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Financial Journey Guide

Understand the financial journey your customers are on so you can help them make better financial decisions with personalized guidance at exactly the right moment.

Finotta Personified Platform

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Finotta's Financial Journey Guide is the key to creating customers for life

The Finotta Financial Journey Guide integrates directly into your mobile and digital banking platforms and immediately provides your customers with the most engaging banking experience to date. Give your customers a financial guardian that understands them right in their pocket, all while increasing customer loyalty and revenue in lockstep for your financial institution.

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Team Building

Personalized Financial Guidance

The most relevant, predictive, and proactive mobile banking experience

Whether customers are building an emergency fund, paying off debt, building wealth, or anything in between, your financial institution will have the ability to deliver impactful suggestions and strategies in the moments that matter most to your customers.

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Predictive Product Recommendations

Save your customers from your competition

Identify, analyze, and suggest both internal products and product referral partners of Finotta. Win new business, win back lost business, and grow revenue with a more engaged user base all within your mobile and digital banking experiences. Increase product conversions and make your business more sticky with the most loyal customers you've ever had.

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Financial Journey Guide Features & Benefits

Financial Journeys

Every customer is on a unique and personal financial journey. Predict exactly what products and services your customers need and entice them to switch at exactly the right moment

Predictive Product Recommendations

Instantly save customers money through cross-selling, upselling, and reselling by presenting products they prequalify for based on relationships outside of your FI

Internal & External Transfers

Provide a seamless money experience by making recommendations to bring money into your bank or help your customers send money to other institutions

Why is Financial Journey Building so Important?

To access the most enriched customer data, you need to have a digital experience that brings immediate value, engages the customer beyond normal banking expectations, and speaks to their unique financial journey. Journey building helps you understand this by analyzing the customer's holistic financial picture and delivering the experience, products, and services they need exactly at the right time.

Increased Relationships & Revenue

Provide Engaging Experience

Deliver Immediate Value


Analysis & Nudges

Financial journeys are the key to customers for life

Serve your customers, provide the most relevant products and services to fit their needs, and adapt to changes instantaneously as they grow regardless of what financial journey they may be on today
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