We would like to extend a warm welcome to Deana Black, our newest Strategic Consultant. With over 30 years of experience in the financial services industry, Deana specializes in core conversions and brings a wealth of expertise to our team. Her insights and knowledge will be invaluable to our clients, and we’re excited to have her on board. #StrategicConsulting #TrustedAdvisors #CoreConversions #BankingTechnology
Engage fi
金融服务
Tampa，Florida 6,797 位关注者
Guiding banks and credit unions through their strategic processes with a focus on long-term relevance.
关于我们
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
- 网站
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https://engagefi.com/
Engage fi的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Tampa，Florida
- 类型
- 合营企业
- 创立
- 2014
- 领域
- 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和Technology Assessments
地点
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主要
获取路线
5550 W Executive Dr
540
US，Florida，Tampa，Engage fi Main Office
Engage fi员工
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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
Strategic Leader in Consulting & FinTech | Driving Operational Excellence, Data-Driven Growth, and Client Success | Lean Six Sigma Certified
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Kristina Wendell
Digital Media Strategist
动态
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While digital banking has reshaped the way customers interact with financial institutions, the next phase insists on an even more personalized experience; one that caters to the individual needs of each customer in real time. Read our latest blog to discover how artificial intelligence is changing the future of banking: https://lnkd.in/ebjKW44z #AI #DigitalBanking #Personalization #AIinBanking #Banking
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We are just a week out from GAC, and we want to extend a big thank you to everyone who joined us for our second annual Executive Social. It was an incredible evening of great conversations and connections. We can’t wait to host this must-attend event again next year. In the meantime, here are some highlights from the night... #GAC #GAC2025 #StrategicPartnerships #CreditUnions #StrategicAdvisors
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Helping our clients achieve substantial savings is always one of our top priorities. We also take pride in guiding each client through their projects, offering the education and insights they need to make more informed decisions in the future. Thank you to Scott Seidl, Executive VP, and the entire team at Scott Credit Union for collaborating with us. ?? #VoiceoftheClient #TrustedAdvisors #StrategicPartnerships #CreditUnions #Banking
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The Engage fi team is excited to attend ICBA live in Nashville this week. If you are in attendance, don’t miss Virginia Heyburn's session: Artificial Intelligence in Banking: A New Era on March 13 at 9:00 a.m. CT. Emily Harrington, Area VP, Strategic Consulting and Brian Sprague, Area VP, Strategic Consulting will also be in attendance, stop by and say hello. ? #ICBA #ICBALive2025 #AIinBanking #Banking #StrategicAdvisors
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Tomorrow is International Women’s Day, and we are proud to celebrate the incredible women who make Engage fi what it is. Our team is filled with talented women leading the way in the industry and driving innovation. We also want to recognize all the women in our industry - our clients, partners, and friends - paving the way for women in finance, we celebrate you! #InternationalWomensDay #IWD2025 #Culture #WomeninFinance
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This is sure to be a, "Won't Want to Miss" conversation between Engage fi's Fabio Biasella and The Financial Brand's ?? Jim Marous.
The 2025 Retail Banking Trends and Priorities?report?is packed with surprising (and sometimes conflicting) data. To help you make sense of it all, we invited two industry experts to share actionable insights. Join the discussion between The Financial Brand's ?? Jim Marous and Engage fi Director of Strategic Services Fabio Biasella as they breakdown the reports findings and how it can help your financial institution. https://bit.ly/4kswxMq
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It’s our people that make us different. Today, on Employee Appreciation Day, we want to take a moment to recognize the talent, dedication, and passion that makes Engage fi truly unique. Thank you to our entire team for their commitment and collaboration. We appreciate you today and every day.? #EmployeeAppreciationDay #Culture #Teamwork #Banking #CreditUnions
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Virginia Heyburn is back with another episode of Fintech Unleashed. On this episode, she is joined by Anne Miela, Engage fi’s Vice President of Implementations to explore core modernization as an efficiency strategy. They discuss what makes core conversions unique in today’s landscape, how financial institutions can leverage them to drive efficiency, and the key steps to ensuring a core conversion delivers the desired results. Tune in here...? #FintechUnleashed #CoreConversions #OperationalEfficiency #Core #Conversions
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Last night we celebrated our clients at our second annual Executive Social at GAC. It was a memorable night filled with meaningful conversations, valuable connections, and a shared commitment to driving the future of our industry. Thank you to everyone who joined us. ? #GAC #CreditUnions #StrategicPartners #EFIExecutiveSocial #GAC2025
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