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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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AI Strategy

A Bold Path Forward

Banks and credit unions know AI is reshaping the industry, yet most feel unsure where to begin. We help you adopt AI responsibly, strategically, and with confidence, using a clear framework built for financial institutions.

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Unmatched Talent

Our consultants combine deep banking knowledge with real-world AI expertise to bring clarity, cutting through the hype so you can make confident, informed decisions.

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Tailored Solutions

AI must fit your institution, not the other way around. We evaluate readiness, prioritize use cases, and tailor strategies to your goals, risk appetite, and capacity.

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Growth-Minded

Our frameworks unlock measurable ROI across operational efficiency, customer/member engagement, and improved decisioning while building long-term, organizational-wide AI capacity.

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Custom AI Strategies for Financial Institutions

Financial institutions face rising pressure from rapid change, tighter margins, fraud, and growing customer expectations. Many feel uncertain or skeptical about AI. We help you move from confusion to clarity by identifying high-value, low-risk use cases in lending, deposits, operations, and customer engagement.

 

From Concept to Measurable Results

Engage fi’s AI framework brings structure and clarity to your AI journey. We start with strategy, assess data readiness and workflows, and evaluate culture and governance. From there, we prioritize use cases and build a roadmap for responsible, measurable adoption that improves efficiency, decisioning, and customer loyalty.

 
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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 
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Why NOW is the Time for AI in Banking

Free up staff to focus on higher-value work, improved efficiency, and enhanced service. This infographic pinpoints how banks and credit unions can implement AI into their daily tasks. 

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