Core Banking

Dedicated to Delivering Impactful Results

Competitive banks and credit unions need a reliable, efficient, integrated core processing platform that meets functionality, compliance, and security requirements.

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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.

Modernizing core bank technology platforms for the future.

Modernizing the Core Banking Experience

Bank and credit union leaders are on the lookout for cutting-edge technologies that support real-time transactions, instant account openings, and personalized digital services. For mid-size and small banks and credit unions, this means moving to API-first, component-based architectures that enable faster product launches, improved customer experiences, and easier integration with fintech partners.

Our Philosophy: Align Strategy with Technology Capability

Engage fi treats the selection process holistically, emphasizing solutions and processes that will drive the organization forward more efficiently. A firm grasp of the intricacies and subtleties of each platform is paramount to maximizing technology for optimal performance.

Core technology planning session with Bank.

Solution Evaluation

Engage fi and the client review the RFP to identify possible gaps, review concise, high-impact demonstrations, and select vendor finalists for consideration.

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Contract Negotiation

Our compressive contract negotiation strategy includes an in-depth analysis of the core account possessing platform, a thorough review of contract and business terms, and a detailed evaluation of the total cost of ownership and pricing. This approach ensures that your financial institution secures the most favorable pricing, terms, and conditions for the duration of your contract.

Contract Negotiation

Conversion Services

Leverage our expert team for seamless migration of core and ancillary
solutions. Drawing on our extensive expertise, we ensure an implementation approach that mitigates risk, minimizes potential disruptions, and maximizes efficiencies. Our comprehensive approach guarantees that your financial institution transitions smoothly to the new systems, allowing you to focus on what matters most – your business and your customers/members.

Conversion Services

“We went to Engage fi saying, 'customer experience, above all else, is the most important part of our core search.' They helped us assess and evaluate the various vendors who could meet our specific needs, along with those of our customers.”

Craig Garafalo | Senior Vice President, Chief Operating Officer

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John Smith

HubSpot

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John Smith

HubSpot

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John Smith

HubSpot