What keeps you from growing?

While financial institutions have lots of data, most struggle with knowing what their customers are doing, who to target, what products or services to position, and how to grow customer relationships. Acquiring new customers, retaining the ones you have, and expanding single-service households is difficult and expensive. These statistics show just how much:


is the average acquisition cost for new customers.


Of New customers leave in the first 6-9 months.


Is the average attrition of existing customers.


Of relationships have only a single product.
Finally, a sales and marketing solution for financial institutions

Overcome Your Major Challenges

Financial institutions haven’t had the tools that actually help frontline bankers sell more, build stronger customer relationships and stay focused on the most critical performance metrics.

Bankers haven’t had a sophisticated (but easy) way to look at the full picture and perform analysis that pinpoints their best opportunities. It’s time they had one.

Why FI Works?

We made the hard stuff easy.

We provide a software platform that drives action and results through these unique capabilities:

High Touch Customer Service Gear

We offer high-touch service & expertise

You never have to talk to a machine to get help. We will always be a dedicated resource that is here to help. 

We solve the data dilemma.

We solve the data dilemma

We will consolidate and cleanse your customer data every day from all your system silos and integrate with prospect lists.

We make intelligent targeting easy.

We make intelligent targeting easy

Our predictive analytics engine identifies highly qualified targets for your campaigns so you always target the right customer with the right product at the right time.

We drive high-performance behavior.

We drive high-performance behavior

Our work queues, scorecards, and dashboards drive high-performance for marketing and sales.

Why fi works?

FI Works offers powerful tools for your whole team.


  • Gain valuable insight into business operations
  • See performance across teams and branches at a glance
  • Measure and monitor your institution’s progress


  • Gain a better understanding of your customer base
  • Learn how customers behave and always provide relevant offers
  • Provide a better customer experience


  • Optimize and improve branch performance
  • Help branch staff perform better with daily activities and tasks


  • Build better relationships with professional sales tools specifically for financial institutions
Why FI Works?

We help you achieve high-level sales and marketing objectives.

These case studies show real results

The proof is in the numbers.

$50 Million

New Deposit Acquitision

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$25 Million

Deposit Cross Sell

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23% Attrition Drop


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Tonya Gossage, Gossage Performance Consulting

“I worked with the FI Works team as a banker for about 14 years, and now as a consultant for a second institution. Bankers love its versatility and the ability to integrate multiple functions into its software. As a consultant, having the ability to help banks grow deposits, reduce expenses, and drive efficiencies with FI Works is a huge advantage.”