Personetics’ Post

Personetics & U.S. Bank provides 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

💥 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

📈 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

Personetics & הבנק הבינלאומי - FIBI

🚀 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