FI Works

What is a Customer Data Platform? A Customer Data Platform (CDP) consolidates customer data from multiple sources into a single view for analytics, marketing, and CRM. Some CDPs, like FI Works, also include built-in analytics, marketing automation, and CRM for a complete solution. Check out our latest article to learn more! #FIWorks

Is Your Bank Still Drowning in Manual Processes? Manual tasks eat up time and budgets. It’s 2025, there’s a smarter way! Automation can handle routine workflows so your team can focus on meaningful work, not tedious busy work. Why let spreadsheets slow you down? Key Points: ? Reduce human error. ? Speed up customer inquiries. ? Free up staff for strategic projects. Curious? Dive deeper at FI Works and see how automation can free up your team. #FIWorks

One of our customers uncovered $90,000 in fresh annual revenue by focusing on just 2,000 carefully targeted accounts. Are you leaving thousands of dollars on the table for your FI? FI Works shows how data-driven insights turned overlooked opportunities into real bottom-line gains. Curious about the strategy and results? Read the full case study and see how you can apply these tactics to your own institution. ?? https://lnkd.in/gQ36EhgQ #FIWorks Don’t let hidden revenue slip away! Turn your untapped potential into lasting growth.

Congratulations to Palisades Credit Union on 1 incredible year with FI Works! ?? Palisades CU continues to champion financial well-being, innovation, and trust for its members. It’s been an amazing journey so far—here’s to many more years of growth and impact together! #PalisadesCU #FIWorks #Anniversary #CreditUnion #FinTech #Celebration

Congratulations to University Credit Union on 2 amazing years with FI Works! ??? As a credit union for everyone, UCU continues to inspire us with a commitment to innovation and member-focused solutions. Here’s to many more years of growth, collaboration, and making a positive impact! #UCU #FIWorks #Anniversary #FinTech #Celebration

More leads don’t mean more revenue. Better follow-up does. Community FIs lose business every day because leads go cold before anyone follows up. FI Works fixes that. Don't just collect data, use it to drive results! Comment "Demo" below to get started. #FIWorks

Your customers expect personalization. Are You Delivering? Brands like Amazon and Netflix have set the standard for automated, data-driven marketing. Customers now expect the same seamless experience from their financial institutions. Get the power of automation without losing the personal relationships that set you apart. Now is the time to upgrade your marketing strategy and give customers the experience they expect. Want to see how it works? #FIWorks

Your marketing data is useless if you’re not using it. Community financial institutions have a goldmine of customer data, but too many aren’t using it to grow. The result? Missed opportunities, wasted budget, and stagnant growth. Here’s how top-performing FIs turn data into action: ? Segment customers by behavior, not just demographics to target high-value customers with personalized offers. ? Automate lead follow-up to reach out when engagement is highest, not weeks later. ? Measure campaign ROI to track what’s driving deposits, loans, and engagement. FI Works makes this easy by automating segmentation, lead tracking, and marketing analytics all in one platform. ?? Learn more: https://lnkd.in/g3TTStUW #FIWorks

We’re Ready to Replace Your MCIF. Still using an MCIF? It might be slowing you down more than you think. If your marketing and sales teams are stuck with outdated reports, manual segmentation, and limited insights, it’s time for a change. Here’s what sets FI Works apart: ? Real-time insights instead of static reports ? Automation that eliminates manual work ? Smarter customer intelligence for better targeting If your MCIF is keeping you from acting fast and driving results, let’s talk about a better way. #FIWorks

We take pride in helping financial institutions build stronger connections with their customers. First Option Bank is using our platform to create lasting relationships in their community. "Overall, FI Works will help us grow mutually beneficial relationships in the communities we serve." - First Option Bank Want to see how FI Works can do the same for your institution? Let’s talk. ???? #FirstOptionBank #FIWorks