Journey Orchestration

Use real-time data and dynamic content recommendations to help customers find what they’re looking for.

Enabling intelligent customer journeys at scale unifies the data that matters most to financial institutions and their customers; learning, understanding, and transforming the experience across all permutations of the customer lifecycle. From marketing to the call center, the platform will integrate with existing technology to deliver end-to-end customer journey insights and next-best experiences across siloed channels.

Data Infusion

  • High volume and augmentation of 1st-, 2nd-, and 3rd-party data sources
  • Quantitative and qualitative sources, such as historical data, parallel journeys, and real-time behavioral data

Journey Discovery

  • 360° view of customer touchpoints and multichannel performance
  • Uncover unknown behavioral/customer segments
  • Measure the impact of behavior and prioritize the most impactful journeys

AI-Powered Next-Best-Experience Optimization & Content Delivery

  • Use predictive models to automate real-time, personalized interactions across touchpoints
  • Deliver with a technology-agnostic platform and integrate with existing systems
  • Increase the rate and speed at which prospects and customers achieve their objectives, maximizing engagement and conversion

Business Impact Measurement

  • Monitor the impact of journey optimizations
  • Correlate optimizations with FI-focused business objectives such as acquisition, retention, products-per-customer, NPS, etc.


Data-based personalization is the key differentiator in the digital arms race for credit unions

Better customer service, strong local ties, and relationship-driven banking. In the Spring edition of Financial Brand’s INSIGHTS Magazine, Finalytics’ own Cassandra Stumer discusses why credit unions are uniquely positioned to augment these tried and true differentiators with data.

read the article

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Featured in the Financial Brand

Our article in the Financial Brand details how data-based personalization is the key differentiator in the digital arms race for credit unions.

Outcomes We Drive

Enable your organization to deploy impactful deep personalization, allowing you to acquire new customer, improve conversion, and increase customer satisfaction.

Measure and manage your customer experience in minutes

Book your free demo today to learn more about how you can drive growth, engagement, and customer satisfaction with

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