outlines the four phases banks and credit unions should consider when starting their strategic planning process.

View the Infographic
Partnering with Engage fi for our strategic planning was extremely beneficial in shaping the future direction of our credit union. Fabio’s guidance in preparing our board, engaging management in strategic discussions, and building strong relationships made a significant impact. During our planning session, his ability to focus the group on key priorities and facilitate meaningful dialogue was instrumental in driving our progress and success. With Engage fi’s guidance, we now have clearly defined goals and a roadmap for how to achieve them.
Tyler White
Chief Strategy Officer, EVP

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