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, axite, Arria NLG Studio, Article Forge, Engageware, 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 benefits does Personetics offer for Engagement Management?

How can Personetics enhance your Rating And Review Management process?

How does Personetics address your Customer Feedback Management Challenges?

How can Personetics enhance your Helpdesk Management process?

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.

BMO - Banking - Banking

Personetics helped BMO boost customer savings with hyper-personalized insights. BMO used Personetics to give customers clear ways to track and reach their savings goals. The "Savings Amplifier" produ...ct earned an average NPS of 4.7 out of 5 stars. BMO saw a projected 600% ROI over five years. Hundreds of customers left positive reviews. Customer engagement and bank balances increased.

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Huntington Bank - Banking - Banking

Personetics helped Huntington Bank deliver 14 million personalized insights each month. The bank used data enrichment to make transactions more recognizable and reduce unnecessary service calls. Cust...omer satisfaction reached 4.7 out of 5. Huntington migrated to a SaaS solution to innovate faster and offer more personalized recommendations. The bank now helps customers achieve financial goals with timely, relevant insights.

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Banco BPI - Banking - Banking

Banco BPI partnered with Personetics to launch Pulsoo, an open banking app for SMEs in Portugal. Pulsoo uses AI to give small business owners a full view of their finances and helps them manage payme...nts, taxes, insurance, and HR. The app delivers hyper-personalized insights and recommendations to improve efficiency. Banco BPI accelerated Pulsooā€™s development, launching it in under six months. The partnership aims to help SMEs optimize cash flow and support business growth.

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KBC Bank - Banking - Banking

KBC Bank used Personetics' Engage solution to improve its mobile app. The bank wanted to boost customer engagement and satisfaction. Personetics' AI-powered insights and budgeting advice helped users... manage their money better. KBC saw higher opt-in rates and session use than industry averages. Customer satisfaction reached 95%.

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Erste Group - Banking - Banking

Erste Group used Personetics to improve its George digital banking platform. The bank integrated AI-powered personalization into its mobile app. Over 10 million users across Europe now benefit from t...ailored financial insights. The 'George tips' feature achieved a 30% click-through rate. Customers rated the experience highly, with a 4.5 out of 5 star score. Erste Group focused on user needs and financial well-being.

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Santander UK - Banking - Banking

Santander UK used Personetics My Money Manager to improve digital banking for 4 million users. The tool gives AI-driven financial tips, spending insights, and alerts in the Santander mobile app. Cust...omers get push notifications about deposits, bills, and spending changes. The solution helps users manage money better, especially during financial uncertainty. Santander and Personetics worked closely to create new use cases and drive digital engagement.

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From PFM to Money Management

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Peers used Personetics for engagement management and rating and review management

Personetics Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.85/5 ā˜…

Read Reviews (35)
Analytics

4.59/5 ā˜…

Read Reviews (58)
Custom Reports

4.43/5 ā˜…

Read Reviews (13)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.85/5 ā˜…

Read Reviews (35)
Analytics

4.59/5 ā˜…

Read Reviews (58)
Custom Reports

4.43/5 ā˜…

Read Reviews (13)

Software Failure Risk Guidance

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for Personetics

Overall Risk Meter

Low Medium High

Top Failure Risks for Personetics

Personetics Ltd News

Partnership

Personetics and Atomic Partner to Deliver Contextual and Measurable ...

Personetics and Atomic have partnered to enhance digital banking experiences by integrating Atomic's financial connectivity with Personetics' Cognitive Banking Platform. This collaboration enables banks to offer contextual direct deposit and bill payment switching, improving customer engagement and deposit growth through seamless execution and measurement of financial actions.

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Product

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.

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Product

Personetics installs MCP server

Personetics installs MCP server

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Executive

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.

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Personetics Ltd Profile

Company Name

Personetics Ltd

Company Website

//personetics.com

HQ Location

New York, NY 10019, US

Employees

NA

Social

Linkedin Twitter

Financials

NA