SEATTLE, Wash./LAFAYETTE, Colo.— Strum Platform and FinGoal said they have entered into a strategic partnership aimed at giving credit unions and banks more detailed, AI-driven personalization tools by combining FinGoal’s transaction enrichment and personalized offer capabilities with Strum Platform’s customer data platform and marketing automation tools.
The companies said the integration will bring FinGoal’s merchant-level transaction intelligence and behavioral signals directly into Strum Platform’s CDP, allowing financial institutions to pair that data with Strum’s lifestyle segmentation, profitability modeling and campaign automation to deliver more targeted outreach intended to deepen relationships and grow deposits, loans and mobile engagement. The companies said the combined offering is designed to help institutions move more quickly from data analysis to marketing execution, including identifying unmet member needs, surfacing next-best product offers and automating personalized journeys.
“Our clients have always known that the path to deepening member relationships runs through actionable data insights driving relevant, personalized solutions. FinGoal gives us the richest transaction-level intelligence in the market, and plugging that directly into Strum Platform means our financial institution clients can finally move at the speed their members expect with solutions that improve their lives. This is exactly the kind of integration that builds an actionable data strategy driving real deposit, loan and mobile growth results,” said Mark Weber, CEO, Strum Platform.
“We built FinGoal to help financial institutions understand their account holders on a truly human level — what they value, what they’re planning for, what offers are actually relevant to them today. Connecting that intelligence to Strum Platform’s powerful marketing analytics and automation layer means credit unions and banks can go from insight to personalized action without the friction. Together, we’re removing the biggest barrier between financial institutions and their members," added FinGoal CEO David Nohe.
The companies said joint clients will be able to:
• Enrich member profiles with merchant-level, categorized transaction data to build far more precise segments and personas
• Surface the right product offer to the right member at the right moment, powered by FinGoal’s personalization engine and Strum Platform’s marketing automation
• Reduce reliance on generic batch-and-blast marketing in favor of intelligent, behavior-triggered automated campaigns
• Track the full ROI of personalized marketing and campaign journeys directly within Strum Platform’s PowerBI-powered performance tracking dashboards
The integration is available now for existing Strum Platform clients. Financial institutions interested in the combined solution can contact either company directly, the organizations stated.