Facts, Not Opinions
Truth, Not Surveys
Hard Data, Not Guess-work

ACTIONABLE DATA

Starter Pack ©

Searching for insightful data, digging for decision-makers on LinkedIn, and analyzing FI performance metrics is overwhelming for any vendor or fintech trying to break into financial institutions.

Starter Pack © removes the heavy lifting and guesswork, delivering all the critical insights you need in one powerful package. With direct access to comprehensive sales and marketing data, key decision-makers, proprietary FI ratings like the Innovative Bank Score, and essential financials, you’ll have a solid foundation to build impactful relationships and make smarter data-driven moves that set you apart.

Full Financials

  • Entire FDIC, NCUA, and Federal Reserve Call Report
  • 10 Years of History
  • 5K Data Points on each FI
  • Prescribed & Customized to Your Needs
  • M&A, Holding Companies & Branches

FedFis Ratings & Scores

  • Set Pipeline Policy
  • Target Innovative Banks
  • Focus on Profitable Accounts
  • Avoid FIs at Risk of Acquisition
  • Monitor Customer Risk

    Decision Committee Contacts

    • 50K Total Contacts & Growing
    • Technology-focused Contacts
    • Full C-Suite + Niche Contacts
    • Names, Titles, Emails, Phone
    • Website, LinkedIn, Unique I.D.s & more

     

    Alerts & Reports

    • Daily News Alert
    • Real-time M&A Alerts
    • Weekly DeNovo Bank Report
    • Weekly M&A Vendor Changing Report
    • Quarterly Missing FIs Report

    “FedFis has been a game changer for us. We used their data to gain deeper insights into both our current and prospective credit unions. The data was powerful, easy to navigate, and saved us countless hours compared to internal collection methods. Most importantly, we found it to be significantly more accurate than gathering the information ourselves. The FedFis team has been excellent to work with, so I would highly recommend their services.”

    Reagan Bonlie

    CEO, Nudge Money

    FinTegration Ecosystem © Vendor Stack

    Want to know which vendors a specific Financial Institution is using? FedFis has the answers. Target your ideal prospects by filtering the market based on your integrations, partners, competitors, and more. Turn the ocean into a pond!

    Analyze, Identify, & Execute, is a process of pinpointing the most suitable prospects for your product or service, tailoring your approach to match their specific needs, and focusing your sales and marketing efforts on those prospects to maximize your chances of success. It’s a highly effective way to improve your sales and marketing outcomes.

    Turning Data Into Opportunity

    ANALYZE

    ANALYZE

    Clearly outline the characteristics of your ideal customer, including core, digital banking, or other vendor data,  AUM, product gaps, employee count, location, and other key attributes that make a financial institution a perfect fit for your offering.
    IDENTIFY

    IDENTIFY

    With your Ideal Client Profile (ICP) defined, leverage our robust data to generate a precise shortlist of the best matches—transforming a vast market into a targeted, high-value pool. What we call “turning the ocean into a pond.”

    EXECUTE

    EXECUTE

    Develop messaging, content, and strategies that align with the specific needs and attributes of your ICP. Focus your efforts on engaging the most promising prospects—those with less friction in the sales cycle and the highest potential to convert and drive long-term value.

    Combine the FinTegration Ecosystem© with the Starter Pack© for an unrivaled data powerhouse. Enter every meeting equipped with a deep understanding of your prospect’s tech stack, challenges, and opportunities, empowering you with confidence and a winning competitive edge.

    “If you’re not participating with FedFis, you are missing one of the best sources of information, vendors, peer, and truthful data. These guys know it all!”

    Tanna Faulkner

    SVP Digital Channel/R&D and Sales, DCI

    FI Explorer ©

    FI Explorer© is FedFis’ convenient self-service portal, providing immediate access to over 5,000 data points per financial institution. Research, compare, and analyze FIs, uncover FI vendor stacks and key financials, streamline territory travel with integrated mapping, and more.

    With convenient pre-built reports for everyday needs, intuitive tools for generating custom reports, and complimentary personalized 1-click reports crafted by our team, Digital Prospector makes FI insights accessible and actionable for all your sales, marketing, and go-to-market efforts.

    Data Insights & Visualization

    • FinTegration Ecosystem ©: Explore vendor stacks on selected financial institutions.
    • Loan & Deposit Mix Visualization: Gain insights into FI financial highlights with intuitive data visualizations.
    • Full Call Report Financials: Access over 5,000 data points and 40 quarters of comprehensive financials for every U.S. Financial Institution.

