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Unlock the complete software solution for bank sales and marketing… 

Sales and marketing you can bank on.SM

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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

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.

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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.Bank of the Ozarks
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.

Sales and marketing you can bank on.SM

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