What We Do

Transform your organization with AI and empower your customers and members to find what they’re looking for, faster. Overcome disruption, maximize engagement, drive acquisition, and deliver service excellence at scale.

Better listening, deeper connections,
superior service.

Journey Orchestration

Use real-time data and dynamic content recommendations to orchestrate the ideal journey for your customers and members. Help them find what they need faster, or cross-sell ideal products based on previously uncovered segments. Dynamic segmentation and content “nudges” also engage prospects based on previous behavior or search history to maximize conversion. Show your audience what they are interested in. Whether that’s rates, auto loans, or financial advice.

Deep Personalization uses what we call “deep” personalization. Our proprietary engine uses AI to better understand how different marketing techniques can be applied to specific products and product attributes, along with how they can be optimized to drive application completion rates across all segments. Unlike most personalization engines, prioritizes the most valuable products at financial institutions.

Performance Analytics

Get a comprehensive view of your data, without siloes. Enrich it with industry benchmarks and a complete view of conversion across channels. View insights from industry resources (NCUA, FDIC, Census), 3rd parties (SEM Rush, Moz), industry benchmarks, and more.

Transform Customer Experience Through AI

From marketing to the call center, will integrate with existing technology to deliver end-to-end customer journey insights and next-best experiences.

Tech Agnostic works on top of your
existing CMS.

Easy Setup

Get started in moments, not months,
with little involvement from your IT


Integrate with existing systems such
as CRM, Meridian Link, Blend, NCino,
and more.

What is Finalytics?

Built for Credit Unions. Made for Members. Powered by AI. is the first journey orchestration platform purpose-built for community financial institutions. Using proprietary AI to enrich the data that matters most to financial organizations, drives more meaningful one-to-one digital experiences across the entire funnel – from search to convert.

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Related Content

2021’s Top Credit Union Websites

How can credit unions improve their websites to meet market demands? reviewed the top 50 credit union websites to find the biggest opportunities in digital transformation.

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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