3 Reasons Why Your Financial Institution Needs a Consultant
By Jenn Addabbo Chief Executive Officer and Co-founder Engage fi At first glance, many might ask, why not solve your...
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
Dec 4, 2023 by Marketing
Why did you enlist us for help? Community Choice is a $1B asset credit union headquartered in Michigan with an eye on...
Community First National Bank cites exceptional service and mid-size bank advocacy as reasons for selecting Engage fi.
Sep 13, 2023 by Marketing
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
Jul 27, 2023 by Marketing
New Client Recognizes Advantage of Engage fi’s Extensive Expertise and Tailored Approach. Tampa, FL July 27, 2023 –...
Engage fi Promotes Andres Pasantes to President and COO
Jun 27, 2023 by Marketing
Pasantes’ Exceptional Leadership Spurs Remarkable Achievements, Expands Services for Financial Institutions and Fosters...
Is Your Digital Experience One You Are Proud Of?
May 11, 2023 by Marketing
Not too long ago, online banking was still considered an add-on service to physical locations. But we have reached the...
5 Areas a Financial Institution Should Review When Considering a Merger or Acquisition
May 11, 2023 by Marketing
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
May 11, 2023 by Marketing
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?
May 11, 2023 by Marketing
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
May 11, 2023 by Engage fi MKTG
What is Fraud? Is fraud the wrongful or criminal deception resulting in financial or personal gain? Or is fraud a...
Engage fi Earns 2023 Great Place to Work Certification™
May 10, 2023 by Marketing
Tampa, FL – May 10, 2023 – Engage fi is proud to be Certified™ by Great Place to Work® for 2023. The prestigious award...
The Future is Open Banking
May 1, 2023 by Marketing
Virginia Heyburn Director – Research, Insights & Advocacy Engage fi (Formerly CU Engage) Open Banking is the most...
What Financial Institutions Need to Consider When Adding an In-House Agency
Jan 26, 2023 by Marketing
Kellie Lowder Senior Advisor Engage fi (Formerly CU Engage) Whether a consumer opens their web browser or turns on a TV...
Embedded Fintech or Embedded Finance? Essential Strategies to Future-Proof Your Financial Institution
Jan 3, 2023 by Marketing
Virginia Heyburn Director – Research, Insights & Advocacy Engage fi (Formerly CU Engage) As financial institutions move...
Engage fi Year End Review
Dec 15, 2022 by Marketing
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...
Cryptocurrencies are Disrupting the Banking Industry, and Financial Institutions Need to Get on Board
Nov 14, 2022 by Marketing
What was deemed a novelty a short time ago has morphed into a significant innovation in the financial industry—and it...
Engage fi Focuses on Financial Services Thought Leadership; Appoints Virginia Heyburn as Director of Research, Insights and Advocacy
Oct 4, 2022 by Marketing
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
Sep 29, 2022 by Marketing
360fi Merges Proven Industry Data and Insights with Innovative Technology Automation to Enable Financial Institutions...
Implications of Cybercrime; Is Your Financial Institution Properly Covered?
Sep 12, 2022 by Engage fi team
Cybercrime is on the rise and has completely disrupted the financial industry. Forbes recently reported that businesses...
Ready for Buy Now Pay Later? The Data Says You Should Be! Plus Three Vendors with Solutions to Help You Bring it to Life.
Aug 16, 2022 by Engage fi team
By Megan Cummins | Strategic Consultant | Engage fi “Oh no, not another article on Buy Now Pay Later (BNPL),” might be...
A Dive Into Four Key Challenges Financial Institutions Face Regularly — Part Two: Saving Time
Aug 3, 2022 by Marketing
By Andres Pasantes Chief Operations Officer Engage fi (formerly CU Engage) Part one of this four-part article...
A Dive Into Four Key Challenges Financial Institutions Face Regularly – Part One: Saving Money
Jul 19, 2022 by Engage fi team
By Les Anderson Chief Growth Officer engage fi (formerly CU Engage) The one-on-one relationship between a financial...
Engage fi announces Chief Operating Officer
Jun 28, 2022 by Marketing
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
Jun 21, 2022 by Engage fi team
By Greg Ryan Core & Digital Specialist Engage fi Peer-to-peer or Person-to-Person (P2P) transactions are now mainstream...
Increase Customer Engagement with High-Value Credit Card Loyalty Programs
Apr 7, 2022 by Marketing
Card loyalty programs are a proven marketing tactic, offering the ability to reward and incentivize customers. Although...
Municipal Credit Union Deploys New Digital Banking Platform With a Little Help From Their Friends
Sep 29, 2021 by Marketing
(Tampa, FL, July 14, 2021) — Best Innovation Group (BIG), a technology and financial services innovator, and Engage fi,...
Engage fi Adds Trellance as a Professional Services Partner
Jan 26, 2021 by Marketing
Joint agreement allows credit unions to benefit from powerful insights and an easier commercial connection between data...
How The Durbin Amendment Affects Credit Unions and Consumers
Apr 25, 2019 by Marketing
The last-minute addition to the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act is notoriously referred...
University of Kentucky FCU – Engage fi Digital Project
Jun 19, 2018 by Marketing
University of Kentucky Federal Credit Union Digital Project The University of Kentucky Federal Credit Union, an $800M...
Components of a Successful Strategic Technology Plan
Apr 18, 2018 by Marketing
Right now – this very second – is the slowest innovation and technological advancement will ever be. It will only get...