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Personalized Engagement

Highlighting the importance of customized banking experiences. We provide strategies to understand and meet individual customer needs while fostering deeper customer relationships, increasing engagement, and driving customer retention and satisfaction in the digital age.

ABA Banking Journal: A popular budgeting app is going away. Banks can step up and fill the gap

The discontinuation of Mint is undoubtedly an opportunity, but it also signals a threat. Intuit, by way of Credit Karma, is coming after banks’ customers.

ABA Banking Journal: A popular budgeting app is going away. Banks can step up and fill the gap

Banking Dive: Finotta uses gamification to increase banks’ user engagement

The embedded fintech says its personalized financial guidance platform has helped boost user engagement on banks’ mobile apps, with sessions averaging 13 minutes per month.

Banking Dive: Finotta uses gamification to increase banks’ user engagement

Cross-sells and Upsells: The Banking Goldmine

In an age where customers are fully digital, how do you increase those cross-sells and upsells in an environment your customers spend little to no time? That, my friends, is the right question to ask those vendors.

Cross-sells and Upsells: The Banking Goldmine

Detroit Lions- Community Financial Credit Union

Combining football and deposit rate incentives!? Is this heaven!?
Shoutout to Danielle Milner at Community FInancial CU for this insane play tying deposits to their community’s love for the hometown Detroit Lions, creating a win-win for both the team and their members.

Detroit Lions- Community Financial Credit Union

FinXTech: Growing Deposits Through Financial Coaching

Bankers are under tremendous pressure to find ways to attract and keep deposits on their balance sheet. One way for them to do so is by strengthening existing digital banking platforms to shift away from personal financial management tools, or PFMs, to personalized financial guidance, or PFG.

FinXTech: Growing Deposits Through Financial Coaching

Innovate or Lose the Visionaries

Gen Z and Millennials are reshaping the financial landscape. Don't risk losing customers due to a lack of innovation.

Innovate or Lose the Visionaries

Keeping Deposits in Your Financial Institution

We’re witnessing institutions across the nation excel at attracting new deposits. However, the real test lies in retaining these funds. The secret? Create deeper relationships with customers, offering additional services and personalizing their banking experience.

Keeping Deposits in Your Financial Institution

Meeting the Expectations of Gen Z and Millennial Customers: What Banks Need to Know

Start competing with big banks and serve your users in new and exciting ways right in your digital channel.

Meeting the Expectations of Gen Z and Millennial Customers: What Banks Need to Know

Why Mint.com's Closure Is a Golden Opportunity For Financial Institutions

With Intuit’s announcement that they are shutting down their PFM tool, Mint, to focus on Credit Karma, many users are left wondering where to go now. Discover the strategic moves in the world of personal finance and how Finotta becomes a key player in this transformative journey.

Why Mint.com's Closure Is a Golden Opportunity For Financial Institutions
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