Grow Deposits. Increase Loans. Activate Your Data With AI.
FI Works turns you customer, account, and digital data into real-time insights and automated actions your teams can use immediately.
What Keeps You From Growing Faster?
Data Dilemma
Data is messy and siloed across multiple systems and there is no single version of the truth leaving you with huge gaps in your knowledge of your customers.
No Single Version of the Truth
Different interpretations of data lead different teams to arrive at conflicting conclusions. Without a single, agreed-upon definition of business metrics, there is no shared source of truth across the organization.
Getting Answers Is Hard
Getting answers to key questions is difficult and time consuming. By the time you get an answer, the moment to act is gone.
Can’t Turn Insight Into Actions
Converting insights into actions remains a largely manual process, requiring coordination across multiple systems and presenting significant barriers to automation.
how long does it take you to get from data to insight to action?
What Can You Do With FI Works?
Get Insights Fast
Ask questions of their data in plain English and receive instant, accurate answers. Automatically detect anomalies, trends, and drivers, moving beyond static dashboards to explainable insights.
Act Immediately
Provide actionable intelligence for your teams at every point of decisioning. Precisely target customers using all of your data.
Drive Behavior
Give frontline bankers clear, actionable guidance on which customers need attention, along with tailored recommendations for presenting the products and services that will add the most value to each relationship.
Onboard New Customers
Automate onboarding with data-driven campaigns that keep new customers engaged, support team organization, and drive long-term retention.
Expand Relationships
Deliver the right products to the right customers at the right time — deepening relationships and driving growth.
Reduce Attrition
Reduce customer attrition by identifying and acting on trends in balances, transactions, and behavioral data.
Get Insights in Minutes, Not Weeks
Do Your Current Strategies Deliver These Results?
You’re in good company
“We were thrilled to find the FI Works solution, which allowed us to combine three separate platforms that we were using for marketing analytics, CRM, and marketing automation. Now my entire team can work together to serve our organization and provide expertise as a unit rather than as separate functions. We’ll be able to supercharge our work with the added benefit of tracking campaigns within the platform. Their insight and counsel are unparalleled and FI Works customer service are the best in the business!”
Megan Yore
Chief Marketing Officer, Sturgis Bank
““FI Works provided the structure we needed to formalize our CRM approach and gain clear visibility into our sales pipeline. Rather than relying on manual spreadsheets and constant follow-up, we implemented a pilot, secured buy-in from our commercial lenders, and successfully integrated the process into our weekly routine. It transformed an outdated, labor-intensive system into one that is efficient, transparent, collaborative, and aligned with our goals.”
Laura Pomerene
SVP & Director of Product Management, First National Bank and Trust
““Our decision to implement FI Works Customer Data Platform is driven by our strategic vision to provide all our memberowners and the university community with a financial advantage. With this platform’s robust capabilities, we can harness valuable insights from our member data and leverage AI capabilities that enable us to craft highly personalized and relevant solutions for our member-owners.”
David Tuyo
President and CEO of University Credit Union
“After exploring and trying a few different CRM platforms, we were very pleased to find one specifically designed for banks that is so simple to use and integrates well with our system. The FI Works team is incredibly responsive and have dedicated the time and attention needed to ensure we have a valuable client management system with extensive reporting and analysis capabilities.”
Lawanna Saxon
Managing Director of Marketing / SVP – Signature Bank of Georgia
“FI Works and their platform has become an integral part of our daily operations. They are very easy and responsive to deal with. They have helped transform our reporting, marketing and email campaigns.”
Joseph G. Vitale
President and CEO
“FI Works is fast, easy to use, giving me access to up-to-date relevant data making it easer to manage the balance sheet.”
Vincent Fazio
EVP and CFO
FI Works gives sales and marketing a full picture of their best opportunities and produces results you can see – all at a fraction of the cost of other systems.
check out THE Blog
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The Scale of the Data Dilemma
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FI Works adds Angi Milano to Advisory Board
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FI Works Expands Advisory Board
LITTLE ROCK, AR – (September 10, 2024) FI Works, the leading provider of data analytics,...
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University Credit Union Implements FI Works Customer Data Platform
FI Works announces that University Credit Union has implemented the FI Works Customer Data Platform...
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