KlariVis Partners with FinGoal to Launch Transactional Intelligence Features

KlariVis and FinGoal have partnered to introduce Transactional Intelligence, a robust suite of dashboards and insights designed to help financial institutions strengthen customer relationships, identify revenue opportunities, and drive profitable growth.

This partnership enhances KlariVis’ industry-leading platform with FinGoal’s transactional insights, equipping banks and credit unions with advanced tools to identify critical customer behaviors and act on revenue-generating opportunities. By combining KlariVis’ robust dashboards with FinGoal’s expertise, financial institutions gain access to enriched customer insights with transactional intelligence that enable hyper-personalized engagement, tailored product recommendations, and strategies to safeguard and expand 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,” says 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.”

“Data is the foundation of every banking experience, and for community banks aiming to grow, the ability to personalize and differentiate is non-negotiable,” says 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 reinforces KlariVis’ mission to empower banks and credit unions with innovative tools that transform data into actionable intelligence. Building on KlariVis’ lineup of over 650 prebuilt dashboards and reports, Transactional Intelligence delivers advanced insights into customer behavior, fee performance, and channel engagement— empowering financial institutions to act faster, engage smarter, and grow profitably.

For more information on KlariVis’ Transactional Intelligence available to community financial institutions in the US, visit the website here.

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