Revolutionize the way you think about customer relationship management with features that meet your needs.

Do you want a highly-functional CRM with features that work for financial institutions? Our CRM leverages data analytics and marketing automation to guide your staff on who they need to contact and what they should talk to them about. You’ll see more about your customers and spend less time typing in the details. 


Quickly search for and find anything or anyone you need in one place.

  • You can search and find accounts, customers, leads, prospects, centers of influence, and reports.
  • Easily search by typing in a name, email, address, phone number, tax ID, or account number – the search bar offers many ways to find exactly what you’re looking for. 
FI Works Search


You need to know much more than who has product A and not product B. That’s why we compile tons of data and demographics so you can see everything you need to know about your customers in one place.

  • See complete picture of a customer, account, lead, or prospect at a glance.
  • View all products a customer has, their contact information, digital services, balances, profitability, current and historical activities, and any contact they have had with your institution. 

Leads & Prospects

With FI Works you can also market to qualified leads and prospects.

  • We help you buy and import lead lists from outside vendors in order to find qualified prospects outside of your current customer base.
  • Managers and users can assign and qualify a lead and then convert them to a prospect.
  • You can also create your own prospect and enter all necessary information.
FI Works Leads and prospects
FI Works Sales Opportunities

Sales Opportunites

  • Create opportunities for customers and track their interest with custom sales tools.
  • Get a list of sales opportunities to follow up with for business development.


Your activities show your to-do list so you always know what to work on each day.  Activities help you stay organized, meet your sales goals, and manage everything in one place. 

  • Track status, disposition, and assignments in the sales pipeline.
  • See tasks involving customer care and customer experience.
  • Use cases to document customer service requests, like a request to change an address.
  • View and track all email activity with customers and prospects.
  • Management can monitor productivity and performance of their team.
FI Works Activity queue
FI Works Open activities and Activity History
FI Works Referrals


Automate your referral tracking program so you never miss out on important opportunities.

  • Allow bankers to create referrals for other employees and partners.
  • You can track what results came out of your referral. 


Notifications make sure you always know what you need to work on each day.

  • There are three kinds of notifications:
    1. Reminders on tasks
    2. Daily updates on your work
    3. Real-time notifications of new work assignment
  • You can even customize how and when you want to be notified. 
FI Works notifications

Contact Management

An enterprise view of your contacts assures that all important information is available across the business.

  • Log contact information with customers or prospects all in one place.
  • Add additional contacts for accounts like family members or business associates and enter alternative information related to those accounts.
  • Easily add notes and log calls, emails, and meetings.
Case Study

Automated Onboarding

Onboarding with a personal touch

$400,000 in retained annual profit

23% drop in attrition

We generated daily onboarding task lists (talking points for calls and pre-developed emails and mailers) for frontline banker work queues while the campaign dashboard monitored and tied results to the onboarding activities. 

Read the full story


Sales and marketing teams working together to drive high performance behavior

Sales & Service

Unify Sales and Marketing to Drive High Performance

Startup Diversity Teamwork Brainstorming Business Meeting Concept

Sales & Service

The Ultimate Recipe for CRM Success

Back view of male worker shaking hand of happy satisfied female colleague or partner during office meeting, businessman complimenting woman, boss handshaking employee congratulating with success

Sales & Service

Why Traditional CRMs are not Enough

Our Products

Data is the foundation of the FI Works Platform

High quality, integrated data is a valuable asset. That’s why Data Analytics lays the groundwork for our other plans.