Personalization For Digital Banking

Understand your users better through how they vote with their wallets.

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Power Your Cross-Sell Offers With Personalization For Higher ROI

Use the transaction data you have to target your offers to current users to drive more conversions.

Market the right offer at the right time with the right messaging and imagery for higher ROI.

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Give Your Users Insights On More Ways To Save

We can give users hyper-personalized advice everywhere they spend money, from subscriptions to insurance to a cup of coffee and everywhere in between. Insights can also be used to drive conversion on your own offers!

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Get The Best Data

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.

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Do you need aggregated account data?
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Do you need your own data cleansed and enriched?
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Are you looking to switch aggregators or enrichment providers?
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Select Partners

Plaid logoMet Life logocanvas credit union logoenvestnet yodlee logo
pocketnest iconHello Iconic logoofcolor iconqoins icon
constellation logoFinastra logo
pocketnest logo
"Find Money from FinGoal allows us to hyper-personalize our advice and insights, simplifying the path to financial wellness and making it a reality for the masses."

Ashleigh Craven
CMO, Pocketnest
constellation logo
"With the ability to integrate very quickly with financial institutions, the sky is the limit. The integration can power personal financial management, subscription management, loan origination… it can power just a little bit of everything. Because it’s all about data, and the more data that you have, the more services you can offer."
Daryl Thornton
SVP of Product, Constellation
ofcolor icon
"Not only did you help blow us away with your tech; you managed to do with with style, and to power product features that are really important to us and our customers."


Yemi Rose
CEO at OfColor

Elevate Your Digital Banking Experience

Learn how FinGoal can help you create personalized banking experiences from financial data. Schedule a call to learn more.

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