Engage fi

Company Overview

Engage fi is a technology-enabled consulting and advisory firm helping banks and credit unions make smarter, faster technology and vendor decisions. Backed by more than 2,700 successful engagements, the firm delivers strategic advisory, technology evaluations, contract negotiations, and vendor benchmarking, along with end-to-end support across core, digital, payments, CRM, AI, integrated communications, and merger and acquisition initiatives. 

Engage fi also provides fully managed conversion, migration, merger, and implementation services, powered by proprietary platforms including 360fi Workflow and DataFusion. By combining deep industry expertise, automation, and proven execution, Engage fi helps financial institutions modernize operations, reduce risk, and achieve measurable business outcomes.

Services Provided

Contract Management/Vendor Negotiations
Core Processing
Mergers
Payments
Strategic Planning

Contact

Robyn Lopez, SVP, Operations & Marketing

844.415.7962
5550 W. Executive Dr.
Suite 540
Tampa,  FL 33609