Who We Are

FI Navigator is the data and analytics platform guiding performance resourcing and strategy development for the U.S. banking vertical’s vendors, advisors and financial institutions.

Our Mission is Your Mission

FI Navigator is literally built around our clients’ performance objectives. A simple guiding question drives the continual evolution of our data and analytics: how can we help our clients best allocate their finite resources to drive performance?

As analysts we’re admittedly biased, but we believe the answer resides in better banking industry data and analytics. That’s our True North.

Learn & Apply. Repeat.

FI Advisory Experience

That mission, or more accurately our obsession, began for us while providing advisory services to financial institutions nearly 30 years ago. The experience led to an evolved understanding of what drives financial institution franchise value and the unshakeable idea that scale could be injected into advisory.

FI Executive Resonance

Decomposing those value drivers into decision tree-based navigation, the team launched the industry's first SaaS analytics firm, BancIntelligence.com, in 2000. That’s right, we launched a dotcom into a bursting bubble, but despite our sense of timing - we quickly resonated. BancIntelligence grew to serve over 1,000 financial institutions providing scalable, frictionless data analytics to their executives. The company was acquired by a Fortune 500 fintech firm in 2007.

Fintech Experience

Another chapter of learning began with that industry-leading fintech firm. We developed an understanding of the challenges faced by financial technology firms selling into banking’s rapid digital transformation. We felt the answer was in harnessing data to transition their financial institution relationships from vendor-to-advisor by focusing on their clients’ performance objectives.

Fintech Resonance

Our founders launched FI Navigator in 2014 and spent years developing an unprecedented ability to extract and analyze website data. By obsessively focusing on our clients’ performance objectives, FI Navigator has become the clear leader in banking vertical data & analytics with a platform trusted by the industry’s top vendors, advisors and financial institutions.

What’s Next?

We’re just getting started. The obsession remains and our direction is clear. Through every client interaction, we continue to learn and apply those lessons to the continual evolution of our banking analytics platform.

Why We’re Way Different

What differentiates our banking industry data and analytics platform is, in fact, the data AND the analytics. FI Navigator developed a proprietary ability to extract unstructured website data and transform it into insight on any institution’s deployed retail, business, and operating technologies. When combined with FI Navigator’s performance analytics, the platform instantly identifies any FI’s performance or offering deficiencies versus peer institutions.

The Data

Website data is the literal exhaust of digital transformation. FI Navigator extracts and converts this unstructured data into comparable data for every bank and credit union.

Website data sources for our FI data analytics include financial institution websites, mobile app stores, job posts, industry media, vendor press releases, social media and other sources.

FI Navigator has developed thousands of technology signature criteria from these sources which continuously run on current website data.

The Analytics

FI Navigator has developed proprietary analytical structures to facilitate financial institution comparisons and data navigation.

• In-depth, color-coded decision trees allow easy isolation of performance opportunities.
• An unprecedented offering hierarchy enables comparisons of FI’s retail, commercial & operating solutions.
• A banking-specific title/role hierarchy aids identification of contacts by seniority and functional role.

DATA SOURCES

The banking vertical's deepest data, on one platform

One platform integrating the breadth of data needed to assess every U.S. financial institution – its strategy, performance, offering, technologies & people.

Firmographics

The core institutional profile — total assets, employees, members & strategic focus — for every U.S. bank and credit union.

Technographics

Vendor-product relationships across 200+ technology areas — Core Processing, Online & Mobile Banking, Credit & Debit Processing & beyond. Over 2,000 vendor-products mapped to every FI.

Performographics

Every FI is measured against its strategic-focus peer group to identify its Primary Opportunity Theme across profit, growth & risk.

Contacts

An exclusive contact database built for the U.S. banking vertical — depth, quality & accuracy global providers can't match, organized by the industry's only standardized role/title hierarchy. 750,000+ contacts, 99%+ coverage.

Intent

See what banks and credit unions are about to do — evaluating a product like yours, or considering a move away — from shifts in what they research online. Powered by Bombora Company Surge® intent.

Segmentation

Ready-made segmentation sets — Vendor Diversity, Innovation Scores, Failure Risk & Growth Scores — to quickly stratify institutions for analysis & targeting.

Offering

A full assessment of the products, services & channels each FI offers — and what it doesn't — all benchmarked against relevant peer groups.

Digital Channels

Retail Online & Mobile Banking metrics — years with the MB app & current vendor, installs & enrolled customers, app ratings, OLB customers, OLB/MB vendor & more.

Financial Metrics

The full library of calculated performance metrics, organized into Profit, Growth & Risk subcategories.

Financial Statements

Balance Sheet, Income Statement & Credit Quality data for every institution.

Market Area

Each institution's market & branch network — Market Coverage, Market Size, Market Growth, and Market Share & Rank.

Regulatory Data

The regulatory foundation beneath the platform — bank & credit union call reports, BHC filings, HMDA, SBA 7(a) & 504 lending, the FDIC Summary of Deposits (SOD) & more.

Coverage

Everybody Counts

Typically, market data focuses exclusively on market leaders – the top institutions or solutions in the banking industry. FI Navigator covers every one of the over 9,000 banks and credit unions in the U.S. through one data analytics platform.

Strategy

Lending, funding & OBS strategy plus multiple segmentations including purchase behaviors.

Performance

Includes profit, growth and risk with primary themes, SWOT & recommendations.

Technologies

Technology categories and vendor/product identification covering hundreds of solution categories.

Offering

Customer/member offerings including retail, wealth management & commercial solutions.

Personnel

Personnel data includes standardized titles/roles, social media links, contact info & more.

3 Easy Steps to High Performance

1. Request a Demo Strategy Session
   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.

2. Simplify Decisioning With Data
   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.

3. Work on the Right Things
   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.