Engage fi

Engage fi is a U.S.-based financial technology consulting and advisory firm that helps banks and credit unions evaluate, select, implement, and optimize technology and vendor solutions. The company provides strategic advisory services across payments, digital banking, core banking, technology conversions, integrated communications, and organizational efficiency, as well as vendor evaluations, contract negotiations, strategic planning, mergers and acquisitions support, and technology transformation. Engage fi also develops technology-enabled solutions such as DataFusion for banking data management and visualization and 360fi Workflow for workflow automation. The firm serves community banks, credit unions, and other financial institutions across the United States, helping clients improve operational efficiency, manage technology risk, reduce costs, and enhance customer and member experiences. Engage fi was founded in 2014 by Jennifer Addabbo and James Guild under the name CU Engage and later rebranded as Engage fi as its client base expanded beyond credit unions. Engage fi is headquartered in Orlando, Florida, United States.