Banks are facing mounting pressure to expand their customer base and strengthen relationships in a competitive market, and Finoveo has introduced a solution with its white-label version of PFScores. This consumer-facing financial health app allows banks to provide prospective and existing clients with a free, easy-to-use tool that calculates a personalized financial health score in minutes. Users gain clear insights into their financial well-being, while banks obtain actionable data that supports targeted cross-selling, product personalization, and smarter lifecycle engagement.
The platform creates a high-impact digital touchpoint that differentiates banks from competitors by focusing on value rather than products. By offering the tool under their own brand, financial institutions can position themselves as trusted partners in financial wellness, fostering earlier engagement and stronger relationships. This approach helps convert prospects into long-term clients, improving acquisition efficiency and deepening customer understanding.
For banks, the white-label financial wellness platform means they can seamlessly brand PFScores as their own, strengthening trust and brand affinity. Consumers receive a comprehensive view of their financial health through the secure online financial health benchmarking tool available at https://www.pfscores.com, while banks capture behavioral data that enables targeted cross-sells and more relevant product offers. The platform serves as a client acquisition and engagement engine, helping banks attract, convert, and retain clients by delivering immediate value early in the relationship.
The digital-first engagement aligns with modern expectations for convenience and personalization, offering a secure, easy-to-use experience. With Finoveo, banks gain more than a digital tool—they acquire a scalable acquisition and data engine that blends fintech innovation with strategic intelligence. This helps institutions grow their client base, expand relationships, and maximize lifetime value by turning engagement into growth and insight into measurable outcomes.
The platform combines advanced AI and behavioral insights through the white-label version of PFScores, enabling banks to grow smarter by transforming customer insight into action. By providing a free financial health score that highlights behaviors driving long-term financial stability, the tool empowers users to make better financial decisions while giving banks meaningful data to proactively deliver relevant products and services.
