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Videos

How Scotiabank Reaches 5M+ Customers with Personalized Financial Guidance

Scotiabank partnered with Personetics to transform their digital advice journey, delivering AI-powered personalized financial guidance at scale through their Advice+ platform and Scotia Smart Money. The result? Exceptional customer engagement, stellar ratings, and meaningful financial empowerment for millions. 

Key Achievements and Insights: 

  • Reaching 5M+ customers with personalized financial guidance 
  • 73% engagement rate with targeted insights 
  • 4.7/5 star customer rating 
  • Hyper-targeted insights delivered when customers need them most 
  • Evolution from financial education to AI-powered personalization 

Learn how you can achieve similar results for your financial institution. 

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