News and Insights

Explore the Engage fi news page for valuable insights, updates and strategies in the banking industry. Stay informed with the latest webinars, events, and innovative approaches to drive growth and profits. Discover a wealth of knowledge shared by our expert banking consultants, empowering your financial institution for success.

Community Choice Case Study

Why did you enlist us for help?

Community Choice is a $1B asset credit union headquartered in Michigan with an eye on...

Employee Spotlight – Andrea Rusnak

We are shining the spotlight on Andrea Rusnak this month. Andrea is Engage fi’s Director, Payments Consulting Group and...

Community First National Bank cites exceptional service and mid-size bank advocacy as reasons for selecting Engage fi.

Passion and Proven Process Cited as Major Factors in Decision to Partner with Engage fi.

Tampa, FL September 13, 2023 –...

Engage fi Selected by Kennebunk Savings Bank

New Client Recognizes Advantage of Engage fi’s Extensive Expertise and Tailored Approach.

Tampa, FL July 27, 2023 –...

Employee Spotlight – Mark Mahoney

This month’s employee spotlight is on Mark Mahoney. Mark joined Engage fi in August of 2022 as an Area Vice President...

Engage fi Q2 2023 Successes

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

We’re thrilled to share some exciting news and...

Engage fi Named Fast 50 Company in 2023 by the Tampa Bay Business Journal!

Describe what your company does in a single...

Engage fi Promotes Andres Pasantes to President and COO

Pasantes’ Exceptional Leadership Spurs Remarkable Achievements, Expands Services for Financial Institutions and Fosters...

Is Your Digital Experience One You Are Proud Of?

Not too long ago, online banking was still considered an add-on service to physical locations. But we have reached the...

Ten Things You Need for a Successful Vendor Evaluation

Vendor Evaluation Time

Have you been asked by your management team to find other options for key vendor...

5 Areas a Financial Institution Should Review When Considering a Merger or Acquisition

Now might be the best time to consider a merger or acquisition (M&A) despite the uncertain environment. Technology is...

Bill Pay Keeps Your Financial Institution Top of Wallet

Bill Pay Keeps Your Credit Union Top of Wallet and Top of Mind with Millennial and Gen Z Consumers

Making up 55% of the...

How Can Financial Institutions Capitalize on the Economic Clout of Generation Z?

Gen Z does not have much interest in traditional banking. They were grandfathered into their families’ brick-and-mortar...

Three Key Factors to Establishing a Successful Fraud Department

What is Fraud?

Is fraud the wrongful or criminal deception resulting in financial or personal gain? Or is fraud a...

Six Digital Transformation Trends of 2023

If you’re considering or are about to enter a digital transformation it’s no news to you there are many pieces to the...

Engage fi Earns 2023 Great Place to Work Certification™

Tampa, FL – May 10, 2023 – Engage fi is proud to be Certified™ by Great Place to Work® for 2023. The prestigious award...

Employee Spotlight – Trisa Wetzel

Trisa Wetzel is the Senior Vice President of Consulting Services at Engage fi. In this role, she oversees the design...

The Future is Open Banking

Virginia HeyburnDirector – Research, Insights & AdvocacyEngage fi (Formerly CU Engage)

Open Banking is the most...

Employee Spotlight – Johanna Rogers

This month’s employee spotlight is on the amazing Johanna Rogers. She is the Learning and Development Specialist and...

What Financial Institutions Need to Consider When Adding an In-House Agency

Kellie Lowder

Senior Advisor

Engage fi (Formerly CU Engage)

Whether a consumer opens their web browser or turns on a...

Employee Spotlight – Sharmin Buck

This month’s Employee Spotlight is on Sharmin Buck. She is a Strategic Consultant for Engage fi and has been with us...

Embedded Fintech or Embedded Finance? Essential Strategies to Future-Proof Your Financial Institution

Virginia Heyburn

Director – Research, Insights & Advocacy

Engage fi (Formerly CU Engage)

As financial institutions...

Engage fi Year End Review

From the Desk of the CEO

By Jenn Addabbo

CEO and Co-Founder

Engage fi

As each year comes to a close, I like to reflect...

Employee Spotlight – Doug Lokrantz

This month’s employee spotlight is on Doug Lokrantz. Doug has been with Engage fi for nine months as a Project Manager....

Cryptocurrencies are Disrupting the Banking Industry, and Financial Institutions Need to Get on Board

What was deemed a novelty a short time ago has morphed into a significant innovation in the financial industry—and it...

