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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Any

Core System

300+

Data Elements

80+

Dashboards

No

User Fees

You’re in good company

“We were thrilled to find the FI Works solution, which allowed us to combine three separate platforms that we were using for marketing analytics, CRM, and marketing automation. Now my entire team can work together to serve our organization and provide expertise as a unit rather than as separate functions. We’ll be able to supercharge our work with the added benefit of tracking campaigns within the platform. Their insight and counsel are unparalleled and FI Works customer service are the best in the business!” 

 

““FI Works provided the structure we needed to formalize our CRM approach and gain clear visibility into our sales pipeline. Rather than relying on manual spreadsheets and constant follow-up, we implemented a pilot, secured buy-in from our commercial lenders, and successfully integrated the process into our weekly routine. It transformed an outdated, labor-intensive system into one that is efficient, transparent, collaborative, and aligned with our goals.

 

 

““Our decision to implement FI Works Customer Data Platform is driven  by our strategic vision to provide all our memberowners and the university community with a financial advantage. With this platform’s robust capabilities, we can harness valuable insights from our member data and leverage AI capabilities that enable us to craft highly personalized and relevant solutions for our member-owners.”

“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
EVP and CFO

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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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