Finotta

A huge thank you to BAI for sharing this insightful article on the importance of strengthening your case for technology investments in 2025! As we go through budget season, it’s vital for financial institutions to target pain points, emphasize ROI, and highlight successful implementations. Founder and CEO, Parker Graham highlights how Finotta understands the challenges that come with advocating for tech investments, and how we’re here to support banks and credit unions in making their case. Read the full article for valuable insights that can help your institution thrive: https://lnkd.in/eH6Bk_ic #FinancialTechnology #BankingInnovation #BudgetSeason #Finotta #Fintech

Growth isn’t just about numbers; it’s about the relationships we build along the way. Dr. David Tuyo, President and CEO of University Credit Union highlights the significance of value alignment in partnerships for credit unions and banks. It’s a powerful reminder that when our goals and missions align with those of our partners, we can create remarkable outcomes for our communities. Trust, transparency, and a shared vision are key to fostering these connections. As financial leaders, let’s commit to cultivating partnerships that reflect our values and serve our members’ best interests. Check out Dr. Tuyo’s compelling insights and embrace a purpose-driven approach to growth today! #BankPartnerships #DigitalBanking #Fintech #CreditUnions #FinancialInstitutions

In a world where every second counts, banks must learn to capture and hold the attention of their audience. While flashy ads may grab a fleeting glance, it's the stories that resonate on a deeper level that truly make an impact. By understanding the goals and aspirations of Gen Z and Millennials, banks can create content that speaks to their audience on a personal level. From bite-sized financial tips to immersive storytelling experiences, banks have the opportunity to engage with their customers in ways that are meaningful and memorable. It's time to rethink banking for the digital age and embrace the power of storytelling. https://lnkd.in/ezW2ShEz #DigitalBanking #BankingTransformation #FinancialEmpowerment #CustomerSuccess #Fintech

Today, we honor Indigenous Peoples’ Day, a time to recognize and celebrate the rich cultures, histories, and contributions of Indigenous communities. At Finotta, we are committed to understanding the unique financial needs of all communities and working towards solutions that empower everyone. Let’s take this opportunity to reflect on the history and resilience of Indigenous peoples and consider how we can all contribute to a future that respects and uplifts their legacies. #IndigenousPeoplesDay #CulturalAwareness #DiversityAndInclusion #Finotta

What happens when you combine innovative technology with passionate front-line staff? Magic! During their conversation, Destinee Day and Lindsey Ogan highlighted a critical point: marketing isn’t just about the brand—it’s about creating genuine value for the customer. The marketing landscape is shifting, and we must adapt by prioritizing real customer interactions over flashy branding. For more insights, make sure to read Lindsey's thoughts in ‘Overbranded’ and catch her full conversation with Destinee! https://lnkd.in/eaKBppCk #Innovation #MarketingLeadership #FinancialInstitutions #BankMarketing

October is Financial Planning Month! ?? As your financial institution focuses on empowering your members and customers to achieve their financial goals, we want to hear from you! Vote in our poll and let us know how we can better assist you in addressing the evolving needs of your users! #FinancialPlanningMonth #Banking #FinancialWellness #CustomerFocus #Fintech

Gone are the days of one-size-fits-all banking. Today, customers demand tailored experiences that resonate with their unique financial goals and preferences. Discover how AI, machine learning, and predictive analytics are enabling financial institutions to decipher customer behavior, anticipate needs, and offer proactive solutions. From personalized financial guidance to targeted product recommendations, learn how personalization is reshaping customer engagement and driving loyalty in an increasingly competitive marketplace. https://lnkd.in/erjWviHv #CustomerExperience #FinancialWellness #DigitalBanking #Fintech #Finotta

Are you ready to meet the bank customers of tomorrow? Finotta’s ‘Next Generation’ guide to Gen Z is your essential roadmap to understanding and engaging this unique demographic. They’re not just digital natives—they’re pioneers of a new societal norm. Learn how to connect deeply with their values and technology usage. Discover your strategy here: https://lnkd.in/enUeumyH #GenZBanking #DigitalBanking #NextGenFinance #FinancialInstitutions #Fintech

Unlock the secret to banking success in our ‘CX Widget E-Book’. Delve into how personalized financial guidance can profoundly impact user satisfaction and deposit growth. This e-book showcases the tangible benefits of implementing Finotta’s tailored solutions, providing you with a roadmap to achieving higher retention rates and financial wellness for your customers. Don’t miss out on learning how to turn every customer interaction into a lasting relationship. Access your guide now: https://lnkd.in/esJQFYP4 #CustomerExperience #BankingInnovation #Deposits #FinancialInstitutions?

Ready to revolutionize your customer relationships? Our latest guide, ‘Empathy Equals Growth,’ provides a roadmap for embedding genuine empathy into your digital experiences. Discover strategies that leverage mobile technology to enhance customer engagement and drive sustainable growth. From personalized financial advice to real-time support, learn how to transform your services to meet the modern demands of banking. Get your guide now: https://lnkd.in/erspA_qA #FinancialWellness #EmpatheticBanking #BankingInnovation #DigitalTransformation #DigitalBanking