FI Works Launches Signals to Turn Predictive Insights into Action for Community Banks and Credit Unions
New machine learning feature finds growth and retention opportunities across the entire relationship, then moves them
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FI Works, the Relationship Intelligence and Engagement Platform purpose-built for community banks and credit unions, today announced Signals, a new feature that uses machine learning to identify households likely to add a product, adopt checking or digital services, or leave the institution. Because Signals runs inside the same platform as FI Works’ marketing automation and CRM, teams can move from a signal to a targeted campaign, an opportunity, or a frontline follow-up task without exporting a list or switching systems.
Community institutions are increasingly investing in tools that promise to spot opportunities in their data. However, many of those tools rely primarily on transaction data, which reveals only a narrow slice of a relationship. By the time a payment to another lender appears in the transaction feed, the customer or member has often moved the business already. Signals is the industry’s solution to this.
“Institutions that bought signal tools in the past tell us the results feel like a ‘so what,’” said Keith Henkel, founder and CEO of FI Works. “Most of those tools point to opportunities you’ve already lost. FI Works Signals casts a much wider net across everything an institution knows about its relationships, and it lets a team go straight from a signal into a campaign in seconds. No one needs to be a data scientist to use the results.”
Signals analyzes an institution’s integrated data, not transactions alone, to uncover opportunities to grow loans and deposits, increase service adoption, and retain valuable relationships. Predictive scores help financial institutions prioritize outreach, while predicted balances and profitability show the potential value of each opportunity. Because Signals looks for early warning signs, an attrition signal can prompt a conversation before the customer or member starts moving money. Connected reporting helps teams track outcomes and refine their approach.
“Finding the opportunity is only half the job,” Henkel said. “Banks and credit unions need to know whom to contact, why, and what that relationship could be worth, and then they need a way to act on it. Signals puts discovery and action in the same place, which is where community institutions have always needed them.”
To see Signals in action, request a demo at FIWorks.com.
About FI Works
FI Works provides a Relationship Intelligence and Engagement Platform purpose-built for community banks and credit unions. It unifies data from core, digital banking, lending, marketing, and other systems to create a complete view of every relationship. With self-service analytics, AI-powered insights, profitability, marketing automation, and CRM, teams can identify opportunities, target the right relationships, coordinate outreach, and measure results. FI Works replaces disconnected tools and manual processes with one trusted workspace that turns intelligence into action, strengthens engagement, improves retention, increases product and service adoption, and drives profitable growth. One platform. Unified intelligence. Thriving relationships.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261110092634/en/
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