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Banking Case Studies and Customer Success Stories with Personetics

Central Bank - Banking - Medium

USA
Personalized digital banking guidance Customer engagement

Central Bank partnered with Personetics to improve its digital banking experience. The bank wanted to keep its strong service while... helping customers manage their money better. With Personetics, Central Bank added features like alerts for duplicate subscriptions and spending insights. The mobile app now has a 29% digital engagement rate and a 22%+ click-through rate. Over 30,000 users rated the app 4.9 stars, showing high satisfaction and loyalty.

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Banco BPI - Banking - Large

Porto, Portugal
SME financial management automation Personalized business insights for banking Cash flow management Customer engagement

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 payments, taxes, insurance, and HR. The app delivers hyper-personalized insights and recommendations to improve efficiency. Banco BPI accelerated Pulsoo’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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Scotiabank - Banking - Very Large

Toronto, Canada
Personalized financial guidance delivery Customer engagement optimization Customer engagement Personalized banking

Scotiabank used Personetics to deliver AI-powered financial guidance to over 5 million customers. Their Advice+ platform and Scotia Smart Money... provide hyper-targeted insights. The bank achieved a 73% engagement rate and a 4.7 out of 5 star customer rating. Customers receive personalized advice when they need it most. This approach empowered millions with better financial decisions.

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Techcombank - Banking - Large

Hanoi, Vietnam
AI-powered money management for retail banking Customer engagement Personalized banking

Techcombank used Personetics to launch AI-powered money management in its mobile app. In a 3-week pilot with 10,000 users, savings... balances rose 9%. Monthly log-ins jumped from 14.2 to 77.3 per user. Installment volume grew 43.7% and total installment value increased 32%. Customers received personalized insights, spending alerts, and tailored savings advice. The solution helped users manage budgets, track expenses, and make smarter financial decisions.

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BNP Paribas - Banking - Very Large

Paris, France
Personalized financial insights delivery Automated money management for retail banking Customer engagement Personalized banking

Personetics helped BNP Paribas launch Genius, an AI-powered money management service. Genius uses artificial intelligence and predictive analytics to give... customers personalized insights in the mobile banking app. Customers get advice, alerts, and recommendations to manage their money better. Features include spending trend analysis, cash flow tracking, and real-time alerts for low balances or unusual payments. BNP Paribas saw increased customer engagement after launching Genius.

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iBank Marketing Co., Ltd. - Banking - Medium

Fukuoka, Japan
Personalized financial insights for banking Customer engagement

Personetics partnered with iBank Marketing Co. , Ltd. to help regional banks in Japan offer digital banking experiences. iBank uses...Personetics’ AI-driven platform to deliver personalized financial insights and recommendations to customers. The solution enables banks to provide smart budgets, financial goals, and automated savings. This partnership aims to boost customer engagement and satisfaction for regional banks. iBank’s Wallet+ app, with over 2 million downloads, benefits from these advanced personalization features.

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iBank Marketing Co., Ltd. - Banking - Medium

Fukuoka, Japan
Personalized financial insights for banking Customer engagement

Personetics partnered with iBank Marketing Co. , Ltd. to help regional banks in Japan offer digital banking experiences. iBank uses...Personetics’ AI-driven platform to deliver personalized financial insights and recommendations to customers. The solution helps banks analyze transaction data, set smart budgets, and provide relevant advice. This partnership aims to boost customer engagement and satisfaction for regional banks. iBank’s Wallet+ app has over 2 million downloads, showing strong adoption of digital banking tools.

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Erste Group - Banking - Very Large

Vienna, Austria
Personalized digital banking insights Customer engagement

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 tailored 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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KBC Bank - Banking - Very Large

Brussels, Belgium
Mobile banking engagement improvement Customer engagement

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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KBC - Banking - Large

Brussels, Belgium
Mobile banking engagement optimization Customer engagement Financial wellness

KBC used Personetics' Engage platform to boost digital customer engagement on its mobile app. The solution delivered proactive, data-driven insights... in multiple languages. KBC saw high opt-in rates and session use above industry benchmarks. Customer satisfaction reached over 90%. The platform helped KBC deliver relevant financial notifications and improve user experience.

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BMO - Banking - Very Large

Toronto, Canada
Personal savings goal enablement Customer engagement Financial wellness

Personetics helped BMO improve customer engagement in banking. BMO used Personetics to help customers reach their personal savings goals. The... partnership focused on driving customer growth and better business outcomes. The case highlights how digital banking tools can support financial wellness.

