There are lots of things that make FI Works different. But let’s start with how our technology, service, and expertise makes the hard stuff easy for community financial institutions to execute high-impact sales and marketing with the same resources but much BIGGER results.

We made the hard stuff easy.

4 critical ways our software & services set us apart
High Touch Customer Service Gear

We provide high-touch service & expertise

You never have to talk to a machine to get help. We are with you and here to help every step of the way with our best advice and suggestions.

We solve the data dilemma.

we solve the data dilemma

Daily consolidation, cleansing of customer data from all your system silos, and integration with prospect lists.

We make intelligent targeting easy.

we make intelligent targeting easy

Predictive analytics engine identifies highly qualified targets for sales and retention campaigns.

We drive high-performance behavior.

we drive high-performance behavior

Targeted work queues, scorecards, and dashboards drive high-performance for marketing and front-line sales.

01

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.

02

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. 

03

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. 

04

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.

What people say

Burt Hicks, Encore Bank

“FI Works is a powerful tool that allows our bankers to deepen relationships with our most valued clients and build relationships with many of our top prospective clients.”

Tonya Gossage, Gossage Performance Consulting

“Having the ability to help banks grow deposits, reduce expenses, and drive efficiencies with FI Works is a huge advantage.”

Our Products

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