Analyzed Data

Users vote with their wallets. We build the richest possible profile of each end user based on how they vote with their wallet.

How FinGoal Creates User Personas

Meet Maria

We start with Maria's financial transaction data which is analyzed to understand more about her spending and values.


How We Analyze Data

The FinGoal Insights Platform looks at the whole user – beyond a single transaction or basic demographic data – to determine user values, preferences and intent.

What We Know About Maria

From analyzing Maria's transactions, we know that she lives in Seattle and shops locally, is active, a parent, frequent reader, and Amazon Prime member.

Personalized Calls to Action

Based on Maria's spending, we can offer tailored insights custom to her values. These insights are white-labeled calls to action that surface right in her banking transaction feed.

Currently, personas are used by the FinGoal internal product team to provide personalized Calls to Action for users.
Learn more about Actionable Data
Check out our Demo video to learn more about our Analyzed Data features and how you can get build rich profiles of each of your end users.

Personalize your digital banking experience.

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