Engage fi Announces New Service Offering

Engage fi Welcomes Kellie Lowder, Announces Insurance Consulting Services

Tampa, FL – May 3, 2022 Engage fi announced today the appointment of Kellie Lowder as Senior Advisor. Lowder brings over 29 years of industry experience, with a focus over the past 19 years on risk management and insurance solutions. Her primary role at Engage fi will be to guide clients through income generation, loan risk management, FI coverages, and retail agency design projects leveraging Engage fi’s proven process.

Engage fi has seen many changes over the past four months. Since January, they have evolved their name and service offerings, grown their team considerably and were featured as one of Tampa Bay’s Best Places to Work. Engage fi continues to serve our bank and credit union clients and help them grow and achieve significant savings with each project.

 “As we work with clients during our engagements, we are consistently using technology and data-driven insights to make intelligent vendor decisions. Often our clients don’t know where to look or where to start.  We recognize that now is the time to develop additional consulting services in order to respond better to the industry needs,” said Jenn Addabbo, Chief Executive Officer and Co-Founder, Engage fi.

“We’ve seen tremendous results working with Kellie as a trusted partner but adding insurance consulting to our in- house portfolio and having the proven process and scalability to help more banks and credit unions receive guidance from Kellie will have boundless benefits to our clients.”

In addition to the services Engage fi’s clients are accustomed to, such as Subject Matter Expertise, RFP Management, and Vendor Selection, the company will now offer services including review and analysis of current insurance programs and processes, recommendations for improvement, and support during and after a new product launch.

“I am excited to build upon the strong reputation and success of Engage fi by expanding their service offering to include insurance.  I view this as a wonderful opportunity to help more financial institutions navigate what can be a very complicated business decision,” said Kellie Lowder. “I will be able to continue doing what I love, but with the support of a great organization.”

To schedule a free consultation of your current insurance offering or to discuss ways we can help you Save Money, Save Time, or Solve Problems email info@engagefi.com or call (844-415-7962)

About Engage fi

Engage fi, a technology and financial institution consulting firm, provides a range of services to help banks and credit unions develop strategies and select partners with a primary focus on customer experience and long-term relevance. For more information about engage fi, visit our website at www.engagefi.com.