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Boost Engagement and
Amplify Business Impact

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Beyond PFM – The Rise of Impactful PFE (Personal Financial Engagement
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Trusted by over 130 financial institutions worldwide

http://KBC http://BMO http://iBank http://Banca%20Transilva http://Ally http://US%20Bank http://Santander http://State%20Bank http://בנק%20דיסקונט http://Citizens%20Bank http://Synovus http://בנק%20לאומי http://FIS http://CAL http://Truist http://בנק%20הפועלים http://Hyundai%20Card http://Huntington http://RBC%20Royal%20Bank http://BNP%20Pariba http://Societe%20Generale http://Akbank http://Česká%20spořitelna http://BCR http://California%20Coast%20Credit%20Union%20CAL%20Coast http://FIBI http://KBC http://Akbank http://Metrobank http://BPI http://Union%20Savings%20Bank http://Nextbank http://Rockland%20Trust%20Bank http://Scotiabank http://Techcom%20Bank http://UBS

AI-based Platform Powering Personalized Experiences Across Channels

AI-based Platform Powering Personalized Experiences Across Channels

Scale with Confidence

  • 35 %

    Digital engagement

  • 17 % CTR

    Advice & product

  • + 15 %

    Avg. deposit balances
    (engaged vs. unengaged)

  • + 8 %

    Avg. number of accounts
    (engaged vs. unengaged)

  • + 18 %

    Avg. monthly income
    (engaged vs. unengaged)

  • $ 2400

    Avg. annual savings
    (registered users)

  • + 7 pts NPS

    Improved CX

In the Spotlight

In the Spotlight

Ready to Take Your Financial Institution to the Next Level?

Explore how Personetics can help you leverage financial-data intelligence to optimize
customer experiences and deliver business impact.

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Want to explore how your bank can harness the power of AI to boost engagement and increase business impact?