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 6,127 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
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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Engage fi reposted this
Engage fi Spotlight Exciting news! We're thrilled to share that we've become the go-to standard for core, digital, and payments conversion project management for banks and credit unions, reflecting our commitment to excellence and innovation. As we continue to expand, we're looking for passionate individuals to join our organization. What truly sets us apart is our strong company culture and core values. We believe in fostering an environment where collaboration, integrity, and continuous improvement aren't just words—they’re the foundation of everything we do. Check out this incredible opportunity at Engage fi for Strategic Conversion Consultants. Be part of a team that values expertise, collaboration, and making a meaningful impact in the community FI industry! #projectmanagement #banks #creditunions #fintechs
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Optimizing your payments strategy involves treating payments as a core competency and investing in the right technology and expertise to stay competitive in the market. Our infographic outlines key initiatives your financial institution should consider to elevate your payments strategy. View the infographic here: https://bit.ly/4cdRrtH #PaymentsStrategy #Payments #FinancialInstitutions #StrategicAdvisors
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Trust is at the heart of everything we do, and we prioritize our clients’ best interests. We work alongside you, helping guide your projects and saving you money along the way, so that savings can be reinvested to enhance and strengthen your financial institution. Thank you to Brian McKay and the team at Spero Financial Credit Union for partnering and putting your trust in us. #TrustedAdvisors #StrategicAdvisors #CreditUnions #CommunityBanks
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With consumers increasingly favoring debit over credit, financial institutions have a unique opportunity to capitalize on this trend by leveraging their partnerships with payment networks and brands, like Visa and Mastercard. Our latest blog explores how banks and credit unions can maximize debit card revenue to significantly enhance profitability. Read more here: https://lnkd.in/ev_bjHXJ #Payments #PaymentNetworks #PaymentBrands #Banking
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The latest issue of our newsletter, Engaging Insights, is out. We share the latest insights, trends, and hot topic impacting the banking industry and it’s delivered right to your inbox. Subscribe here: https://lnkd.in/eKqQTwbg #EngagingInsights #TrustedAdvisors #CommunityBanks #CreditUnions
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Viewing strategic planning as a one-time event is a sure path to missed opportunities. Organizations must understand that strategic planning is an ongoing journey requiring continuous effort and dedication from everyone involved. In our latest article, we cover how your financial institution can maintain momentum after the initial session. Read it here: https://bit.ly/3A5EJzL #StrategicAdvisors #StrategicPlanning #Strategy #CommunityBanks #CreditUnions
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On today’s Fintech Spotlight, Virginia Heyburn takes a deep dive into the fallout from the Synapse bankruptcy. The failure of Synapse has raised questions about the future of banking as a service, highlighting the need for specific regulation and the importance of trust and safety in the financial services industry. Listen to Virginia’s take on it here... #FintechSpotlight #Fintech #Synapse #BaaS #Regulation
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We are so proud to have been named one of the Tampa Bay Business Journal’s 50 Fastest Growing Companies once again. This incredible achievement is a testament to our unwavering dedication to our clients, our exceptional team, and our ability to adapt to the evolving needs of the financial services industry. #FastestGrowingCompanies #GreatPlaceToWork #TrustedAdvisors #Banking
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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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