FI Navigator Introduces CRM Single-Click Access – Delivering Real-Time Data into Sales Workflows

Posted June 1st, 2022 in Press

Atlanta, GA – FI Navigator, the banking vertical’s data analytics leader, today announced the launch of Single-Click Access from CRM systems. This new capability enables seamless, one-click integration from popular CRM platforms, including Salesforce and HubSpot, directly into FI Navigator’s powerful data and analytics tools—allowing sales and relationship teams to instantly access critical market intelligence without leaving their workflow.

With Single-Click Access, bank and credit union teams can move effortlessly from a CRM account record to detailed FI Navigator insights, including institution profiles, performance metrics, competitive benchmarks, technographics and market opportunity analysis. The integration eliminates context switching, speeds up research, and ensures customer-facing teams have the most relevant data at their fingertips when they need it most.

“Our goal is to make FI Navigator’s intelligence easily available wherever our clients work,” said Curry Pelot, CIO & founder of FI Navigator. “Single-Click Access from CRM systems bridges the gap between relationship management and market analytics, empowering teams to act on insights in real time.”

Key benefits include:

  • Seamless Integration – Launch FI Navigator insights directly from CRM account or contact pages.
  • Faster Research – Reduce time spent searching for data by accessing it in a single click.
  • Better Engagement – Equip sales and relationship teams with deeper insights for more informed conversations.

Single-Click Access from CRM systems is available immediately to all FI Navigator clients, with support for popular CRM platforms and flexible integration options.

For more information about FI Navigator and its integration capabilities, please visit www.fi-navigator.com.

About FI Navigator
FI Navigator delivers the data analytics platform guiding performance enhancement and strategy development for the U.S. banking vertical’s vendors, advisors and financial institutions. Whether transforming a vendor’s B2Bank go-to-market strategy or pinpointing a financial  institution’s top opportunities, FI Navigator’s platform excels due to proprietary data and innovative analytics.