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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:

bank-nxt-logo

David Sosna, co-founder and CEO of Personetics, talks to BankNXT about personalization when it comes to banking, and improving the customer journey.

Read more >
american-banker-logo

A review of the firms leading the fintech transformation reveals not just companies attempting to leapfrog incumbents with alternative digital products and delivery channels, but many new ventures whose goal is to incorporate the benefits of the digital age into the incumbent financial services ecosystem.

Read more >
money-logo

Consumers seem to have become inured—curiously, they even reported higher satisfaction with banking fees, says J.D. Power. “Customers get used to it,” says Jim Miller, who covers banking services at J.D. Power. Customers also tend to underestimate how much they pay in ATM fees, according to Personetics Insights.

Read more >
yahoo-finance-logo

Digital Banking Report study reveals a significant gap between consumer’s and financial institution’s view of banking relationships. “While banks recognize the need for personalization, their ability to deliver personalized insights, services and offers is admittedly lagging,” said David Sosna, Co-Founder and CEO of Personetics, a sponsor of the Digital Banking Report study.

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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