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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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Conversion Services

Core, Digital, and Payments System Conversions

Conversions represent a critical juncture for banks and credit unions investing in their technology. Decision-makers must navigate this high-stakes process with precision.

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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. 

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System Conversions: Banking's Everest Challenge

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.

Our Philosophy: Conversions Done Right

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. 
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Our Process
Select an option below:

Engage

Here, we jumpstart our journey and set the stage for success, beginning with building an appropriate project team structure, designing a resource allocation framework, developing a project plan and milestone timeline, creating a data mapping and cleanup strategy, establishing a project team communication plan, and devising a risk management and escalation strategy.
Engage

Design

Now we lay the foundation of a successful project, emphasizing change management, external communication guidelines, and contact center support planning – ensuring you receive the full support and readiness needed for the tasks to come. We work with your training department to establish a custom curriculum that includes reinforcement exercises and avoids usability as a potential issue.
Design

Test

Subsequently, through user acceptance testing and data validation, we ensure your team is thoroughly trained and confidently at ease with your new system. This includes testing all third-party integration points and systems.
Test

Execute

Finally, we complete a mock conversion and readiness assessment before going live. Post-conversion support is available after your new system is up and running.
Execute

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 
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.
Tom Foresta
CIO | Bristol County Savings Bank
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.
Christopher Welga
SVP IT | Suffolk Credit Union
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.
Kevin Kouble
CIO, SVP | Lowell Five Cent Savings Bank

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