Personetics & U.S. Bank deliver actionable and personalized insights to assist clients manage spending. According to U.S. Bank' Ankit Bhatt : "We're helping clients better manage their spending as we provide them insights like, Hey, based on your transaction activity, based on your inflow and outflow, $250 more per month, and automating that process," Bhatt said. "These individualized insights go a long way toward creating trust with clients." The bank's alerts always come with a call to action, so for instance, if an alert tells a customer that a payment is overdue, it also provides a path to the bill payment part of the app. "We're making sure that there's always a helpful next step for the client versus just making them informational," Bhatt said. https://lnkd.in/dVZZzQib
About us
Money Management & PFM for Banks & Financial Institutions. Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform. Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management. Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world. Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform. Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker.
- Website
-
https://personetics.com
External link for Personetics
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2011
- Specialties
- Financial Services, Personalized customer experience, Financial Customer Journey, AI, Artificial Intelligence, Banking, Self-Driving Finance, Automated Money Management, FinTech, BankingTech, Financial Wellness, Automated Finance, Banking Technology, PFM, open banking, deposits, Money management, banking industry, and Hyper Personalization
Products
Personetics Engage, Assist and Open Banking Software, Act Cloud, Engagement Builder, Express
Digital Adoption Platforms
Personetics provides day-to-day enriched data, insights, financial advice, and automated wellness programs, tailored to retail banking, small business, wealth management, and cardholders. Personetics’ AI-powered technology is focused on proactive engagement: analyzing financial data in real-time, understanding individuals’ financial behaviors, anticipating their needs, and acting on their behalf. Financial Institutions using Personetics’ AI software see an increase of up to 35% in digital customer engagement, a 20% increase in account and balance growth, and a 17% increase in the adoption of personalized product recommendations and advice.
Locations
Employees at Personetics
Updates
-
💥 Discover the transformative journey of Synovus Bank with Personetics as Liz Wolverton, EVP and Head of Consumer Banking and Brand Experience at Synovus, takes the stage to highlight the bank's strides in Personalized Engagement, showcasing how they: 1. Broke down organizational silos for a unified impactful customer experience 2. Leveraged Personetics' AI to deliver hyper-personalized insights and advice 3. Aligned human and digital channels to reframe personalized engagement Continuously modified interactions and measurable results to optimize impact. 👉 Interested in discovering how financial data-driven personalization can elevate your bank's customer engagement? Check out this article by Personetics' Jody Bhagat recapping their joint session at The Financial Brand Forum event https://lnkd.in/dF8JmAj7 #Banking #CustomerEngagement #DigitalTransformation #AI #Personalization #FinancialServices #mobilebanking #partnership #moneymanagement
-
💥 Join the Revolution Banking Mexico event to hear live from Tomás Gimeno Alberdi, as he speaks about maximizing customer value with financial data-driven personalization. We will also be waiting for you at booth #7 to share how advanced money management capabilities and Financial Data-Driven Personalization can boost engagement and drive business impact at scale. Book your dedicated meeting here https://lnkd.in/dBgCq4PG #RevolutionBanking #ai #personalization #mobilebanking #digitalbanking #event
-
-
Personetics reposted this
Personetics couldn't be happier to be sponsoring Huntington National Bank's Peletonia Golf tournament today. The event has been designed as a fun event... but more importantly, with a fantastic cause of funding cancer research. I'm afraid I've reached an age where I can point to a handful of friends and family who have grappled with cancer. It's a great cause and I'm personally and professionally proud that Personetics is able to sponsor it. #personetics #pelotonia #huntington Joseph Proudfoot Mark Sheehan Mark Rhoades Joshua London Ido Ophir Jody Bhagat
-
