There are lots of things that make FI Works different. But let’s start with how our technology makes the hard stuff easy for community financial institutions to execute high-impact sales and marketing with the same resources but much BIGGER results.
The 3 critical hurdles our software + services conquer for you.
Daily consolidation, cleansing of customer data from all your system silos, and integration with prospect lists.
Predictive analytics engine identifies highly qualified targets for sales and retention campaigns.
Targeted work queues, scorecards, and dashboards drive high-performance for marketing and front-line sales.
All financial institutions struggle with “silos of data” (across systems; core, trust, insurance, brokerage), duplicate data or bad data. We have automated most of the heavy lifting here to make it possible to integrate your data daily and make certain it is clean. The other piece of the puzzle is to source quality vs. quantity of prospecting data to run market expansion campaigns. We take care of it all for you.
The FI Works software platform performs advanced, predictive modeling routines and machine-learning techniques to answer the key business questions that should drive your sales and marketing campaigns.
Our solution can identify trends, patterns, look-alike analysis and more that will pinpoint customers or prospective households to target to reach each of your revenue growth goals. It’s also highly accurate in determining 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.
Starts with answering your business questions.
Want to see how FI Works can answer these questions for your financial institution?
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 the FI Works solution. We’ll send your frontline employees a list of leads worth calling on. And management will see the direct response rates from the marketing campaign and the frontline sales/service outreach activities.
