engage fi

What engage fi does

Engage fi is a US-based consulting and technology advisory firm that serves community and regional banks and credit unions with technology strategy, vendor evaluation, and contract negotiation services. Founded in 2014 (originally as CU Engage) and headquartered in Orlando, Florida, the company employs over 95 banking professionals with prior experience at Bank of America, Fiserv, FIS, D+H, and other major financial technology firms. The firm operates a four-step methodology (Assess, Educate, Evaluate, Negotiate) and reports 2,700+ successful engagements with over $3 billion in cumulative negotiated savings and incentives for clients.

Engage fi generates revenue through three primary streams: (1) strategic advisory and professional services fees for engagements spanning core banking, digital banking, payments, CRM, AI, integrated communications, and M&A advisory; (2) managed conversion and implementation services for core, digital, and payments system transformations, powered by proprietary automation; and (3) subscription-based revenue from the 360fi Workflow platform, a pre-built catalog of financial-institution-specific workflow automations. Pricing is quote-based with free consultation and free contract analysis offered as lead-generation entry points.

The company's proprietary technology includes VantEdge Point DataFusion (an intelligent data automation platform acquired through the December 2025 acquisition of Intellectual Dimensions, serving 200+ institutions), 360fi Workflow (an end-to-end workflow automation solution), and custom AI frameworks for financial institutions focused on process automation, predictive analytics, and anomaly detection. Engage fi is privately held and backed by Falfurrias Capital Partners, which invested in February 2022, and the company completed its first acquisition in December 2025, reflecting a deliberate strategy to build differentiated technology assets on top of its consulting base.

Name

engage fi

Legal name

Engage fi, LLC

Website

https://engagefi.com/

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

51–100 employees

Short description

Engage fi is a US consulting and technology advisory firm serving community banks and credit unions, offering technology strategy, vendor evaluation, contract negotiation, and core conversion services, with proprietary platforms including VantEdge Point DataFusion and 360fi Workflow.

Ownership category

akta.pro rank

Product category

Banking Technology Consulting

NAICS

Public Relations Agencies (54182)

SIC

Services-Management Consulting Services (8742), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Emerging Tech (IoT, Blockchain, AR/VR, Edge) Consulting (BPAHAEAL)

akta.pro secondary industries

Customer Experience (CX) & Digital Experience (BPAHAEAC), Corporate & Financial Communications PR (MPAAADAA)

Keywords

• Banking technology consulting
• Credit union advisory
• Core conversion services
• Vendor negotiation consulting
• Workflow automation banking

Headquarters

HQ city

St. Petersburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Strategic Advisory & Consulting Services: The company provides strategic advisory services, technology evaluations, contract negotiations, and vendor benchmarking. Services span core account processing, digital banking, payments, CRM, AI, integrated communications, and merger and acquisition initiatives. Revenue is generated through consulting fees for professional services engagements.
2. Managed Conversion & Implementation Services: Fully managed conversion, migration, merger, and implementation services powered by proprietary platforms. These are ongoing service engagements with financial institutions undergoing technology transformations.
3. 360fi Workflow Subscriptions: Workflow automation solution available as an in-house resource or as a subscription to a pre-built catalog of workflows designed specifically for financial institutions. New workflows are added continuously, providing scalable automation capability.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Engage fi is a consulting firm that helps banks and credit unions evaluate, select, and negotiate technology solutions across core banking, digital banking, payments, CRM, and integrated communications. The firm combines strategic advisory services with proprietary automation platforms (VantEdge Point DataFusion and 360fi Workflow) to support core conversions, vendor benchmarking, contract negotiations, and M&A planning for financial institutions.

