Pricing
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.
Data Hub
- Data Integration
- Data Warehouse
- Artificial Intelligence
- Targeting
- Automation & Governance
Data Analytics
- Profitability
- Scorecards & Goals
- Standard Dashboards
- Dashboard Authoring
- Reporting
Marketing
- Target Audiences
- Campaign Automation
- Generated Tasks and Opportunities
- Campaign Tracking & Attribution
- Integrated Email With Dynamic Templates
CRM
- Search
- 360 Profiles
- Sales Opportunities & Pipeline Tracking
- Referrals & Incentive Tracking
- Contact Management
Ready to get started?
Get my personalized quoteEverything Starts with Data
The Data Hub is the foundation of everything we do. This package is required for Data Analytics, Marketing Automation and CRM.
Learn moreBundle & 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.
Contact UsFeatures
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.
Security
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.
Questions
Pricing FAQ
How is pricing determined?
Our platform pricing is asset-based and increases in asset tier groups. Please contact us to get an accurate quote.
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How much does implementation cost?
There are no implementation or setup fees!
Learn more about implementation
Are there discounts for buying all four parts?
Yes – contact us for a quote tailored specifically to your institution.
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Are there user fees?
No! Anyone in your institution can use FI Works at no extra cost.
Are there any other costs I should know about?
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.