Engage fi

Engage fi

Financial Services

Tampa, Florida 6,492 followers

Guiding banks and credit unions through their strategic processes with a focus on long-term relevance.

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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
https://engagefi.com/
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

  • Primary

    5550 W Executive Dr

    540

    Tampa, Florida Engage fi Main Office, US

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Funding

Engage fi 1 total round

Last Round

Private equity

Investors

Falfurrias Capital Partners
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