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Founded Year



Unattributed VC - III | Alive

Total Raised


Last Raised

$5.53M | 2 yrs ago

About Micronotes

Micronotes is a digital marketing SaaS company that serves financial institutions with tools to deepen relationships with existing customers through effective cross-selling. Micronotes' targeted interview technology combines big data analytics with the closing power of in-branch sales interviews to turn the online channels into actionable cross-sell lead generators. The company was founded in 2008 and is based in Boston, Massachusetts.

Headquarters Location

50 Milk St 16th Floor

Boston, Massachusetts, 02109,

United States


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Expert Collections containing Micronotes

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Micronotes is included in 2 Expert Collections, including Ad Tech.


Ad Tech

3,724 items

Companies offering tech-enabled marketing and advertising services.



7,940 items

US-based companies

Micronotes Patents

Micronotes has filed 2 patents.

patents chart

Application Date

Grant Date


Related Topics




Online analytical processing, Payment systems, Promotion and marketing communications, Credit, Direct marketing


Application Date


Grant Date



Related Topics

Online analytical processing, Payment systems, Promotion and marketing communications, Credit, Direct marketing



Latest Micronotes News

Micronotes and Experian Empower Financial Institutions to Lower Customers’ Borrowing Costs

Feb 19, 2021

Experian®, the world’s leading global information services company, is joining forces with, the leader in automated, artificial intelligence-driven marketing systems in the financial services industry, to launch Micronotes ReFI powered by Experian to the global financial services industry. The product will help financial institutions lower customers’ or members’ borrowing costs by refinancing mispriced debt held elsewhere. “We’re thrilled to partner with Experian to leverage artificial intelligence (AI) and data to help consumers lower their borrowing costs,” said Devon Kinkead, founder and CEO of Micronotes. “With an estimated $2 trillion in mispriced debt, during an era of persistently low interest rates, we help digital banking customers see where they’re overpaying interest that can be refinanced with a lender they know and trust — their primary financial institution.”  Deployed through email-, online- and mobile-banking channels, Micronotes ReFI automatically compares a financial institution’s current lending criteria and rates to the consumer’s credit profile. The system then performs a synthetic refinancing of existing debt held elsewhere and spots refinancing opportunities that represent material savings. Next, the marketing automation system initiates a personalized conversation with the customer in their digital banking channels. For example, “Hi Jane, you may be able to save $355/mo. on your mortgage payment!” Response options include “Show offer” “How?” “Remind me later.” Jane can choose to “apply now,” “talk with a banker,” “start a chat session,” or request a text with the details of the offer or any number of customizable actions based on her preferences and the financial institutions’ capabilities. “At Experian, we are committed to using data for good to help consumers improve their financial health on the road to recovery from the pandemic,” said Greg Wright, executive vice president and chief product officer Experian Consumer Information Services. “Our work with supports this commitment to consumers by helping them save money to better control their financial future.” About, based in Boston, Massachusetts, is a privately held SaaS marketing automation company serving financial institutions with tools to deepen relationships with existing customers and acquire new customers. The company’s fast, automated, cloud-based solutions apply machine learning to customer data to improve engagement and dialogue to sell more financial services through the digital service channels. About Experian Experian is the world’s leading global information services company. During life’s big moments — from buying a home or a car to sending a child to college to growing a business by connecting with new customers — we empower consumers and our clients to manage their data with confidence. We help individuals to take financial control and access financial services, businesses to make smarter decisions and thrive, lenders to lend more responsibly, and organizations to prevent identity fraud and crime. We have 17,800 people operating across 45 countries, and every day we’re investing in new technologies, talented people and innovation to help all our clients maximize every opportunity. We are listed on the London Stock Exchange (EXPN) and are a constituent of the FTSE 100 Index. Learn more at  or visit our global content hub at our  global news blog  for the latest news and insights from the Group.

Micronotes Frequently Asked Questions (FAQ)

  • When was Micronotes founded?

    Micronotes was founded in 2008.

  • Where is Micronotes's headquarters?

    Micronotes's headquarters is located at 50 Milk St, Boston.

  • What is Micronotes's latest funding round?

    Micronotes's latest funding round is Unattributed VC - III.

  • How much did Micronotes raise?

    Micronotes raised a total of $13.54M.

  • Who are the investors of Micronotes?

    Investors of Micronotes include Vestigo Ventures, Paycheck Protection Program, TTV Capital, Baird Venture Partners, Venture Capital Fund of New England and 3 more.

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