      Market Planning & Peer Comparison

      • Territory List Generation: Quickly create and export territory lists to streamline your sales strategy.
      • FI Peer Grouping & Comparisons: Benchmark and analyze FIs alongside relevant peer groups.
      • Sales Trip Planning: Utilize integrated Google Maps API to chart and optimize your travel plans by FI proximity.
      • Save & Share FI Lists/Reports: Efficiently manage and share FI lists and reports within your team.

      Purpose-Built Reports & Customization

      • Sales Qualifying Sheet: Access powerful, ready-made reports designed to streamline FI research.
      • Custom Reporting: Easily generate tailored reports to meet your specific needs.
      • 1-Click Custom Reports: Collaborate with our team to create personalized 1-click reports at no additional cost.

        “I have got to say, your Digital Prospector system is working beautifully, and is very reliable. This is a big deal and reflects all the work your company puts into this product. You probably know about all the downloads and report building I do with your system, and it certainly has been working great. The support from your team is also wonderful.

        One of the things I really like is being able to run the online system on two computers at the same time.  I work on one computer but can do some quick research on the other without disrupting what I am doing on my primary computer.  It is a small thing, but it is something that I use a lot.”

        Greg Judge

        President, GMJ BankCoach Advisory Services, LLC

        BaaS & FinTech Analytics ©

        Our BaaS & FinTech Analytics © database is the go-to resource for exclusive knowledge on Banking-as-a-Service (BaaS), providing a comprehensive view of all BaaS Banks and FinTechs.

        Identify the country’s most innovative banks and their FinTech partners, or explore FinTechs working with community banks and the specific services they deliver.

        Make Smarter Decisions with BaaS & FinTech Analytics ©

        Drive Strategic Growth

        Drive Strategic Growth

        Identify and seize emerging opportunities in the rapidly evolving BaaS and FinTech landscape.
        Form Stronger Partnerships

        Form Stronger Partnerships

        Use deep insights into financial performance, technology, and market focus to find ideal partners and collaborators.
        Stay Ahead of Market Trends

        Stay Ahead of Market Trends

        With continuous access to updated data, you’ll always be informed about the latest shifts in the financial technology sector. 

        Key Data & Insights Provided

        U.S FinTechs

        Technology Stack: Gain insights into the tech tools and platforms that drive the FinTech industry, including back-end infrastructure, APls, and digital solutions.

        Contact Data: Access key decision-makers’ contact details to support business development, outreach, and partnership building.

        Linkedin URLs: Connect with FinTech companies and key personnel on Linkedin to foster networking and collaboration.

        Feature Functions: Explore the range of features and services offered by each FinTech, from mobile payments to lending solutions.

        Funding Data: Track investment rounds, valuations, and funding sources to identify FinTechs on the rise.

        Mobile App Store Data: Analyze app performance metrics, user reviews, and download statistics to gauge customer engagement and satisfaction.

        U.S BaaS Banks

        Technology Stack: Understand the infrastructure and systems that Baas sponsor banks use to power their digital banking services and FinTech partnerships.

        FinTech Partners: Identify the FinTech companies a bank is partnering with, enabling you to evaluate their strategic alliances.

        Deposit/Lending Focus: Analyze which side of the financial spectrum (deposit, lending, or both) the bank specializes in to better understand its service offerings.

        Contact Data: Access contact information for key decision-makers and departments at BaaS banks, simplifying outreach and partnership inquiries.

        Performance Ratios: Review key financial metrics and ratios that indicate the bank’s operational success and financial health.

        Financials: Access in-depth financial statements, including balance sheets, income statements, and cash flow data.

        U.S. Bank & Credit Union Financial Data

        Efficient Data Access

        Efficient Data Access

        Say goodbye to the hassle of gathering financial data from multiple sources. With automated access to consolidated call report financials from the FDIC, NCUA, and Federal Reserve, FedFis saves you time and streamlines your workflow, enabling you to focus on what matters most.
        Simplified Data

        Simplified Data Interpretation

        FedFis transforms complex call reports into clear, actionable insights. Our team of financial experts makes it easier for you to access and interpret relevant information without getting lost in the details.
        Tailored Financial Insights

        Tailored Financial Insights

        We understand that not all financial data is relevant to your needs. FedFis provides focused insights tailored to your specific business objectives, empowering you to make informed decisions and develop effective strategies for growth.

        Digital “Direct” Bank Report

        A Curated Listed of Banks with a Digital-Only Brand

        Identify forward-thinking banks
        Identify forward-thinking banks that are embracing direct banking, showing openness to innovative solutions and a lower risk aversion, making them ideal partners for newer or cutting-edge products.
        Expand your pipeline
        Expand your pipeline and revenue potential by targeting banks leveraging separate or parallel software instances, unlocking new opportunities for growth and deeper market penetration.

