August Product Updates

At FinGoal, we’re always listening to your feedback and continuously striving to enhance our offerings. This August, we’re excited to announce the addition of over 50 new transaction tags to our ever-expanding library. These new tags are designed to help financial institutions better understand their customers and deliver more personalized experiences.

What’s New in the Tag Library?

Our latest update includes tags that capture a wide range of transaction types, including:

• New Merchant and Credit Builder Cards
• New Mortgage Servicers
• New Financial Institution Competitors
• New Business Tags

How These Tags Can Benefit Your Institution

These new tags are more than just data points—they are powerful tools that can help your institution connect with customers in meaningful ways:

• Personalized Credit Building: By identifying customers using new credit builder cards, you can offer personalized advice and products that help them improve their credit score, fostering stronger customer relationships.
• Proactive Mortgage Engagement: With detailed insights into mortgage-related transactions, you can reach out to customers with refinancing options, home equity loans, or other home-related financial products, right when they need them.
• Competitive Advantage: Understanding where your customers are spending with competitors allows you to craft compelling offers that encourage them to choose your institution instead.
• Enhanced Support for Business Customers: By tracking specific business-related transactions, you can provide tailored financial products, such as business loans or expense management tools, designed to meet the unique needs of your business clients.

Why This Matters

Our commitment to expanding the transaction tag library is part of our ongoing mission to empower financial institutions with the tools they need to better serve their customers. By leveraging these new tags, you can gain deeper insights, enhance customer engagement, and ultimately drive growth.

Stay tuned for more updates as we continue to innovate and improve our offerings. If you have any questions or need further information, don’t hesitate to reach out to our team.

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Tag List

Our new tagging library can be found at fingoal.com/tags-list