White-Label · Banks & Credit Unions

Turn Your Data Into
Clients & Revenue—
On Demand.

White label financial health platform that helps banks and credit unions turn customer behavior into actionable data. Go beyond transaction data to surface intent, helping increase customer lifetime value (LTV), boost cross-sells, and unlock new revenue from your existing customer base. With no IT lift or core system changes.

Deploy in 90 Days
Deeper Customer Data
Zero Core System Changes
Book a Call See How It Works
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
90 Days
From contract to live app
under your brand
Deeper
Customer data vs.
traditional banking tools
0
Core system changes
or IT lifts 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for banks and credit unions that want to grow deposits, loans, and customer lifetime value — without relying on outdated loyalty programs or slow, expensive transformation initiatives.

Drive Cross-Sell Revenue
See which customers' financial health is improving, so your team knows who to talk to.
Unlock Deeper Data
Go beyond transaction history. Capture behavioral signals, financial health inputs, and goal data your competitors simply don't have.
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.
Your Brand. Zero Lift.
Fully white-labeled under your institution's brand. No IT lift, 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 customer segments by financial-health score 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.
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 lift.

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

Frequently Asked Questions

How do banks and credit unions use Finoveo?

Banks and credit unions deploy Finoveo as their own branded financial-health app. It attracts and engages customers with a personal financial-health score and gives the institution first-party data on each user to surface new deposit and lending opportunities.

Does Finoveo require an IT project to launch?

No. Finoveo is delivered as a managed white-label deployment and typically goes live in about 90 days without an IT lift from the institution.

What data does Finoveo give a bank or credit union?

Finoveo gives your institution a separate back-end dashboard with analytics and a built-in query tool that surfaces cross-sell opportunities — segment customers by financial-health score and see whose financial health is improving, so your team can prioritize deposit and lending outreach. It’s your own analytics layer, not a CRM.