Engage fi

10/12/2023

Engage fi breaks down the latest fintech news and trends across the financial services industry.

The partnership of JP Morgan and payroll platform Gusto is the latest example of embedded fintech. In this week's Fintech Spotlight, hear why Virginia Heyburn, Director of Research, Insights, and Advocacy, believes this move is a Win-Win for all parties and how it can positively impact financial institutions shifting their focus to small business as a growth strategy. Listen here.

09/18/2023

Kicking off the month-long celebration of Hispanic Heritage Month - a time dedicated to the rich historical and cultural contributions of Hispanic and Latino communities.

09/13/2023

First National Bank prides itself on Putting Relationships First, making our recent partnership a privilege to announce. Click the link to learn why the community bank selected Engage fi to improve its operational efficiencies and elevate its customer experience.

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 partnership with Community First National Bank. This collaborative effort is focus...

09/12/2023

Join us in giving a warm welcome to our newest team member, Shannon Crandall!

We're thrilled to have Shannon on board with us at Engage fi as our Director of Marketing. With over fifteen years of diverse experience in marketing, she understands the importance of maintaining a brand that is deeply connected to our core values, and directly aligned to the credit unions and banks we serve. Her creative ability and passion for innovation, combined with her wealth of marketing expertise, makes her the perfect addition to our team.

Welcome aboard, Shannon! We can't wait to see the impact you'll make here at Engage fi.

09/11/2023

On this solemn day, Engage Fi pays tribute to the heroes and remembers the lives lost on September 11th, 2001. As we honor their memory, let us also renew our commitment to unity, resilience, and the enduring spirit of hope that bands us together.

09/08/2023

Engage fi breaks down the latest fintech news and trends across the financial services industry.

In this week’s Fintech Spotlight, Virginia Heyburn, Engage fi's Director of Research, Insights and Advocacy, covers the future of AI in financial services and shares today's requirements for the future of banking. Financial institutions must move away from transactional strategies in favor of creating a personalized experience that so many consumers desire. Listen here.

09/01/2023

Like most, we are taking an extra day this weekend to spend time with loved ones, prepare to bid farewell to summer and welcome fall, and most of all, celebrate the hard work and achievements of our team. Wishing you a Happy Labor Day Weekend.

08/29/2023

Engage fi is growing! Join us in welcoming our newest team members Kaylah Tuchfarber, Allison Miguel and Lisa Mannino. We are thrilled to have them onboard and can't wait to see the incredible contributions they'll make.

08/28/2023

George Rudolph at PESCU had this to say about team Engage fi: “I have used Engage fi both here and at my previous credit union. In all cases, I've had fantastic results. They've been doing this work for a while and know exactly how much they can negotiate to with the processors. I honestly think they are the best at doing such negotiations.”

08/25/2023

Will you be attending Access Softek’s annual conference in Chicago next week? Engage fi’s Megan Cummins will be there August 27-30.

08/24/2023

Have time to connect at the IBA? Join Tim Wilkinson on Aug 28 at the Power Plant Bar & Grill, between 4 and 6 for casual conversation, and allow us to buy you a drink!