Our people make us different. Each member of the Engage fi team has been hand selected for their deep domain expertise and we use that to drive our clients towards innovative solutions that fit their unique goals. Our job is to walk alongside you, as your partner, as we navigate your projects together. Thank you to Brad Calhoun, CEO/President, and the team at Teachers Federal Credit Union for putting your trust in us. Teachers Federal Credit Union has over 470,000 members and 9.7B in assets, they are committed to guiding members toward building a strong financial foundation today, for a better tomorrow. #TrustedAdvisors #StrategicPartners #CreditUnions #CommunityBanks
Engage fi
Financial Services
Tampa, Florida 6,217 followers
Guiding banks and credit unions through their strategic processes with a focus on long-term relevance.
About us
Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs. With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com
- Website
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https://engagefi.com/
External link for Engage fi
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Tampa, Florida
- Type
- Partnership
- Founded
- 2014
- Specialties
- Contract and Vendor Management, Omni-Channel Assessment, Online Branch Strategy, Credit and Debit Card Processing, RFP Management, Consulting, Credit and Debit Card Processor Evaluations, Thought Leadership, Industry Education, Credit Union Strategy, Negotiations, Evaluations, Assessments, Optimization, Advising, Coaching, Technology, Profitability, Growth, Protection, Technology Consulting, and Technology Assessments
Locations
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Primary
5550 W Executive Dr
540
Tampa, Florida Engage fi Main Office, US
Employees at Engage fi
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Joe Dugan
Forward thinking Chief Banking Executive with expertise in Digital, Consumer & Commercial Banking | Strategic Planning I Fintech Partnerships I…
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Terri Saulter
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Tonia Houghton, LSSGB
Engagement Director at Engage fi
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Mark Mahoney
Helping Financial Institutions with Their Most Critical Technology Solutions.
Updates
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As the financial services industry moves towards a more open banking framework, understanding the proposed CFPB Section 1033 ruling and its implications is essential for your financial institution to stay compliant, manage risks, and remain competitive. Our latest blog explores what this proposed meaning could mean for your bank or credit union. Read more here: https://lnkd.in/eNHaNQxy #EngagingPerspectives #Compliance #Technology #Data #Banking
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We are excited to receive our official Inc 5000 Fastest Growing Companies Award! Climbing more than 1,000 spots from our 2023 ranking, we’ve secured the #1908 position this year. Even more exciting, we are proud to be the only community financial consulting firm to make the list. Engage fi is also #207 in Florida, #202 in Business Products & Services, and #43 in Tampa. This recognition reflects our teams hard work and dedication to driving success for our clients. #FastestGrowingCompanies #Inc #Inc5000 #StrategicAdvisors #FinancialConsulting
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We have a new episode of the Fintech Unleashed podcast, and this one is not to be missed. Randall Hultgren, President & CEO of the Illinois Bankers Association joins Virginia Heyburn to discuss the implications of the recently passed Interchange Fee Prohibition Act in Illinois, its broader national impact, and the importance of maintaining a level playing field and fair regulation for financial institutions. Tune in here… #FintechUnleashed #BankingRegulation #Regulation #Banks
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Looking for expert insights and fresh perspectives? Check out Engage fi’s blog, Engaging Perspectives, where we explore industry trends, innovative strategies, and offer guidance to help you navigate the waters of future-oriented decisions. Read it here: https://engagefi.com/blog #EngagingPerspectives #Banking #BankingTrends #CreditUnions #Banks
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We are committed to empowering our clients with the insights and expertise needed to navigate complex evaluations and achieve efficiency gains. Thank you to Julie Willse and the team at Greater Iowa Credit Union for trusting us as your advisors. We're excited to continue our journey together toward sustained growth and success. Click the link 👉 https://lnkd.in/erUEwPVT to read the full quote. #creditunions #banking #voc #consultingservices #partnership
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Don’t miss out on the latest industry insights, trends, and hot topics. Engage fi’s newsletter, Engaging Insights, is delivered right to your inbox. Whether you’re looking to gain more knowledge or stay informed, Engaging Insights is your go-to source for valuable information. Subscribe today: https://lnkd.in/eKqQTwbg #EngagingInsights #BankingTrends #BankingInsights #Banks #CreditUnions
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Virginia Heyburn is back with this month’s Ten in 10, where she explores the top news stories impacting the financial services industry. On this episode, Virginia discusses the impact the presidential ballot has on financial institutions, the growth of real time payment networks, trends in bank earnings, and the state of the economy. The CrowdStrike incident shined a light on the importance of operational risk management and Virginia has thoughts. Tune in here... #FintechUnleashed #BankingIndustry #Fintech #CreditUnions #Banks
Ten in 10 - A Look Back at July
Engage fi on LinkedIn
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Credit card loyalty programs have long been recognized as a successful marketing strategy. Although the idea of a loyalty program is not new, current offerings have evolved significantly. Our latest blog explores how high-value credit card loyalty programs can enhance the customer/member experience and build long-lasting relationships. Read it here: https://lnkd.in/erGgr85M #CreditCards #Payments #PaymentsStrategy #Banks #CreditUnions
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We are thrilled to announce Engage fi has once again earned a spot on the Inc. 5000 list of the Fastest-Growing Private Companies in America. This year, we are proud to rank at an impressive number 1908, making a leap of over 1000 spots from our position in 2023. This achievement reflects our commitment to excellence and dedication to growth and client success. Check out the full list here: https://lnkd.in/ggUGydu #Inc5000 #FastestGrowingCompanies #TrustedAdvisors #StrategicAdvisors