| Name | Title | Contact Details |
|---|---|---|
Meredith Carter |
Assistant General Counsel | Profile |
Finotta is a platform that helps financial institutions personalize their mobile banking application to increase customer engagement, earn a greater share of wallet, and ultimately, create a new stream of revenue with their most important customer base. Banking is now mobile first, and more and more customers are moving their relationships to mobile-first providers for one reason or another. At the same time, traditional banking technology has fallen behind. Customers expect beautiful products that meet their financial needs, and are flocking to fintechs and digital brands to get what they need. To compound the problem, data needs have also changed, and banks need vendors who can help them understand a customer base that to this point has been elusive. Thats where we come in. Finottas platform helps deliver both the tools banking customers expect, while also empowering our FIs with data and insights to create powerfully personalized and customizable experiences.
Transcend Wealth Collective was created with one guiding principle in mind: wealth management clients deserve better.
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