Thought Leadership To Empower Banking Success

Engage fi strives to be the go-to source of information that fills knowledge gaps and guides the decision-making process. Below, explore articles, whitepapers, webinars, and thought-provoking content created by our experienced banking consultants. From seeking out growth opportunities to improving institution profitability, readers will discover a collection of content to help advance institutional performance while keeping readers informed and up-to-date. 


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 growth and providing an exceptional member experience, but their separate mobile and online legacy...

Employee Spotlight – Andrea Rusnak

We are shining the spotlight on Andrea Rusnak this month. Andrea is Engage fi’s Director, Payments Consulting Group and has been with us for five months. In that time, Andrea has been a breath of fresh air contributing in...

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, a prominent bank and credit union consulting firm, proudly announces a new strategic...

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 – Leading bank and credit union consultancy, Engage fi, is delighted to announce a new client partnership...

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 for Strategic Consulting. His primary responsibility is building and maintaining relationships with...

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 achievements from the past quarter. Engage fi has been busy making waves and achieving remarkable...

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

Describe what your company does in a single sentence. Engage fi is a national consulting firm that helps community banks and credit unions with strategic...

Engage fi Promotes Andres Pasantes to President and COO

Pasantes’ Exceptional Leadership Spurs Remarkable Achievements, Expands Services for Financial Institutions and Fosters a Talented Team at Engage fi

Tampa, FL June 28, 2023 – Engage fi, a prominent financial services...

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 point with many customers where your branches might be considered the add-on. Is Your Digital...

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 relationships that impact your customers today? Whether it’s an Online, Mobile, Credit and Debit, Core...

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 changing the way we bank daily, and financial institutions should be looking forward to meeting the...

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 U.S. population, millennial and Gen Z individuals make almost every transaction with a credit card for...

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 personal bank, and banking options and alternatives in the past were limited. Not anymore.

This...

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 person/thing intended to deceive others?

It’s a trick question because, as it turns out, fraud is both. And...

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 puzzle to consider. In this article, we’ll review how your financial institution can come to a common...

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 is based entirely on what current employees say about their experience working at Engage fi. According...

Employee Spotlight – Trisa Wetzel

Trisa Wetzel is the Senior Vice President of Consulting Services at Engage fi. In this role, she oversees the design and implementation of new project tools and Core conversion methodologies, embodying her brand statement...

The Future is Open Banking

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

Open Banking is the most consequential technology innovation in financial services in the last 30 years, enabling financial...

Employee Spotlight – Johanna Rogers

This month’s employee spotlight is on the amazing Johanna Rogers. She is the Learning and Development Specialist and has been with Engage fi now for a little over a year. Johanna helps define and develop programs using...

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 TV show, they will be exposed to countless commercials for insurance. The days of shopping through two...

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 for eight months. She provides guidance to clients on core selection, core processing, and improvements....

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 move into a new technology era, they realize that their existing innovation cultures are broken. New...

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 back on everything that has happened that year – highlights, challenges, and the surprises that shaped...

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. He is a go-getter, determined to solve any problem, and will lead his peers while doing so. He has 15+...

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 is here to stay. As reported in Credit Union Innovation, one-quarter of CU members held cryptocurrency...