The FI Prospecting & CRM solutions easily generate higher-probability FI prospects and enrich your CRM system’s account and contact data.
FI Analytics transform your financial institution relationships from vendor to advisor with unparalleled analytics to fit any meeting objective.
FI Vertical Strategy solutions augment strategy development leveraging unrivaled industry data on institutions & their vendor partners.
Pinpoint Who Needs Your Solutions
Deploy FIN Query to leverage the powerful combination of firmographics, technographics, performance and contact data for the most precise FI prospecting available anywhere.
In three easy steps, FIN Query (1) filters prospect institutions, (2) provides additional institution or contact data, and (3) instantly exports the data for laser-focused campaigns.
Leverage FIN VendorFit to rank core processing vendor-product fit for any U.S. financial institution. The regression analysis integrates over 100 independent variables ranging from asset size to technology purchase behavior.
Utilize the scoring for new sales to identify higher probability conversion candidates or account management to ID at-risk clients.
Position Your Services as Solutions
Deploy FIN Advisor to align your account planning with your client’s strategic planning – positioning your solutions as C-suite priorities.
Instantly generate a complete consultative assessment of any FI’s profit, growth, risk, & offering – generating primary opportunity themes, specific strengths/weaknesses and even custom solution category recommendations.
Utilize FIN Reporter® to engage institutions with differentiating meeting content that resonates – creating the impetus for action.
FIN Reporter delivers complete control to users on reports, metrics, peers, time spans and graphics to create custom content. Transform unprecedented data into presentations that garner C-suite attention.
Access FIN Profile® to instantly get up to speed on any institution.
Quickly access high-level facts on profit, growth, risk, & offering. Condense in-depth analyses into fast facts on any FI’s firmographics, performance & known vendor-products deployed. Engage FI prospects with the confidence enabled by FIN Profile’s rapid due diligence.
The Data to Connect the Dots
Quickly assess market share or client firmographics by vendor or vendor-product.
Other vendors offering your technology may not be your true competition – if they attract different FI segments. Leverage the analysis for strategy development, competitive intel, segment analysis, white space identification or marketing ammo.
FIN Digital Channels focuses on retail mobile & online banking delivering innovative metrics on vendor and FI performance.
The solution produces comparative vendor dashboards on market share, share accretion, churn rates, and much more. Institution dashboards cover every U.S. institution segmented by FI type, asset size & other variables.
Uniquely harness industry data to inform strategy or highlight your clients’ higher performance.
Create FI peer groups, segmentation schemes and custom reports to identify the critical factors driving industry performance. Develop segmentation ranging from market size to core technologies deployed to stratify performance.
This is a strategy session—not a product demo. We’ll leverage our already- assembled, banking-specific data and analytics to pinpoint and prioritize your opportunities. You’ll walk away with a customized plan of action.
Get up and running on day one. Leverage the platform immediately with no integration, data input, or implementation required. We’ll provide the training and support your team needs to take full advantage of everything FI Navigator has to offer.
By zeroing in on your organization's top priorities, you can tap the creativity of your now-aligned team to craft viable solutions. The most important step in achieving sustained high performance is accurately identifying and prioritizing your best opportunities.
One platform with the breadth of FI data to assess every institution’s strategy, performance, client offering, technologies and personnel.
One platform integrating proprietary decision trees, client offering hierarchies, title/role delineation & other innovative infrastructure to deliver advisory insights.
You’ll gain a day-one decisioning advantage on your competition. You won’t be working any harder – you’ll just be working on the right things.
