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Personalization Deepens

Digital
Relationships

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

Unlock Insights with Finotta

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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%.

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Increase
Share of Wallet

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

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Improve

Customer Financial Wellness

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

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“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
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Explore Our Latest Blogs

Why Women are the Secret to Wealth Creation

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Why Mint.com's Closure is a Golden Opportunity for FIs

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Empowering

Gen Z: The Key to Financial Literacy

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How to Boost Your FI's Deposits on a Budget

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Humanizing Digital Banking

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