The most important step in transforming your B2Bank sales and marketing models is accurately identifying who needs your solutions. The FI Prospecting & CRM solutions ensure that you get it right.
Leveraging FI Analytics allows you to elevate the dialogue to the C-suite by positioning your products and services as solutions translating to shorter gestation cycles and higher success rates.
Make the vendor-to-advisor transition by deploying FIN Advisor® to align your account planning with your client’s strategic planning - positioning your solutions as C-suite priorities.
The FI Vertical Strategy solutions deliver a competitive advantage to your strategy formulation by harnessing big data to bring clarity to banking's market dynamics.
Identify Who Needs Your Solutions
FI Navigator provides the most precise ABM available in any vertical combining in-depth performance, technographic, firmographic, market area, intent and segmentation data.
The FIN Query solution easily (1) filters prospect institutions (2) provides additional institution or contact data and (3) instantly exports the data for laser-focused campaigns.
FI Navigator developed unrivaled contact data for financial institution personnel. The team also created industry-specific role and title hierarchies to standardize the data for queries.
This laser-focus on the U.S. banking vertical allows FI Navigator to easily surpass global contact providers in depth, quality & accuracy of financial institution contact data.
Deploy FIN CRM to augment your CRM system’s financial institution account and contact data to provide your team rapid, current context on any institution. Choose custom fields to fit your unique business model.
Integrate links within your CRM to instantly access institution profiles with account data to inform inbound or outbound calling efforts.
Banking conferences are an important component of B2Bank marketing. Advance outreach though is difficult as attendee lists only provide attendee names and their associated institutions shortly before the event.
FIN Query’s Conference Import rapidly appends contact and account data to these attendee lists to enhance your pre-event marketing.
Elevate Your Dialogue to the C-Suite
Rapidly access the high-level facts on any institution’s profit, growth, risk, and offering with FIN Profile. The analytics condense comprehensive analysis into fast facts on any institution’s firmographics, performance and known vendor-product relationships.
For one-click call preparation, integrate FIN Profile as a link in your firm’s CRM system.
Banking’s different. The metrics and technologies are industry-specific. So too are banking personnel’s titles and functional roles.
FI Navigator developed a banking title/role hierarchy to identify key contacts by seniority and role. This standardization affords users the same precision in targeting decision makers that they enjoy in identifying institutions.
Client centricity requires focus on client performance objectives. FIN Advisor has identified the top performance and offering needs for every U.S. institution versus peers.
FIN Advisor facilitates your vendor-to-advisor transition. Engage confidently and credibly with the C-suite positioning your services as solutions to their identified opportunities.
The ideal sales scenario is to be meeting with decision makers at the precise moment they’re focused on a performance or offering deficiency – and to offer THE solution.
FI Navigator can ensure this convergence through prospect queries to ID institutions with specific deficiencies AND the consultative, peer analytics to connect the dots.
Make the Vendor-to-Advisor Transition
Deploy FIN Advisor to align account planning with your client’s strategic planning to elevate your solutions to C-suite priorities.
Instantly generate a consultative assessment of any institution’s profit, growth, risk, and offering with primary opportunity themes, strengths & weaknesses and even custom solution category recommendations.
White space analysis identifies gaps in an institution’s products and services. FI Navigator developed the industry’s only complete solution hierarchy to facilitate peer comparisons on retail, commercial and operating solutions.
The analytics even recommend next-most-likely solutions in categories ranging from retail payments to cash management.
Accurate, early identification of your at-risk clients is vitally important to eliminating the churn that can derail growth projections. FI Navigator positions your organization to pre-empt potential client defections.
Useful data fields include purchase behavior segmentation (ex. best of breed vs. core centric), other vendor relationships, and more.
You know the solutions your clients currently source from your firm, but who else is working with them?
Knowing how your clients source their customer offering and technologies positions you to pinpoint potential client churn, upsell opportunities where your solution is superior or other account-level deltas.
Better Data. Better Strategy.
Which vendors are gaining share in your solution categories? The FinTech Market Report provides market share for critical fintech solutions by institution types or asset segments.
FIN Digital Channels calculates churn rates for competitors for selected time spans. Leverage these solutions to inform your market strategy or identify M&A opportunities.
FI Navigator has developed a myriad of FI segmentations including vendor diversity, retail innovation, failure risk and many others.
With FIN Industry Reporter, your team can easily build new segmentation schemes delivering insights on the banking vertical. An example would be efficiency ratio levels by core processor utilized as marketing ammo.
Typically, market research focuses exclusively on market leaders – the top institutions or solutions. FI Navigator covers every U.S. institution’s performance and offerings.
We don’t estimate market share, rather we calculate it from our independently developed data. Even better the data is updated monthly. See what you’re missing.
FI Navigator created the banking industry’s only solution hierarchy covering the provision of retail, commercial and operating solutions by every U.S. financial institution – allowing an unprecedented industry view.
White space identification analyzes existing markets to identify product penetration, growth and solution adjacencies by market segments.
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.
