Our people make us different. Each member of the Engage fi team has been hand selected for their deep domain expertise and we use that to drive our clients towards innovative solutions that fit their unique goals. Our job is to walk alongside you, as your partner, as we navigate your projects together. Thank you to Brad Calhoun, CEO/President, and the team at Teachers Federal Credit Union for putting your trust in us. Teachers Federal Credit Union has over 470,000 members and 9.7B in assets, they are committed to guiding members toward building a strong financial foundation today, for a better tomorrow. #TrustedAdvisors #StrategicPartners #CreditUnions #CommunityBanks
Engage fi
Financial Services
Tampa, Florida 6,080 followers
Guiding banks and credit unions through their strategic processes with a focus on long-term relevance.
About us
Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs. With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com
- Website
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https://engagefi.com/
External link for Engage fi
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Tampa, Florida
- Type
- Partnership
- Founded
- 2014
- Specialties
- Contract and Vendor Management, Omni-Channel Assessment, Online Branch Strategy, Credit and Debit Card Processing, RFP Management, Consulting, Credit and Debit Card Processor Evaluations, Thought Leadership, Industry Education, Credit Union Strategy, Negotiations, Evaluations, Assessments, Optimization, Advising, Coaching, Technology, Profitability, Growth, Protection, Technology Consulting, and Technology Assessments
Locations
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Primary
Get directions
5550 W Executive Dr
540
Tampa, Florida Engage fi Main Office, US
Employees at Engage fi
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Joe Dugan
Forward thinking Chief Banking Executive with expertise in Digital, Consumer & Commercial Banking | Strategic Planning I Fintech Partnerships I…
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Terri Saulter
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Tonia Houghton, LSSGB
Engagement Director at Engage fi
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Mark Mahoney
Helping Financial Institutions with Their Most Critical Technology Solutions.
Updates
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Conducting a mid-year check-in is an opportunity to evaluate strategic progress and serves as a springboard for future state planning. Our latest blog explores the state of the economy, the generational shift, and digitals growing impact on your financial institutions' future growth. Read it here: https://lnkd.in/gBZudCwV #EngagingPerspectives #StrategicAdvisors #Economy #Banking
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Digital wallets are changing the payment industry for good. For the first time in history, P2P payments have surpassed cash for in-person transactions of $25 or less. Read Ryan's full quote here: https://lnkd.in/erUEwPVT Read the interesting article from the Financial Brand here: https://lnkd.in/e2Ycuhxg
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On today’s episode of Fintech Unleashed we have Part 2 of Breaking the Glass Ceiling: Women in Finance. Carrie Birkhofer, President & CEO at Bay Federal Credit Union, Kathy Bader Courtney, COO at Greenstate Credit Union, and Julie Kleffel, EVP & COO at Seacoast Bank join Jennifer Addabbo, Engage fi’s Co-Founder & CEO. These visionary women are making waves in the world of finance. Hear about their inspiring journeys, experiences with mentorship, and how they balance work and life. Tune in here... #FintechUnleashed #WomeninFinance #Leadership #CommunityBanks #CreditUnions
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Stay ahead of the curve with Engage fi’s blog, Engaging Perspectives, your go-to resource for navigating future-oriented decisions. Discover insights, strategies, and tips as we dive deep into the latest trends and news affecting the financial services industry. You can check out our blog here: https://engagefi.com/blog #EngagingPerspectives #Banking #CommunityBanks #CreditUnions #Blog
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We are excited to connect with our credit union partners at next week’s World Credit Union Conference in Boston. If you are in attendance, say hello to Robyn Lopez, SVP, Operations & Marketing and Andrea Rusnak, Director, Consulting Services. #WorldCUConference #CreditUnions #TrustedAdvisors #StrategicConsultants
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Virginia Heyburn is back with this month’s Ten in 10, where she discusses the most talked about topics in the financial services industry. On this episode, she is offering her insights into the evolution of Apple's Buy Now Pay Later feature, the results of the FDIC Quarterly Banking Profile for Q1, and the rise in corporate bankruptcy filings. Dominating the news cycle this month is the growing concern over security in the evolving fintech space, hear Virginia’s thoughts. Tune in here... #FintechUnleashed #Fintech #FinancialServices #CreditUnions #CommunityBanks
Ten in 10 - A Look Back at June
Engage fi on LinkedIn
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We are thrilled to share the launch of our new newsletter, Engaging Insights, coming straight to your inbox. Through bi-weekly updates we will share the latest insights, trends, and hot topics affecting the banking industry. Subscribe here: https://lnkd.in/eKqQTwbg #EngagingInsights #TrendsinBanking #BankingInsights #BankingInnovation
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When a financial institution evaluates card programs, choosing a partner that aligns with their strategic objectives and provides outstanding member value becomes essential for driving bottom-line revenue. Thank you to Members First Credit Union of FL for letting us share their story. Read the case study to learn how they improved membership value through an enterprise-wide payments evaluation here: https://bit.ly/4eZuFIo #TrustedAdvisors #Payments #CardProgramEvaluation #PaymentsEvaluation
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We have an exciting episode of Fintech Unleashed for you today! Renee Christoffer, President & CEO at Veridian Credit Union, Michele Dean, President & CEO at Suffolk Federal Credit Union, and Whitney Woyke, EVP, Innovation & Strategy and Banking Services at Emprise Bank join Virginia Heyburn, Director of Research, Insights and Advocacy at Engage fi. All these extraordinary women have broken the glass ceiling in the world of finance. They chat about their own journeys, success, and challenges and look at where the financial industry is today. Tune in here... #FintechUnleashed #WomeninFinance #FinancialServices #CreditUnions #CommunityBanks
Breaking the Glass Ceiling: Women in Finance - Part 1
Engage fi on LinkedIn