FI Works is a data-driven sales and marketing software platform built specifically for financial institutions. Integrated data across your silos gives you a complete understanding of your customer base - all in one convenient location. Daily data integration and audit assures that your data is clean, consistent, and correct each day. Scorecards and dashboards give a full picture of your institution at a glance to monitor performance and communicate strategy.
Manage, track, and automate your campaigns in one place so you have more time to focus on your customers. Identify highly qualified targets for sales and retention campaigns with advanced statistical and machine learning techniques. No need for a data scientist - powerful and user-friendly analytics tools are built right into the system. Guide bankers on exactly what to work on every day to grow revenue and enhance customer relationships with easy-to-use tools.
Drive high-performance with personal work queues and workflows that manage daily activities.
Manage, track, and automate your campaigns in one place so you have more time to focus on your customers. Identify highly qualified targets for sales and retention campaigns with advanced statistical and machine learning techniques. No need for a data scientist - powerful and user-friendly analytics tools are built right into the system. Guide bankers on exactly what to work on every day to grow revenue and enhance customer relationships with easy-to-use tools.
Drive high-performance with personal work queues and workflows that manage daily activities.
Services
FI Works was founded on a disruptive idea - to make customer data intelligence accessible and actionable for both sales and marketing in order to help community banks compete more effectively against the HUGE banks.
All in one easy-to-use system.
The payoff is huge when marketing campaigns and sales efforts are fueled by advanced data analytics.
The ability for the large, industry leading institutions to spend these types of dollars is one of their biggest competitive advantages.
Community financial institutions should be able to do this too.
All in one easy-to-use system.
The payoff is huge when marketing campaigns and sales efforts are fueled by advanced data analytics.
The ability for the large, industry leading institutions to spend these types of dollars is one of their biggest competitive advantages.
Community financial institutions should be able to do this too.
Our implementation process is simple and painless - you supply the data and we do all the rest to make it easy on you IT Staff.
You only pay an affordable one-time implementation fee and we will set up the rest.
Your first campaign can be up and running in as little as 4 weeks.
We will help you put together your first campaign to achieve a positive ROI so you can see firsthand how your investment in FI Works helps you grow.
We integrate customer data across your system silos on a daily basis, cleanse and enhance your data with demographics, and integrate prospect lists.
You only pay an affordable one-time implementation fee and we will set up the rest.
Your first campaign can be up and running in as little as 4 weeks.
We will help you put together your first campaign to achieve a positive ROI so you can see firsthand how your investment in FI Works helps you grow.
We integrate customer data across your system silos on a daily basis, cleanse and enhance your data with demographics, and integrate prospect lists.
Our data product solves your data problem first - that's why it's included in all other plans.
Data management is similar to an automated factory - raw materials come in the front door and finished products go out the back.
We integrate data multiple sources including core systems, digital banking, payments, credit cards, trust, and outside lead and marketing lists.
All information about customers is in a single location that is easily accessible to everyone at any level in your institution.
Properly managed data gives everyone the same view of the customer and the data shows a single version of the truth.
Data management is similar to an automated factory - raw materials come in the front door and finished products go out the back.
We integrate data multiple sources including core systems, digital banking, payments, credit cards, trust, and outside lead and marketing lists.
All information about customers is in a single location that is easily accessible to everyone at any level in your institution.
Properly managed data gives everyone the same view of the customer and the data shows a single version of the truth.
Revolutionize the way you think about customer relationship management with features that meet your needs.
Do you want a highly-functional CRM with features that meet your needs, but know you have to solve your data problem first?
Our Sales and Service platform has the data management and analytics baked into it from the start, not as an expensive hidden fee.
You'll see more about your customers and spend less time typing in the details.
You'll never need to sort through mountains of reports and emails to get answers to your business question.
Do you want a highly-functional CRM with features that meet your needs, but know you have to solve your data problem first?
Our Sales and Service platform has the data management and analytics baked into it from the start, not as an expensive hidden fee.
You'll see more about your customers and spend less time typing in the details.
You'll never need to sort through mountains of reports and emails to get answers to your business question.
There are lots of things that make FI Works different.
But let's start with how our technology, service, and expertise makes the hard stuff easy for community financial institutions to execute high-impact sales and marketing with the same resources but much BIGGER results.
You never have to talk to a machine to get help.
We are with you and here to help every step of the way with our best advice and suggestions.
Daily consolidation, cleansing of customer data from all your system silos, and integration with prospect lists.
But let's start with how our technology, service, and expertise makes the hard stuff easy for community financial institutions to execute high-impact sales and marketing with the same resources but much BIGGER results.
You never have to talk to a machine to get help.
We are with you and here to help every step of the way with our best advice and suggestions.
Daily consolidation, cleansing of customer data from all your system silos, and integration with prospect lists.
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