FI Works, a leading provider of data analytics, marketing automation, and CRM solutions for community banks and credit unions, today announced new AI-powered enhancements to its Relationship Intelligence and Engagement Platform, enabling financial institutions to explore and act on data by asking questions in plain English.

For most financial institutions, customer data is isolated and diluted across the platforms they use daily, such as core systems, loan platforms, digital banking tools, and third-party applications. Answering a straightforward question means stitching reports together by hand or waiting behind an analyst. Decisions stall, and opportunities age out before anyone acts on them.

The gap is widespread. In Bank Director’s 2025 Technology Survey, one-third of bank leaders cited an inability to use data effectively as a top technology challenge, and 56% said they rely on their core provider to access their data.

The new capabilities give users a direct path to the answer. Natural language search lets anyone ask a question and get a response in seconds. AI-driven insights surface trends, anomalies, and performance drivers without being asked. Interactive dashboards stay current as data refreshes, and predictive forecasting projects where balances, product adoption, and attrition are headed. A unified semantic data model sits underneath, so marketing and finance teams and the branch network work from the same definitions.

That shared foundation is what separates a fast answer from a trusted one. Every calculation in FI Works is open and inspectable, including profitability with funds transfer pricing and allocated costs. Any number traces back to its source, so a figure that reaches the board survives the question that follows it. “[FI Works is] really transparent about how we arrived at a number,” said the chief marketing officer of a Midwest community bank that runs on the platform.

“Speed only helps if people trust what comes back,” said Keith Henkel, CEO of FI Works. “We built these capabilities on governed data with logic anyone can inspect. A branch manager gets an answer in seconds, and the CFO can walk through exactly how we got there.”

Clients hold the platform to that standard. “When I get those questions from the C-suite, not only can I answer that, but the answer is going to be right,” said a business intelligence analyst at a federal credit union that uses FI Works for analytics and marketing.

Purpose-built for community banks and credit unions, FI Works ranks opportunities by value rather than volume. Profitability intelligence identifies high-value customers and households, sharpens marketing spend, and flags the relationships most worth protecting. Because analytics, marketing automation, and CRM run on one data model, an insight becomes an audience, a campaign, or an assigned opportunity without leaving the platform.

About FI Works

FI Works delivers a Relationship Intelligence and Engagement Platform purpose-built for community banks and credit unions. The platform unifies core, digital banking, lending, and other data sources into a single customer view, powering predictive analytics and marketing automation that let financial institutions reach the right customers and members with the right message at the right time. One platform. Unified intelligence. Thriving relationships.

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