Differentiator

Problem solved

Functional benefit

Brands

• DataFusion: Centralized banking data solution that consolidates siloed data into a single platform.
• 360fi Workflow
• VantEdge Point DataFusion

Products and services

• Strategic Advisory Services Strategic planning, M&A planning and execution, performance benchmarking, and organizational efficiency consulting for financial institutions, supporting boards and executive teams across strategic initiatives.
• Payments Consulting Consulting services spanning debit/credit processing, PIN networks, and card networks, including vendor evaluation, selection, and contract negotiation for banks and credit unions.
• Core Banking Consulting
• Digital Banking Consulting
• Conversion Services
• Intelligent Conversion Automation
• Integrated Communications Consulting
• VantEdge Point DataFusion
• 360fi Workflow

Quantifiable outcome

• Over $3 billion in savings and incentives negotiated for clients
• +5 more outcomes

Named customers26 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature5 records

Partnerships

Two partnerships are on record, tiered major and minor.

• Intellectual DimensionsmajorStrategic or Co-development Partner · 8 December 2025Engage fi acquired Intellectual Dimensions, a data automation company founded in 2001 and serving over 200 financial institutions nationwide. The acquisition introduces the banking industry's first intelligent data automation platform for core conversions, integrating Intellectual Dimensions' VantEdge Point DataFusion technology with Engage fi's consulting capabilities. Both co-founders, Keith E. Bluford and John Chapman III, remain in leadership roles.
• Chartway VenturesminorStrategic or Co-development PartnerJennifer Addabbo, Co-Founder and CEO of Engage fi, was appointed to the board of Chartway Ventures, the CUSO of Chartway Credit Union focused on investing in organizations aligned with Chartway's purpose of unlocking potential of individuals and families.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Cornerstone Advisors: Independent consulting firm providing strategic, technology, and operational advisory services to banks and credit unions. Highly comparable to Engage fi in target customer (community banks/credit unions), service mix (core/digital/payments advisory), and delivery model.
• Raddon (a Fiserv company): Strategic advisory firm focused on retail banking research, performance benchmarking, and strategic planning for financial institutions. Cited in Engage fi leadership backgrounds as a prior employer; directly comparable on strategic advisory and benchmarking engagements.
• Capital Performance Group: Consulting firm specializing in technology and operational strategy for banks and credit unions, including core platform evaluation, payments, and digital banking. Closely overlaps with Engage fi's core/digital/payments consulting practices.
• Novantas: Banking consulting and analytics firm serving retail and commercial banks on pricing, deposits, and channel strategy. Comparable to Engage fi on strategic advisory for financial institutions with a quantitative analytics overlay.

Emerging players

• Backbase: Digital banking platform vendor with strong presence in the US credit union market. Engage fi's VP of Implementations previously led delivery at Backbase; both firms target digital transformation for community banks and credit unions, albeit from different sides (vendor vs. advisor).
• NYMBUS: Core and digital banking platform provider for community banks and credit unions. Engage fi's VP of Implementations previously served as COO at NYMBUS, and both firms operate in the same buyer ecosystem for core modernization.

Broad incumbents

• Jack Henry & Associates: Large core banking and technology provider serving thousands of community banks and credit unions. Engage fi's core conversion and contract negotiation engagements frequently involve Jack Henry implementations, making it both a partner and adjacent incumbent in the FI modernization value chain.
• Fiserv: Major financial services technology provider with core, digital, and payments solutions. Multiple Engage fi executives have prior Fiserv/Open Solutions backgrounds, and Fiserv's professional services arm competes for the same transformation mandates Engage fi pursues.
• Accenture (Financial Services): Global consulting firm with a substantial banking practice serving large and mid-sized banks on core modernization, digital, and payments. Represents the upper end of competitive intensity for Engage fi's larger transformation pursuits.
• Deloitte (Banking & Capital Markets): Global professional services firm with a large financial services consulting practice covering core banking, payments, risk, and digital. Competes with Engage fi for multi-million-dollar bank and credit union transformation programs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/engage_fi_
• YouTubeyoutube.com/@engagefi
• LinkedInlinkedin.com/company/engage-fi
• Facebookfacebook.com/engagefiConsultants

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about engage fi