Trusted by the Best
"At U.S. Bank, we are committed to providing our customers with tools and solutions that help them better manage their complex financial lives, One of the ways we are doing that is by leveraging "Pay Yourself First," which helps customers build their savings by giving them intuitive insights about how best to do that, in a way that is personalized for their specific situation."
Damian Warren,
Senior Vice President of Consumer Digital Channels Experience
"Personetics's engagement platform opens the way to commercial recommendations to promote upsell. We have deployed the platform gradually, first, by notifying only information and advice. Then, once the client understood that this assistant was there for advice, we added commercial recommendations for personal projects. By increasing the frequency of advice provided by the Virtual Assistant, commercial messages become more impactful."
Nicolas Jean,
Director of Omnichannel Distribution
"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. These awards recognize the digital-first approach we're taking to help our customers make real financial progress."
Mathew Mehrotra,
Chief Digital Officer
""Money Scout," an automatic, AI-driven savings tool, was introduced into the bank's digital lineup in August 2020 by Personetics. Huntington's executive said that since the launch, "close to 10,000 customers had signed-up, and a few million had already been saved. Thanks to the great engagement, Huntington's mobile app ranked highest among regional banks in J.D. Power's Banking Mobile App Satisfaction study for 2019 and 2020.""
"My Money Manager is integrated into Santander’s mobile banking app, which has 4m active monthly users. Driven by AI, it will help to ensure the things that matter are not missed, with financial tips, helpful nudges and easy to understand personalised insights into spending and upcoming financial commitments which are all delivered through push notifications and a new insights inbox."
"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."
Anand Talwar,
Deposits and Consumer Strategy Executive
"UOB’s TMRW Quadrupled Its Customer Engagement Rate in One Year- TMRW’s unique engagement-focused business model sets the standard for digital banks around the world"
"NOMI Insights and NOMI Find & Save are always thinking a few steps ahead to help ensure our clients’ finances are in order."
Neil McLaughlin,
Group Head, Personal & Commercial Banking
"We will use Personetics to deepen our understanding of customer behaviour and design more innovative, responsive and responsible digital banking services."
Dr Dennis Khoo,
Head of Regional Digital Bank and Strategic Initiatives
"Hyundai Card prides itself on personalized financial and digital services, so it was imperative that we move beyond standard PFM, and provide genuine value to our customers by providing them with a new, unparalleled level, of personalized insights."
David Deok Hwan Kim,
Head of Card Business
"We do our utmost to constantly improve the support we offer our customers. Personetics allows us to help customers better manage their money by offering instant and relevant information and advice."
Sophie Heller,
Chief Operating Officer of Retail Banking & Services
"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."
Ömer Tetik,
CEO
"Insights is about being on the front foot; cutting through the noise to provide relevant and timely tips that make a real difference to customers."
Craig Donaldson,
CEO
"We strive to meet the needs of customers today by making banking easier, smarter, and personalized"
Ziv Biron,
Head of Strategy, Planning & Finance Division
THE ROAD TO SELF-DRIVING FINANCE
SELF-DRIVING FINANCE
Guide your customers through their financial journey with personalized insights, advice, and automated money management.
Data
What happened?
Insight
What's important?
Advice
What's should I do?
Automation
Do it for me!
Our Impact on
Increase Financial Awareness
Simplify Everyday Banking
Reach Financial Goals
Increase Digital Engagement
Elevate Customer Satisfaction
Grow Deposits And Share Of Wallet
Impacting Bank KPI's
Increase Digital Engagement
Elevate Customer Satisfaction
Grow Deposits And Share Of Wallet
Driving Consumer Financial Wellbeing
Increase Financial Awareness
Simplify Everyday Banking
Reach Financial Goals
IN THE SPOTLIGHT
Want to explore how your bank can harness the power of AI to engage and serve customers?
We work with banks of all sizes across all geographies and will be happy to see how we can help.
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