About
Financial Software
Innovations

About Financial Software Innovations

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At Financial Software Innovations, Inc. (FSI), we are dedicated to providing our customers with the world’s best and most innovative financial products and stellar customer support.

At Financial Software Innovations, Inc. (FSI), we are dedicated to providing our customers with the world’s best and most innovative financial products and stellar customer support.

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Our Mission

We are dedicated to providing our customers with the world’s best and most innovative financial products and stellar customer support. Propelled by a team of exceptional individuals, we are a customer-centric, high-performance company delivering unparalleled value.
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Our Core Values

Guiding every interaction, decision, and initiative, our four foundational values outline the company we aim to be and reflect our commitment to customers, partners, suppliers, our community, and each other.
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A True Passion for Serving Our Customers

Our every action is fueled by a genuine desire to serve our customers beyond industry standards. By forging meaningful connections and exceeding expectations, we earn our customers’ trust and demonstrate our unwavering commitment to their success.
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A Strong Commitment to Business Excellence

To deliver the world’s foremost Annual Statement and Unclaimed Property Reporting solutions. Our relentless pursuit of excellence is characterized by:
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Quality

Upholding high standards, we consistently enhance our products and services to deliver superior customer value.
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Innovation

Embracing a learning culture, we continually refine our skills, products, and services, offering flexibility and innovative solutions.
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Speed

Our agility sets us apart, enabling swift responses to customer needs, informed risk-taking, and consideration of diverse perspectives.

Meet the Team

Discover the faces behind the innovation at FSI! Our dedicated team of professionals brings diverse expertise and a shared passion for delivering exceptional solutions and services.
Cecil Patton Photo

Cecil Patton

President/CEO
Pamela Patton Photo

Pamela Patton

Assistant Vice President
Corky Cootes Photo

Corky Cootes

SVP
Luke Forrest Photo

Luke Forrest

SVP of Sales & Marketing
Bert Anzaldo Photo

Bert Anzaldo

VP of FSIOasis Development
Lance Jackson Photo

Lance Jackson

Sr. Programmer
Cris Martinez Photo

Cris Martinez

Software Engineer
Brandon Steele Photo

Brandon Steele

Software Engineer
Greg Arrambide Photo

Greg Arrambide

Software Engineer
Peggy Scott Photo

Peggy Scott

Office Manager