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Data-Driven PERSONALIZED CUSTOMER ENGAGEMENT PLATFORM for Financial Services

Enrich video

ENRICH

Enrich transaction data for a superior customer experience and precise cross-sell targeting.

Engage video

ENGAGE

Empower customers with personalized insights, recommendations and product-based advice, driving engagement and sales.

Act cloud video

ACT CLOUD

Automated, self-adjustable financial wellness programs in cloud deployment.

Engagement builder video

ENGAGEMENT BUILDER

Create custom insights in-house with a low-code management tool to quickly develop and deploy new content across all bank channels.

Open banking video

OPEN BANKING

Connect with a full range of solutions for the opportunities of Open Banking and Open Finance.

Banking SMB video

BANKING SMB

Use data-driven personalization solutions to become a better business partner to your SMB Banking customers.

Wealth Management video

WEALTH MANAGEMENT

Connect the full view of your wealth management clients’ financial lives, deliver personalized insights and advice at scale, and serve a wider range of clients.

ASSIST

AI-driven self-service chatbot, providing conversational, personalized, context-aware support.

Trusted by the Best

  • US Bank Logo

    "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

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    US Bank
  • TMRW Logo

    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

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    TMRW
  • BMO Logo

    "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

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    BMO
  • KBC Logo

    "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

    More info
    KBC
  • Santander Logo

    "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."

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    Standarter
  • Santander Logo

    "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

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    Standarter
  • Ally Logo

    "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."

    Ally
  • MyState Logo

    "Personetics helped MyState Bank transform the way we drive value from our data assets... In the past year we have helped our customers save almost AU$1.4M collectively, with a typical Auto-Savings transfer amount of $24.69. Personetics is helping us do more of what we do best, with data-driven insights and a strong customer focus to become an even better bank."

    Scott Delaney, Head of Insight & Innovation at MyState Limited.

    More info
    MyState
  • Banca Logo

    "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."

    banca
  • Huntington Logo

    "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.

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    Huntington
  • AXA Logo

    "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

    More info
    AXA

Our Impact on

Driving Consumer Financial Wellbeing
Increase Financial
Awareness
Simplify Everyday
Banking
Reach Financial
Goals
Impacting Bank KPI's
40%
Increase Digital
Engagement
37%
Elevate Customer
Satisfaction
15%
Grow Deposits And
Share Of Wallet

Personetics clients won the following awards

Efma Logo Banco Santander won the Best Digital Bank - Spain' at Efma & Accenture #BankAwards21 Global Retail Banking Innovation Awards 2021.
Awards_best_digital_bank UOB won The Best Digital Bank - SEA' at the Global Retail Banking Innovation Awards 2021.
Awards_international_finance UOB's TMRW Digital Bank, being awarded as the best digital bank in both Indonesia and Thailand.
Awards_Forrester Intesa Sanpaolo won f2nd best mobile banking application by Forrester
mystate-award MyState Bank won w2nd as most innovative BANK in Australia.
Awards_finovate UOB's TMRW winning the Finovate 2021 Award for Best Customer Experience Solution.
Keynova-award U.S. Bank won the best mobile banks by Keynova Group
Awards_JD_power Huntington National Bank, ranked #1 in Customer Satisfaction with Mobile Banking Apps among Regional Banks by J.D. Power
Awards global_finance Discount Bank for winning Global Finance Magazine's 2021 Outstanding Innovation for "SmartSave" - AI-Based Automated Self-Adjustable Saving Program.
Awards BAI BMO Financial Group, has been recognized with two digital innovation awards by BAI as part of their 2020 Global Innovation Awards.
Awards celent BMO Financial Group, won a 2021 Celent Model Bank Award for financial wellness.

IN THE SPOTLIGHT

Personetics secures a $75 million investment from Warburg Pincus to accelerate the global expansion of its AI-driven personalization and engagement solutions for financial institutions

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Personetics Carbon Footprint Tracking Now available with Personetics Engage.

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Santander UK partners with Personetics to improve customer digital experience and engagement through AI-driven personalised insights

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Want to explore how your bank can harness the power of AI to engage and serve

We work with banks of all sizes across all geographies and will be happy to see how we can help.

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