News

Plansmith Corporation, a long-time leading provider of financial institution planning software, announced a strategic partnership with Lumio Insight, a data analytics, dashboarding, and reporting solution for financial institutions. This collaboration will integrate Lumio Insight’s Banking Insight platform into Plansmith’s upcoming Generation 5 solution, delivering unparalleled value to financial institutions.

Lumio Insight, a data analytics, dashboarding, and reporting solution for financial institutions, announces a strategic partnership with Smith Consulting Group, an industry leader in all aspects of bank and credit union operations including conversions, data strategy, and project management. This partnership combines our shared expertise in data technology architecture, analytics, reporting, and management consulting to drive a successful data strategy for Smith Consulting Group’s clients.

Congratulations to Karen M. Kelly from First County Bank and Joseph A. Jalbert, CPA, MBA, of Baker Newman Noyes, for participating in Engage Partners' Hats & Hearts Initiative. They identified two meaningful local nonprofits that benefitted from receiving a gift in their names: Easterseals of NH and SilverSource, CT. They are also sporting a new Engage Partners hat! 😉

Monit is an award-winning financial intelligence platform for leading financial institutions who want to provide business customers with embedded ‘digital CFO’ tools and enhanced analytics/targeting capabilities for bankers and marketing teams. The two-sided platform includes highly desirable SMB features (cashflow forecasting, industry benchmarking, business valuation, etc.) as well as data-driven relationship deepening tools and insights for bankers.

Qualtik provides better visibility into the risk profile of your commercial loan portfolio and the ability to better analyze scenarios in a quickly changing economic environment. With our unique loan portfolio analysis software, you can proactively manage your concentrations, monitor your capital ratios, stress test appropriate segments of your portfolio and generate custom reports, minus the guesswork or hassle.

Lumio’s Banking Insight Platform is a cloud-based data management and analytics service. Our banking insight service provides community-based financial institutions with customized, transformative workflow automation and data to uncover valuable insight.

SRM specializes in vendor sourcing, vendor contract negotiation, and advisory services that lead to improved profitability for our clients. We accomplish this through our proprietary benchmarking data, knowledgeable consultants, and impartial quantitative and qualitative analysis, with minimal disruption to your day-to-day operations. We are global in footprint, but steadfast in our commitment to individualized service.

We discuss how financial brands and fintechs can find more innovative ways of working together. #fintechbetter

Check out this podcast as we talk about creating strong partnerships, starting with culture, and financial organizations that are already paving the way. Tune in for more on building future-ready financial institutions:

Rockland Trust required a solution to accommodate the master and subaccounts that would be onboarded upon the closing date of a recent bank acquisition. Through its partnership with ZSuite, Rockland now offers that to its customers with #ZEscrow.

ZSuite solutions now accessible via Q2’s digital banking platform and available for FIs to purchase and provide to their customers.

Engage Partners Group welcomes Total Expert to its FinTech Partner Ecosystem to help Regional and Community FIs expand relationships through data-driven insights.

ZSuite has reported more than 100% recurring revenue growth so far this year with 26 financial institutions now on its growing roster.

Meet Bob Shifflett from Info-Pro Lender Service & learn why they partnered with us!

Meet ZSuite and its CEO, Nathan Baumeister. Did you know that ZSuite was bank-born right here in Boston?

What Every Bank Needs to Know about Narrative & Influence. Hundreds of bank websites house a page labeled “Our Story”, but only a fraction of those pages actually tell a story.

Jason Henrichs, of FinTech Forge, an Engage Partner will be speaking at the inaugural SMBanking Forward virtual event hosted by Autobooks Oct. 5-6, 2021

Aaron Junod of ZSuite Technologies, an Engage fintech partner, will be speaking at the upcoming fintech_devcon being held in Denver, CO Sept. 7-9, 2021

The most robust, compliant and differentiating digital tools available for Commercial Banking, Cash & Treasury Management teams. Click Read More!

Engage's partner, ZSuite Technologies will be hosting a free online discussion. ZSuite offers an all-digital, bank created application to help your institution attract and retain relationships with landlords and property managers.

Alloy Labs to speak during Top Technologies Shaping the Future of Banking program