We help Fintechs scale. Enabling Community FIs Unlock more Profitable Customers.

The FinTech Partner Company

FinTech Partners

Engage Partners Group represents a mix of fintechs that offer leading technology to elevate efficiencies, and drives growth for community banks and credit unions.

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Advisory Services

Engage Partners Group's Advisory Services for Community Banks and Credit Unions.

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Hello and thank you for visiting. However you found us, we're glad you're here.

Welcome to Engage Partners Group - The FinTech Partner Company.  

Working across our partner ecosystem we offer single-sourced solutions, guided by an agile approach to solve your most relevant bank tech challenges. Collaboratively, we are committed to uncovering and partnering with the leading fintechs that offer FIs:

SMB Fintech | Commercial Lending onboarding and workflow | Data Analytics | Core Negotiations/Evaluation | Strategy & Advisory Services

Engage Partners Group was founded in 2019 by Andrew Witherbee to help simplify complex challenges facing Community FIs. Engage Partners is a FinTech Partner company. We help regional and community FIs expand and modernize their products and services that elevates efficiencies, and accelerates growth for them and their customers. Our discovery-driven approach will guide your organization through these sometimes-uncharted waters to successfully:

  • Own your differentiation. "Financial technology is the unique way for community financial institutions to drive customer value, improve internal operational efficiencies, while securing low-cost deposits and loans."
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, Andrew 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 MA. Bankers' 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 fintech seeking to scale or a community financial institution looking to modernize your products and services, let's connect at (978) 828-0165 or for a Live Chat at calendly.com/engagepg

Andrew Witherbee
CEO
Engage Partners Group ~ The FinTech Partner Company 

We are Proud Members and Supporters of: 

Engage Partners welcomes Commercial Loan Portfolio Analysis partner

Engage Partners welcomes Commercial Loan Portfolio Analysis partner

4/18/2024

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.

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Engage Partners welcomes new Data Insight partner.

Engage Partners welcomes new Data Insight partner.

4/3/2024

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.

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Get to Know Engages' Advisory Services Partner:  Strategic Resource Management (SRM)

Get to Know Engages' Advisory Services Partner: Strategic Resource Management (SRM)

2/9/2024

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.

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EPG's conversation with James Robert Lay on the Banking on Digital Growth Podcast.

EPG's conversation with James Robert Lay on the Banking on Digital Growth Podcast.

4/4/2022

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

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Engage CEO, Andrew Witherbee joins The Financial Experience Podcast host, Hunter Young.

Engage CEO, Andrew Witherbee joins The Financial Experience Podcast host, Hunter Young.

3/3/2022

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:

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Rockland Trust Bank selects Engage Partner, ZSuite Technologies to further advance its Digital Transformation!

Rockland Trust Bank selects Engage Partner, ZSuite Technologies to further advance its Digital Transformation!

12/27/2021

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.

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EPG Partner, ZSuite Technologies, Announces Integration with Q2's Digital Banking Platform

EPG Partner, ZSuite Technologies, Announces Integration with Q2's Digital Banking Platform

12/8/2021

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

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Engage Welcomes New Partner: Total Expert

Engage Welcomes New Partner: Total Expert

10/28/2021

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

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EPG Partner News: ZSuite Closes Q3 with Historic Results!

EPG Partner News: ZSuite Closes Q3 with Historic Results!

10/12/2021

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

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Partner Profile: Get to know Bob from Info-Pro Lender Services!

Partner Profile: Get to know Bob from Info-Pro Lender Services!

10/4/2021

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

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Get to know Engage and our Partner: ZSuite Technologies!

Get to know Engage and our Partner: ZSuite Technologies!

9/8/2021

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

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Our Partner, Alloy Labs Alliance and Leading Through Story

Our Partner, Alloy Labs Alliance and Leading Through Story

9/8/2021

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.

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Engage Partner, FinTech Forge, Speaking at SMBanking Forward 2021

Engage Partner, FinTech Forge, Speaking at SMBanking Forward 2021

8/12/2021

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

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Engage Partner, ZSuite Technologies, Speaking at fintech_devcon

8/12/2021

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

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ZSuite Tech. introduction video

ZSuite Tech. introduction video

4/22/2021

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

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Engage Partner ZSuite and its Founder, Jay Tuli featured in The Financial Brand

Engage Partner ZSuite and its Founder, Jay Tuli featured in The Financial Brand

4/27/2021
EPG B2B FinTech Partner ZSuite Welcomes Another Partner Bank!

EPG B2B FinTech Partner ZSuite Welcomes Another Partner Bank!

2/5/2021
ZSuite Technologies, one of Engage Partners Group fintech partners, selected as one of ten 2021 ICBA ThinkTECH Accelerator companies!

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.

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!

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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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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  • Newburyport, Massachusetts, United States