Self Driving Finance
Just like self-driving cars, Self-Driving Finance is not an all or nothing proposition but rather a continuum of capabilities. It enables banks to provide retail, small business and wealth management customers with varying degrees of guidance in managing their finances – ranging from real-time insights to personalized recommendations and automated money management.
Data
What happened?
Insight
What’s important?
Advice
What 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
WHERE CAN SELF-DRIVING FINANCE TAKE YOUR BANK?
Go beyond PFM with advanced Money Management capabilities. Help your banking customers spend smarter, save, invest, manage debt, and achieve financial wellness. Personetics gives you the power of AI to be a trusted advisor for your customers with a transformative digital banking experience.
Customer Stories
Customer Stories
RBC wins Model Bank Award for Personal Financial Experience
RBC was the first bank in North America and among a handful globally to launch a mass-scale AI-based digital service that offers insights about a client’s financials (NOMI Insights) and a fully automated savings solution (NOMI Find & Save). Download the complete Celent Model Bank case study, with highlights of the NOMI project’s objectives, challenges and results.
Learn MoreWebinars
Webinars
RBC Celent Model Bank Award Revisited
Since launching NOMI Find & Save a year ago, RBC has helped customers save millions of dollars, driving greater engagement with the bank and a double-digit increase in savings accounts opened. Join this webinar with RBC and Celent to learn more.
Learn More
eBooks
eBooks
Proactive Money Management: PFM Reinvented With AI
Just when it seemed as if Personal Finance Management (PFM) was all but dead, it is seeing a revival with new and exciting capabilities.
Learn MoreWant 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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