Unmatched Talent
Our people set us apart. Consultants are handpicked for their domain expertise, industry knowledge, and alignment with our core values.
Digital solutions to grow, scale, and outperform.
Reliable, efficient, and integrated core platforms deliver results.
Navigate this high stakes process with precision.
Select modern communications channels to integrate with core and digital solutions.
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.
A digital library of industry news, analysis, best practices, and thought leadership tailored to the challenges and opportunities faced by financial institutions.
Our in-depth analysis of conversion strategies, M&A activity, and the evolving landscape of financial services.
At the intersection of financial technology and banking comes a podcast featuring bank and credit union professionals sharing their unscripted perspectives on the industry.
Conversions represent a critical juncture for banks and credit unions investing in their technology. Decision-makers must navigate this high-stakes process with precision.
Our people set us apart. Consultants are handpicked for their domain expertise, industry knowledge, and alignment with our core values.
Every client is unique. We do not believe in one-size-fits-all. Our approach is tailored to meet your needs and objectives.
Streamlining complex initiatives with advanced technology to deliver faster, smarter results and empower decision-making.
Whether a bank or credit union is undergoing a core, digital, or payments system conversion, the impact to internal operations and client-facing services is enormous. Executives wonder how they will balance the project with ongoing business initiatives.
As subject matter experts in core banking, digital platforms, and payments infrastructure, we leverage technology to test and validate data to streamline and automate processes to find new and faster ways to convert.
If email is your preferred method, let us know how we can help your bank or credit union. info@engagefi.com
We look forward to learning how we can support your bank or credit union. (844) 415-7962
We all talk and like to give business to people we like, respect, and trust. Engage fi has done a good job of fostering partnerships among other banking colleagues to build relationships and also connect banks with other banks.
Our Engage fi project team are rock stars. Their remarkable dedication and deep expertise played a pivotal role in our credit union securing an unparalleled contract, surpassing all expectations. The collaboration and leadership from both sides have set a strong foundation for our core conversion.
We selected Engage fi for a multi-system project because of their proven process and deep industry expertise in payments, digital, and core banking. Engage fi's commitment to excellence and their ability to understand and address our specific needs made them the perfect partner for our organization.