Vendors & Consultants | Analytics Platform | FI Navigator
Financial Institution Data & Analytics to Transform your B2Bank Go-To-Market
Access instant, actionable insights on every U.S. financial institution for B2Bank sales & marketing
Access Instant Insights
Identify your next-most-likely clients with insights powered by unrivaled banking data.
Credibly Engage
Transform from vendor to advisor by matching your solutions to their deficiencies.
Get Results
Rapidly scale & align your B2Bank sales and marketing to elevate your win rates.
You’ve got to make quick, accurate decisions to stay competitive.
But resources are scarce, and your legacy provider’s “data” isn’t exactly banking savvy.
You’ve got to make a move, but how do you know which move is the right one?
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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One FI Analytics Platform to Inform your B2Bank Prospecting, Sales Engagement & Strategy Development
Identify and align on your top FI prospects, engage credibly as an advisor and drive revenue growth
FI Prospecting & CRM
The FI Prospecting & CRM solutions easily generate higher-probability FI prospects to enrich your CRM system’s account and contact data.
FI Intelligence
FI Intelligence transform your financial institution relationships from vendor to advisor with unparalleled analytics to fit any meeting objective.
FI Vertical Strategy
FI Vertical Strategy solutions augment B2Bank strategy development leveraging unrivaled industry data on institutions & their vendor partners.
How will you leverage the insights?
Scale and align your B2Bank marketing & sales
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 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.
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 B2Bank strategy formulation by harnessing big data to bring clarity to banking's market dynamics.
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.