We turn intelligent insights into financial solutions.

Help your customers live their best financial life.

A world of financial health.

As builders of applications and business intelligence tools for financial institutions, our mission is to help you forge and broaden your customer engagement. Our technology platforms allow you to offer:

Powerful Tools

Financial Guidance

Real-time Insights

Money Intelligently.™

Building financial smarts, and building your brand along the way. At HTMA, our vision is a world where organizations align with the daily life of each of their customers, positioning them for a financially healthy future.

Digital solutions that drive customer mindshare.

Automated Savings

They save. You connect.

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Intelligent Content

Connect with users in a meaningful, relevant way.

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Peer Comparison

Personalized solutions. Lead generation.

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Virtual Account Management

Get started building your differentiated solution today.

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Get the data. Get informed.

Are you using customized data to recommend relevant solutions to your customers? Do you know where to begin? In our latest white paper we provide useful ways you can leverage your data to improve your digital experience.

Spotlight on success.

See how we have helped financial institutions everywhere connect with their customers.

Partners in success.

HTMA supports community banking through ICBA Corporate Membership

“Plinqit will help our member credit unions connect with their members in a meaningful way. The platform offers a fun, rewarding and social experience that unites credit unions’ brands with their digital consumers as they pursue financial wellness.”

Courtney Moran, Executive Director, Cornerstone Foundation

“FIS has built a partnership with HTMA and its solutions to fill a much-needed space for intelligent savings and financial education. The best of breed partnership between FIS and HTMA addd differentiated offerings to our financial institutions."

Rob Lee, President, FIS Impact Ventures

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