Fintilect, the AI-powered hyper-personalized digital banking provider for financial providers across the globe, has appointed Lindsay Soergel as CEO.
Lindsay has over 25 years’ experience as a senior technology delivery and customer operations executive in banking and fintech, supported by extensive success in cross-industry e-commerce and data-driven marketing innovation. She will spearhead Fintilect’s growth as it continues to deliver the most highly personalized digital banking solutions available in the market today, empowering financial institutions to drive engagement with their customers and members.
Lindsay joins Fintilect having recently served as a specialist fintech go-to-market executive consultant, before which she led the Product, Marketing, and Customer Experience delivery teams at Kasisto, the conversational and generative AI company. Further career highlights include senior executive positions in charge of product, service delivery, customer operations, and marketing at NCR, PNC, SunTrust (now Truist) and Ratio, and as a General Manager and P&L owner at Headspace, Deluxe and Equifax.
An early B2B e-commerce and web technology pioneer, Lindsay was instrumental in the building of online knowledge networks for the US Department of Defense and designing some of the earliest B2B e-commerce systems in the US. Lindsay takes over from Interim CEO, Rami Cassis, who will become Chairman of Fintilect. Rami is founder and CEO of Parabellum Investments, his family office, which owns Fintilect as one of its portfolio companies.
Lindsay Soergel, CEO, Fintilect, said: “Today’s financial consumers expect to be understood as individuals, with their specific life goals, aspirations, and desires for financial health and wellness fully considered. If a financial services provider continues to use a one-size-fits-all solution, they risk losing out to those competitors who do recognize the importance of hyper-personalization. I am looking forward to working alongside Fintilect’s exceptional team as we continue to offer the most innovative, AI-powered banking solutions to the market today.”
Rami Cassis, Founder and CEO of Parabellum Investments, said: “Lindsay is a true fintech pioneer. She has a cast-iron pedigree of delivering the best kind of innovative disruption across the fintech sector, resulting in the kind of change that makes clients sit up and take notice. I look forward to working alongside her as Fintilect continues to expand into a global fintech brand.”
The Fintilect digital financial platforms enable clients, including banks, building societies, credit unions, motor finance providers and wealth managers to communicate with customers as unique individuals, leading to vastly improved engagement levels and higher conversion and upselling rates. Its AI and machine learning capabilities study customer’s lifestyle and financial habits, together with their demographic data such as hobbies, leisure activities and aspirational insights. This rich data set is then analyzed in real-time to predict which action will resonate best with a customer, as well as the channel and phrasing of communication most likely to achieve a successful outcome. Fintilect’s digital banking solutions underpin this personalized messaging capability, providing greater agency to consumers seeking to manage their own financial wellness.