Finotta Grow Platform
Finotta's Grow platform - make more automated and intelligent decisions to win more business with your customers
Our Grow platform is a one-of-a-kind banker experience that houses all of our Banking Intelligence 2.0 technology. It aggregates, enriches, and delivers actionable steps on exactly what you need to do with which customers to drive growth in all categories across business lines
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Analytics Dashboard
Analyze Competition & Win More Revenue
Our Analytics Dashboard erases this guesswork of who owns share of wallet and empowers multiple lines of business at the FI by sharing exactly where you rank in both product and asset categories versus your competition with every single customer. No more mass ad campaigns, no more guesswork. Just actionable analytics to grow your revenue and make your FI as sticky as possible.
Grow Platform Features & Benefits
Competitor Analytics
Know exactly who your heaviest competitors are in each individual asset and product category so you can equip yourself and win more revenue across business lines
Share of Wallet Insights
Understand exactly who owns your customers share of wallet for all assets and product categories and gain insights on how to improve your standing with growth trends and analysis
Predictive Product Opportunities
Increase conversions, sales, revenue, and share of wallet automatically by pairing the right product with the right customer at the right time and distributing recommended actions to both bankers and customers
Assets & Products Breakdown
Understand what and why customers choose your products and services versus your competitors
Exportable Dashboards and Views
Dashboards give deep access to where customers have their relationships, balances, and interest rates empowering you with more visibility across the organization
Commercial & Retail Banking Capabilities
Aggregate assets and data based on business or retail banking opportunities and gain insights on how to grow the FI across all lines of business