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Scale and align your B2Bank marketing & sales with FI Data Analytics
How will you leverage the insights to augment your B2Bank GTM?
FI Prospecting & CRM
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.
Sales Engagement
Leveraging FI Intelligence 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.
Account Planning
Make the vendor-to-advisor transition by deploying FIN Advisor AI® to align your account planning with your client’s strategic planning - positioning your solutions as C-suite priorities.
Market Strategy
The FI Vertical Strategy solutions deliver a competitive advantage to your FI sales strategy formulation by harnessing big data to bring clarity to banking's market dynamics.
FI Prospecting & CRM
Identify Who Needs Your Solutions for ABM Precision
Account-Based Marketing
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 for ABM easily (1) filters financial institution prospects (2) provides additional institution or contact data and (3) instantly exports the data for laser-focused campaigns.
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Contact Data
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.
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CRM Integration
Deploy FIN CRM to augment your CRM system’s financial institution account and contact data providing your team rapid, current context on any institution. Choose custom fields to fit your unique B2Bank model for better ABM.
Integrate links within your CRM to instantly access institution profiles with account data to inform inbound or outbound calling efforts.
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Purchase Intent Data
Augment FI prospecting with industry-leading buyer intent data. Discover institutions actively investigating purchase with Bombora Company Surge® intent data – complementing FI Navigator’s deep vertical account data.
Create product-specific audiences of actively researching FI’s to engage the right accounts with the right message – at precisely the right time.
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Conference Marketing
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.
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Sales Engagement
Elevate Your Dialogue to the C-Suite with FI Intelligence
Instant Call Preparation
Rapidly access the high-level facts on any financial 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.
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Instant Sales Strategy
Winning sales meetings surface the FI’s top performance priorities – and match them with your viable solutions.
Combining FI Navigator’s unrivaled FI data, artificial intelligence and your ingested solution context, FIN AI Sales Strategist generates an instant, institution-specific sales plan to differentiate your sales engagement.
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Identify Decision Makers
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 FI decision makers that they enjoy in identifying financial institutions.
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Consultative Selling
Client centricity requires focus on client performance objectives. FIN Advisor AI has identified the top performance and offering needs for every U.S. institution versus peers.
FIN Advisor AI facilitates your vendor-to-advisor transition. Engage confidently and credibly with the C-suite positioning your services as solutions to their identified opportunities.
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Ensure Perfect Sales Timing
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.
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Account Planning
Make the Vendor-to-Advisor Transition in your B2Bank Sales
Align to Their Strategic Plan
Deploy FIN Advisor AI 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 AI implementation playbooks for performance enhancement.
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ID Cross-Sell Opportunities
White space analysis identifies gaps in a financial 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 FI offering analytics even recommend next-most-likely solutions in categories ranging from retail payments to cash management.
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Identify At-Risk Clients
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.
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ID Other Vendor Relationships
You know the solutions your banking 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.
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Market Strategy
Better Data. Better Strategy.
Competitive Intelligence
Which vendors are gaining share in your solution categories? The FinTech Market Report provides FI 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 dashboard solutions to inform your market strategy or identify M&A opportunities.
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Market Research
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 FI market share, rather we precisely calculate it from our independently developed data.
Even better, the financial institution data is updated monthly. See what you’re missing.
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Solution White Space Analysis
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.
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We've got it covered
5,000+
active client users
500,000+
client user visits annually
2,000+
vendor-products linked to FI’s
3 million+
FI web pages analyzed monthly
100%
of U.S. banks and credit unions
4
FI Value Drivers
of profit, growth, risk & offering
500+
offering & technology categories
2,000+
vendors tracked/matched to FIs
30+
years
advancing FI data & analytics
5,000+
active client users
500,000+
client user visits annually
2,000+
vendor-products linked to FI’s
3 million+
FI web pages analyzed monthly
100%
of U.S. banks and credit unions
4
FI Value Drivers
of profit, growth, risk & offering
500+
offering & technology categories
2,000+
vendors tracked/matched to FIs
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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.
Don't work harder. Work on the right things.
Better Data.
One platform with the breadth of FI data to assess every institution’s strategy, performance, client offering, technologies and personnel.
Better Decisions.
One platform integrating proprietary decision trees, client offering hierarchies, title/role delineation & other innovative infrastructure to deliver advisory insights.
Bank On It.
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.