KlariVis, the trusted data analytics platform for community banks, has partnered with FinGoal, a leader in transaction data insights, to introduce a robust suite of new features: Transactional Intelligence. This collaboration provides financial institutions with powerful dashboards and insights designed to deepen customer relationships, uncover new revenue streams, and drive profitable growth.
By integrating FinGoal’s advanced transactional insights into KlariVis’ industry-leading platform, this partnership equips banks and credit unions with cutting-edge tools to identify critical customer behaviors and capitalize on revenue-generating opportunities. The combination of KlariVis’ dynamic dashboards and FinGoal’s expertise offers financial institutions enriched customer insights, enabling hyper-personalized engagement, tailored product recommendations, and strategies to expand and protect 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,” said 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.”
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“Data is the foundation of every banking experience, and for community banks aiming to grow, the ability to personalize and differentiate is non-negotiable,” commented 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 further strengthens KlariVis’ mission to provide banks and credit unions with innovative tools that turn data into actionable intelligence. Building on KlariVis’ library of over 650 prebuilt dashboards and reports, Transactional Intelligence offers advanced insights into customer behavior, fee performance, and channel engagement. This empowers financial institutions to respond more swiftly, engage more effectively, and grow more profitably.