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...
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.
Employee Spotlight – Andrea Rusnak
Oct 10, 2023 by Vikki Wagner
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.
Sep 13, 2023 by Vikki Wagner
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 Vikki Wagner
New Client Recognizes Advantage of Engage fi’s Extensive Expertise and Tailored Approach. Tampa, FL July 27, 2023 –...
Employee Spotlight – Mark Mahoney
Jul 20, 2023 by Vikki Wagner
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
Jul 10, 2023 by Vikki Wagner
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!
Jun 30, 2023 by Vikki Wagner
Jennifer Addabbo, CEO and Co-Founder, Engage fi Nola Laleye Describe what your company does in a single sentence....
Engage fi Promotes Andres Pasantes to President and COO
Jun 27, 2023 by Vikki Wagner
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 Vikki Wagner
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 Vikki Wagner
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 Vikki Wagner
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 Vikki Wagner
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...
Six Digital Transformation Trends of 2023
May 11, 2023 by Vikki Wagner
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™
May 10, 2023 by Vikki Wagner
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
May 3, 2023 by Vikki Wagner
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
May 1, 2023 by Vikki Wagner
Virginia Heyburn Director – Research, Insights & Advocacy Engage fi (Formerly CU Engage) Open Banking is the most...
Employee Spotlight – Johanna Rogers
Mar 20, 2023 by Vikki Wagner
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
Jan 26, 2023 by Vikki Wagner
Kellie Lowder Senior Advisor Engage fi (Formerly CU Engage) Whether a consumer opens their web browser or turns on a TV...
Employee Spotlight – Sharmin Buck
Jan 23, 2023 by Vikki Wagner
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
Jan 3, 2023 by Vikki Wagner
Virginia Heyburn Director – Research, Insights & Advocacy Engage fi (Formerly CU Engage) As financial institutions move...
Engage fi Year End Review
Dec 15, 2022 by Vikki Wagner
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
Nov 23, 2022 by Vikki Wagner
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
Nov 14, 2022 by Vikki Wagner
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
Oct 25, 2022 by Vikki Wagner
This month’s employee spotlight is on the fabulous Kellie Lowder. She is a Senior Advisor at Engage fi, handling all...
Engage fi Focuses on Financial Services Thought Leadership; Appoints Virginia Heyburn as Director of Research, Insights and Advocacy
Oct 4, 2022 by Vikki Wagner
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 Vikki Wagner
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...
Employee Spotlight – Ashley Beck
Aug 24, 2022 by Vikki Wagner
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.
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 Vikki Wagner
By Andres Pasantes Chief Operations Officer Engage fi (formerly CU Engage) Part one of this four-part article...
Employee Spotlight – Brandon Carter
Jul 28, 2022 by Vikki Wagner
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
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...
Employee Spotlight – Megan Cummins
Jun 29, 2022 by Vikki Wagner
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
Jun 28, 2022 by Vikki Wagner
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...
Employee Spotlight: Kody Tuupo
May 26, 2022 by Vikki Wagner
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
Apr 26, 2022 by Vikki Wagner
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
Apr 7, 2022 by Vikki Wagner
Card loyalty programs are a proven marketing tactic, offering the ability to reward and incentivize customers. Although...
Employee Spotlight – Lisa St. Germain
Mar 21, 2022 by Vikki Wagner
The Employee Spotlight this month is on Lisa St. Germain. Lisa is a newer member of the Engage fi family. She joined...
Employee Spotlight – Crissandra Fry
Feb 23, 2022 by Vikki Wagner
This month’s employee spotlight is on Crissandra Fry Moffet. Crissandra joined the team in 2021 as a Director of...
Year-End Letter from CEO Jennifer Addabbo
Dec 22, 2021 by Vikki Wagner
By Jenn Addabbo CEO and Co-Founder Engage fi With a new year comes the promise of growth and change, and we at Engage...
Employee Spotlight – Jacy Mosser
Nov 18, 2021 by Vikki Wagner
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
Sep 29, 2021 by Vikki Wagner
(Tampa, FL, July 14, 2021) — Best Innovation Group (BIG), a technology and financial services innovator, and Engage fi,...
Employee Spotlight – Will Berry
Jun 22, 2021 by Vikki Wagner
A new month, a new spotlight- this time on IT Integration Specialist Will Berry. Will has been part of the Engage fi...
Employee Spotlight – Sheila Wilson
Mar 11, 2021 by Vikki Wagner
This month our employee spotlight is on Sheila Wilson! Sheila is a Senior Project Analyst at Engage fi and has been...
Engage fi Team Recommends Best Reads for 2021
Feb 4, 2021 by Vikki Wagner
Over the Holidays, our team was encouraged to spend a little time on ourselves and use the opportunity to self-reflect,...
Leader Spotlight – Jenn Addabbo
Jan 28, 2021 by Vikki Wagner
In a very special spotlight this month, we are highlighting Jennifer Addabbo! Jenn is a co-founder of Engage fi, and...
Engage fi Adds Trellance as a Professional Services Partner
Jan 26, 2021 by Vikki Wagner
Joint agreement allows credit unions to benefit from powerful insights and an easier commercial connection between data...
Jennifer Addabbo Assumes Role of CEO of Engage fi
Jan 12, 2021 by Vikki Wagner
St. Petersburg, FL, January 12th, 2021 – Jennifer Addabbo assumes the role of CEO of Engage fi, the nation’s leading...