You can tell a lot about your users by how they spend and earn their money. FinGoal analyzes your transaction data and uses that data to tag your transactions and users with Persona Tags.
You can push these Persona Tags into any CRM and/or Marketing Automation Tool that you use to deliver personalized and targeted offers with low tech lift.
To better understand and serve users we need the best data out there. We can work with all financial institutions, fintechs, and aggregators to get you what you need.
Learn how FinGoal can help you create personalized banking experiences from financial data. Schedule a call to learn more.