Meet our Bank and Credit Union Consulting Experts

Backed by a proven four-step process, our Engage fi team assesses a bank or credit union’s current environment, evaluates vendors, creates long-term strategic plans, and negotiates contracts. Our team combines expert strategy and education to guide banks and credit unions towards solutions that work for everyone. With our extensive industry experience, our team seamlessly integrates with client teams to offer tailored solutions to help financial institutions thrive in the dynamic landscape of banking!

Engage fi | Executive Team

President & Chief Operations Officer

Engage fi | Executive Team

Chief Financial Officer

Engage fi | Executive Team

Chief Technology Officer

Engage fi | Executive Team

Senior Vice President, Consulting Services

Engage fi | Executive Team

Vice President, Product Management

Engage fi | Executive Team

Vice President, Business Development, Strategic Consulting

Engage fi | Executive Team

Vice President, Consulting Services

Engage fi | Executive Team

Vice President of Human Resources

Engage fi | Executive Team

Director of Research, Insights and Advocacy

Ryan Smiling

Strategic Consultant

Engage fi | Executive Team

Systems Administrator

Engage fi | Executive Team

Strategic Consultant, Conversion Services

Engage fi | Executive Team

Director, Consulting Services

Engage fi | Executive Team

Business Development Executive

Engage fi | Executive Team

Senior Business & Quality Assurance Analyst

Engage fi | Executive Team

Senior Strategic Consultant

Engage fi | Executive Team

Director of Business Development

Engage fi | Executive Team

Area VP, Strategic Consulting

Engage fi | Executive Team

Co-Founder, Strategic Advisor

Engage fi | Executive Team

Marketing & Events Coordinator

Engage fi | Executive Team

Area VP, Strategic Consulting

Engage fi | Executive Team

Consultant, Conversion Services

Engage fi | Executive Team

Strategic Consultant, Conversion Services

Engage fi | Executive Team

Area VP, Strategic Consulting

Engage fi | Executive Team

Area VP, Strategic Consulting

Engage fi | Executive Team

Strategic Consultant, Telephony

Engage fi | Executive Team

Manager of Analytics

Engage fi | Executive Team

.Net Full Stack Developer

Engage fi | Executive Team

Senior Project Manager

Engage fi | Executive Team

Analyst, Consulting Services

Engage fi | Executive Team

Learning and Development Specialist

Engage fi | Executive Team

Director of Consulting Services, Payments Group

Engage fi | Executive Team

Area VP, Strategic Consulting

Engage fi | Executive Team

Strategic Consultant

Engage fi | Executive Team

Consultant, Conversion Services

Engage fi | Executive Team

Applications Support Analyst

Engage fi | Executive Team

Strategic Consultant, Training and Contact Center Services

Engage fi | Executive Team

Area VP, Strategic Consulting

Engage fi | Executive Team

Senior Sales Operations Specialist

Engage fi | Executive Team

Strategic Consultant, Payments and Technology

Engage fi | Executive Team

Director of Relationship Management

Engage fi | Executive Team

Strategic Consultant