Hi David,

Your CD term is ending. Rollover now?

Hi Jill,

Your Verizon bill is due in 2 days.


Taking digital banking personal

Your customers take their finances personally.So should you.

Personetics enables banks to anticipate individual needs and provide the guidance today’s customers want, deserve, and increasingly expect.

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Hi Art,

We just opened a new branch near you.

Hi Maria,

Congrats! You're almost done paying off your loan.

Hi Rob,

We've got important news about your credit card.

Hi Dan,

Here's an idea we think you'll appreciate...

Hi Chad,

Your AutoPay won't cover this month's minimum.

Hi Sid,

Great job increasing your savings this month!

Hi Joan,

Check out these refunds you received.

Hi Ana,

You incurred $12 in ATM fees. Save by using ours.

Hi Kate,

We've found a potential duplicate charge.

Hi Kim,

Traveling abroad? This card has no exchange fees.

The Personetics Difference

By focusing on the individual customer’s self-interest, we’re helping leading banks and financial institutions regain trust and drive improvement across key customer, performance, sales, and marketing metrics.

Why personetics?


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.”


Lower operation costs

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


Increased Cross selling

55% of customers accepted a relevant offer or service when it was presented by Personetics.


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 predicts need, guides and learns.


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


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.


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

In the spotlight

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