        STRATEGY & OPTIMIZATION

        Go-To-Market Planning

        Develop a winning strategy with our comprehensive go-to-market planning. From market analysis to positioning and launch tactics, we help you create a roadmap that effectively introduces your products or services to the right audience and drives sustainable growth.

          Ideal Customer Profile Analysis

          Refine your target audience with our Ideal Customer Profile (ICP) analysis. We assess key characteristics of your most valuable customers, helping you tailor your messaging and outreach strategies to resonate with the prospects most likely to convert.

            Data Scrubbing

            Enhance the quality of your data with our data scrubbing services. We identify and correct inaccuracies, inconsistencies, and redundancies, ensuring your database remains clean and reliable for optimized decision-making and outreach.

              CRM Clean Up

              Streamline your CRM system for maximum efficiency. Our CRM cleanup service removes outdated information, standardizes entries, and organizes records, empowering your sales and marketing teams with a clearer view of customer relationships and actionable insights.

              TAM Analysis

              Understand your market potential with our Total Addressable Market (TAM) analysis. We evaluate the full revenue opportunity within your target market, providing insights that guide strategic planning and resource allocation for maximum impact.

              CUSTOM SERVICES & DATA

              Bank M&A

              Empower your M&A decisions with in-depth banking data. Our Bank M&A service provides essential insights into financial performance, market positioning, and growth potential, enabling vendors, FinTechs, banks, credit unions, and more, to make well-informed decisions regarding industry mergers and acquisitions.

              Vendor Churn Report

              Stay on top of vendor dynamics in the banking industry. We track vendor-client relationships across core banking, digital banking, and other key areas, providing actionable insights into market shifts that impact vendors, FinTechs, and bankers.

              Conference Enhancer ©

              Say goodbye to attendee lists without email addresses. With our Conference Enhancer, you’ll secure more meetings and maximize your ROI. Make the most of your time, resources, and conference investment.

              Enrich Attendee Lists – We populate missing emails so you can connect with the right people before and after the conference.

              Target the Right Conferences – Match attendee lists against your ICP to identify the best events for your goals.

              De Novo Banks

              Gain a competitive edge by reaching De Novo Banks before the competition knows they exist.

              Early Intelligence – Exclusive insights on newly forming banks.

              First-Mover Advantage – Engage decision-makers while they’re still evaluating vendors and solutions.

              Data Analysis

              Leverage FedFis’s expertise in data to gain valuable insights into your market. Our data analysis services uncover trends, opportunities, and risks within the banking sector, enabling you to make data-driven decisions that support growth and profitability.

              Report Templates

              Simplify reporting with customizable templates designed to make it easy to present and analyze key metrics, delivering clear and concise insights that inform strategic planning.

              Real-Time Alerts & Reports

              Never miss a merger that could impact your customers and prospects. Our real-time M&A alerts keep you informed the moment deals happen, so you can act fast and seize opportunities before anyone else.

              Instant Notifications on mergers, acquisitions, and consolidations affecting your market.

              Competitive Intelligence

              We provide deep insights into competitor strategies and emerging industry trends, equipping you with the information needed to stay ahead in a rapidly changing market.

              Distribution Strategy

              Expand your reach. By analyzing optimal channels and engagement tactics, we help vendors connect with banks and credit unions, ensuring their solutions are effectively positioned to meet the needs of financial institutions.

              FEDFIS MEDIA

              Content Collaboration

              Partner with us to create compelling, high-impact content that speaks to your audience. Our team works closely with you to develop stories, insights, and resources that align with your brand’s voice and messaging, ensuring every piece resonates and builds trust with your target market.

              Multi-Channel Distribution

              Maximize your reach through our comprehensive distribution channels. From email and social media to industry publications and direct outreach, we ensure your message is seen, heard, and shared across multiple platforms, engaging a diverse audience effectively.

                Data-Driven Research

                Leverage insights that drive decision-making with our data-driven research. We gather and analyze key metrics and trends within your industry, providing you with actionable intelligence that highlights opportunities and drives growth.

                  Digital Assets Creation

                  Enhance your brand’s digital presence with custom digital assets that captivate and inform. From infographics to data charts and visualizations, we create compelling assets that simplify complex ideas and leave a lasting impact.

                    Live & Online Events

                    Connect with your audience in real-time. Our live and online events bring together thought leaders, customers, and industry experts, creating a platform for meaningful engagement, networking, and knowledge-sharing that keeps your brand top-of-mind.

                      Our customers move market share 

                      Request a data sample to see how they do it