Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Our platform, Finalytics.ai, is purpose-built for community banks and credit unions, bringing the personalized service customer and members expect in-branch into the digital experience. To achieve this, we leverage an AI personalization strategy to help community financial institutions unlock the value of visitor behavior data, transaction data, and 2nd/3rd party data across channels to better understand and serve customers and prospects.

How they describe their product/innovation: Finalytics.ai is unveiling its BankJoy integration, enabling Segment of One personalization inside the authenticated online and mobile banking experience. By combining behavioral data, transaction history, and third-party intelligence within Bankjoy, the platform delivers hyper-relevant product recommendations to logged-in members in real time. This extends personalization beyond the public website into authenticated sessions, where the majority of digital engagement occurs, driving measurable conversion and deposit growth.

Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Mark Nelson (CRO), [email protected], 858-353-3778
Press: Craig McLaughlin (CEO), [email protected], 415-806-3820