In an exciting new collaboration, Finotta has partnered with Constellation Digital Partners to enhance the member experience on Constellation’s cloud-native digital banking platform. This strategic move integrates Finotta’s acclaimed Personified platform, a Personalized Financial Guidance (PFG) tool, into Constellation’s services, aiming to revolutionize digital banking for credit unions.
With Finotta’s Personified platform embedded, the Constellation Digital Banking platform will now offer tailored financial guidance that anticipates members’ needs, boosts product conversions, and provides actionable advice. This all-in-one solution helps financial institutions generate more revenue, improve performance, and enhance member profitability within their digital channels.
Aaron Oplinger, SVP and Head of Product at Constellation, expressed his enthusiasm: “At Constellation, we are committed to empowering credit unions with innovative digital solutions that ensure client success and deliver outstanding member experiences. Partnering with Finotta allows us to equip credit unions with the tools they need to thrive digitally, offering personalized, seamless, and exceptional service every step of the way.”
Constellation’s open digital services platform, the first cloud-based suite of digital financial services dedicated to credit unions, leverages open architecture for customizable technology roadmaps, ensuring personalized member experiences.
Parker Graham, Founder and CEO of Finotta, highlighted the importance of personalized financial guidance: “More than 90% of consumers expect modern digital banking platforms. However, the key is differentiating the experience based on members’ needs, which is financial guidance. Traditional PFMs often fail by shaming consumers for poor financial habits. Personified aims to change this by encouraging positive behavior and deepening member relationships. We are thrilled to partner with Constellation to make our platform widely available to credit unions, reshaping the member experience and driving digital growth.”
Finotta’s Personified Platform automates personalized mobile banking experiences, providing daily customized education and guidance. This innovation transforms the traditional credit union branch into a digital powerhouse, attracting members and increasing wallet share.
