James White

James White is a seasoned financial services strategist with over 25 years of experience in banking technology, CRM, and fintech innovation. At EngageFI, he leads consulting engagements that help financial institutions modernize their strategies, deploy AI solutions, and drive growth through smarter engagement. James previously held executive roles at Raddon and Total Expert, where he built high-performing teams and helped banks and credit unions turn data into actionable strategy. His insights have been featured in The Financial Brand, American Banker, Credit Union Times, and BAI.

7 min read

The $298 Billion Lesson Banks Keep Ignoring

James White: 12/29/25 1:06 PM

Key Takeaways from This Blog:

Technology Strategy Compliance

7 min read

The $10 Billion Question: Why Most Banks Are Sitting on a Data Gold Mine They Can't Spend

James White: 12/23/25 9:00 AM

Key Takeaways from This Blog:

Data Strategy Personalization

4 min read

AI-Native Banking Isn't Coming in 2026. It's Already Here.

James White: 12/12/25 11:39 AM

Financial institutions keep talking about "adding AI" to their operations. Installing chatbots. Deploying fraud detection models. Automating...

Technology Strategy AI

3 min read

AI Isn’t One and Done: Banks Need an Agent Admin Before They Need Another Model

James White: 11/20/25 1:17 PM

Key Takeaways From This Blog: AI isn’t static software, it learns, drifts, and changes over time. Treating it like a plug-and-play tool is a mistake....

Technology Strategy AI