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Personalized Guidance:

Empower Your Customers

through the Financial Journey.

AssistEngageChatBot
Banner3-2

Personalized Guidance:

Empower Your Customers

through the Financial Journey.

AssistEngageChatBot
Banner4-2

Personalized Guidance:

Empower Your Customers

through the Financial Journey.

AssistEngageChatBot
Banner6-2

Personalized Guidance:

Empower Your Customers

through the Financial Journey.

AssistEngageChatBot
Banner5-2

Personalized Guidance:

Empower Your Customers

through the Financial Journey.

AssistEngageChatBot
Banner7-2

Personalized Guidance:

Empower Your Customers

through the Financial Journey.

AssistEngageChatBot
banner 1-8

Personalized Guidance:

Empower Your Customers

through the Financial Journey.

AssistEngageChatBot

Helping over 15 million
digital banking customers be…


Timely informed.
Financially aware.
Personally engaged.
Exceptionally satisfied.

Using real-time predictive analytics to anticipate individual customer needs, our platform enables financial institutions to provide timely and relevant self-service and guidance at each step along the customer journey—elevating engagement, affinity, and trust.

MEASURABLE RESULTS

1

Enhanced Customer Experience

“…the new service which explains my purchases is amazing. I am impressed …and will continue to use my card for a long time.”

2
5%

Lower operational costs

Using Personetics, less than 5% of customers requested live agent assistance.

3
30%

Increased Cross selling

30% of customers accepted a relevant offer or service when it was presented by Personetics.

4
+50%

Greater Online Engagement

Personetics’ personal and proactive user experience more than doubled “click to action” and also boosted average number of clicks across the website.

How it works

For each login, we build a real-time customer-specific view using a combination of your bank's existing data and external sources. We combine this with our extensive library of pre-loaded banking knowledge to produce a customer experience that delivers powerful insights tailored to each individual and gets better over time.

Learn More

Predict

When the customer logs in, our platform analyzes the most current and predictive data to create a personalized list of actionable insights.

Guide

Upon a user's request, the solution will deliver step-by-step guidance; either displaying relevant information or directing the customer to the appropriate bank service on your site.

Learn

Our predictive analytics are constantly learning. Utilizing customer feedback to deliver a more targeted and a personalized digital experience.

Who's talking about us:

bai-logo

Financial institutions know they need to adapt to the omnichannel reality. A 2015 survey conducted by Backbase and EFMA shows that 61 percent of banks believe it’s extremely important to create a seamless omnichannel experience. Yet delivering on the omnichannel promise has proven challenging. Recent PWC research indicates that only 17 percent of financial institutions feel “very prepared” for a move towards customer-centric, omnichannel business models. Just as banks and other financial service providers start to wrap their arms around the dynamics of multichannel delivery, they must now go a step further as the channel landscape continues to evolve and expand. This is where a third “e” word comes in: engage.

Read more >
ventrue-beat-1

While most people want to save more, the vast majority have a hard time putting money aside to meet their own savings goals. In fact, a recent survey found that as many as 63 percent of Americans are unable to set aside enough money (at least $1,000) to cover unexpected or emergency expenses. But there is no need to panic if your account balance isn’t exactly where you hoped it would be. You can now get help from an unexpected source — AI-powered bots provided by your bank.

Read more >
banking-exhange

“It’s an area that is becoming more and more open and available to use by multiple vendors,” says David Sosna, in an interview with Banking Exchange. He is CEO and cofounder, Personetics, which specializes in improving customer experience, including advanced chatbots. He says workable chatbot technology, augmented by AI, exists, and is becoming more sophisticated.

Read more >
bank-ino

As attendees saw at this year’s FinovateFall, the fintech world is far from giving up on the technology, with quite a few companies presenting new ‘bots, including the AI-powered platform showed off by Personetics. “We meant the bot to understand human behavior, to apply [customer solutions,]” says Personetics founder David Sosna of Personetics Anywhere. The company’s chatbot aims to provide financial institutions with predictive data analytics backed by AI.

Read more >

In the spotlight

Blog

Meeting Customers Where They Already Are with AI-Powered Chat Bots

We are in the midst of a transformation. Activate, a consultancy, estimates that 3.6 billion people will have at least one messaging app installed on their smartphone by 2018. That’s half the world’s population, and 90 percent of people with an Internet connection. Already, WhatsApp and Facebook Messenger process a combined 60 billion messages each…

Read more >

Press Release

Personetics Launches Savings Guidance Bot – Using AI to Help Bank Customers Meet Financial Goals.

The new bot enables financial institutions to provide customers with analytics-driven, day-to-day savings advice through conversational digital channels

Read more >

Briefs

Can a Bot Help Your Bank Speak Millenial?

If banks expect millennials to “simply grow up,” they may be facing a tough road ahead. Financial institutions – banks and others — that find a way to communicate with millennials on their terms and give them the financial tools they want to use are more likely to end up the winners.

Read more >

Awards

Get in touch

Personetics is working with a number of the world’s top banks. See why.

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