We partner with Community Financial Institutions to simplify B2B FinTech and transform Data.

Your FinTech Partner

Services


B2B FinTech

Engage Partners Group's B2B FinTech Partners include ZSuite Technologies and Alloy Labs Alliance, powered by FinTech Forge.

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Data Analytics

Engage Partners Group's Data Analytics Partner is KlariVis. KlariVis is a leading SaaS-based data analytics platform for community financial institutions.

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About


About
Hello and thank you for visiting!

Engage Partners Group is a FinTech Partner company.  We help community financial institution leaders redefine the future of financial services for their customers.

Engage Partners Group was founded in 2019 by Andrew Witherbee to help simplify complex challenges facing Banks and Credit Unions. Now more than ever, B2B FinTech and Data Analytics are areas where community financial institution leaders are seeking to transform and optimize while staying true to their strategic vision. Our discovery-driven agile approach will guide your organization through these sometimes-uncharted waters to successfully:

  • Own your differentiation. B2B financial technology is the unique way for community financial institutions to add customer value, improve internal operational efficiencies, while securing low-cost deposits and loans.
  • Make data-driven decisions that fuels income, improves financial and operational efficiencies, elevating the CX while driving profitable relationships. Leverage your data across the entire organization.
Expertise + Background
In 2004, Andrew Witherbee launched Partnership Marketing, LLC, a growth strategy firm. Primarily serving community and mid-sized banks, Partnership Marketing delivered measurable outcomes while working closely with C-level, Retail, Mortgage, and Commercial Loan teams. In 2014, he joined North Middlesex Savings Bank as VP of Marketing and Retail Banking. As a member of NMSB's Senior Leadership team, Andrew collaborated with key internal and external stakeholders to elevate the bank's brand equity, managed go-to-market strategies, vetted and implemented a marketing automation platform, helped launch a new sales training culture within the retail channel, and created the merger communications platform. In 2017, NMSB merged with Marlborough Savings Bank and is now Main Street Bank.

Prior, Mr. Witherbee held sales and marketing leadership roles for JSI, a Boston-based financial software company, startup Yesmail, and technology incubator/venture capital firm, CMGI, Inc.

Andrew attended Northeastern University and graduated from Massachusetts Bankers Association's New England School for Financial Studies at Babson College. His community engagement activities include volunteering for Ashoka's Youth Venture, Newburyport Youth Lacrosse, and Our Neighbor's Table. Andrew lives and works in Newburyport, MA.

If you're a community financial institution looking to elevate your B2B FinTech offerings or Data Analytics, let's connect at (978) 828-0165 or click www.calendly.com/engagepartners for a discovery conversation or web demo.

Andrew Witherbee
CEO
Engage Partners Group ~ a FinTech Partner company

News


EPG Partner Profiles

3/2/2021

Coming Soon! We will be highlighting current FinTech Partners and their Leaders.

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EPG B2B FinTech Partner ZSuite Welcomes Another Partner Bank!

2/5/2021

PPP and Data Analytics. Click below to view Engage's Partner, KlariVis and its Founder/CEO Kim Snyder's story.

1/20/2021

ZSuite Technologies, one of Engage Partners Group fintech partners, selected as one of ten 2021 ICBA ThinkTECH Accelerator companies!

1/8/2021

EPG partner ZSuite Technologies adds Patriot Bank (CT) to its growing family of customers.

12/18/2020

Webinar: How to Grow Deposits and Loans Through the Property Mgt. Vertical!

11/19/2020

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.

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Engage's Partner Alloy Labs Alliance and Jason Henrichs to speak at ABA's On-Demand Unconvential Convention

10/27/2020

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

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Engage signs Strategic Partnership with KlariVis.

9/29/2020

Leading data analytics company KlariVis and Engage Partners Group join forces to expand Northeast market. Click below.

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Engage Partners Group's Data Analytics Partner KlariVis Joins the Jack Henry Banking Vendor Integration Program

9/10/2020

VIP enables KlariVis to integrate with Jack Henry Banking SilverLake System platform.

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Engage Partners Group's Partner KlariVis adds another community bank to its growing family of customers

8/27/2020

Howard Bank selects KlariVis Data Analytics platform to close data gap.

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Rosedale Federal Selects Engage Partners Group's Partner KlariVis Data Analytics platform

7/30/2020

Baltimore-based Rosedale Federal, $1B in assets, selects KlariVis for its data analytics platform.

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Get to know Engage Partners Group's Innovation Partner, Alloy Labs

5/15/2020

Engage Partners Group's Alliance Innovation Partner is Alloy Labs Alliance. Alloy has become the industry leader in helping financial institutions build and leverage its innovation capacity internally and through strategic fintech partnerships and investments.

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