Latest news with #FinGoal
Yahoo
21-05-2025
- Business
- Yahoo
Dynamic Persona-Driven Marketing for Credit Unions Now Possible With Prisma Campaigns and FinGoal Partnership
MIAMI, FLORIDA / / May 21, 2025 / Prisma Campaigns, a marketing automation platform for financial institutions, has announced a new partnership with FinGoal, a personalized financial engagement solutions provider for credit unions and community banks. This new integration enables Prisma Campaigns clients to directly leverage FinGoal's transaction data-based persona modeling technology within their marketing automation workflows. The partnership allows credit unions to dynamically generate detailed member personas based on transactional data, behavioral patterns, and engagement history in order to deliver digital personalized campaigns, relevant product offers, and financial education across digital channels such as online banking, mobile apps, email, and SMS. Traditionally, segmenting members and delivering targeted communications has required significant manual effort and lacked precision. With the Prisma-FinGoal integration, credit unions can now automate the creation of segmented audiences, trigger contextually relevant campaigns, and adapt messaging in real-time based on evolving member profiles. This will accelerate campaign time-to-market and enhance member engagement by aligning financial offers and advice with needs and goals. "Our partnership with FinGoal enhances Prisma's ability to deliver intelligent, data-driven marketing automation to financial institutions," said Guillermo Winkler, CEO of Prisma Campaigns. "By embedding persona modeling into our platform, we empower credit unions to build highly personalized experiences that drive loyalty, product adoption, and financial wellness." The integration is fully operational and available to Prisma Campaigns clients. The option provides a scalable solution for institutions looking to enhance personalization strategies without additional operational complexity. About FinGoalFinGoal's mission is to be the most trusted enabler of hyper-personalized financial services. We build analytics and infrastructure for trusted financial brands all predicated on understanding their individual members on a more human level; what they care about, what they value, and what is motivating them right now. For more information, visit About Prisma CampaignsPrisma Campaigns, selected as the preferred marketing automation partner by CUNA Strategic Services, is a marketing automation platform designed specifically for financial institutions. Prisma enables credit unions and banks to deliver targeted, omnichannel campaigns that drive measurable growth and deeper member relationships. Learn more at Contact Information Florencia DominguezHead of Growthfdominguez@ 808-1828 SOURCE: Prisma Campaigns View the original press release on ACCESS Newswire
Yahoo
27-01-2025
- Business
- Yahoo
KlariVis Launches New Transactional Intelligence Features in Partnership with FinGoal
ROANOKE, Va., January 27, 2025--(BUSINESS WIRE)--KlariVis, the trusted data analytics platform for community banks, and FinGoal, a leader in transaction data insights, have joined forces to deliver a powerful new suite of dashboards and insights, Transactional Intelligence, to help financial institutions deepen customer relationships, uncover revenue opportunities, and achieve profitable growth. This partnership enhances KlariVis' industry-leading platform with FinGoal's transactional insights, equipping banks and credit unions with advanced tools to identify critical customer behaviors and act on revenue-generating opportunities. By combining KlariVis' robust dashboards with FinGoal's expertise, financial institutions gain access to enriched customer insights that enable hyper-personalized engagement, tailored product recommendations, and strategies to safeguard and expand wallet share. "The deeper the insights banks have into their customers, the stronger their ability to personalize products and services — a critical advantage in navigating today's rapidly evolving banking landscape," says Kim Snyder, founder and CEO of KlariVis. "Every transaction holds valuable clues about customer needs and growth opportunities. FinGoal shares our unwavering commitment to harnessing the power of data, and we're excited to partner in empowering financial institutions to thrive." "Data is the foundation of every banking experience, and for community banks aiming to grow, the ability to personalize and differentiate is non-negotiable," says David Nohe, CEO of FinGoal. "KlariVis transforms data into actionable, easy-to-use insights, providing bankers with unparalleled opportunities to drive success. We are proud to partner with a company redefining what's possible in community banking." This collaboration reinforces KlariVis' mission to empower banks and credit unions with innovative tools that transform data into actionable intelligence. Building on KlariVis' lineup of over 650 prebuilt dashboards and reports, Transactional Intelligence delivers advanced insights into customer behavior, fee performance, and channel engagement— empowering financial institutions to act faster, engage smarter, and grow profitably. KlariVis' Transactional Intelligence is now available to community financial institutions in the U.S. For more information, visit About KlariVis Created by veteran community bank executives, KlariVis enables banks of any size to accelerate growth by leveraging the data locked in their siloed banking systems. KlariVis' modern technology stack empowers banks to see their data in ways that enhance decision-making, optimize operations, and improve customer experience. For more information, visit About FinGoal FinGoal's Insight Platform sits on top of digital banking and finance data. FinGoal's mission is to be the most trusted enabler of hyper-personalized financial services. FinGoal builds analytics and infrastructure for trusted financial institutions all predicated on understanding account holders on a more human level; what they care about, what they value, and what is motivating them right now. By turning transaction data into highly detailed personas of each user, FinGoal surfaces the most relevant calls to action to each user. To learn about FinGoal, visit View source version on Contacts Media ContactsGracie GayWilliam Mills Agencygracie@ Erica StarrChief Marketing Officer, KlariVisericastarr@ Sign in to access your portfolio
