Bringing Advanced Transaction Insights & Personalization to Financial Institutions
Vancouver, BC (March 9th, 2026) – Lodestar Technologies, a leader in data warehousing, analytics, and data strategy solutions for financial institutions, is excited to announce a new strategic partnership with FinGoal, a financial insights platform that transforms transaction data into actionable intelligence for personalized banking experiences.
Through this partnership, Lodestar becomes an authorized reseller of FinGoal’s solutions—expanding the range of analytics and personalization tools available to Lodestar’s bank and credit union clients.
FinGoal’s technology enriches and categorizes raw transaction data, uncovers behavioral insights, and builds dynamic user personas that help financial institutions tailor more relevant products, communications, and digital experiences. By leveraging enriched data and deeper behavioral understanding, banks and credit unions can strengthen engagement and better meet the financial needs of the individuals they serve.
“We’re thrilled to partner with FinGoal to bring advanced personalization capabilities to our clients,” said Andrea Brown, SVP of Growth at Lodestar Technologies. “FinGoal’s ability to convert transaction data into meaningful behavioral insights perfectly complements Lodestar’s data strategy and analytics ecosystem. Together, we’re giving financial institutions the tools to understand their customers more deeply and act on that insight.”
As part of the collaboration, Lodestar will incorporate FinGoal’s insights platform into its consulting and implementation work—helping institutions integrate enriched transaction data and persona-driven intelligence into reporting, marketing, member engagement, and strategic planning.
“Lodestar’s expertise in data strategy makes them an ideal partner for expanding FinGoal’s reach,” said Mark Lucier, VP of Growth at FinGoal. “We’re excited to work together to help more financial institutions unlock the power of enriched transaction data and deliver more personalized financial experiences.”
About Lodestar Technologies, Inc.
Founded in 2008, Lodestar provides data warehousing, business intelligence, and professional services solutions for financial institutions. Combining best-in-class technology with decades of industry expertise, Lodestar helps clients optimize their data at every stage of their analytics journey. For more information, visit www.lodestartech.ca.
About FinGoal
FinGoal is a financial insights platform that helps trusted financial brands better understand their users and deliver more personalized experiences. By enriching transaction data, identifying spending behaviors, and creating actionable user personas, FinGoal enables banks, credit unions, and fintechs to tailor product recommendations, communications, and engagement strategies. Learn more at www.fingoal.com
