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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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Integrated Communications

Cohesive Communication Systems

Integrate people, processes, and technology across multiple communication channels to boost productivity and promote growth.

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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. 

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Future-Proof Operations

Disparate communication systems are quickly becoming a thing of the past, as banks and credit unions invest in modern telecommunications solutions. A more robust and streamlined communications infrastructure meets customer expectations, equips employees with better tools and technology, and boosts efficiency while helping retain top talent.

 

Simplified Communications

Engage fi guides banks and credit unions through modern communication channels and their integration with core and digital platforms to achieve a seamless user experience and improve operational efficiencies. 
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Our Process
Select an option below:

Discovery

We begin by thoroughly gathering your business requirements and strategic initiatives to gain a deep understanding of your unique challenges and goals. Our discovery process is designed to not only identify areas where you can differentiate yourself in the market but also to pinpoint opportunities for improving operational efficiencies.
Discovery

Evaluation

We guide you through the evaluation process, equipping you with the knowledge and insights necessary to make strategic decisions and stay competitive in a rapidly evolving environment. Our team helps you select vendors for the evaluation, ensuring that each candidate is thoroughly assessed. We conduct detailed demonstrations and highlight the strengths and weaknesses of each vendor. This comprehensive approach allows you to make an informed decision, confident that you are choosing the best partners for your business.
Evaluation

Selection

We ensure that the chosen providers not only meet your business needs and strategic goals but also align with your cultural values. Through exploration demos, executive partnership forums, and reference onsite visits or calls, we provide you with a holistic view of each vendor. We complete a thorough gap analysis, ensuring that any potential custom needs or discrepancies are addressed, and ultimately help you select the vendor partner that best fits your organization. This process is designed to give you the confidence and clarity needed to make a well-informed decision.
Selection

Negotiation

Leveraging our proprietary tools and technology, we work to maximize your savings and reduce expenses. We negotiate business terms on your behalf, ensuring that the agreements benefit your organization and mitigate any potential risks. After successfully executing the contract, we facilitate a smooth conversion transition, ensuring that the implementation process is seamless and aligned with your business objectives. Our goal is to empower you with the best possible terms and conditions, allowing you to focus on your core business activities.
Negotiation Phase
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Elevated Member Satisfaction

The new system prioritized the contact center platform with visible queues, quality control, and call center management.

Enhanced Operational Efficiency

New enhancements included a whisper function, metrics, and AI capabilities.

Credit Union Gets More Than Expected with Integrated Communications

Read the Case Study

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 

Frequently Asked Questions

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