Finotta Personified Platform
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.
Personified Platform
Customers can now focus on their financial journey. Our technology personalizes the user experience within your mobile banking channel. The Personified platform gamifies and reinforces financial wellness, providing guidance and solutions through earned badges and points.
Financial Journey Guide
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.
Financial Health Level
Identify and Improve Financial Health
Everyone's financial health is different and needs a unique experience to improve it. Our Financial Health Leveling system gamifies your customer's ability to improve their entire financial picture all within your digital banking channel.
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