We provide high-touch service & expertise

What does high-touch actually mean? For us, it means you never have to talk to a robot to get some help, and we won’t implement our system and leave you to figure it out on your own. We want to ensure your success every step of the way because high-impact relationships, sales, and marketing is a game-changer for financial institutions.

We do all the hardest stuff for you like data integration, dashboards, analytics, machine learning, and campaign setup. 

You’ll always have a dedicated person to talk to.

You don’t need to hire a data scientist because we provide all the analytics and technology for you.

We solve the data dilemma

All financial institutions struggle with “silos of data” (across systems; core, trust, insurance, brokerage), duplicate data or bad data. We believe that your data problems shouldn’t keep you from better sales, marketing, and relationships. 

We have completely automated the integration process to ensure your data is clean and available every single day.

We also source high-quality prospecting data to run market expansion campaigns. We take care of it all for you.

We make intelligent targeting easy

FI Works includes advanced machine-learning technology to answer the key business questions that will drive your sales and marketing campaigns.

Our predictive analytics engine is a game changer. It applies advanced statistical and machine learning techniques (similar to Amazon, Netflix, Apple) to identify highly qualified targets for sales or retention campaigns. 

We fill frontline work queues with leads that drive high success rates.

We determine patterns that identify “at risk” customers and “why” they are at risk – so you’ll know what type of relationship-building initiatives can make a difference.

We drive high-performance behavior

Marketing and sales dollars are a waste if you don’t drive the right behavior and measure what’s working and what isn’t. These critical capabilities differentiate FI Works.

We’ll provide you with a list of activities that will drive better customer relationships every day.

Every employee can see their to-do list and our scorecards show them how their actions help the institution grow.

Bankers are highly motivated to use these tools because they are visual, easy to understand and the hardest stuff is taken care of for them.

It’s easy for everyone to see what they need to move the needle in sales, retention and profitability.