Affordable and Accessible Sales and Marketing Tools for Financial Institutions

We provide advanced technology to community banks and credit unions at a price they can actually afford! There’s no hidden fees or expensive add-ons to keep you from growing. Plus, we’ll never make you fend for yourself – we are here to help you succeed every step of the way.

Marketing Automation
Plan Includes
Intelligent Targeting
Campaign Automation
Campaign Tracking & Attribution
Integrated Email
... and so much more!
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Plan Includes
Customer Profiles
Opportunities & Pipeline Tracking
Contact Management
Easy-to-use Search
... and so much more!
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Everything Starts with Data

It’s the foundation of our platform

Data Integration and Data Analytics are the foundation of everything we do. This package is required for Marketing Automation and CRM. 

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Bundle & Save

Worried that buying each piece separately will set you back? The bundle price for all three is the most economical option that saves you money. We know that sometimes vendors are already helping you in other areas, so you can always just solve your data problem with the data analytics product. 

Contact us for a tailored quote specific to your institution. 

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All plans include

No User Fees

Say goodbye to additional fees per users. We want FI Works to be accessible for your whole institution, so everyone can build relationships and run better campaigns.

Service & Expertise

We do all the setup and management for you. Initial integration and setup takes as little as 4 weeks, and we help you every step of the way. We also provide leading industry advice to help you succeed.


Everything we do is based on customer data, which requires that we build our solutions with the utmost attention to information security. Data is stored in a SSAE18 SOC 2 Type 2 secure data center. 


Pricing FAQ

Our platform pricing is asset-based and increases in asset tier groups. Please contact us to get an accurate quote. 

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Yes – contact us for a quote tailored specifically to your institution. 

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No! Anyone in your institution can use FI Works at no extra cost. 

Third party data like demographics and lead lists are not included in the monthly price. We will help you determine where to purchase these if you choose to do so. 

Any questions?

We’re here to help.

Contact us