Know Your Members, Grow Your Members With FinGoal

Thursday, January 12, 2023
11 – 11:30AM PST

Value prop: If financial institutions better know and understand their users, they can better serve them. By serving up the right offer and the right time you can achieve higher lifetime value per current member.

Core product offering: FinGoal’s Personalized Offers increase conversion rates, lifetime value, and engagement across credit union platforms. Using FinGoal’s services, Credit Unions have the opportunity to leverage member data to craft highly personalized and relevant offers for their members based on user lifestyle and preferences.

Is the product currently integrated to Tyfone, how?: Not yet

Do you have any mutual customers with Tyfone today that are live? Not yet

Is the product available for purchase as a feature on Tyfone contract? Not yet

What is a typical implementation timeline? To get started, personalized campaigns require little time and resources from the credit union – personalize your offers in just three simple steps. Sign release with Tyfone to release bank data to FinGoal. FinGoal runs data through segmentation tags and matches them against your current campaigns. Offers are delivered to the defined segments through your existing marketing automation tool.


Ariam Sium
VP of Product

Mark Lucier
VP of Growth