A Conversation with KlariVis’ Transactional Intelligence Partner, FinGoal

NOTE: Join us on Wednesday, February 26th at 1pm ET for a LIVE webinar on Transactional Intelligence! David Nohe, featured above, will join the KlariVis team alongside Abby Wendel, President & CEO at Landmark National Bank, to discuss the impact Transactional Intelligence is having on financial institutions. Registration coming soon!

Listen below:

Amidst one of the largest and busiest weeks in community banking — Bank Director’s Acquired or Be Acquired conference — the KlariVis team launched one of our most ambitious and impactful products to date, Transactional Intelligence.

We designed Transactional Intelligence for financial institutions to better understand customer behavior and uncover new growth opportunities that occur every single day. To bring even more clarity and granularity into the transaction data we’re analyzing, we’ve partnered with FinGoal, whose transaction enrichment technology cleans and transforms transaction data into clear, easy-to-understand user stories.

With so much energy and passion for community bank growth in one spot, it was the perfect opportunity to sit down with David Nohe, CEO of FinGoal, to discuss what this launch means for financial institutions and why enriched transaction data is more critical than ever.

“We knew that this was a partnership that made sense. Both organizations are just so committed to community banking,” Nohe says. “When you drive through a town that has a community bank on its Main Street and a town that used to, the difference is night and day. That’s why it’s so important for organizations like ours to continue to support community banking, because it continues to be the lifeblood of Main Streets throughout our communities. The shared value set between our organizations makes everything else so much easier.”

Eighty percent of banks surveyed in Bank Director’s 2024 Technology Survey have recently discussed allocating resources to their data analytics strategy. A partnership like this – a product like Transactional Intelligence – presents the perfect opportunity to act on those intentions.

Let’s get into it.