Banks are on a mission to revolutionize customer engagement, improve reliability, and reduce costs across all banking channels. In doing so, they are re-engineering legacy processes, implementing new technologies and building enterprise digital capabilities in order to streamline, automate and enhance client interactions – the essential ingredients for success when it comes to reducing costs, generating revenue, controlling risk and most importantly delivering outstanding Customer Experience.


By linking strategy to execution, FI Partners works with CEOs and line of business managers as an extension of their team to execute on mission critical projects. 

Sales and Marketing Strategy

In today's highly competitive marketplace, finding the right customer, at the right cost of acquisition is a combination of art and science.  We help clients focus their sales and marketing plans to ensure maximum growth.

  • Customer Acquisition

  • Targeted Marketing

  • Client Onboarding

  • PR and earned media

Product Management

Product design and pricing drives profitability, acquisition and retention of client.

  • Competitive Shops

  • Product Development

Operational Implementation

Operationalizing sales and service strategies are key to driving brand value and minimizing risk.

  • Software implementation management

  • CRM strategy and design


Executive Development

Executives benefit from partnering with an outside leader to spur broader thinking, obtain honest feedback, and challenge convention.

  • Executive coaching and mentoring

  • Targeted recruiting