Lafayette, 80026, CO,
United States
FinGoal Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by FinGoal and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 12 FinGoal employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that FinGoal has purchased the following applications: PayPal Braintree for Payment Processing in 2020, Envestnet Yodlee Analytics for Analytics and BI in 2021, Brightcove for Audio Video and Web Conferencing in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems FinGoal is running and its propensity to invest more and deepen its relationship with PayPal , Yodlee , Brightcove or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing FinGoal revenues, which have grown to $6.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for FinGoal intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| PayPal | Legacy | PayPal Braintree | Payment Processing | ERP Financial Management | n/a | 2020 | 2020 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Yodlee | Legacy | Envestnet Yodlee Analytics | Analytics and BI | Analytics and BI | n/a | 2021 | 2022 |
In 2021, FinGoal implemented Envestnet Yodlee Analytics, deploying Envestnet Yodlee Analytics as an Analytics and BI capability to ingest aggregated account data and power transaction intelligence for banks and fintechs in the United States. The project was announced as a partnership with Envestnet | Yodlee via Finovate and related partner materials, and the integration went into production around 2022 to support personalized offers and simplified aggregator switching for clients.
The implementation focused on aggregation and enrichment modules, including transaction normalization, categorization, enrichment pipelines and a recommendations engine that surfaces personalized transaction insights and product offers. Configuration work emphasized data quality, mapping rules and rule based decisioning for offer eligibility, plus visualization components for client facing dashboards and reporting.
Architecturally the deployment leverages Envestnet | Yodlee aggregation and enrichment APIs to centralize account data ingestion and normalization in a cloud oriented analytics layer, with Envestnet Yodlee Analytics providing the BI and insight surface. Integration points center on the Yodlee aggregation services and enrichment outputs, which feed FinGoal analytics workflows and embedded dashboards used by partner banks and fintech customers.
Governance and rollout were coordinated through the announced partnership channels and partner materials, with phased production onboarding of finance and retail banking clients in the United States. The live implementation enabled personalized offers and easier aggregator switching for client organizations, reflecting a shift in product recommendation and client onboarding workflows driven by analytics and enrichment results.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Brightcove | Legacy | Brightcove | Audio Video and Web Conferencing | Collaboration | n/a | 2019 | 2019 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2023 | 2023 |
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Digital Advertising Platform | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2023 | 2023 |
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Partner Relationship Management | CRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2022 | 2022 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Security (AppSec) | CyberSecurity |
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2019 | 2019 |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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