Service you’ve never experienced.
Our service model is really simple and different. It’s simple – we do most of the work for you at no extra cost. And, it’s different because no other technology company on earth works this way.
Your account rep works with you on a day-to-day basis to provide:
Data Management – we integrate customer data across your banking system silos on a daily basis, cleanse and enhance your data with demographics, and integrate prospect lists.
Data Analytics – we use the system’s Intelligent Targeting predictive modeling to identify the best targets for your campaign.
Campaign Development – working closely with your marketing team and using the results of our data analytics, your account rep will help develop campaign strategies, identify the best channels and offers for high-impact execution. (We can put together a campaign in as little as 30 mins.)
Lead Distribution – the FI Works software platform automatically produces lead lists with only sales-ready leads for your frontline bankers to drive the performance side.
Performance Dashboards – your account rep will also set up dashboards to track your campaigns, goals, and scorecards – you’ll have visibility to how everything and everyone is performing.
System Administration – your account rep is also responsible for managing the system administration and setup on an ongoing basis so you don’t have to have an internal person to do it.
Believe it. There are 2 reasons we can make this unique service model work: