top of page

Personalization Deepens


Our partners generate more revenue, improve financial performance, and increase customer profitability all through their digital channels.

Unlock Insights with Finotta


Finotta uses Personalized Financial Guidance to drive digital growth for financial institutions.

We embed our products and features into your digital banking channel to create a personalized experience that predicts your customer's needs, increases product conversions, and delivers actionable guidance in an all-in-one solution.

Increase Revenue

Interest-bearing income generation in your digital channel through predictive product recommendations, cross-selling, upselling, and reselling.

Decrease Marketing Costs

Identify opportunities for savings account referrals and reduce marketing acquisition costs by up to 86%.


Share of Wallet

Immediately capture all of your customer's external financial data so they have the most personalized mobile banking experience possible.



Customer Financial Wellness

Automatically gamify, educate, and encourage your customer to improve their entire financial health all within your digital banking channel.

Product Screen Mockups.jpg
“Customers want help and Personified allows us to deepen our relationship with them. We are thrilled with the partnership and are excited for the opportunities it presents.”
Renee Newman, Executive Vice President,
Chief Experience Officer
renee newman headshot.jpeg

Explore Our Latest Blogs

Why Women are the Secret to Wealth Creation


Why's Closure is a Golden Opportunity for FIs

empowering gen z_edited.jpg


Gen Z: The Key to Financial Literacy

boost deposits_edited.jpg

How to Boost Your FI's Deposits on a Budget

humanizing digital_edited.jpg

Humanizing Digital Banking

bottom of page