FinGoal

About

FinGoal is a financial data company that turns transaction data into insights and personalised offers for financial institutions and fintechs. Its transaction enrichment service cleans and categorises transaction data across more than 750 categories and adds merchant tagging and logos, for uses such as digital banking interfaces, cross-selling and personal finance tools. It also offers account aggregation and verification, connecting users' off-bank accounts to the digital banking core. Its personalised offers product uses AI models to identify next best actions and turns transaction data into persona tags that can be pushed into CRM and marketing systems, supported by a Campaign Assistant for audience selection. Customers featured on its site include Alltru Credit Union, Credit Union of Colorado, Mauch Chunk Trust and Neighborhood Trust Financial Partners, and the company is led by CEO David Nohe.