Engage fi Q2 2023 Successes

Engage fi •

How Engage fi Helped Banks and Credit Unions Meet their Goals in Q2 2023

We’re thrilled to share some exciting news and achievements from the past quarter. Engage fi has been busy making waves and achieving remarkable milestones. Here’s a snapshot of our Q2 successes:

  • 400% Increase in Conversion and Merger Services: Our specialized expertise in conversion and merger services has seen remarkable growth, achieving a four-fold increase in successful transitions for financial institutions.
  • 78 New Projects: We’re honored to have partnered with 78 new and repeat clients, assisting them in navigating the complex landscape of the financial industry.
  • 35 Completed Projects: Our dedicated team successfully delivered exceptional results for 35 projects in Q2, exceeding client expectations and solidifying our reputation for excellence.
  • 11% Increase in New Employees: Engage fi has welcomed a talented group of individuals to our family, growing our team and strengthening our expertise to better serve our clients.
  • Launched Engage fi Gives: We’re excited to announce the launch of Engage fi Gives, our initiative to give back to the community.
  • Jenn Addabbo named Entrepreneur of the Year Finalist: We’re immensely proud of Jenn Addabbo, our visionary leader and Co-Founder, for being recognized as a finalist for Entrepreneur of the Year. Her passion and dedication continue to inspire us all.
  • Named a Fast 50 Company by Tampa Bay Business Journal: Engage fi’s rapid growth and outstanding achievements have earned us a spot on the prestigious Fast 50 list, as recognized by the esteemed Tampa Bay Business Journal.
  • Added New Services: As part of our commitment to innovation, we expanded our service offerings, empowering our clients with even more comprehensive solutions tailored to their needs.
  • Engaged at 40 Tradeshows: We engaged at 40 industry tradeshows, connecting with institutions across the country, sharing insights, and forging valuable relationships within our industry.
  • Andres Pasantes promoted to President & COO: Congratulations to Andres Pasantes on his well-deserved promotion to President & Chief Operating Officer. His leadership will undoubtedly guide us to even greater heights.
  • Certified as a Great Place to Work: We’re delighted to share that Engage fi has been officially certified as a Great Place to Work, a testament to our supportive culture, strong teamwork, and commitment to employee satisfaction.


We extend our heartfelt gratitude to our incredible team, clients, and partners for their unwavering support and trust in Engage fi. Together, we’re shaping the future of the financial industry. Stay tuned for more exciting updates as we continue our journey of success!