FinGoal Webinars

Upcoming

Improve Prospecting Efficiency with Data-Driven Insights

Thursday, March 23rd, 2023
11am PST / 2pm EST

Learn how you can take your advisory firm to the next level by using an investment-first data aggregation platform. The addition of analytics generates unique insights and personas that help you segment your prospects into higher growth niches based on their financial behavior, preferences, and demographics. Align your firm's services with client needs and create stronger relationships that drive long-term growth.

Register Now

On Demand

Improve Prospecting Efficiency with Data-Driven Insights

Learn how you can take your advisory firm to the next level by using an investment-first data aggregation platform. The addition of analytics generates unique insights and personas that help you segment your prospects into higher growth niches based on their financial behavior, preferences, and demographics. Align your firm's services with client needs and create stronger relationships that drive long-term growth.

Ready To Stop Making Excuses For Bad Data?

Fintechs and financial services providers (FSPs) are expected to offer personalized and robust solutions to drive higher customer engagement and grow revenue. Unfortunately, disconnected, latent, or undecipherable data can lead to counterproductive customer experiences that quickly turn people off from your brand. Even if you’ve made this mistake, there is a way out; and we’ll show how in this webinar.

Selecting The Right Data Foundation

Rising costs, inadequate financial data coverage, and broken connections are just a few of the many reasons financial institutions and fintechs are frustrated with their data aggregators. If you are currently shopping for aggregation or considering changing data aggregators, this on-demand webinar is for you.

Know Your Members, Grow Your Members

FinGoal’s Personalized Offers increase conversion rates, lifetime value, and engagement across credit union platforms. Using FinGoal’s services, Credit Unions have the opportunity to leverage member data to craft highly personalized and relevant offers for their members based on user lifestyle and preferences.

From App To Super App

FinGoal's VP of Product Ariam Sium spoke with Sam Johnson and Dr. Anthony Rhem about the upcoming trends, opportunities, and insights into super apps for financial services and the fintech world, presented by VentureBeat x Envestnet | Yodlee.