Finoveo | Client Acquisition & Data Engine for Banks & Credit Unions
White-Label · Banks & Credit Unions

A Client Acquisition
& Data Engine
Built to Outperform
Fintechs.

Finoveo's white-label PFScores platform turns customer engagement into real-time insight — so your institution knows who to sell to, what to offer, and when.

Deploy in 90 Days
10× Deeper Customer Data
Zero Core System Changes
Book a Demo See How It Works
YOUR SCORE
650
★★★★
Good!
You are Ranked in the
Top 81–100%
Assets
820
Debt
650
Risk Mgmt
580
Savings
740
Ask about your financial score...
PFScores by Finoveo
90 Days
From contract to live app
under your brand
10×
Deeper customer data vs.
traditional banking tools
0
Core system changes
or IT overhauls required
The Platform

Not another tool.
A revenue engine.

Finoveo is designed for banks and credit unions that want to grow deposits, loans, and customer lifetime value — without relying on outdated loyalty programs or slow, expensive transformation initiatives.

Acquire New Customers
Give high-value prospects a compelling reason to bank with you — a free financial health score app that creates stickiness from day one.
Unlock Deeper Data
Go beyond transaction history. Capture behavioral signals, financial health inputs, and goal data your competitors simply don't have.
Drive Cross-Sell Revenue
Know exactly which customers are ready for a mortgage, auto loan, or credit card — before your competition does.
Your Brand. Zero Lift.
Fully white-labeled under your institution's brand. No IT overhaul, no core system changes — just your logo, your customers, your data.
What's Inside

Three capabilities.
One unfair advantage.

01
Real-Time Engagement Analytics
See who's using the app, their score trajectory, and cross-sell readiness — live. Your team gets a single executive dashboard surfacing loan-ready customers, at-risk accounts, and high-LTV segments the moment the data changes.
Live Data
02
AI Query Engine
Ask plain-language questions of your customer database and get instant answers. "Show me customers in the 35–45 age group with a PF Score above 700 and no active mortgage." No SQL. No analyst. No wait.
AI-Powered
03
White-Label Ready in 90 Days
Full brand customization — your name, your colors, your app store listing. Minimal IT involvement, no core system changes required. From signed contract to live customer-facing app in under three months.
90-Day Deploy
The Problem We Solve

Traditional growth strategies
are failing banks.

Fintechs move faster and win the highest-LTV customers. Finoveo is how you fight back — without a multi-year transformation project.

✕
Customer acquisition costs continue to rise with no clear ROI
✕
Loyalty programs fail to create meaningful or measurable engagement
✕
IT transformation projects take years to deliver any real value
✕
Fintechs move faster and win the stickiest, highest-value customers
Finoveo flips the script.
Instead of a slow transformation, deploy a plug-and-play acquisition and data engine in 90 days — with measurable revenue outcomes from month one.
Now Live on App Store & Google Play

Launch under
your brand.

Give your customers a reason to stay — and give your team the data to grow.
Deploy Finoveo's white-label PFScores engine in 90 days with no IT overhaul.

White-labeled mobile experience
Executive dashboard & AI query
90-day rollout, minimal IT
Download on the
App Store
Get it on
Google Play
Learn more at finoveo.com