Make It More Personal

See it in action

Put the Right Recommendation in Front of Your Users

You can tell a lot about your users by how they spend and earn their money. FinGoal analyzes your transaction data and uses that data to tag your transactions and users with Persona Tags.

Turn Transaction Data

Into Persona Tags

Send the Right Offer at the Right Time

‍You can push these Persona Tags into any CRM and/or Marketing Automation Tool that you use to deliver personalized and targeted offers with low tech lift.

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Text/Push

Digital Banking

Email

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Get The Best Cleaned and Enriched Data

To better understand and serve users we need the best data out there. We can work with all financial institutions, fintechs, and aggregators to get you what you need.

Check out our enrichment demo

Select Partners

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“For one campaign we targeted only one thousand members, but we’ve turned that into almost 200 new members, which for me is a giant win.”"Find Money from FinGoal allows us to hyper-personalize our advice and insights, simplifying the path to financial wellness and making it a reality for the masses."
Laura Woods
Vice President of Brand and Product Strategy at Alltru CU
“We’ve been working with FinGoal for a couple of years now, and they really help us take the mystery out of delivering personalized messaging to our members.”
SVP of Marketing & Digital Services at Credit Union of Colorado
“By identifying external relationships through transaction data, bankers can proactively offer comparable products to consolidate their financial activities, increase deposits and enhance usage of MCT products. Personalized conversations, recommendations and promotions can increase conversion rates, lifetime value, and engagement across the entire MCT banking experience.”
Marty McGuire
VP, Director of Marketing at Mauch Chunk Trust
“We are pleased with both the access to financial data and the insights on that data FinGoal has been able to provide us. It’s enabled us to enhance our data program and equip our Financial Coaches to provide more personalized guidance to our clients.”"Not only did you help blow us away with your tech; you managed to do with with style, and to power product features that are really important to us and our customers."
Theo Vaughn
Director of Product Services at Neighborhood Trust Financial Partners

Elevate Your Digital Banking Experience

Learn how FinGoal can help you create personalized banking experiences from financial data. Schedule a call to learn more.

Schedule A Call.

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FinGoal builds insights & analytics for trusted financial brands all predicated on better understanding their individual users on a human level.
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