FI Works Platform
What FI Works Delivers
Trust Your Data
Eliminate duplicates, errors, and inconsistencies.
See Full Customer View
See lending, deposits, digital, and more in one place.
Act With Confidence
Generate insights that drive growth, retention, and compliance.
Simplify the Work
Tools that reduce manual effort and improve efficiency.
What Makes us Different?
We’ve made the hardest stuff easy.
Built exclusively for banks and credit unions
Proven track record of helping institutions grow deposits and loans
Designed for real-world use, not just dashboards and reports
A partner invested in your outcomes, not just your data
Do your campaigns get these results?
We can help you get a campaign up and running in just a few hours. Ready to see numbers like these?
Any
Core System
300+
Data Elements
80+
Dashboards
No
User Fees
You’re in good company
“We were thrilled to find the FI Works solution, which allowed us to combine three separate platforms that we were using for marketing analytics, CRM, and marketing automation. Now my entire team can work together to serve our organization and provide expertise as a unit rather than as separate functions. We’ll be able to supercharge our work with the added benefit of tracking campaigns within the platform. Their insight and counsel are unparalleled and FI Works customer service are the best in the business!”
Megan Yore
Chief Marketing Officer, Sturgis Bank
““FI Works provided the structure we needed to formalize our CRM approach and gain clear visibility into our sales pipeline. Rather than relying on manual spreadsheets and constant follow-up, we implemented a pilot, secured buy-in from our commercial lenders, and successfully integrated the process into our weekly routine. It transformed an outdated, labor-intensive system into one that is efficient, transparent, collaborative, and aligned with our goals.”
Laura Pomerene
SVP & Director of Product Management, First National Bank and Trust
““Our decision to implement FI Works Customer Data Platform is driven by our strategic vision to provide all our memberowners and the university community with a financial advantage. With this platform’s robust capabilities, we can harness valuable insights from our member data and leverage AI capabilities that enable us to craft highly personalized and relevant solutions for our member-owners.”
David Tuyo
President and CEO of University Credit Union
“After exploring and trying a few different CRM platforms, we were very pleased to find one specifically designed for banks that is so simple to use and integrates well with our system. The FI Works team is incredibly responsive and have dedicated the time and attention needed to ensure we have a valuable client management system with extensive reporting and analysis capabilities.”
Lawanna Saxon
Managing Director of Marketing / SVP – Signature Bank of Georgia
“FI Works and their platform has become an integral part of our daily operations. They are very easy and responsive to deal with. They have helped transform our reporting, marketing and email campaigns.”
Joseph G. Vitale
President and CEO
“FI Works is fast, easy to use, giving me access to up-to-date relevant data making it easer to manage the balance sheet.”
Vincent Fazio
EVP and CFO
FI Works gives sales and marketing a full picture of their best opportunities and produces results you can see – all at a fraction of the cost of other systems.
check out THE Blog
The Scale of the Data Dilemma
The cost of bad data is staggering. Industry research shows that the global banking sector...
11
Sep
Sep
FI Works adds Angi Milano to Advisory Board
FI Works, the leading provider of data analytics, marketing automation and CRM solutions for banks...
12
Nov
Nov
FI Works Expands Advisory Board
LITTLE ROCK, AR – (September 10, 2024) FI Works, the leading provider of data analytics,...
06
Aug
Aug
University Credit Union Implements FI Works Customer Data Platform
FI Works announces that University Credit Union has implemented the FI Works Customer Data Platform...
14
Sep
Sep
