Services 2018-01-18T14:49:53+00:00


FI Works is a managed solution hosted in a secure, private cloud. Our team of experts will not only guide you through every step of the fastest implementation you will ever experience with a banking solution, we stay with you with continued support and guidance to ensure success.

FI Works Hosting


We take care of all the advanced technology so you can focus on servicing your customers.

FI Works Implementation


Our proven processing can get you up and running in 6 weeks.

FI Works Support


Phenomenal support by experienced staff to help you at every step of the way.

FI Works Administration


Campaign setup, monitoring, and application maintenance.

Fast, Efficient Implementation

Most software products require a huge amount of time and added costs for implementation.

FI Works implementations, in contrast, are streamlined because the software is cloud-based, the on-boarding process is efficient, and the biggest bulk of the effort is executed by the FI Works on-boarding team.

Our typical implementation time is 6 weeks.

Fast, Efficient Implementation

6 Key Steps to Growth

With FI Works, every financial institution is assigned a dedicated account manager who helps facilitate the best practice use of its capabilities. This ensures that the institution’s changing needs are met and that FI Works continues to drive high-performance behavior on a daily basis.

Based on your goals we will define campaigns and strategies using our intelligent targeting platform together with our years of experience to target six key steps to growth. We will also setup metrics and scorecards to measure progress and drive high performance behavior.

FI Works Works for Everyone

Most software products that have the sophistication of FI Works serve only a limited few analysts at a financial institution.

FI Works is built to serve the everyday needs of:

  • Front-line sales individuals

  • Branch and division managers

  • Marketing teams

  • Back-office departments

  • C-suite executives

Phenomenal Support

Ask any of our customers what we are great at; they’ll all say our 5-Star Customer Service blows their socks off.

FI Works Five Star Customer Satisfaction

Sales and marketing you can bank on.SM

Let us show you how to grow your business!

Get Started Now