What's New in Release 2026.2.0

New Analytics and AI Features

FI Works now includes new 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.

Read this article for more information: Data Analytics & AI