SWBC and Finalytics.ai Partner to Release Digital Platform for Financial Institutions
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SAN ANTONIO, TX (June 18, 2024) – SWBC is excited to announce it has partnered with Finalytics.ai, a renowned fintech innovator specializing in providing a cutting-edge digital personalization platform for financial institutions. This collaboration will leverage Finalytics.ai's technology and expertise to deliver a unique experience that humanizes the member’s interaction by presenting personalized content for products and services based on their needs when utilizing the institution's webpage.
“We are thrilled to join forces with Finalytics.ai to bring the power of AI and segment-of-one personalization to the credit union industry,” said Wanita Kaupert, EVP of Product Management, SWBC's Financial Institution Group. “This partnership presents a timely opportunity to revolutionize marketing strategies by driving growth and innovation in a rapidly evolving market.”
This opportunity emphasizes SWBC's commitment to advancing digital solutions in the financial industry. It enables institutions to remain competitive, representing a significant step forward in the development of digital banking experiences. This will introduce a new era of innovation and convenience for financial institutions and their account holders.
“This partnership is a unique blend of SWBC's client-centric approach and Finalytics.ai's proficiency in crafting personalized digital encounters through AI and data," said Craig McLaughlin, CEO of Finalytics.ai. "Our joint efforts will enable financial institutions to meet and anticipate consumer needs, providing tailored experiences that resonate on an individual level. In 2024, the standout financial institutions will excel in personalizing consumer interactions. SWBC and Finalytics.ai are ready to offer the necessary tools to achieve this ambitious goal.”
Learn more about this personalized digital experience by visiting SWBC’s Finalytics website.
About Finalytics.ai
Based in Silicon Valley, Finalytics.ai stands as the pioneering personalization platform for community financial institutions that leverages real-time big data and machine learning. Our unique approach creates a personalized digital experience for each user, effectively addressing the individual needs of prospective and current members and customers. The Finalytics.ai platform skillfully segments and processes data from various sources, presenting each person with curated content that's specifically tailored to them. This level of personalization empowers institutions to compete more effectively, enhancing both acquisition and retention. Discover more at https://finalytics.ai.
About SWBC
As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages business around the world. No matter how wide its reach, SWBC always listens to our customers’ needs, analyzes their current situations, and recommends customized solutions. For more information about our innovative approach to personalized service, visit SWBC’s website.