Finoveo has announced the launch of a white-label financial health app designed to help banks acquire clients and gain deeper insights into customer behavior. The platform, based on the company's PFScores tool, allows financial institutions to offer a branded version of the app to prospective and existing clients, providing users with a free financial health score while capturing actionable data for the bank.
The app, which Finoveo says can be fully branded under a bank's own name, delivers a personalized financial health score in minutes. Users receive insights into the behaviors that influence their financial stability, along with comparisons to peers. For banks, the platform generates behavioral data that supports targeted cross-selling, product personalization, and lifecycle engagement strategies.
According to Finoveo, the solution addresses the challenge banks face in growing their customer base and deepening relationships in a competitive market. By leading with value rather than products, the platform positions financial institutions as trusted partners in financial wellness. This approach enables earlier engagement, stronger relationships, and increased conversion of prospects into long-term clients.
Key highlights of the offering include a white-label financial wellness platform that strengthens trust and brand affinity, actionable customer insights for targeted offers, and a client acquisition and engagement engine that delivers immediate value. The digital-first experience aligns with modern expectations for convenience and personalization, Finoveo said.
For banks, the platform translates into improved acquisition efficiency and the ability to proactively deliver relevant products and services. Finoveo describes it as a scalable acquisition and data engine that blends fintech innovation with strategic intelligence, helping institutions grow clients and maximize lifetime value.
The PFScores tool, which is the foundation of the white-label offering, is a free online financial health benchmarking tool that helps individuals measure their financial well-being. Users receive a score, peer comparison, and a detailed report explaining the factors influencing their score.
Finoveo's platform is now available for banks seeking to enhance their digital engagement and data capabilities. For more information, visit Finoveo or PFScores.
