Data analytics platform KlariVis has partnered with FinGoal, a provider of transaction data insights, to introduce a new suite of Transactional Intelligence features.
This collaboration aims to provide financial institutions with advanced tools to enhance customer relationships and uncover new revenue opportunities for profitable growth.
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This integration equips banks and credit unions with the necessary tools to identify key customer behaviours and seize revenue-generating opportunities.
Financial institutions can now benefit from better customer insights that promote hyper-personalised engagement as well as customised product recommendations, stated the company.
FinGoal CEO David Nohe said: “Data is the foundation of every banking experience, and for community banks aiming to grow, the ability to personalise and differentiate is non-negotiable.
“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.”
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By GlobalDataThe new Transactional Intelligence features build upon KlariVis’ extensive array of over 650 prebuilt dashboards and reports.
These features offer in-depth insights into customer behaviour, fee performance, and channel engagement, enabling financial institutions to make quicker decisions, engage customers more effectively, and grow their businesses profitably.
KlariVis founder and CEO Kim Snyder said: “The deeper the insights banks have into their customers, the stronger their ability to personalise products and services — a critical advantage in navigating today’s rapidly evolving banking landscape.
“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.”
In 2023, FinGoal secured funding in a round led by Naples Technology Ventures to enhance personalisation in banking by analysing transaction data to understand customer spending habits.
