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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.

Digital Banking

Digital solutions to grow, scale, and outperform.
Core Banking

Reliable, efficient, and integrated core platforms deliver results.
Conversion Services

Navigate this high stakes process with precision.
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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M&A Planning

M&A Guidance: Strategic Advisory Solutions

Banks and credit unions improve margins, realize cost savings, and achieve economies of scale when guided by Engage fi's M&A strategic advisors. 

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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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Find the Right Candidate

When determining what a bank or credit union wants from a merger candidate, the vetting process can become chaotic. Oftentimes, financial institutions underestimate what can be done to mitigate costs. Engage fi's M&A advisors design new processes to ease the burden associated with bringing on a new bank or credit union. 

The Journey to Day One

Leverage our C-Suite experience managing key areas of the merger or acquisition while utilizing internal and external resources to achieve target outcomes. With a unique blend of talent, we assemble the right combination of systems and practices to scale the bank or credit union. 
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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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