Marketing Automation

Offer the Right Product to the Right Customer at the Right Time

Many industries are providing unforgettable experiences for their customers. Consumers have become accustomed to high-touch communications from the big brands they trust. Customers have always wanted friendly, efficient and reliable customer service, but new technology has raised their expectations even higher.

While these expectations have evolved, most community financial institutions lag behind bigger companies. Many have invested in new digital applications but not in modern marketing technology. We believe that financial institutions are held back because of outdated marketing systems, like MCIFs, that keep you from providing better customer experiences.

Now is the time to leverage modern marketing technology to improve your customer’s experiences with your brand. With FI Works, you can now automate your marketing like Amazon and Netflix while retaining your biggest advantage: your personal customer relationships.

Data-driven Marketing done right

Intelligent Targeting with Machine Learning

Now you can offer the right products to the right customers at the right time. Giving customers what they want improves the relationship and increases retention. You don’t need a data scientist with the help of our machine learning tools. We do all the complicated stuff and heavy lifting for you so you can run more efficient campaigns.

  • Our modern, sophisticated Machine Learning algorithms score households, customers, and accounts for product propensities every single day.
  • Intelligent Targeting uses those scores to identify highly qualified targets for sales or retention campaigns. 
  • Intelligent Targeting leverages Machine Learning to create smarter marketing campaigns that target customers who are most likely to accept an offer.
  • Machine Learning dashboards help you easily understand and explain how models produce scores.
FI Works Channels


The FI Works platform allows you to use multiple channels to connect with your customers so you can always use the channel that best suits the needs of each campaign. You can generate tasks to the branch channel or traditional marketing channels like email, text, or print.

Campaign Management & Automation

The FI Works campaign manager makes customer insights actionable and drives smarter and more effective campaigns. We can even automate campaigns so you have more time to focus on your customers.

  • Campaign manager drives every activity throughout the relationship.
  • These campaigns can be scheduled and event-driven based on set criteria.
  • The campaign manager lets you automate the onboarding process so your communications are always on time, and your relationships are always on the right track.

Integrated Email

Automate your email campaigns to save time and lower cost by only emailing to validated addresses.

  • Email is integrated, so you don’t waste time extracting files and importing them into a third party email engine. This makes your campaigns more dynamic and helps processes like onboarding be less manual.
  • Personalize and customize your relationship emails with relevant customer data.
  • Track everything right in our engine and see every interaction. See your opens, click-through rate (CTR), unsubscribes, and more.
  • Protect your sender reputation and engage your customers with integrated email marketing. We’ll validate your customer email data so you never waste an email to invalid or spam addresses again.
FI Works SendGrid Email Builder
FI Works Campaign Tracking

Campaign Tracking

How do you know if customers behaved how you wanted them to? You need the ability to connect customer behavior with new account activity coming from source systems. Our campaign tracking tool helps you monitor customer behavior and employee behavior. 

  • Measure the results of your campaigns by connecting data to outcomes.
  • See how users and customers are completing tasks. 
  • Wondering whether a user closed a sales opportunity? You can easily see if the customer opened that related account. 
Case Study

Debit Card Cross-Sell

$700,000 in new annual revenue

6,000 targeted accounts

25% response rate


70% debit card penetration

Using our advanced analytics, we created scores for customers who were likely to accept a card and use it frequently. We then automated the sales opportunities for the targets and assigned them to bankers. 



A Guide to Creating Unforgettable Customer Experiences with Automated Marketing


A Guide to Creating Unforgettable Customer Experiences with Automated Marketing

MCIFs worked well back in the day, but fewer financial institutions are happy with them now. Consumers expect more personalized interactions than these platforms can deliver. But any new solution must match marketing strategy with modern technology. Here are seven steps to accomplish that.


One Marketing Automation Tool that Should be Retired from Banking



Modernized Steps to Help You Move Beyond Outdated Marketing Strategies

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.