engage fi puts a fresh spin on consulting for Banks &  Credit Unions. Our approach to consulting is to drive results based on the needs of our Partners.

Finance

engage fi

engage fi's headquarters in Tampa, FL, United States

Jennifer Addabbo

Shannon Crandall

Trisa Wetzel

Andres Pasantes

Courtnay Sanderfer

Charisa Lin

Tonia Houghton

The Business Development and Consulting team at engage fi works collaboratively to identify and capitalize on growth opportunities for banks and credit unions. By leveraging expertise in payments, technology, and strategic planning, the team develops tailored consulting solutions that address the unique challenges faced by partners, ultimately driving measurable results and enhancing client success.

Business Development and Consulting

The Leadership Team at engage fi is responsible for setting the strategic direction and vision for the company, ensuring alignment with the unique needs of Banks and Credit Unions. This team oversees operational efficiency, financial stewardship, and client experience, while fostering a culture of innovation and collaboration to drive impactful results for their partners.

Leadership Team

The Technology and Data team at engage fi focuses on leveraging innovative technology solutions and data-driven insights to enhance consulting services for banks and credit unions. This team is responsible for ensuring seamless IT integration, developing robust applications, conducting thorough quality assurance, and analyzing data to inform strategic decisions. Their collaborative efforts drive the successful implementation of projects tailored to meet the unique needs of partners.

Technology and Data

The Human Resources and Engagement team at engage fi focuses on cultivating a positive work environment and enhancing employee experience. They are responsible for developing talent strategies, fostering engagement initiatives, and ensuring alignment with the company's mission to drive results for partners in the banking and credit union sectors. This team plays a crucial role in supporting employee development and enhancing client experiences through a people-first approach.

engage fi

Org chart

Teams

Business Development and Consulting

Leadership Team

Technology and Data

Human Resources and Engagement

Offices

engage fi

Org chart

Teams

Business Development and Consulting

Leadership Team

Technology and Data

Human Resources and Engagement

Offices

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