Sales and marketing you can bank on.

What Makes us Different?

We’ve made the hardest stuff easy.

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Do your campaigns get these results?

We can help you get a campaign up and running in just a few hours. Ready to see numbers like these?

Customer Onboarding

23% Attrition Drop

$400,000 Increase in Annual Profit
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Internet Banking

25% Response Rate

Improved retention through sticky services
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Debit Card Cross Sell

70% Debit Card Penetration

$700,000 in new annual revenue
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Core System


Data Elements




User Fees

You’re in good company

“FI Worksdata solution helped our bank to gain more knowledge about our customers which has allowed us to create better targeted marketing campaigns. All of that information is then accessible in their streamlined CRM solution that all our employees can use. The FI Works team are responsive to both our questions and our suggestions to help make the product even better!” 

“We are excited by the many possibilities that FI Works has to offer. Their unique platform combines the best of a MCIF with a CRM. Their user-friendly interface offers reporting systems that show useful insights about our organization and current customers, which allow for better targeted marketing campaigns. Those marketing efforts can not only be easily tracked but are complimented with the CRM functionality for our frontline employees. Overall, FI Works will help us grow mutually beneficial relationships in the communities we serve.” 

“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.”

“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

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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. 

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