Real-time Personalization and Journey Orchestration
with the Finalytics.ai platform
Finalytics.ai Platform Overview
Finalytics.ai is a comprehensive AI-driven personalization solution that empowers financial institutions to deliver exceptional digital banking experiences. Here’s how our platform helps your institution outperform:
Core Personalization Capabilities
Finalytics.ai enhances your digital presence across critical areas:
Geo-Targeting
Personalize content based on precise geographic locations, such as city, ZIP code, or proximity to specific branches.
Search Personalization
Tailor user experiences based on real-time search queries on your public website.
Behavioral Targeting
Capture intent signals from user activities, delivering timely and relevant product recommendations and promotions.
Paid Campaign Integration
Seamlessly align website experiences with external marketing campaigns.
Funnel Re-entry
Re-engage visitors who abandon applications with personalized messaging and recovery paths.
Onboarding Personalization
Trigger tailored experiences post-application to enhance user (member) satisfaction, such as enrolling in online banking or setting up bill pay, etc.
Online Banking Integration
Leverage anonymized transaction and product mix data to personalize and determine next best products and services.
Content and Imagery Segmentation
Dynamically present customized visuals and copy aligned to visitor segments.
Real-Time Rates and Offers APIs
Deliver tailored, competitive rates and personalized offers instantly.
Dynamic FAQ and Website Alerts
Provide contextually relevant information and alerts based on browsing and shopping actions to enhance visitor interaction and conversion.
Manage and Measure the Journey
With Finalytics.ai your credit union/bank/FI becomes uniquely positioned to deliver relevant personalized experiences that resonate deeply with members/customers and prospects, driving measurable growth and superior digital engagement.
Journey Orchestration
Finalytics.ai intelligently orchestrates consistent, personalized experiences across every digital touchpoint—from homepage to online account opening. Finalytics models interpret user behavior in real time to present the right message, offer, or CTA at the right moment. Whether it's a first-time visitor considering a savings account or a returning customer/ member exploring mortgage rates, the platform adapts to where they are in their journey.
Real-time Dashboards
Monitor performance effortlessly with comprehensive real-time dashboards. Gain complete visibility into visitor engagement, content performance, funnel progression, and campaign effectiveness—all without additional integration efforts. See what’s working, what’s converting, and where to optimize your marketing strategies for maximum return.
A Suite of Tools to Save You Time and Leverage Your Data
Credit unions have a lot of tools today that are don't talk to each other and aren't integrated into a personalized journey. We provide a suite of products, as add-ons to the core platform or as stand-alone products, that work together to create a personal experience.
Comprehensive Full-funnel Reporting
From first click to dollars funded, Finalytics.ai goes beyond simple analytics, tracking each step from initial engagement to completed applications:
- Application views, starts, and drop-offs
- Funnel progression and auto-decisioning outcomes
- Conversion attribution by source, segment, or campaign
- Funded amount, application type, and sub-funnel data (e.g., new vs. used auto loans)11 Finalytics.ai - FAQs…
Smart Journey Manager
The Smart Journey Manager brings the personalized in-branch guidance into the digital world. Members and prospects will receive advice and recommendations tailored to their needs to help them succeed along their financial journey.
Calculators
Enhance user engagement with seamlessly integrated financial calculators tailored to visitor intent. Whether exploring loan options, mortgage affordability, or savings potential, Finalytics.ai calculators are easy to use, engaging, powerful, and integrate seamlessly into visitors’ personalized journeys, boosting satisfaction, leads, and conversion rates.
Rate Manager
Finalytics takes the pain out of updating rates with a dynamic rate management tool. Push changes in real time or schedule them in advance across your entire site, from the homepage and product pages to rate tables.
What can I expect?
- A brief conversation to discuss your digital experience goals, personalization opportunities, and how your team uses the digital brand to connect with customers.
- Live demonstration of our Enterprise Platform, tailored to your institution.
- All questions answered to make sure you have all the information you need.
- No commitment whatsoever