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.
Account aggregation gives financial institutions a comprehensive view of their customers’ financial picture by consolidating data from accounts held both within and externally. Get a deeper understanding of customer behavior, spending patterns, and overall financial health—all within a single digital banking experience.
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.
Account Aggregation
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.
Take the Next Steps
Dive deep and discover what this could mean for your financial institution.
Education
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 center.
Gamification
Serve your customers, provide the most relevant products and services to fit their needs, and adapt to changes instantaneously as they grow, regardless of what financial journey they may be on today.
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.