Make It More Personal

See it in action

Personalized Offers that Double Marketing Conversions

FinGoal’s private AI models identify the next best action for your account holders, surfacing personalized offers in your marketing system to boost conversion rates. 

Turn Transaction Data

Into Persona Tags

Send the Right Offer at the Right Time

‍You can push these  into any CRM and/or Marketing Automation Tool that you use to deliver personalized and targeted offers with low tech lift.

AND
AND

Text/Push

Digital Banking

Email

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Content Assistant

Looking for the right data-driven audience to engage with or want to further segment an audience with additional layers of personalization?

FinGoal’s Content Assistant will help you find the right audience or upload versioned campaign drafts into your marketing system of choice for edits and approvals.

Learn More

Get The Best Cleaned and Enriched 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.

Check out our enrichment demo

Featured Customers

“For one campaign we targeted only one thousand members, but we’ve turned that into almost 200 new members, which for me is a giant win.”"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."
Laura Woods
Vice President of Brand and Product Strategy at Alltru CU
“We’ve been working with FinGoal for a couple of years now, and they really help us take the mystery out of delivering personalized messaging to our members.”
SVP of Marketing & Digital Services at Credit Union of Colorado
“By identifying external relationships through transaction data, bankers can proactively offer comparable products to consolidate their financial activities, increase deposits and enhance usage of MCT products. Personalized conversations, recommendations and promotions can increase conversion rates, lifetime value, and engagement across the entire MCT banking experience.”
Marty McGuire
VP, Director of Marketing at Mauch Chunk Trust
“We are pleased with both the access to financial data and the insights on that data FinGoal has been able to provide us. It’s enabled us to enhance our data program and equip our Financial Coaches to provide more personalized guidance to our clients.”"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."
Theo Vaughn
Director of Product Services at Neighborhood Trust Financial Partners

Elevate Your Digital Banking Experience

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

Schedule A Call.

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FinGoal builds insights & analytics for trusted financial brands all predicated on better understanding their individual users on a human level.
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