Business Details
14 Years
experience
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 in order to help community banks compete more effectively against large institutions. Our platform combines advanced data analytics, marketing automation, and CRM solutions specifically designed for financial institutions. With over 35 years of combined leadership experience in fintech, our team has built an affordable, easy-to-use system that solves the three biggest hurdles financial institutions face: solving the data dilemma, making intelligent targeting easy, and driving high-performance behavior. We provide high-touch service and expertise, handling complex data integration, cleansing, and predictive analytics so our clients can focus on building customer relationships.Our proven track record includes helping institutions achieve measurable results like $700,000 in new annual revenue from debit card cross-sells and 23% attrition drops through automated onboarding. We operate with full transparency, offering daily data updates, 80+ customizable dashboards, and SSAE18 SOC 2 Type 2 security compliance. Our clients benefit from our industry-specific knowledge, personalized guidance, and commitment to continuous innovation in data management solutions.
Services
Data Hub
Data Analytics
Marketing Automation
CRM Solutions
Data Integration
Predictive Analytics
Campaign Management
Customer Segmentation
Security Compliance
Implementation Support
Details
- Year established: 2012
Highlights and features
- We offer 35+ years of combined fintech leadership experience in financial data solutions
- Our platform integrates with 300+ data elements across any core system
- We provide daily data updates with 6+ years of historical data retention
- Our predictive analytics engine identifies high-probability sales targets automatically
- We guarantee implementation in as little as 6 weeks with no upfront fees
Associations and certifications
- SSAE18 SOC 2 Type 2
What people say
Best in business service
Supercharge our work
Integral to daily operations
Proven track record
Exceptional customer service
Services
Data Hub
Our Data Hub consolidates customer information from multiple sources including core systems, digital banking, and payment platforms. This comprehensive solution cleanses, standardizes, and merges duplicate records to create a unified 360-degree customer view. Financial institutions benefit from enhanced data quality through daily audits that ensure accuracy, consistency, and reliability for informed decision-making.
Data Analytics
Data Analytics transforms raw financial data into actionable insights through 80+ customizable dashboards and scorecards. Our platform calculates key metrics like profitability and retention rates while providing advanced segmentation capabilities. Institutions gain real-time visibility into performance indicators across deposits, loans, and customer behavior with historical data tracking spanning multiple years.
Marketing Automation
Our Marketing Automation leverages machine learning to identify high-propensity customers for targeted campaigns. The platform enables multi-channel outreach through email, text, and branch activities while tracking campaign effectiveness in real-time. Financial institutions achieve measurable results like 70% debit card penetration and 25% response rates through automated, data-driven marketing strategies.
CRM Solutions
Our CRM platform unifies customer data with sales tracking and automated task management. Features include intelligent work queues, referral tracking, and activity monitoring that drive high-performance behavior. The system provides complete customer profiles with profitability metrics and interaction history to enhance relationship-building and cross-selling opportunities.
Security Compliance
Security Compliance ensures financial data protection through SSAE18 SOC 2 Type 2 certified infrastructure. Our solution includes enterprise firewalls, data encryption, and role-based access controls with comprehensive audit trails. Regular vulnerability assessments and biometric security measures protect sensitive information while maintaining regulatory compliance for financial institutions.
People
Keith Henkel
Founder & CEO
With over 35 years of fintech experience from leadership roles at FIS and Acxiom, Keith Henkel founded FI Works to empower community banks with advanced data solutions previously only available to large institutions.
Terry Smith
Chief Technology Officer
Terry brings 25 years of enterprise software development experience, specializing in building scalable fintech applications from the ground up with a focus on technical elegance and innovation.
Andrew Henkel
Chief Information & Security Officer
Andrew leads FI Works' information technology strategy and security program, ensuring robust data protection measures while maintaining the platform's technical infrastructure and compliance standards.
Jeff Harper
Advisory Board Member
Jeff contributes extensive fintech expertise from executive roles at Strategic Resource Management and BSG Financial Group, where he doubled company revenues and facilitated successful business exits.
Angi Milano
Advisory Board Member
Angi brings 15 years of financial services experience with unique insights from both institutional and startup perspectives, helping organizations navigate fintech challenges and opportunities.
Questions
What core systems does FI Works integrate with?
We integrate with major core systems including Jack Henry Silverlake, Fiserv Premier, and Fidelity IBS, supporting seamless data flow from over 300 data elements.
How does your predictive analytics work for financial institutions?
Our machine learning algorithms analyze customer behavior patterns daily to identify high-propensity targets for sales and retention campaigns, similar to Amazon and Netflix recommendation systems.
What security measures protect our data?
Data is stored in SSAE18 SOC 2 Type 2 secure data centers with enterprise firewalls, intrusion detection, encrypted communications, and biometric security access controls.
How quickly can we implement your platform?
Initial implementation takes as little as 6 weeks with daily data updates available within 4 weeks of integration, including setup of dashboards and campaign tools.
What reporting capabilities do you offer?
We provide 80+ customizable dashboards with drill-down capabilities across customer, deposit, loan, and profitability metrics, with options to create custom reports.
How do you support community banks specifically?
Our platform is purpose-built for community financial institutions, combining advanced data analytics with personalized service to help them compete effectively against larger banks.
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