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Hyundai Card - Banking - Large

Seoul, South Korea
Personalized banking experience delivery Customer engagement

Personetics helped Hyundai Card, a leader in private label credit cards in Korea, reach its growth goals. The solution improved... customer retention and increased account balances. Hyundai Card used Personetics to deliver a more personalized experience to its customers. The case highlights the impact of personalization in banking.

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BMO - Banking - Very Large

Toronto, Canada
Personalized savings goal management Customer engagement improvement Customer engagement Personal finance management

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" product 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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Akbank - Banking - Large

Istanbul, Turkey
Mobile banking customer engagement Customer engagement

Akbank used Personetics Banking IQ in its mobile banking app. The goal was to improve customer engagement and financial well-being.... The solution gave hyper-personalized insights to users. Akbank saw better cross-sales and revenue growth. The bank's digital strategy focused on customer needs. This partnership helped Akbank boost business impact in a digital world.

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Synovus Bank - Banking - Large

Columbus, USA
Personalized customer engagement Customer engagement

Personetics helped Synovus Bank use financial data-driven personalization. Synovus broke down silos to create a unified customer experience. The bank... used AI to give customers personalized insights and advice. They aligned digital and human channels for better engagement. Synovus changed interactions to get measurable results and improve impact.

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Santander UK - Banking - Very Large

London, UK
Personalized financial insights delivery Customer engagement

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. Customers 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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Erste Group - Banking - Very Large

Vienna, Austria
Personalized financial insights delivery Customer engagement

Personetics powers George Tips in Erste Group's digital banking app. The solution delivers hyper-personalized financial insights to over 2 million... customers in Romania. After rollout, click rates reached 50% and engagement exceeded 20%. Customers rated the insights 4.5 out of 5. Erste Group is expanding George Tips to more countries, using Personetics to improve financial health and customer satisfaction.

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Bank of the Philippine Islands (BPI) - Banking - Large

Manila, Philippines
Personalized financial insights delivery Customer engagement Financial wellness

Bank of the Philippine Islands (BPI) used Personetics’ AI-powered analytics to launch the Track and Plan tool in its mobile app. The tool gives... over four million digital customers personalized insights on spending and saving. BPI wanted to help customers make better money decisions and improve financial literacy. Personetics’ platform analyzes transaction data and delivers easy-to-understand advice. BPI now offers 20 hyper-personalized insights to help users manage cash flow and reach savings goals.

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Bank of the Philippine Islands (BPI) - Banking - Large

Makati, Philippines
Personalized financial insights delivery Customer engagement

Bank of the Philippine Islands (BPI) used Personetics to launch a new 'Track and Plan' solution in its mobile app. The solution gives... customers personalized financial insights and alerts. BPI helps users understand how financial events affect their savings and investment goals. The app offers advice and tools to help customers control their money habits. This partnership aims to boost customer engagement and support financial wellness.

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Central Bank - Banking - Medium

Jefferson City, USA
Personalized financial guidance for banking Customer engagement

Central Bank uses Personetics AI to give customers real-time financial insights. The bank offers personalized money management tools and advice.... Customers get smart recommendations for spending, saving, and cash flow. AI-driven digital consultations help match the service of a branch. Central Bank aims to improve customer engagement with tailored financial guidance.

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BMO - Banking - Very Large

Toronto, Canada
Personalized savings goal management Customer engagement

Personetics partnered with BMO to launch the Savings Amplifier in the BMO Mobile app. Tens of thousands of BMO customers... set over 100,000 savings goals using this AI-powered solution. The tool earned a 4.7-star rating for helping users reach financial milestones. Customers can set goals, automate transfers, and track progress easily. The solution received industry awards for innovation and customer experience.

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Akbank - Banking - Large

Istanbul, Turkey
Customer engagement improvement Customer engagement

Akbank used Personetics to improve customer engagement. The bank started a digital project to change how customers interact with their... services. This helped Akbank offer a better experience to its users. The partnership also aimed to grow revenue in a sustainable way. Akbank focused on digital tools to reach these goals.

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KBC - Banking - Large

Brussels, Belgium
Digital customer engagement for banking Personalized financial insights delivery Customer engagement Financial wellness

KBC used Personetics' Engage platform to boost digital customer engagement on its mobile app. The solution delivered proactive, data-driven insights... in multiple languages. KBC saw high opt-in rates and session use above industry benchmarks. Customer satisfaction reached over 90%. The platform helped KBC deliver relevant financial information and improve user experience.

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Huntington Bank - Banking - Large

Columbus, USA
Personalized banking insights delivery Customer data enrichment for engagement Customer engagement Data enrichment

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. Customer 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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