Finalytics.ai Partners with Ascent to Drive Customer Experience and Conversion

Today, Ascent Platform, the leader in digital experience solutions for financial institutions, and Finalytics, the pioneering personalization platform, announced a new partnership to streamline product applications and improve lead conversion rates.

Finalytics is the leading personalization platform in the banking and credit union industry. Using Finalytics, community financial institutions are empowered to compete more effectively and gain leads with a personalized digital experience for each user. Now, Finalytics institutions can improve new-product application conversions by using Ascent’s Experience Platform. Finalytics leads flow into beautiful, white-label digital application experiences that reduce customer abandonment and increase banker efficiency.

"In addition to streamlining any product application or form, Ascent learns from every customer interaction, and reuses those learnings to reduce questions and effort over time," said Ascent co-founder and CEO Arjun Sahgal. "This cutting-edge capability helps institutions maximize their Finalytics investment by boosting lead conversions and revenue."

"Finalytics' segment-of-one personalization delivers highly relevant digital experiences, and enables our clients to enjoy frictionless engagement driving more applications and deeper relationships," said Craig McLaughlin, CEO of Finalytics.ai. "Ascent helps ensure our clients can finish the last mile and convert those new opportunities with digital application experiences that are enriched by the personalization capabilities of Finalytics."

"Finalytics' segment-of-one personalization delivers highly relevant digital experiences, and enables our clients to enjoy frictionless engagement driving more applications and deeper relationships. Ascent helps ensure our clients can finish the last mile and convert those new opportunities with digital application experiences that are enriched by the personalization capabilities of Finalytics."

Craig McLaughlin, CEO of Finalytics.ai

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. Their 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. For more information, please visit https://finalytics.ai.

About Ascent Platform

Ascent is the next-generation platform that provides financial institutions with the ability to streamline any and all product applications and forms without disrupting existing systems and processes. Ascent replaces the patchwork of full-stack product applications, static web forms, and PDFs with intelligent applications and forms featuring prefilled data, optional pre-screening rules and logic, and collaborative document collection. Most importantly, the platform learns from every interaction, and uses those learnings to make subsequent experiences more contextual, with fewer questions for the customer and less work for the banker. Using Ascent’s no-code builder, institutions can rapidly configure and deploy beautiful bespoke applications and forms at their own pace.

For more information, please visit ascentplatform.io