Engage Fi promotes Andres Pasantes to president and COO

Engage Fi, a St. Petersburg, FL-based financial services consultancy, has promoted its chief operating officer Andres Pasantes to president.

Pasantes, who joined the firm last year, was brought aboard to improve the firm’s client experience and daily operations. Engage Fi focuses on helping banks and credit unions optimize vendor relationships.

During his tenure as COO, the firm has expanded its services with a new project management office (PMO) for conversion services, merger readiness and support, telecom assessments, and contact center reviews. Engage Fi also expanded its workforce by 27%. The firm currently has 60+ employees, according to LinkedIn.

"Andres has been an invaluable addition to Engage fi since day one," said Jennifer Addabbo, CEO and co-founder of Engage Fi. "I am thrilled to broaden his leadership as President and COO, with complete trust in his ability to guide us toward unparalleled achievements as we continue on this extraordinary journey."Pasantes has more than 25 years of experience in business process optimization, transformation, and expansion. He has worked with over 500 financial institutions in formulating strategic plans, successful technology conversions, and long-term executive partnerships.

Before Engage Fi, Pasantes was SVP at fintech services giant Fiserv, where he led the company’s sales and client relations. Prior to that, he held senior positions at Open Solutions Inc, FIS, and D+H within their credit union and community bank segments.

“I am incredibly proud of the achievements we have accomplished at Engage fi in the past year," Pasantes said. "I am constantly inspired by the collective dedication, innovation, and drive that defines our team.”

Founded in 2014, Engage Fi’s team of consultants, educators, integrators, and advocates guide financial institutions through strategic planning sessions and complex vendor assessments, pricing negotiations, and contract reviews. The firm has capabilities across credit and debit, online banking and mobile, technology, insurance, and loyalty programs.