Identify your next-most-likely clients with insights powered by unrivaled banking data.
Transform from vendor to advisor by matching your solutions to their deficiencies.
Rapidly scale & align your B2Bank sales and marketing to elevate your win rates.
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.
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.
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.
