Customer stories

Personetics Product 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.

How satisfied the customers are with Personetics use-cases

Personetics Customer Insights, Testimonials and Case Studies

KBC - Banking

Personetics Engage helped KBC boost digital customer engagement on its mobile app. The AI-driven platform delivered proactive, data-driven insights and recommendations. KBC saw high opt-in rates, ses...sion use above industry benchmarks, and a 90% satisfaction rating. The Engagement Builder let KBC create custom insights fast, improving personal financial management. KBC plans to expand Personetics features for small and midsize business clients.

Read on →

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.

Read on →

Erste Group - Banking

Personetics helped Erste Group improve its digital banking with the George platform. Erste Group used Personetics to add smart financial insights to its mobile app. The bank customized these insights... for different markets. 'George tips' led to a 30% click-through rate. Customers gave the app a 4.5 out of 5 star rating.

Read on →

Bank of the Philippine Islands (BPI) - Banking

Personetics helped Bank of the Philippine Islands (BPI) launch a new 'Track and Plan' solution in their mobile app. BPI wanted to give customers more value and support financial wellness. The solutio...n lets customers see how financial events affect their goals. It gives personalized insights and alerts. Customers can now manage their money habits more easily.

Read on →

Erste Group - Banking

Personetics powers George Tips in Erste Group's digital banking app. Erste Group wanted to help customers make better financial decisions with real-time, personalized advice. They used Personetics to... analyze financial data and deliver custom insights. After launching in Romania, George Tips saw a 50% click rate, over 20% engagement, and a 4.5 out of 5 satisfaction score from 2 million users. The solution now expands to Austria, the Czech Republic, and Hungary.

Read on →

Huntington Bank - Banking

Personetics helped Huntington Bank launch the Huntington Heads Up program. The bank delivers 14 million curated insights each month across 96 use cases. Customer satisfaction reached 4.7 out of 5. Da...ta enrichment reduced unnecessary service calls. Huntington is moving to Personetics’ SaaS solution to innovate faster and offer more personalized recommendations.

Read on →

From PFM to Money Management

Video Thumbnail
lightning

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

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

Low Medium High

Top Failure Risks for Personetics

Personetics Ltd News

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.

Product
 

Personetics installs MCP server

Personetics installs MCP server

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.

Executive
 

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.

Personetics Ltd Profile

Company Name

Personetics Ltd

Company Website

//personetics.com

HQ Location

New York, NY 10019, US

Employees

NA

Social

Financials

NA