Meet The Team
Keith Johnson - COO
James Testa - CEO
Shekhar Yadav - CTO
Launch A Client Acquisition & Data Engine for your Bank in 90 Days — With No IT Lift
Acquire new customers, unlock deeper customer data, and drive cross-sell and upsell revenue with a plug-and-play engine built specifically for banks and credit unions.
Built For Banks & CU's Focused On Growth
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for banks and credit unions that want to grow deposits, loans, and customer lifetime value — without relying on outdated loyalty programs or slow, expensive transformation initiatives.
This is a fit if your institution:
Wants To acquire new customers in a fintech-dominated market
Needs better customer data to drive cross-sell and upsell decisions
Is tired of long IT timelines with unclear Roi
Wants a system that produces measurable revenue outcomes
Why Traditional Growth Strategies Are Failing Banks
Customer acquisition costs continue to rise
Loyalty programs fail to create meaningful engagement
IT transformation projects take years to deliver value
Fintechs move faster, stickier, winning share of high-LTV customers
A Client Acquisition & Data Engine — Not another tool
Finoveo's whitelabel PFScores + AI product is a client acquisition and data engine that turns customer engagement into real-time insight — so banks know who to sell to, what to offer, and when.
One Simple Offer
Here's what you get:
White-labeled mobile experience under your brand
10x deeper customer data and behavioral insights
Executive dashboards for growth KPI's
AI query for your database
90-day roll out with minimal IT involvement
Lock in early adopter pricing!
Total value: $297
Today Just $97
"Best purchase ever!"
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Our Team
Keith Johnson
CEO/COO/VP Entrepreneurship. Brings financial acumen, investor credibility, and operational insight from years of leadership experience.
Co-Founder Sales, & Strategy
James Testa
Entrepreneur with a strong background in brand strategy, product development, and performance marketing. Previously scaled WarmUp Nutrition to six figures DTC and led digital growth for real estate and consumer brands.
Co-Founder, Product & GTM
Shekhar Yadav
Has more than 20 years designing, developing, and maintaining databases, application layers, APIs, and web and mobile applications, Also has direct experience in FinTech.
Co-Founder & CTO
What Our Clients & Users Are Saying About Us...
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Contact Our Team
Contact us for all sales inquiries.
Contact Us
Frequently Asked Questions
Answers to frequently asked questions
How does Finoveo help financial institutions?
Through white labeling apps and through co-marketing agreements, Finoveo will help financial institutions affordably and significantly increase the acquisitions of new clients and capture more behavioral data on existing clients.
How does Finoveo acquire its data?
Through its PFScores personal financial health app, Finoveo will capture contact information and multiple financial data points on millions of American adults interested in their financial health.
Does Finoveo sell products or give advice?
Finoveo neither gives advice and guidance nor sells products and services.