top of page
Meritrust Product Screens.png

Banks and Credit Unions

Amplify Digital Engagement

Drive loyalty and increase financial well-being through a personalized financial coach

Transform Digital Banking with Gamified Engagement

Engagement is currency. Users spend just 1.3% of their time banking. Big banks win by turning digital channels into relationship-building tools. To compete, you need more than transactions—you need connection.

Finotta turns your digital banking platform into a personalized financial coach powered by gamification. By combining personalized guidance with rewarding experiences you’ll build trust, drive deeper relationships, and keep users coming back.

More engagement means more valuable customers. Redefine what your digital channel can do.

18.png
15.png
Gen Z & Millennials
19.png
22.png
Generation X
20.png
23.png
Baby Boomers

Who Engages

Where We Help Your Institution

join-digital-marketing-team.png

Marketing Efficiency

Turn engagement into action. Provide personalized value that positions your institution as a trusted financial partner, keeping your brand top of mind. When users feel supported with tailored insights and proactive recommendations, they engage more—leading to stronger loyalty and increased product adoption.

Meet Our Trusted Partners

“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
bottom of page
include:7345271.spf03.hubspotemail.net