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Payments

Debit/Credit Processing

Achieve operational efficiency and an improved cardholder experience.

Pin Networks

Evaluate, select, and negotiate terms for optimal performance and service.

Card Networks

Provide cardholders with an end-to-end card processing solution.

Digital Banking

Digital solutions to grow, scale, and outperform.
Core Banking

Reliable, efficient, and integrated core platforms deliver results.
Conversion Services

Navigate this high stakes process with precision.
Integrated Communications

Select modern communications channels to integrate with core and digital solutions.

Strategic Advisory

Strategic Planning

Support services for the strategic planning process at every level.

M&A Planning

Realize the key value drivers resulting from your merger or acquisition.

Performance Benchmarking

Tailored metrics and benchmarks designed to assess relationships.

Organizational Efficiency

Enhance efficiency across branches, digital channels, and contact centers.

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The Engage fi Difference

Tailored consulting solutions that address the distinct challenges and opportunities facing today’s financial institutions. Leveraging our knowledge and experience in strategy and technology, we educate and empower banks and credit unions to achieve results and sustain long-term success.
about-engagefi
Bank, Credit Union Technology Advisors
 

Our Commitment to Our Clients

When partnering with Engage fi, banks and credit unions gain more than a service provider - they benefit from an additional member to the team, focused on advancing the organization’s success and strengthening its competitive advantage.

With more than 80 employees in service, Engage fi is well-versed in strategic advisory, M&A, credit and debit card portfolios, the customer digital experience, technology assessments, and vendor evaluations.

23

years of experience

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Jennifer Addabbo
Co-Founder & Chief Executive Officer

25

years of experience

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Andres Pasantes
President & Chief Operations Officer

20

years of experience

Charisa
Charisa Lin
Chief Financial Officer

20

years of experience

Damon-2
Damon Sipe

Chief Technology Officer

25

years of experience

Robyn L
Robyn Lopez
SVP, Operations & Marketing

30

years of experience

AmyM2025
Amy Martel
SVP, Consulting Services

30

years of experience

Annie M
Anne Miela
VP, Implementations

15

years of experience

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Courtnay Sanderfer
VP, Human Resources
 

Purposeful Innovators

At the core of our approach is a commitment to excellence, driven by deep industry expertise and an unwavering vision to deliver measurable results. We consistently exceed client expectations by aligning our specialized knowledge with your institution’s strategic objectives.

Meet the team
 

Today's challenges require strategic solutions and expert guidance.

Engage fi's four-step process empowers clients with invaluable industry insights, cutting-edge market trends, and a clear understanding of the evolving technological landscape, enabling them to make informed decisions that drive differentiation and operational efficiency. 

Dive Deeper

01

We begin by assessing business requirements and strategic initiatives to identify areas of focus that drive differentiation and operational efficiency.

02

We provide industry insights and market trends showcasing the latest technology to help clients make informed decisions. 

03

Our technology evaluation process is proven, aligning client needs with product solutions to achieve intended outcomes.

04

Leverage our tools and technology to maximize savings and mitigate risk when negotiating technology contract terms and pricing.
 

Our Proud Partnerships

The bank and credit union clients we serve inspire our daily efforts. We endeavor to deliver best-in-class service, always in pursuit of exceeding expectations while fostering lasting partnerships. We take pride in the trust our clients place in us and feel honored to be in the company of this exceptional group of institutions. Here are a few of our valued clients:
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"The team at Engage fi is one of the things we enjoy most about our working relationship."

Brad Calhoun | CEO

Learn More
 

Guiding Financial Insitutitions Toward a Stronger Future

Position your bank or credit union to thrive as a modern, efficient, and sustainable organization. Focus on supporting your customers or members today, while adapting to meet future challenges.

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