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.
Banks and credit unions boost portfolio performance, improve efficiencies, and deliver meaningful customer and member experiences with the guidance of our payments consultants.
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.
Digital transactions continue to evolve, changing how debit and credit cards are used and causing disruption to a payments portfolio. Engage fi helps banks and credit unions manage their portfolio and maximize income streams while mitigating risk.
PIN can equal PROFIT. Selecting the right network means the issuer gets the best interchange rate, understands the network fee structure, and receives comprehensive data reporting. Our evaluation services assist banks and credit unions with finding the right solution to minimize expenses, maximize returns, and benefit the bottom line.
The card network is critical to bank and credit union growth and profitability. However, it can be difficult to decipher the expenses and income generated from your current network, placing your bank or credit union at risk.
10x Increase in Net Interchange Income
Through strategic negotiations, the financial institution’s net interchange income was increased by over ten times.
Doubled Debit/ Credit Processing Incentives
The financial institution received more than twice the debit/credit card processing incentives compared to their previous agreement.
Winning With Exceptional Service
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
An infographic depicting six of the top payments trends every bank and credit union must consider to remain top of wallet.
Engage fi took the time to uncover our needs operationally, short term and long term, so that they could focus on those areas in regards to not only pricing but service quality. The expertise in each area far exceeded expectations. Having each area (Network, Invoice Analysis, Brand, Credit and Debit) represented by someone with so much experience was really beneficial.
It was important for us to partner with a team that understood banks.
We started the process with Engage fi in hopes of gaining a little insight into the card contract renewal process; however, we began to learn and discover the opportunity to change and build it as a credit union core strength. We went far beyond negotiating prices and began our transformative journey in cards and network programs to make it a competitive advantage for the credit union and our members. We clearly could not have developed the strategy without the help, expertise, and partnership of Engage fi.
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 connect banks with other banks.
We recently partnered with Engage fi to assist with a vendor negotiation. Their comprehensive analysis and insights uncovered opportunities we hadn't necessarily considered, prompting us to expand the scope of include a card brand project. The highlight was a substantial increase in brand incentives far exceeding our expectations. Engage fi's guidance demonstrated their deep expertise and commitment to our success. They are a valuable partner, and we look forward to working with them on future projects.