While financial institutions have lots of data, most struggle with knowing what their customers are doing, who to target, what products or services to position, and how to grow customer relationships. Acquiring new customers, retaining the ones you have, and expanding single-service households is difficult and expensive. These statistics show just how much:
Financial institutions haven’t had the tools that actually help frontline bankers sell more, build stronger customer relationships and stay focused on the most critical performance metrics.
× Multiple silos of disconnected data
× Data quality issues
× Duplicate customer records
× Limited access to information
× Spreadsheet nightmare
× Progress is difficult to measure
× Manual, inefficient campaigns
× Campaigns are difficult to set up
× Unknown campaign results
× Difficult to know customer needs
× Impersonalized communications
× Limited CX programs
× Incomplete view of the customer
× Manual, inefficient sales processes
× No history of customer interactions
× Disjointed pipeline
× Expensive, complex software
We provide a software platform that drives action and results through these unique capabilities:
You never have to talk to a machine to get help. We will always be a dedicated resource that is here to help.
We will consolidate and cleanse your customer data every day from all your system silos and integrate with prospect lists.
Our predictive analytics engine identifies highly qualified targets for your campaigns so you always target the right customer with the right product at the right time.
Our work queues, scorecards, and dashboards drive high-performance for marketing and sales.
The FI Works platform automatically produces lead lists with only sales-ready leads for your frontline employees to drive the performance side.
Automated and data-driven onboarding helps you keep new customers engaged, stay organized, and promote retention.
We will predict the current customers that are at risk, and why, so that frontline bankers will know which customers need attention and how to present the services and products that will add value to the current relationship.
Bankers love FI Works because the easy-to-use workflows, scorecards and dashboards show them exactly what to work on every day to grow revenue.
We help set up dashboards to track your campaigns and goals. Plus, scorecards give you visibility to how everything and everyone is performing.
The average customer attrition rate among retail financial institutions per year is 15%. Our sales and service tools help bankers know exactly what to do to maintain and grow customer relationships.
“I worked with the FI Works team as a banker for about 14 years, and now as a consultant for a second institution. Bankers love its versatility and the ability to integrate multiple functions into its software. As a consultant, having the ability to help banks grow deposits, reduce expenses, and drive efficiencies with FI Works is a huge advantage.”