Trusted Bank and Credit Union Consultants

Make Well-Informed Decisions as Quickly as Possible

Partner with a team that has already built and tested a methodology around evaluating all the options available today.

We focus on:

  • Digital solutions matching

  • Vendor evaluations

  • Financial analysis

  • Technology trends

You'll get:

  • Improved vendor relations

  • Better consumer experiences

  • Detailed project plans

  • Guaranteed savings

Let us help. Get in touch today!

Join Some of Your Fellow Banks and Credit Unions and Engage with Us

$
2.5
B+

Savings and Incentives

500
+

Projects Completed

Our Commitment to Your Strategic Vision

We are redefining what it means to be a bank and credit union consultant by approaching your strategies through the eyes of consumers and businesses. We help financial institutions like yours set the right plans in place by selecting the perfect partners for growth.

See What Our Clients Say

Arlington Community

Arlington Community FCU

“Their project methodologies and industry knowledge allowed us to come together as a…”

Arlington CU's Review
Nicolet

Nicolet National Bank

“We brought Engage fi in during a digital banking evaluation because we knew we wanted …”

Nicolet National Bank's Review
State Department

State Department FCU

“Engage fi is a valuable extension of our strategic team. We recently evaluated all our…”

SDFCU's Review
Citadel

Citadel CU

“We brought in the Engage fi team to help with our VISA and Mastercard selection process…”

Citadel's Review
DuPont Community

DuPont Community CU

“Engage fi has been a tremendous support to DCCU as we have been working through…”

DCCU's Review
Launch

Launch Federal Credit Union

“Working with the Engage fi team has been a great experience! We engaged with them…”

Launch FCU's Review
advia credit union

Advia Credit Union

“We partnered with Engage fi on our Digital Banking project to help us identify strategic…”

Advia's Review
Founders

Founders Credit Union

“Engage fi guided us through several complex member-facing vendor evaluations including…”

Founders' Review

Do You Ever Feel Like You Don’t Know What You Don’t Know?

Let us help. We pay for ourselves!