Our Vision
We knew that if community financial institutions had the data analytics and productivity tools available to them that some of the big banks have, it would be of huge value. So we built affordable technology that automated much of what we did over and over again. We realized that if we combined our smart technology with services that offered our financial and data analytics expertise – we could fill a genuine gap in the industry and level the playing field for community financial institutions.
FI Works is built to conquer the 3 biggest hurdles every financial institution faces:
1) Solving the Data Dilemma
2) Making Intelligent Targeting Easy
3) Driving High-performance Behavior (both for sales and marketing)
A lot of banking-specific functionality is built-in – so there is not much setup effort on your part at the front end to implement. We set out to make a different kind of service model, so we put skin in the game by doing the hardest stuff for you. Our clients love working with us because in addition to a complete software system, they receive personal care and guidance from our team.
It may sound too good to be true, but we’ve proven the value that great technology combined with personal attention delivers. We’re up for the challenge to prove to you the measurable results your institution can turn into reality.
Get in touch with usLeadership team
“Sales and marketing you can bank on.” A tagline we live up to every day.
Keith Henkel
Founder & CEO
With previous leadership positions at Systematics (now FIS) and Acxiom, Keith Henkel has over 35 years of industry experience. He is the founder and Chief Executive officer at FI Works.
Terry Smith
Chief Technology Officer
Terry Smith has worked in the FinTech software industry for 25 years building enterprise-scale applications from the ground up. He has extensive experience designing and developing across the software stack, with a strong focus on technical elegance.
Andrew Henkel
Chief Information & Security Officer
Andrew Henkel serves as Chief Information Officer at FI Works. Andrew leads the overall information technology strategy for the company as well as managing and implementing FI Works’ information security program.
advisory board
Jeff Harper
Jeff’s fintech and consulting career has included firms like Strategic Resource Management as EVP of Sales; BSG Financial Group of Louisville, Ky., where he served as President and doubled the company’s revenues and facilitated the successful sale of the business; and Allied Payment Network as CRO.
Terry Ammons
Terry Ammons is the Managing Principal of Snomma Ventures, LLC, an investment and advisory firm focused on fintech and financial services. Prior to Snomma, Terry was a Partner and the Fintech Leader of Wipfli LLP, a Top 20 Advisory and Consulting firm serving financial institutions and fintech firms throughout the US.
Marco Bernasconi
Marco’s distinguished career spans over 30 years, during which he has held various executive level positions. Such positions include President and CEO of a community bank, Executive at a Fintech/core processor, and Principal at a leading accounting firm for Fintech and digital transformation. Marco is currently Chief Operating and Chief Innovation Officer at a prestigious community bank in Massachusetts.
Angi Milano
With over 15 years in financial services, Angi Milano brings a unique perspective to buying and selling software in fintech. Having worked on both sides—in financial institutions and in startups—she’s seen the highs, the lows, and everything in between. Recognized as a go-to resource for her fresh ideas and strategic insights, Angi helps organizations navigate the ever-evolving financial landscape with confidence. Angi is the founder of Maven Advisory.