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.

Comprehensive Insights on Personetics Use Cases

How can Personetics enhance your Engagement Management process?

What makes Personetics ideal for Rating And Review Management?

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

How can Personetics enhance your Helpdesk Management process?

14+ more Business Use Cases

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.

Case Studies

Banking

CASE STUDY Erste Group

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.

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Banking

CASE STUDY Central Bank

Personetics helps Central Bank use AI for hyper-personalized money management. The bank uses advanced data analytics and machine learning to give customers real-time insights and smart recommendation...s. Customers get advice tailored to their unique goals. The AI replicates the personal touch of a branch in digital channels. Central Bank boosts engagement with contextual money conversations.

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Banking

CASE STUDY Bank of the Philippine Islands (BPI)

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.

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Banking

CASE STUDY Banco BPI

Personetics partnered with Banco BPI to launch Pulsoo, an open-banking app for SMEs in Portugal. Pulsoo uses Personetics' AI-based engagement platform to give small business owners a full view of the...ir finances and help manage cash flow. The app also supports payments, taxes, insurance, and HR tasks. Banco BPI chose Personetics for its ability to deliver hyper-personalized insights and fast development, launching Pulsoo in under six months. The solution aims to simplify banking and drive SME growth.

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Banking

CASE STUDY BMO

Personetics partnered with BMO to launch the Savings Amplifier in the BMO Mobile app. The solution uses AI to help customers set savings goals, automate transfers, and track progress. Tens of thousan...ds of BMO customers set over 100,000 savings targets using the tool. Customers rated the Savings Amplifier 4.7 out of 5 stars. The program won awards for innovation and digital customer experience.

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Financial Services

CASE STUDY Hyundai Card

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.

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Video

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

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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Customer

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.

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Customer

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 solutions for deposit growth, SMB banking, and sustainability. Resources include blogs, podcasts, and webinars.

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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.

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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