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DENVER, CO —Today, FinGoal, the hyper-personalized insights platform for banks and credit unions, and Passerelle, a Snowflake Premier Services Partner and data modernization leader announced a strategic partnership. Together, the two companies will deliver a seamless data-to-action solution that helps financial institutions better understand account holders for timely and relevant services and outreach..
Financial institutions are sitting on a goldmine of transaction data. The challenge is turning this quickly-expanding resource into something useful. With Passerelle’s deep industry expertise and Snowflake accelerators banks and credit unions can build a modern, governed data warehouse for advanced analytics and AI. FinGoal layers on top of trusted data with deep transaction enrichment, behavioral personas, and pre-built integrations into leading marketing tools. The result: a complete pipeline from raw transaction data to personalized, targeted campaigns.
“We’ve always believed that the best banking experiences start with truly knowing your account holders. Passerelle gives our shared clients the data infrastructure to do exactly that — and FinGoal makes sure that knowledge translates into action. This partnership is about closing the loop between data and personalization at scale.”
— David Nohe, CEO, FinGoal
Through this partnership, financial institutions own a fully integrated solution that covers every step of the data journey: ingesting and governing data in their enterprise Snowflake environment, enriching that data with FinGoal’s transaction insights and member personas, and activating it through FinGoal’s pre-built integrations with popular marketing platforms. Banks and credit unions can easily move from account holder data to targeted, relevant outreach without costly custom development.
“Passerelle helps financial institutions use data as a strategic lever for growth and to provide superior account holder experiences.. FinGoal is the perfect partner to extend that mission into personalization and marketing activation. Together, we’re giving community banks and credit unions enterprise-grade capabilities they need to thrive in a dynamic market..”
— Pat Dionne, CEO, Passerelle
What the Partnership Delivers
Financial institutions interested in learning more can reach out to either FinGoal or Passerelle directly.
About FinGoal
FinGoal is the leading personalized insights and offers solution for banks and credit unions. By enriching transaction data with behavioral personas, next best actions, and over 750 spending categories, FinGoal helps financial institutions understand their account holders on a human level and deliver targeted, relevant experiences that drive engagement, loyalty, and revenue. FinGoal is headquartered in Lafayette, Colorado. Learn more at fingoal.com.
About Passerelle
Passerelle was founded in 2021 with the mission to build better, faster data architecture that solves real problems for data-intensive industries. We provide end-to-end data management – our IP, integrations and blueprints optimize connections between industry-best data technologies and create a framework for Agile Data Governance and AI-Readiness. Based in Portland, Maine, with offices in Montreal, Quebec, Passerelle works throughout the United States and Canada in all sectors, with a focus on financial services and healthcare.
Learn more at passerelledata.com.
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