Trisa Wetzel_Headshot

Trisa Wetzel

Senior Vice President, Client and Partner Relations

Trisa’s Bio

Trisa brings more than two decades of executive leadership experience in financial technology services to Engage fi. She calls on her vast industry knowledge and experience in banking strategies and operational best practices in her role as Senior Vice President, Client and Partner Relations. 

In her previous roles with Cornerstone Advisors and Next Step Inc., Wetzel led collaborative teams overseeing financial institution system evaluations – inclusive of technology strategies, vendor assessments, contract negotiations, and full lifecycle conversion project management. She has personally overseen more than 1,500 successful system conversions.

Her leadership, expertise, and insight have proven invaluable to clients facing major technology initiatives across core banking, digital transformation, and payments initiatives, or seeking guidance for successful vendor partnerships through mutually rewarding contract negotiations.


Trisa’s Expertise



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