Financial Services Case Studies and Success Stories with Personetics
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.
Banking Case Studies and Success Stories with Personetics
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.
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.
Personetics Engage helped KBC boost digital customer engagement and financial wellness. KBC used Personetics AI to categorize transactions and deliver proactive, data-driven insights in their mobile ...app. The Engage platform let KBC create custom recommendations for users. After launch, KBC saw high opt-in rates, session use above industry benchmarks, and a 90% satisfaction rating. KBC plans to expand Personetics features for small and midsize business clients.
Personetics helped Synovus Bank use AI to give customers personalized financial insights. Synovus broke down silos to create a better customer experience. The bank used Personetics to align digital a...nd human channels for engagement. They changed interactions and measured results to improve impact. The story highlights how data-driven engagement can help banks connect with customers.
Personetics helped Akbank transform its mobile banking experience. Akbank wanted to improve customer engagement and financial well-being. The bank used Personetics to drive customer financial success... and digitalization. Akbank chose Personetics as a strategic partner. The collaboration delivered business impact and measurable value. The case highlights Akbank's journey and future plans with Personetics.
Personetics partnered with Bank of Philippine Islands (BPI) to power the Track and Plan tool in BPI's mobile app. The solution uses AI and data analytics to give over four million digital customers p...ersonalized insights on spending and saving. BPI customers now get 20 out-of-the-box, hyper-personalized insights to help manage cash flow and make better money decisions. The Personetics Engagement Platform enriches transaction data and delivers easy-to-understand recommendations. BPI aims to boost financial literacy and customer engagement with these new digital tools.
Personetics helped Central Bank improve its digital banking experience. Central Bank wanted to give better, more personal financial advice to its 300,000 mobile users. The bank used Personetics to he...lp customers spot duplicate subscriptions, avoid overdrafts, and understand spending. Central Bank saw a 29% digital engagement rate and over 22% click-through rate. The mobile app now has a 4.9-star rating from more than 30,000 reviews.
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.
Techcombank partnered with Personetics to add AI-powered money management to its mobile app. Many customers in Vietnam feel stress about managing money due to lack of tools and knowledge. The new fea...tures help users track spending, get insights on payments, and receive personalized advice on saving and investing. Customers like Huyen and Minh say the app makes it easier to manage budgets and investments. Techcombank aims to give its 11 million customers more control and financial wellness with these smart banking tools.
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.
Personetics helped BNP Paribas launch Genius, an AI-powered money management service. Genius uses artificial intelligence and predictive analytics to give customers personalized insights and advice i...n the mobile banking app. Customers get real-time alerts like low balance warnings and spending habit summaries. BNP Paribas saw increased customer engagement after launching Genius. The service helps customers manage their money better and connects them with relationship managers.
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.
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.
Santander UK used Personetics' My Money Manager to improve digital banking for its customers. The tool is built into Santander's mobile app, which has 4 million active users. My Money Manager uses AI... to give customers personalized financial tips, alerts, and insights. It helps users track spending, manage cash flow, and get notifications about payments. Santander aimed to boost customer engagement and help people manage their money better, especially during financial uncertainty.
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.
Personetics helped BMO boost customer savings with its platform. BMO used Personetics to give customers personalized insights and tools to track savings goals. The Savings Amplifier product launched ...with an average NPS of 4.7 out of 5 stars. BMO saw a projected 600% ROI over five years and increased customer engagement. Hundreds of customers gave positive reviews for the new savings experience.
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.
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.
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.
Personetics partnered with iBank Marketing Co., Ltd. to help regional banks in Japan offer digital banking experiences. iBank used Personetics’ AI-driven platform to provide personalized insights and... recommendations for customers. The solution cleans and enriches transaction data, helping banks give smart budgets, financial goals, and savings advice. This partnership aims to boost customer engagement, satisfaction, and cross-sell opportunities for regional banks. iBank’s Wallet+ app has over 2 million downloads, showing strong adoption of digital banking services.
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.
Personetics Hits Key Milestone: Empowering over 150 Million Monthly Users with 1.2 Billion Insights for Financial Well-Being - PR Newswire
Personetics has reached a milestone by helping over 150 million users each month with 1.2 billion financial insights to improve their financial well-being.
