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.
See a full picture of your best sales opportunities with automated daily data updates.
You never have to talk to a machine to get help. We do most of the hard work for you at no extra cost.
We consolidate and cleanse customer data from all your silos every day and integrate it with prospect lists.
Our predictive analytics engine identifies highly qualified targets for sales and retention campaigns.
The targeted work queues, scorecards, and dashboards drive high performance for marketing and front-line sales.
Core System
Data Elements
Dashboards
User Fees
“FI Works’ data 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!”
Chief Intelligence Officer, First National Bank & Trust
“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.”
Director of Marketing, First Option Bank
“FI Works is a powerful tool that allows our bankers to deepen relationships with our most valued clients and build relationships with many of our top prospective clients. The platform itself is easy to use, provides a number of informative management reports, allows for real-time campaign management and tracking and assists in keeping our bankers focused on high value activities. Moreover, the FI Works team provides invaluable service and support and has been a trusted advisor along the way.”
President & Chief Strategy and Growth Officer, Encore Bank
