top of page

Intelligence 2.0

Gain a true 360° view of your customer and your competitors. With Grow, you can learn valuable insights on your competition, send predictive insights to your customers, and win more business

Finotta Grow Platform

Screen Shot 2021-01-15 at 9.16.10 AM.png
Screen Shot 2021-01-15 at 9.16.29 AM.png

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

Image of computer screen showing the analytics dashboard
growth (3).png

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

Data Analytics

Insights to drive immediate growth and ROI

Grow conversions and increase retention by providing the most in depth share of wallet growth experience in the market.
bottom of page