Data Integration & Analytics
Plan Includes
Customizable Scorecards
80+ Dashboards
Machine Learning
Secure Data Storage & Management
... and so much more!
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Marketing Automation
Plan Includes
Intelligent Targeting
Campaign Automation
Campaign Tracking & Attribution
Integrated Email
... and so much more!
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CRM
Plan Includes
Customer Profiles
Opportunities & Pipeline Tracking
Contact Management
Easy-to-use Search
... and so much more!
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Ready to get started?
Get my personalized quoteEverything Starts with Data
It’s the foundation of our platform
Data Integration and Data Analytics are the foundation of everything we do. This package is required for Marketing Automation and CRM.
Learn moreBundle & Save
Worried that buying each piece separately will set you back? The bundle price for all three is the most economical option that saves you money. We know that sometimes vendors are already helping you in other areas, so you can always just solve your data problem with the data analytics product.
Contact us for a tailored quote specific to your institution.
Contact UsFeatures
All plans include
No User Fees
Say goodbye to additional fees per users. We want FI Works to be accessible for your whole institution, so everyone can build relationships and run better campaigns.
Service & Expertise
We do all the setup and management for you. Initial integration and setup takes as little as 4 weeks, and we help you every step of the way. We also provide leading industry advice to help you succeed.
Security
Everything we do is based on customer data, which requires that we build our solutions with the utmost attention to information security. Data is stored in a SSAE18 SOC 2 Type 2 secure data center.
Questions
Pricing FAQ
How is pricing determined?
Our platform pricing is asset-based and increases in asset tier groups. Please contact us to get an accurate quote.
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How much does implementation cost?
There are no implementation or setup fees!
Learn more about implementation
Are there discounts for buying all three parts?
Yes – contact us for a quote tailored specifically to your institution.
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Are there user fees?
No! Anyone in your institution can use FI Works at no extra cost.
Are there any other costs I should know about?
Third party data like demographics and lead lists are not included in the monthly price. We will help you determine where to purchase these if you choose to do so.