FinGoal White Papers & Case Studies

Ten Flavors of Calls to Action

Using transaction data, relevant and simple insights are created to provide opportunities for saving in the users day to day spending. Learn about FinGoal's 10 different flavors of insights.

Five Insights into Personal Finance Attitudes

The FinGoal team interviewed over 1,000 individuals from all over the country to make sense of what people want from their digital finance experiences.

Features to Consider When Choosing An Aggregator

Each data provider is different. As companies have matured, they are looking for a better aggregator that will provide the data they need to build the best products and services.

Switching Financial Data Aggregators

There are many pain points organizations are experiencing with their data provider. We built a solution to switch aggregators so that platforms can leverage the benefits provided by another aggregator.

Different Approaches to Insights and Offers

Most institutions have added programs to increase customer engagement with the intent is to drive users to their platforms. Here, these different approaches are outlined and analyzed.

The Importance of Data Enrichment

The future of digital banking is clean, categorized, and enriched data. Data enrichment is the first crucial step institutions must take before adding additional features to their platform.

Who Benefits From Calls to Action?

Users vote with their wallet, and FinGoal's insights are designed to help individuals save without sacrificing value. Learn which types of users benefit most from FinGoal's Calls to Action.

Case Study: Rebatus | Switching from Plaid to Yodlee

Learn how FinGoal's Aggregator Switch Kit allowed Rebatus to reconfigure their aggregation strategy by helping them switch from Plaid to Yodlee.

Calls to Action: Fortune 500 Case Study

1,000 users were analyzed for this project and the report will contain data on the results including: Calls to Action found per user, money found per user, and Calls to Action per category.