Employee Spotlight – Kellie Lowder

This month’s employee spotlight is on the fabulous Kellie Lowder. She is a Senior Advisor at Engage fi, handling all...

Engage fi Announces Expansion of Leadership Team with Two Industry Veterans to Accelerate Company Growth and Address the Rapidly Changing Market

TAMPA, FL (Oct. 11, 2022)—Engage fi announced today it has appointed Trisa Wetzel as Senior Vice President, Operations...

Engage fi Focuses on Financial Services Thought Leadership; Appoints Virginia Heyburn as Director of Research, Insights and Advocacy

The creation of this new role further demonstrates the company’s commitment to innovation and developing new ways to...

Engage fi Announces New Community Financial Institution Portal

360fi Merges Proven Industry Data and Insights with Innovative Technology Automation to Enable Financial Institutions...

Implications of Cybercrime; Is Your Financial Institution Properly Covered?

Cybercrime is on the rise and has completely disrupted the financial industry. Forbes recently reported that businesses...

Employee Spotlight – Ashley Beck

This month’s Employee Spotlight is on Project Manager Ashley Beck. Ashley has only been with Engage fi since March of...

Ready for Buy Now Pay Later? The Data Says You Should Be! Plus Three Vendors with Solutions to Help You Bring it to Life.

By Megan Cummins | Strategic Consultant |

Engage fi

“Oh no, not another article on Buy Now Pay Later (BNPL),” might...

A Dive Into Four Key Challenges Financial Institutions Face Regularly — Part Two: Saving Time

By Andres Pasantes

Chief Operations Officer

Engage fi (formerly CU Engage)

Part one of this four-part article...

Employee Spotlight – Brandon Carter

This month’s employee spotlight is on the incomparable Brandon Carter. Brandon joined the Engage fi team one year ago...

A Dive Into Four Key Challenges Financial Institutions Face Regularly – Part One: Saving Money

By Les Anderson

Chief Growth Officer

engage fi (formerly CU Engage)

The one-on-one relationship between a financial...

3 Reasons Why Your Financial Institution Needs a Consultant

By Jenn Addabbo

Chief Executive Officer and Co-founderEngage fi

At first glance, many might ask, why not solve your...

Employee Spotlight – Megan Cummins

This month, we are casting our spotlight on Megan Cummins. Megan has been a Strategic Consultant with Engage fi for...

Engage fi announces Chief Operating Officer

Tampa, FL – June 28, 2022 – Engage fi is proud to announce the appointment of Andres Pasantes as our new Chief...

The Benefits of Offering an Integrated Peer-to-Peer Service Through a Digital Banking Platform

By Greg Ryan

Core & Digital SpecialistEngage fi

Peer-to-peer or Person-to-Person (P2P) transactions are now mainstream...

Employee Spotlight: Kody Tuupo

This spotlight originally posted in February of 2019. This is a May 2022 update.

Let’s kick off the Employee Spotlight...

Employee Spotlight – Evan Markley

This month’s Employee Spotlight is on Engage fi’s Manager of Analytics, Joseph “Evan” Markley. After working at a large...

Increase Customer Engagement with High-Value Credit Card Loyalty Programs

Card loyalty programs are a proven marketing tactic, offering the ability to reward and incentivize customers. Although...

Employee Spotlight – Lisa St. Germain

The Employee Spotlight this month is on Lisa St. Germain. Lisa is a newer member of the Engage fi family. She joined...

Understanding Net Interchange Begins with a Solid Payments Strategy

When it comes to net interchange, do you know if you are maximizing your networks to ensure the highest amount is being...

Employee Spotlight – Crissandra Fry

This month’s employee spotlight is on Crissandra Fry Moffet. Crissandra joined the team in 2021 as a Director of...

CU Engage is now Engage fi

Vikki Wagner

Marketing Manager

CU Engage is Now Engage fi:

CU Engage Announces New Brand Identity; Broadens its Scope...

Year-End Letter from CEO Jennifer Addabbo

By Jenn Addabbo

CEO and Co-Founder

Engage fi

With a new year comes the promise of growth and change, and we at Engage...

Big News Is Coming – Stay Tuned!

Want to be in the know? Make sure you keep an eye on the Engage fi website and follow us on LinkedIn!

Sign up for...

Employee Spotlight – Jacy Mosser

Our Employee Spotlight this month is on Project Manager Jacy Mosser. In her nine months with Engage fi, Jacy has made a...

Municipal Credit Union Deploys New Digital Banking Platform With a Little Help From Their Friends

(Tampa, FL, July 14, 2021) — Best Innovation Group (BIG), a technology and financial services innovator, and Engage fi,...