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Compete with the national banks on a community budget.

Your community already trusts you. We help more of it find you, choose you and stay with you.

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A few ways we support your institution
AI Workflows & Automations Rate updates and member replies, approved before they go out Web + Brand Website design Product and rate pages your team updates without a developer Growth Growth diagnostic Where applications and referrals drop off

Problems we solve for banks and credit unions.

  1. You can’t see which campaigns bring deposits How we solve itInquiry-to-funded stages and attribution in your systems tie each campaign to new accounts and deposits.Revenue system
  2. Visitors can’t find the right product or the next step How we solve itClear product pages that lead customers and members straight into the account opening and booking tools you already use.Website design
  3. Rate updates wait on a developer How we solve itRate and product pages your team updates, with a compliance review step before each change goes live.Website design
  4. Branch, lending and digital teams don’t refer each other’s products How we solve itReferrals between teams, with every handoff tracked in your systems.Revenue system
  5. Routine member emails and replies take staff time How we solve itRate updates, member emails and routine replies drafted by AI and checked by your team.Workflows & Automations
Built to your requirements

Compliance review built in by default.

We build to your requirements from day one and work within your review and approval workflow, not around it.

Your review process, built inPages, campaigns and AI output route to your reviewers and go out once they approve them.
A record of every changeWorkflows log what ran, when and who approved it, and send each approved piece to the archiving system your firm already uses.
Rules your compliance team setsAI works from your approved language and policies, with access by role.
Hosting your IT team can reviewSecurity monitoring, daily backups kept 30 days, and updates tested on staging first.
Review trail
Certificate rate promotion
  1. DraftedWebsite workflow Mon 9:20 AM
  2. ReviewedMarketing lead Mon 1:05 PM
  3. Compliance reviewCompliance officer Tue 11:30 AM
  4. Published and archivedWebsite workflow Tue 11:31 AM
Why Finovo

Fluent in how financial firms work.

Deposits, loan growth, member and customer relationships, compliance review and exam-ready records are the everyday terms of our work. We build to those requirements from the first draft.

IndependentNobody pays us to recommend a platform. We recommend what fits.
Enterprise value is the scoreboardWe judge our work by the value it creates for your firm.
You own everything we buildWe earn the next engagement instead of locking you in.

Companies that have trusted us.

Lone Pine CapitalGoldman SachsChaseBetterment for AdvisorsVaynerXSageViewCARFCUOrcosa
Questions

What financial firms ask before the first call.

Yes. We work with both community banks and credit unions, and shape the work around how each one grows: new accounts and deposits for banks, new members and member loans for credit unions.

Rate and product pages are built for your team to update, with a compliance review step before each change goes live, by default.

Inquiry-to-funded stages and attribution in the CRM (yours, or one we set up) tie each campaign to new accounts and deposits.

We build a compliance review step into anything that goes out, by default. Pages, campaigns and AI output route to your reviewers and carry the disclosures they specify. If your firm works differently, we set it up your way.

Whichever fits your firm: a ready-made platform like Anthropic’s Claude Team, OpenAI’s ChatGPT Business or Microsoft 365 Copilot, or a custom layer we build on Dust, Langdock or Glean.

No. We work in the CRM you have, or set up HubSpot, Salesforce or Microsoft Dynamics 365 if you need one, and recommend a switch only when yours can’t do the job. You own the setup, workflows, dashboards and documentation.

You do: the site, the content, the CRM setup and the workflows. Hosting with us is optional.

Let's get to work

Where should your firm grow next?

A short call tells us which mix of growth, web and AI work fits your firm, and what it would take.

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