Business Details
Data-Driven Growth for Financial Institutions
FI Works was founded on a disruptive idea to make customer data intelligence accessible and actionable for both sales and marketing, helping community banks compete effectively against larger institutions. With over 35 years of combined leadership experience in FinTech, our team has built an affordable, easy-to-use platform that automates data integration, analytics, and marketing automation. We solve the three biggest hurdles financial institutions face: solving the data dilemma, making intelligent targeting easy, and driving high-performance behavior. Our clients receive not just software, but personal care and guidance from our team, combining technology with expertise to level the playing field for community financial institutions. 
Services
Data Hub
Data Analytics
Marketing Automation
CRM
Implementation Support
Security Compliance
Case Study Consulting
Highlights and features
- We offer a proven track record of helping institutions grow deposits and loans
- Our team provides personal care and guidance at every implementation stage
- We automate data integration, cleansing, and predictive analytics
- We have dedicated account representatives with FinTech expertise
- Our platform includes 80+ dashboards for real-time performance tracking
Associations and certifications
- SSAE18 SOC 2 Type 2
What people say
Best in the business
Supercharge our work
Efficient and transparent
Incredible responsive team
Integral part of operations
Services
Data Hub
Our Data Hub consolidates customer data from multiple sources including core systems, digital banking, and payment platforms. We clean, standardize, and integrate fragmented records to create a unified 360-degree customer view. This foundation enables accurate profitability calculations, identity resolution, and advanced analytics for informed decision-making.
Data Analytics
Transform raw data into actionable insights through 80+ customizable dashboards and scorecards. Our platform calculates key metrics like profitability, retention rates, and cross-sell opportunities while maintaining daily data updates. Financial institutions gain real-time visibility into performance metrics across deposits, loans, and customer relationships.
Marketing Automation
Leverage machine learning for intelligent customer targeting and automated campaign execution. Our system identifies high-propensity customers, automates personalized communications across multiple channels, and tracks campaign effectiveness through integrated analytics. This drives higher response rates and measurable revenue growth for financial products.
CRM
Our banking-specific CRM combines data analytics with relationship management tools. Features include customer profiling, lead tracking, automated referrals, and performance dashboards. The platform guides staff on customer interactions while providing executives with real-time visibility into sales pipelines and relationship metrics.
Implementation Support
We handle full platform implementation within 4-8 weeks, including data integration, system configuration, and staff training. Our team provides ongoing support for campaign development, dashboard customization, and performance optimization. This high-touch approach ensures clients achieve measurable ROI quickly.
People
Keith Henkel
Founder & CEO
With over 35 years in FinTech leadership roles at FIS and Acxiom, Keith founded FI Works to democratize data analytics for community banks. He drives strategic vision while maintaining deep industry connections.
Terry Smith
Chief Technology Officer
Bringing 25 years of enterprise software experience, Terry leads technical development of FI Works' platform. His expertise ensures scalable architecture and cutting-edge data management solutions.
Andrew Henkel
Chief Information Officer
Andrew oversees IT strategy and information security programs. With technical leadership experience, he ensures robust data protection and compliance with financial industry standards.
Questions
What core systems does FI Works integrate with?
We integrate with major core systems including Jack Henry Silverlake, Fiserv Premier, and Fidelity IBS, with daily data updates from transactional sources.
How is data security maintained?
Data resides in SSAE18 SOC 2 Type 2 certified data centers with enterprise security measures including encryption, access controls, and regular penetration testing.
How long does implementation take?
Most implementations complete within 4-8 weeks, including data integration, system configuration, and staff training with no additional implementation fees.
What support is available?
Clients receive dedicated account management, data analytics guidance, and technical support with no extra charges for implementation or ongoing assistance.
Can we create custom dashboards?
Yes, our platform allows creating custom dashboards using our extensive data catalog, with optional design support from our team.
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