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

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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.

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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.

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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.