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Personetics: Use-Cases, Insights and Reviews | 2025 Cuspera

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Personetics - SELF-DRIVING FINANCE™

AI Powered

App Partner

Personetics Overview

Personetics transforms banking relationships by leveraging AI to deliver personalized financial insights and experiences. Serving over 150 million customers globally, this platform empowers banks to engage clients with data-driven, personalized interactions. By offering advanced personal finance management (PFM) and money management tools, Personetics enhances customer engagement and boosts revenue. The platform's capabilities include hyper-personalized insights, goal-based savings, and automated financial journeys, all designed to improve financial well-being and customer loyalty. Additionally, Personetics supports small businesses with cash flow forecasting, ensuring a comprehensive approach to financial management.

Use Cases

Customers recommend Engagement Management, Rating And Review Management, Customer Feedback Management, as the business use cases that they have been most satisfied with while using Personetics.

Other use cases:

Helpdesk Management
Loyalty Management
Collaboration
Relationship Management
Contract Management
Training & Onboarding
Offer Management

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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Personetics.

Other priorities:

Improve ROI
Enter New Markets Internationally Or Locally
Increase Sales & Revenue

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Personetics Use-Cases and Business Priorities: Customer Satisfaction Data

Personetics works with different mediums / channels such as Phone Calls.

Personetics's features include Personalization. and Personetics support capabilities include AI Powered, 24/7 Support, Email Support, etc. also Personetics analytics capabilities include Analytics, and Custom Reports.

Personetics, AX Semantics, Airim, Arria NLG Studio, Article Forge, etc., all belong to a category of solutions that help Conversational Intelligence. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Personetics enables banks to use AI for personalized customer engagement and increased revenue. Their platform supports money management and PFM for 140 institutions globally.

Personetics Customer wins, Customer success stories, Case studies

What Are the key features of Personetics for Engagement Management?

How does Personetics facilitate Rating And Review Management?

What Are the key features of Personetics for Customer Feedback Management?

How does Personetics facilitate Helpdesk Management?

100 buyers and buying teams have used Cuspera to assess how well Personetics solved their Conversational Intelligence needs. Cuspera uses 288 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Conversational Intelligence needs.

KeyBank Partners with Personetics to Advance Financial Wellness - Business Wire

KeyBank is deploying Personetics' Cognitive Banking platform, including the Engage solution, to deliver personalized financial insights and recommendations. This initiative aims to enhance financial ...wellness for KeyBank clients, especially younger consumers, by leveraging AI-driven analysis of spending and saving habits.

How Desjardins Empowers its Members with Personetics AI and Microsoft Azure

Personetics is empowering 150 million users with financial insights. Desjardins uses Personetics and Microsoft to enhance customer savings, transaction data, and engagement. Personetics offers soluti...ons for deposit growth, SMB banking, and sustainability. Resources include blogs, podcasts, and webinars.

Scotiabank - Banking

Personetics helped Scotiabank deliver AI-powered personalized financial guidance to over 5 million customers. Scotiabank used the Advice+ platform and Scotia Smart Money to improve digital advice. Th...e bank achieved a 73% engagement rate with targeted insights. Customers rated the experience 4.7 out of 5 stars. The solution empowered customers and boosted engagement.

Bank of Montreal (BMO) - Banking

Personetics Engage and Act helped BMO boost customer engagement with hyper-personalized insights. BMO launched the Savings Amplifier using Personetics Act in 2022. Tens of thousands of customers enro...lled and set over 100,000 savings goals. The average customer rating for the solution is 4.7 out of 5 stars. BMO won industry awards for this digital savings initiative.

Akbank - Banking

Akbank used Personetics to improve its mobile banking app. The goal was to give customers smart, personal advice about their money. Akbank wanted to help users save more and manage their finances bet...ter. With Personetics, Akbank reached a 24% customer engagement rate and 86% insight satisfaction rate. The bank generated over 440 million insights each year, making it a leader in digital banking in Turkey.

Hyundai Card - Financial Services

Personetics Engage helped Hyundai Card use customer transaction data to improve digital banking. Hyundai Card wanted to stand out in a crowded market and boost customer engagement. They used Personet...ics to give customers insights about their spending and money management. The solution led to a 19% click-through rate on insight CTAs, 800,000 click-to-action conversions per month, and a 4.8 out of 5 average insight rating. Hyundai Card also created over 100 custom insights using the Personetics Engagement Builder.

From PFM to Money Management

Peers used Personetics for engagement management and rating and review management

Personetics Competitors

More Personetics Alternatives...

Personetics Features

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Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.85/5 ★ Read Reviews (35)
Analytics	4.59/5 ★ Read Reviews (58)
Custom Reports	4.43/5 ★ Read Reviews (13)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.85/5 ★ Read Reviews (35)
Analytics	4.59/5 ★ Read Reviews (58)
Custom Reports	4.43/5 ★ Read Reviews (13)

Software Failure Risk Guidance

for Personetics

Overall Risk Meter

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Top Failure Risks for Personetics

Personetics Ltd News

Product 14/09/2025

Personetics Rolls Out MCP Server to Help Banks Build Agentic AI Tools

Personetics has launched the MCP Server, enabling banks and fintech firms to build agentic AI applications using its predictive analytics and engagement frameworks. This platform supports the creation of personalized AI experiences, such as chatbots and virtual advisors, to enhance customer financial decision-making. The server reduces development time and complies with global financial regulations.

Product 10/09/2025

Personetics installs MCP server

Executive 18/02/2025

Personetics Appoints Jody Bhagat to President Global Banking , Broadening the Company Global Strategy

Personetics has appointed Jody Bhagat as President of Global Banking to enhance the company's global strategy.

Executive 22/01/2025

Personetics welcomes new CEO Udi Ziv

Personetics welcomes Udi Ziv as the new CEO, marking a leadership change. The company also highlights its milestone of empowering 150 million monthly users with financial insights and announces an integration with Q2s digital banking platform.

More Personetics News...

Personetics Ltd Profile

Company Name

Personetics Ltd

Company Website

//personetics.com

HQ Location

New York, NY 10019, US

Employees

Social

Financials