The Customer Data Platform built specifically for financial institutions
FI Works provides the only customer data platform designed specifically for financial institutions. Users love our solution because the easy-to-use tools show them exactly what to work on and how they are performing every day against revenue and customer relationship goals.
Data Integration
Data integration is like an automated factory – raw materials come into the front end and a finished product goes out the back. Automated data integration takes raw customer data from across your silos and turns it into makes fresh, clean data available each and every day. The finished product is understandable, usable data that the whole organization can see.
- Any core, any source, any volume, every day
- Cleans bad and inconsistent data
- Standardizes and validates addresses and email addresses
- Consolidates duplicate customer records across silos
- Households customers
- Enhanced your data with geographic, demographic, and firmographic information
Managed Data Warehouse
Our managed data warehouse turns your raw data into a strategic asset. The data warehouse contains the "single version of the truth" that powers all FI Works applications and dashboards.
- Updated daily with clean, fresh data
- Stores every customer, account, and transaction at the daily level
- Data is retained for multiple years
Data Analytics
FI Works Data Analytics leverages integrated data to power calculations of new metrics such as profitability, retention, growth, and cross-sell. We make all of this accessible through Scorecards and Dashboards.
Profitability
See profitability and drill into the details across different levels the way you want to see it.
- Calculate the profitability of different products down to the account level and by balance ranges.
- Funds Transfer Pricing to calculate cost of funds and earnings credits.
- Gather fee income, services charges, and POS income from transaction data.
- Allocate product and transaction costs.
Scorecards
Our scorecard management system is a fast and easy way to look at important metrics and communicate strategic objectives to your whole team.
- Customizable to each branch, department, and area of your institution.
- Provides executives, managers, and employees with timely and relevant information to measure, monitor, and manage progress toward achieving goals.
Dashboards
FI Works dashboards provide guided analysis of a specific business area. You can move rapidly from one view of data to the next so you always know how you’re performing. They help you see and understand what is working well and what needs to be improved.
- Our dashboards include maps, charts, tables, filtering, and drill-down.
- Dashboards span multiple topics like customers, deposits, checking, loans, profitability, pipeline, sales, and more!
- Easily print and export any dashboard to share with your team.
Machine Learning
The amount of customer data can be overwhelming and it is sometimes difficult to see the forest for the trees. Advanced machine learning finds patterns in your data to make predictions of customer behavior.
You don’t need a data scientist with the help of our machine learning tools. We do all the complicated stuff and heavy lifting for you so you can run more efficient campaigns.
- Our modern, sophisticated Machine Learning algorithms score households, customers, and accounts for product propensities every single day.
- Leverages your customer information and 3rd party demographics to predict the products and services a customer is likely to buy.
- Machine Learning dashboards help you easily understand and explain how models produce scores.
Marketing Automation
FI Works Marketing Automation leverages the power of data analytics to build memorable customer experiences without manual efforts. Now you can offer the right products to the right customers at the right time. Giving customers what they want improves the relationship and increases retention.
- Intelligently target segments of your customer base
- Includes integrated email engine with dynamic email templates
- Generates tasks and sales opportunities for front-line staff.
- Creates marketing lists for 3rd parties
CRM
Our CRM leverages data analytics and marketing automation to guide your staff on who they need to contact and what they should talk to them about. You’ll see more about your customers and spend less time typing in the details.
- Search to quickly find customers and accounts
- Comprehensive profiles designed specifically for financial institutions
- Create prospects to track contacts and activities
- Import and manage lead lists
- Create opportunities for customers and track their interest with custom sales tools
- Track referrals and incentives
Secure Platform
Security is of paramount importance to us and our clients. It has been a core functional requirement of our platform from its inception. Everything we do is based on customer data, which requires that we build our solutions with the utmost attention to information security as a thorough end-to-end part of what we do.