Own the Customer Journey

Our Personified Platform delights your customers and increases share of wallet by providing a completely automated and personalized mobile banking experience

Finotta Personified Platform

Finotta's Personified platform - built for every customer's financial journey

Our personalization technology customizes the user experience of your mobile banking channel by changing the environment to focus on the financial journey that matters most to your customer.

Personified Platform Products

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Financial Journey Manager

Meet Needs, Drive Actions, Grow Engagement

Understand each customer's unique financial journey and be able to deliver exactly the right service or product in the moments that matter most. The result is an experience that delights your customers and moves you into the driver seat as the trusted FI in their life.

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Financial Health Score

Delight First, Deliver Second

We built our mobile banking personalization technology to delight your customers, earn their trust, and turn your user experience from a dull order taker to an engaging financial journey for life

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Personified Platform Features & Benefits

Automated & Personalized Financial Guidance

Give your mobile banking application the ability to deliver daily automated and personalized financial guidance directly to your customers

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

Digitized Relationship Building

Instantly be able to service any need, solution, or service that your customers need in your mobile banking application without making them come into a branch or call the customer care center

Customized Nudges

Use our Action Nudge system to push personalized and customized actions to your customers in their mobile environment at precisely the right time

Account Aggregation

Immediately capture all of your customer's external accounts so that they have the most personalized mobile banking experience possible

 

Delightful experiences lead to exponential growth

Grow your share of wallet and increase engagement by providing the most personalized mobile banking experience your customers have ever seen