Transform Your Digital
Banking Channel
Open more accounts, drive deposits, increase retention and prevent attrition by providing digital experiences your members crave.
BANKS AND CREDIT UNIONS
Tailored to Spark Action
Traditional financial education on websites leaves you guessing whether members engaged with it, or more importantly, applied the advice within your institution.
With Finotta you can drive changes in behavior, and grow wallet share.
Personalized Insights
Instantly address any need, solution, or service that your customers want in your digital banking channel without making them come into a branch or call the customer care centre.
Gamified Experience
Brain science-driven gamification boosts engagement, increases follow-through on recommendations, and fosters lasting behavior change.
Product Referrals
Increase product conversions and make your business more sticky through cross-selling, upselling, and reselling products based on the personal needs of your customer.
Gamified Financial Education
Finotta transforms your digital banking platform into a revenue-driving engine by turning everyday interactions into deeper relationships.
Our personalized financial guidance and gamified rewards keep users engaged longer—leading to increased product adoption, retention, and profitability.
More engagement means more value. When users feel supported and empowered, they stay longer, trust deeper, and contribute more to your institution’s growth.
Give your users more than a place to bank—give them a reason to stay.
Predictive Product Referrals
By combining gamified financial wellness tools with account aggregation, financial institutions can unlock predictive product referrals—proactively offering the right product when it’s most relevant to a customer’s financial journey. With a clearer view of external accounts, spending patterns, and financial behaviors, institutions can identify key moments where personalized recommendations make the most impact.
By guiding users toward the right products at the right time, financial institutions can increase retention, expand share of wallet, and build lasting, trust-driven relationships.
Account Aggregation
Account aggregation gives financial institutions a comprehensive view of their customers’ financial picture by consolidating data from accounts held both within and externally.
Financial institutions can measure their share of wallet by gaining more accurate visibility into external accounts. Understanding where customers hold their assets and liabilities helps institutions identify opportunities to deepen relationships, recommend relevant products, and capture a larger portion of their customers’ financial activity.
Our Partners
Financial Wellness in Digital Banking just makes sense. It's where your members are coming to you most often. Finotta is currently available in multiple platforms and we're always growing the list and exploring new partnerships.
Don't see your digital banking provider? No problem!
Talk to our team to learn which integrations are on our road map.
