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Data Analytics & AI Features

FI Works includes analytics and AI tools that help users explore data, monitor performance, and take action from insights without leaving the platform. These features are designed to make relationship, account, campaign, profitability, and activity data easier to understand and use.

Overview

The analytics experience in FI Works includes five major capabilities:

  • Spotter – Ask questions about your data using natural language.
  • Search Data – Search, explore, and analyze data interactively.
  • Liveboards – View curated dashboards with charts, tables, and key insights.
  • KPIs – Monitor important performance metrics in a scorecard-style format.
  • Alerts – Receive notifications when metrics or data conditions require attention.

Together, these tools help users move from question to insight to action.

Spotter

Spotter is an AI-powered assistant that allows users to ask questions about FI Works data in plain English. Instead of building reports manually or requesting analysis from another team, users can type a question and receive an immediate answer with supporting visuals.

Common Uses

Users can ask questions such as:

  • Which relationships have the highest deposit growth potential?
  • What relationships are at risk of attrition?
  • Which branches are underperforming on loan growth?
  • What campaigns generated the most conversions last quarter?
  • Which officers manage the most profitable relationships?
  • What products are commonly held by high-value relationships?

How Users Work With Spotter

Users can start with a broad question, review the result, and then ask follow-up questions to refine the analysis. This makes it easier to explore data in a conversational way.

For example:

  1. Ask: “Which relationships have the highest deposit growth opportunity?”
  2. Review the results.
  3. Follow up with: “Show only relationships assigned to the West Region.”
  4. Follow up again with: “Sort by total deposit balance.”

Benefits

Spotter helps users:

  • Get faster answers to business questions.
  • Explore data without needing technical reporting skills.
  • Identify trends, exceptions, and opportunities.
  • Move from analysis to action more quickly.

Search Data

Search Data allows users to search across available FI Works data and create answers using interactive charts, tables, and filters. Users can search for measures, attributes, relationships, accounts, activities, campaign data, and other available data elements.

Common Uses

Search Data is useful when users want to:

  • Create a quick analysis.
  • Compare performance across branches, officers, regions, or product groups.
  • Review lists of relationships or accounts that match specific criteria.
  • Analyze campaign performance.
  • Explore profitability, balances, transactions, or product usage.
  • Build a chart or table for further review.

How Users Work With Search Data

Users enter search terms or select available fields to build an analysis. Results can be displayed as tables, charts, or other visual formats depending on the data selected.

Users can typically:

  • Add or remove columns.
  • Change chart types.
  • Apply filters.
  • Sort results.
  • Drill into details.
  • Save useful results for future use.

Benefits

Search Data helps users:

  • Explore information directly.
  • Answer one-time or recurring business questions.
  • Reduce dependency on custom report requests.
  • Create analysis that can support campaigns, relationship management, and executive review.

Liveboards

Liveboards are curated dashboards that present related charts, tables, and metrics in one place. They are designed to give users a clear view of performance, trends, and opportunities.

Common Uses

Liveboards may be used to monitor:

  • Relationship growth.
  • Deposit and loan trends.
  • Branch performance.
  • Officer performance.
  • Campaign results.
  • Product adoption.
  • Profitability.
  • Attrition risk.
  • Cross-sell opportunities.
  • Activity and pipeline performance.

How Users Work With Liveboards

Users open a Liveboard to review a collection of related insights. Depending on permissions and configuration, users may be able to filter, drill into details, export information, or use the data to support follow-up actions.

Typical Liveboard interactions include:

  • Selecting filters such as branch, region, officer, product type, or date range.
  • Reviewing charts and tables.
  • Drilling into a specific metric or segment.
  • Identifying relationships or accounts that need action.
  • Sharing insights with other users.

Benefits

Liveboards help users:

  • Monitor performance in a consistent format.
  • View trusted data in one place.
  • Identify changes, trends, and exceptions.
  • Support executive, management, marketing, and relationship management workflows.

KPIs

KPIs provide a focused view of important performance metrics. They are designed to help users quickly understand whether key areas of the institution are improving, declining, or requiring attention.

Common KPI Examples

FI Works may include KPIs such as:

  • Total relationships.
  • Ending Deposit Balance.
  • Ending Loan Balance.
  • Cross Sell Ratio.
  • Retention.
  • Attrition.

How Users Work With KPIs

KPIs are typically displayed in a scorecard or summary layout. Each KPI may include a current value, trend indicator, sparkline, comparison period, or supporting detail.

Users can review KPIs to quickly understand performance and then drill into the underlying data when more detail is needed.

Benefits

KPIs help users:

  • Monitor important metrics at a glance.
  • Spot changes quickly.
  • Compare performance across time periods.
  • Focus attention on areas that need action.
  • Align teams around common performance measures.

Alerts

Alerts notify users when important data changes or when a metric meets a defined condition. Alerts help users stay informed without manually checking dashboards or reports.

Common Uses

Alerts may be used to notify users when:

  • A KPI crosses a threshold.
  • A relationship shows signs of attrition risk.
  • A high-value relationship has significant balance movement.
  • A campaign generates new activity.
  • A new opportunity or task is assigned.
  • A performance metric changes meaningfully.
  • A portfolio, branch, or officer requires attention.

How Users Work With Alerts

Users receive alerts based on configured rules, thresholds, or assigned items. Alerts may appear in the FI Works header, notification area, or related workflow screens.

Users can review an alert, understand what changed, and take the appropriate next step.

Benefits

Alerts help users:

  • Respond faster to important changes.
  • Reduce the need for manual monitoring.
  • Prioritize follow-up activity.
  • Improve relationship management.
  • Keep teams focused on timely action.

Recommended User Workflow

A typical analytics workflow in FI Works may look like this:

  1. Start with a question
    Use Spotter or Search Data to investigate a business question.
  2. Review the insight
    View the answer as a chart, table, KPI, or Liveboard.
  3. Refine the analysis
    Apply filters, ask follow-up questions, or drill into details.
  4. Identify the audience or issue
    Determine which relationships, accounts, officers, branches, or campaigns require attention.
  5. Take action
    Use FI Works workflows, campaigns, opportunities, referrals, or tasks to act on the insight.
  6. Monitor results
    Use Liveboards, KPIs, and Alerts to track performance over time.

Best Practices

When using Spotter or Search Data, clear questions usually produce better results. Include the subject, metric, timeframe, and filter when possible.

Example:

“Show total deposit growth by branch for the last quarter.”

Start Broad, Then Refine

Begin with a general question, then narrow the result using follow-up questions or filters.

Use Liveboards for Recurring Reviews

Use Liveboards when reviewing the same area of performance on a regular basis, such as monthly branch performance or campaign results.

Use KPIs for Quick Monitoring

Use KPIs to quickly understand whether key metrics are moving in the right direction.

Use Alerts for Time-Sensitive Changes

Use Alerts for conditions that require timely follow-up, such as balance changes, risk indicators, or assigned work.

Validate Before Acting

Before taking action on a segment, campaign, or opportunity, review the supporting data to confirm that the result matches the intended business purpose.

Permissions and Data Access

Available data, features, and actions may vary by user role and security permissions. Users may only see the data and functionality they are authorized to access.

If a user cannot see a feature, Liveboard, KPI, field, or result they expect to access, they should contact their FI Works administrator.

Summary

FI Works analytics and AI features help users ask better questions, understand performance, identify opportunities, and act with confidence. Spotter, Search Data, Liveboards, KPIs, and Alerts work together to make trusted data easier to access, interpret, and use across the institution.