📈 Masterclass in Personalized Engagement Marketing: Customers demand from the banks personalized and actionable guidance that helps them manage their finances and achieve their goals. This is where Personalized Engagement Marketing comes in – a powerful approach that leverages customer transaction data to anticipate needs, deliver personalized advice, and drive action. This video features Jody Bhagat, President of the Americas at Personetics, explaining this multi-channel impactful approach and the values of unlocking transaction intelligence. Ready to unlock the power of Personalized Engagement Marketing for your bank? Read the blog post now ➡️ https://hubs.ly/Q02F_r7J0 #HyperPersonalization #PersonalizedEngagement #DataAI #BankingData #DigitalBanking #Personetics #BankingNews #BankingAI
-
💥 Join the Revolution Banking Mexico event to hear live from Tomás Gimeno Alberdi, as he speaks about maximizing customer value with financial data-driven personalization. We will also be waiting for you at booth #7 to share how advanced money management capabilities and Financial Data-Driven Personalization can boost engagement and drive business impact at scale. Book your dedicated meeting here https://lnkd.in/dBgCq4PG #RevolutionBanking #ai #personalization #mobilebanking #digitalbanking #event
-
-
Personetics will present at #AIforFinance Paris on September 17. Helping Banks to boost customer engagement and amplify business impact with financial data-driven personalization #ai #mobilebanking #digitalbanking #personalization #customerengagement
📅 [Save the Date | AI for Finance & Industry 2024] Artefact vous invite au Palais Brongniart, le 17 septembre prochain pour deux événements d'envergure : #AIforFinance et #AIforIndustry. -Pour sa 6ème édition consécutive, AI for Finance réunira l'ensemble de l'écosystème financier européen, ainsi que des acteurs clés de l'univers de la #tech et de la #data. Lors de cette édition, retrouvez les interventions de nos partenaires clés au sein des secteurs de la #banque, de l'#assurance et bien d’autres encore. Merci à BNP Paribas, Groupe Crédit Agricole, Dell Technologies, Deloitte, Genesys, Google Cloud, IBM, Instabase, La Place Fintech | DeFi, Personetics, Pasqal, Salesforce, ServiceNow, Société Générale Treasure Data, VIALINK. 👉 Réservez votre pass AI for Finance ici : https://lnkd.in/eMGsp9FW -AI for Industry est l'un des principaux événements sur l'IA et l'industrie organisé pour la 4ème année consécutive par Artefact. Des leaders du secteur public et privé issus des domaines de l'#Automobile, de l'#Aérospatiale, de la #Manufacture, de la #Construction, de l'#Énergie, du #Transport et de l'#L'industrie lourde se réuniront pour débattre ensemble et dévoiler les dernières innovations et tendances de l'IA. 👉 Réservez votre pass pour AI for Industry : https://lnkd.in/eJCudNbb Découvrez prochainement le programme complet de ces deux événements ainsi que nos nouveaux intervenants ! 🚀 Ces deux salons sont des occasions uniques d'échanger avec vos pairs et de découvrir les dernières innovations technologiques, en matière d'IA, notamment par la présentation de cas d'usage spécifiques. Venez découvrir notre Generative AI Corner pour rencontrer les startups les plus prometteuses d'Europe. Participez à des ateliers dédiés pour tester les dernières solutions en IAGen et apprenez à rédiger des prompts efficaces avec les outils les plus utilisés du secteur ! #AIforFinance #AIforIndustry #Innovation #Technology #GenerativeAI #Artefact
-
Thank you הבנק הבינלאומי - FIBI & Ami Isakov for inviting me to present Personetics and Open Banking topics on Fintech Day 2024. It's great to show our long-standing partnership and how Personetics empowers banks to maximize the value of every customer interaction through financial data-driven personalization.
-
-
🚀 Personetics Recognized by Celent as a Global Leader in Personal Financial Engagement (PFE) for Retail Banking. Download the new report. https://hubs.ly/Q02B-Z6v0 “Personetics has been a leader in proactive customer engagement and enrichment of the digital banking experience for over a decade,” states the Celent report. Its offering is tightly focused on ROI for banks, supporting a number of retention, deposit growth,and cross-sell/service opportunities.” The report cites several of Personetics’ larger bank clients that “have achieved impressive customer engagement with this platform” which ultimately “should return measurable value to the organization.” #report #digitalbanking #mobilebanking #customerengagement #pfm #moneymanagement #ai
-
-
💥 Avidia Bank has partnered with Q2 and Personetics to modernize its digital banking experience and strengthen customer engagement. 🚀 We are privileged to work with such esteemed leaders in this initiative. Special thanks to Janel Maysonet, MS, CFMP, Senior Vice President and Chief Marketing Officer at Avidia Bank, Katharine Briggs, Chief Product Officer at Q2, and Jody Bhagat, President of the Americas at Personetics. Learn more about this exciting collaboration: https://lnkd.in/d-c3kVxE #DigitalBanking #CustomerEngagement #Innovation #Personetics #Q2 #AvidiaBank #mobilebanking #personalization