From Data to Revenue in 90 Days—Now Live

Turn Your Customer Data
Into Clients & Revenue—
In 90 Days.

Finoveo's white-label PFScores platform turns your customer data into revenue — deployed in 90 days with zero IT lift.

YOUR SCORE
570
★★★★
Good!
You are Ranked in the
Top 40%
Debt
280
Savings
150
Risk
140
Ask about your financial score...
PFScores by Finoveo

Who are you?

Banks & Credit Unions
Outperform fintechs.
Grow deposits & loans.
Turn customer behavior into actionable data — grow deposits, boost cross-sells, and increase LTV with no IT lift required.
Client Acquisition Deeper Customer Data Cross-Sell Revenue
Explore for Banks
Advisory Firms
Grow every advisor's
book with intelligence.
Know which clients are ready for new products before they ask. Give advisors a white-label engagement tool that deepens relationships and drives AUM.
Grow AUM Client Retention Cross-Sell Signals
Explore for Advisors
Membership Organizations
Turn membership into
a benefit they never cancel.
Add a white-label financial wellness benefit no competitor offers. Drive renewal rates and member engagement with a tool your members will actually use every month.
Member Retention Add Value Member Insights
Explore for Members
401(k) / TPA Firms
Scale participant wellness
across every plan sponsor.
Deploy an education-only financial wellness benefit funded from an existing budget — no new sponsor cost, no IT integration, and one TPA deal reaches thousands of plan sponsors.
Existing Budget Education Only 90-Day Deploy
Explore for TPAs
Universities & Programs
Give every learner
financial literacy that sticks.
A white-label, multilingual financial-literacy app for universities and state empowerment programs — reach every learner in their language, with measurable outcomes and zero IT lift.
Financial Wellness Programs Universities Multilingual
Explore for Education
White-labeled under your brand Deploy in 90 days Zero core system changes
FAQ

Frequently Asked Questions

What is Finoveo?

Finoveo is a white-label financial-health app and customer-data platform. Financial institutions launch it under their own brand to engage customers with a personal financial-health score (the PF Score) while capturing first-party data on every user.

Who is Finoveo for?

Finoveo is built for banks, credit unions, financial advisors, 401(k) third-party administrators (TPAs), and universities or state financial-literacy programs.

How long does it take to deploy Finoveo?

A fully branded Finoveo deployment typically goes live in about 90 days, with no IT lift required from your team.

Is Finoveo white-labeled?

Yes. Finoveo runs entirely under your brand — your name, logo, and colors on web and mobile (iOS and Android), powered by the PFScores platform behind the scenes.