SEATTLE, WA and LAFAYETTE, CO — April 2026 — Strum Platform™, the leading marketing analytics Customer Data Platform (CDP) and marketing automation solution built for credit unions and banks, and FinGoal, a leading provider of transaction enrichment and personalized financial insights, today announced a strategic partnership to bring deeper, AI-powered member personalization to financial institutions across the country.

The partnership integrates FinGoal’s transaction enrichment engine and personalized offer capabilities directly into Strum Platform’s CDP, giving financial institutions a more complete and actionable view to power each member’s financial life and deepen wallet share. By layering FinGoal’s detailed behavioral signals and merchant-level transaction intelligence onto Strum Platform™’s lifestyle segmentation, profitability modeling, and marketing automation tools, credit unions and banks can now deliver the kind of hyper-personalized, timely outreach that boosts engagement and drives measurable relationship growth.

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From Data to Action — Faster

Financial institutions today are sitting on a wealth of consumer transaction data, but most lack the tools to translate it into individualized, high-impact experiences. Strum Platform helps leaders turn raw data into actionable marketing easily using machine learning, customizable personas, intelligent dashboards, and generative AI to drive marketing performance. FinGoal brings an additional vital layer: enriched, human-level understanding of what members are buying, saving for, and caring about right now.

Together, the two platforms create a closed loop marketing engine from insight to execution — identifying members with unmet financial needs, surfacing the most relevant next-best product offers, and automating personalized journeys through Strum Voice™, Strum Platform’s marketing automation engine.

“Our clients have always known that the path to deepening member relationships runs through actionable data insights driving relevant, personalized solutions. FinGoal gives us the richest transaction-level intelligence in the market, and plugging that directly into Strum Platform means our financial institution clients can finally move at the speed their members expect with solutions that improve their lives. This is exactly the kind of integration that builds an actionable data strategy driving real deposit, loan and mobile growth results.”

— Mark Weber, CEO, Strum Platform™

“We built FinGoal to help financial institutions understand their account holders on a truly human level — what they value, what they’re planning for, what offers are actually relevant to them today. Connecting that intelligence to Strum Platform’s powerful marketing analytics and automation layer means credit unions and banks can go from insight to personalized action without the friction. Together, we’re removing the biggest barrier between financial institutions and their members.”

— David Nohe, CEO, FinGoal

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What This Means for Financial Institutions

Joint clients of Strum Platform™ and FinGoal will be able to:

- Enhance member profiles using detailed transaction data to create more accurate segments and personas.

- Surface the right product offer to the right member at the right moment, powered by FinGoal’s personalization engine and Strum Platform’s marketing automation

- Reduce reliance on generic batch-and-blast marketing in favor of intelligent, behavior-triggered automated campaigns

- Track the full ROI of personalized marketing and campaign journeys directly within Strum Platform’s PowerBI™-powered performance tracking dashboards

The integration is available now for existing Strum Platform™ clients. Financial institutions interested in the combined solution can contact either company directly.

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About Strum Platform™

Strum Platform™is one of the financial industry’s fastest growing cloud-based data analytics marketing technologies. With intelligent PowerBI visualized dashboards, AI-powered lifestyle hyper-segmentation insights, and simple to use omni-channel marketing automation, they improve and personalize customer journeys, enhance digital onboarding, and speed relationship profitability and retention. Headquartered in Seattle, WA, Strum Platform™ serves financial institutions across the country. Learn more at strumplatform.com.

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About FinGoal

FinGoal’s Insight Platform sits on top of digital banking and finance data, turning transaction data into highly detailed personas of each account holder to surface the most relevant calls-to-action. FinGoal’s mission is to be the most trusted enabler of hyper-personalized financial services, building analytics and infrastructure for trusted financial institutions predicated on understanding account holders on a human level — what they care about, what they value, and what is motivating them right now. Headquartered in Lafayette, CO, FinGoal is an elected member of the Financial Data Exchange (FDX) board. Learn more at fingoal.com.