# Engage fi

> Engage fi is a technology-enabled consultancy that helps U.S. banks and credit unions choose, negotiate, and implement core banking, digital, payments, communications, data, CRM, AI, and strategic initiatives. Its pitch is practical rather than glamorous: bring former bankers and vendor insiders to the table, benchmark the institution against market data, protect it during procurement, and stay through the conversion. Founded as CU Engage in 2014, the company broadened to community banks under the Engage fi name in 2022 and added proprietary workflow and data products as it grew.

- **Founded:** 2014
- **Headquarters:** Orlando, United States
- **Founders:** Jennifer Addabbo (Co-founder and Executive Chair), James Guild (Co-founder and Strategic Advisor)
- **Team size:** 95+ banking professionals stated on the current website; supplied company data lists 110 employees.
- **Products:** Payments advisory, Digital banking advisory, Core banking advisory, Conversion services, Strategic advisory
- **Notable:** Ranked on the Inc. 5000 in 2023, 2024 and 2025; the 2025 rank was No. 4,038 with 89% three-year growth., Reported 187 total clients, 324 projects, more than 85 strategic projects, $336 million in client savings and an NPS of 86 for 2022., Kennebunk Savings Bank reported more than $8 million in savings across newly negotiated contracts.

## Products & services

- **Payments advisory** — Evaluation, benchmarking and negotiation for debit and credit processors, PIN networks, card brands and portfolio economics.
- **Digital banking advisory** — Assessment, selection and implementation guidance for online, mobile, API, chat, AI and related digital-channel systems.
- **Core banking advisory** — Core-platform strategy, RFPs, vendor evaluation, total-cost analysis, contract negotiation and conversion support.
- **Conversion services** — Managed planning, design, testing and execution for core, digital, payments and merger-related technology conversions.
- **Strategic advisory** — Strategic planning, M&A planning, performance benchmarking, organizational efficiency, CRM and AI guidance.
- **Integrated communications** — Strategy and vendor guidance for contact centers, telecommunications and connected customer communication systems.
- **360fi Workflow** — A configurable workflow-automation product for bank and credit-union processes, integrated with core systems.
- **DataFusion** — A centralized data-management, validation, migration, analytics and visualization platform added through the Intellectual Dimensions acquisition.

## Achievements

- Ranked on the Inc. 5000 in 2023, 2024 and 2025; the 2025 rank was No. 4,038 with 89% three-year growth.
- Reported 187 total clients, 324 projects, more than 85 strategic projects, $336 million in client savings and an NPS of 86 for 2022.
- Kennebunk Savings Bank reported more than $8 million in savings across newly negotiated contracts.
- A channel-optimization client was projected to improve net operating income by $12 million while branch employee utilization rose from 23% to 59%.
- Bayer Heritage Federal Credit Union reported a 36% lift in interchange income, 72% lower debit-network fees, 276% higher incentives and 36% lower processing fees.
- Completed its first acquisition, Intellectual Dimensions, in December 2025.
- Selected by State Employees' Credit Union for a multi-year enterprise transformation in April 2026.

## Latest updates

- **2026-04** — State Employees' Credit Union selected Engage fi for a multi-year engagement across technology, operations and enterprise transformation.
- **2026-03** — Engage fi published a data-model-driven analysis of non-local M&A possibilities for community financial institutions.
- **2025-12** — Acquired Intellectual Dimensions and added its intelligent data-automation and DataFusion capabilities as a new division.
- **2025-10** — Andres Pasantes became president and CEO; co-founder Jennifer Addabbo moved to executive chair.
- **2025-08** — Appeared on the Inc. 5000 for a third consecutive year, ranking No. 4,038 with 89% three-year growth.

## Links

- Website: https://engagefi.com
- LinkedIn: https://www.linkedin.com/company/engage-fi
- Twitter/X: https://twitter.com/engage_fi_
- YouTube: https://www.youtube.com/@engagefi
- Facebook: https://www.facebook.com/engagefiConsultants

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Profile page: https://yespress.io/engage-fi
Published by YesPress — https://yespress.io
Last updated: 2026-08-20