Unlock the complete software solution for bank sales and marketing…

Sales and marketing you can bank on.^SM

FI Works is a complete software solution for bank sales and marketing that outperforms any other offering in the industry.

Our easy-to-use tools show bankers exactly what to work on every day to grow revenue and customer relationships while tracking their performance against goals.

UNIQUE

in the Financial Industry

1. We solve the data dilemma

Getting good data isn’t easy and can be expensive. FI Works solves this problem with a solution that cost-effectively sources prospect and market information, and then automatically consolidates daily updates of your core systems to produce accurate and complete data for analysis.

2. We make intelligent targeting easy

Our predictive analytics engine is a game changer. Its advanced statistical and machine learning techniques identify highly qualified targets for sales or retention campaigns. No other solution fills front-line work queues with leads that drive such a high success rate for bankers.

3. We drive high-performance behavior

This is where the rubber hits the road. Our solution drives high-performance behavior at the front-line every day with personal work queues, workflows, scorecards and dashboards that manage daily activities, monitor progress against goals and identify issues.

Ready to WORK Solutions

Our proven solutions can grow your bank or credit union. Our platform includes advanced predictive modeling of extensive customer and prospect data resulting in smarter campaigns that target at-risk customers or those with the greatest propensity to buy.

Find and Win New Customers

Target prospects that look like your best customers to improve profit, lower costs, and increase retention

Engage New Customers

Onboard new customers and accounts to dramatically increase customer satisfaction, retention, cross-selling, and up-selling

Grow and Retain Relationships

Deepen customer relationships to improve retention and increase value

Win Back Customers

Find and win back profitable customer relationships

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Bankers love FI Works

Our easy-to-use tools show them exactly what to work on every day to grow revenue and customer relationships while tracking their performance against goals.

“FI Works gives us enhanced performance tracking and a deeper understanding of our customers. These capabilities combined with our ideal bankers are the winning formula in achieving our top performing status.

Tyler Vance, Chief Banking Officer, Bank of the Ozarks, FI Works customer for 10 years. Recognized as the top performing bank in the United States, based on financial performance, seven years in a row.