FinovateSpring 2023 Sneak Peek: FinGoal

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

FinGoal’s new user tags enable financial institutions to understand their customers better and create more targeted offers resulting in higher cross-sells.

Features

• Includes user tags based on transaction data
• Applies user tags in any CRM to create targeted marketing campaigns
• Results in higher cross-sells and more loyal customers

Why it’s great

FinGoal helps firms go beyond marketing based solely on demographics. They can use the information business’ already have – transaction data – to drive personalized marketing campaigns that will result in higher conversions.

Presenters

Ariam Sium, VP of Product
Sium uses the tenets of focus and value to govern each product decision made in the rapidly adapting world of fintech.
LinkedIn

Jenn Underwood, Product Analyst
Underwood brings expertise in personal finance to FinGoal’s product development. Her passion for equitable financial services and value-based savings greatly enriches the UX.
LinkedIn

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• Source: https://finovate.com/finovatespring-2023-sneak-peek-fingoal/