Are your campaigns getting these results? If not, FI Works can help.
“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”.
We’ve made the hard stuff easy.
Daily consolidation, cleansing of customer data from all your system silos, and integration with prospect lists.
Predictive analytics engine identifies highly qualified targets for sales and retention campaigns.
Targeted work queues, scorecards, and dashboards drive high performance for marketing and front-line sales.