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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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360fi Workflow

Every Broken Workflow Has a Cost. 360fi Workflow Eliminates Both. 

Manual processes slow decisions, introduce errors, and create inconsistencies that members and customers notice. 360fi Workflow automates the steps your teams repeat every day, so your people spend time on relationships, not workarounds.

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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. 

360fi Workflow Streamlined Processes

Built For How Financial Institutions Work

360fi Workflow is an end-to-end workflow automation solution custom-configured for your institution and built to integrate seamlessly with your core system. Because it works natively within your existing technology environment, there is no rekeying, no toggling between platforms, and no data falling through the cracks. Every workflow is standardized, every step is consistent, and every team member follows the same procedure regardless of department, branch, or experience level, resulting in fewer errors, faster cycle times, and a customer or member experience that feels responsive rather than reactive.

Your Workflows, Your Way

360fi Workflow is available as an in-house resource, giving your team the tools to build and manage workflows internally, or as a subscription to a growing catalog of pre-built workflows designed specifically for financial institutions. New workflows are added continuously, so your automation capability scales as your needs evolve.
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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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