Data-Driven PERSONALIZED CUSTOMER ENGAGEMENT PLATFORM for Financial Services

"At U.S. Bank, we are committed to providing our customers with tools and solutions that help them better manage their complex financial lives…‘Pay Yourself First’… helps customers build their savings by giving them intuitive insights about how best to do that, in a way that is personalized..."

Damian Warren, Senior Vice President of Consumer Digital Channels Experience

UOB’s TMRW Quadrupled Its Customer Engagement Rate in One Year: "Our focus at UOB TMRW is always to create a delightful banking experience for each individual…We wanted to sharpen the information that we provide our diverse customer base so that it is always relevant and personalized..."

Mr. Aaron Chiew, Head of Digital and Mobile, Group Retail at UOB

"We see the increasing potential of digital to help customers move the needle on their finances – we expect this to continue as we turn the page on COVID-19. Our seamless digital banking experience increasingly focuses on translating our strength in advice to a digital context.."

Mathew Mehrotra, Chief Digital Officer

"Exceeding customer expectations of KBC Mobile is what excites our team...Each time we are able to provide such relevant information, it may give a small, but tangible benefit to the customers' life and add to his or her personal financial insight. Personetics is helping us achieve that type of relevance."

Karin Van Hoecke, General Manager (Digital) Transformation and Data at KBC

"My Money Manager is the result of a new kind of partnership between Santander and Personetics. The Personetics team is an extension of our internal teams, generating new use cases and co-creating beyond off-the-shelf solutions. Building long-lasting and meaningful relationships with our strategic partners is key to accelerate Santander’s digital transformation. We’re proud to bring innovation to our customers."

"Our goal at Santander is to help people and businesses prosper. With our self-driven finance solutions, we we’re helping our customers to make better financial decisions and to contribute to that goal."

Manuel Cantalapiedra, Chief Innovation Officer, Santander Spain

"We were able to bring the ‘Surprise Savings’ to market very quickly because we already had a successful implementation with our partners at Personetics… They were innovating on things that helped us accelerate that… it took some of the burden off of the heavy lifting that we had to develop on our end."

"Working with Personetics allows us to shorten time-to-market with pre-built content and knowledge that can be readily applied across our retail and small business segments."

"Our digital philosophy is grounded in looking out for customers and anticipating their needs," Huntington Bank is proactively increasing customers’ Financial Wellness by leveraging Personetics' Self-Driving Finance solutions for Heads-Up and Money-Scout digital tools. As a result, Huntington National Bank saw mobile use more than double from 2019 to 2020, along with an overall increase in mobile users."

Mark Sheehan, chief consumer digital officer.

"Our goal was to improve the customer experience and develop the use and frequency of contact on the mobile application. Personetics' engagement platform opens the way to commercial recommendations to promote upsell. By increasing the frequency of advice provided by the Virtual Assistant, commercial messages become more impactful, and raised our ranking to the top of the app store."

Nicolas Jean, Director of Omnichannel Distribution