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Prospect & Member Micro-Targeting
Better understand the attributes of both members and visitors. Boost products per member and maximize your marketing ROI when you share the right content to the right user at the right time.
Thrive
Be in the member moments that matter
Deliver one-to-one marketing in minutes with one easy to use, simple to implement platform. Supercharge engagement and drive revenue with AI-powered insights developed from the data that matters most.
Multi-purpose AI. Purpose-built for credit unions.
The only personalization engine that drives growth at every stage of the funnel. Let data drive better outcomes across acquisition, engagement and conversion with Thrive, the full Finalytics.ai offering.
Conversion Rate Optimization
Target the most-likely-to-convert products with the power of predictive conversion rates. Let machine learning drive or choose to target higher value products like mortgages and loans. Discover which CTAs, images, and messages work best for each member.
Flexible Content Modelling
Content creation and delivery made easy. Select content from your library or let Finalytics.ai custom build content within your brand guidelines.
Performance Reporting
Finalytics.ai tracks and measures your personalization campaigns with real-time insight dashboards. Execute, monitor and optimize personalized experiences on top of your CMS without coding or help from IT. View which types of personalization are working and how personalization is increasing performance.
Cross-Partner Integrations
Finalytics.ai is the only personalization platform that integrates or accommodates the vendors and technology you already have. Integrate your CRM, CMS, and other vendors such as Alkami, MeridianLink, Temenos, Q2 Gro, nCino, Avoka, Blend and more.
Better data, better insights.
Finalytics.ai uses machine learning algorithms to sort through thousands of data points and surface the most relevant insights and opportunities for your credit union.
1st & 3rd Party Enrichment
Multiply the ROI of your CRM and Contact Center with an easy way to act on information in the customer record.
Online Banking
Strengthen member relationships and increase PPM with a deep understanding of real financial behavior
Credit Bureau
Prospect and member credit history, outstanding debt, and more.
CRM
Access the Finalytics.ai data lake to get competitive information from credit unions nationwide and offline member preferences.
Location, Demographic, and Lifestyle
Target age, location, past purchases, income, lifestyle choices, marketing message preferences, purchasing power and more.
LOS/OAO/Mortgage Applications
Pull data across loan origination systems, online account opening and mortgage applications to evaluate user behavior and inform personalization and remarketing.
Personalize for every member in minutes
Book your free demo today to learn more about how you can drive growth, engagement and member satisfaction with Finalytics.ai.