August 28, 2025

See What’s Sizzling in our Summer Product Release Highlights

From Primacy Edge to Self-Serve Data-Driven Personalization, a Unified UI/UX Experience, and Expanded AI Innovation 

By Asher Gavriel, Product Marketing Manager, Personetics

This Summer’s hottest product updates are here.

Discover our latest AI-powered innovations designed to help you drive customer primacy, elevate digital banking experiences, accelerate data-driven personalization, and more.

What’s new?


Drive Primacy and Deepen Relationships Across the Customer Lifecycle

PERSONETICS PrimacyEdge

Accelerate your path to becoming your customers’ go-to financial partner with real-time indicators and contextual insights that help boost account activation, capture external funds, and reduce churn.

• Optimize account onboarding with a guided, configurable checklist that encourages key setup actions like direct deposits, auto-bill payments, and card activation.
• Grow share of wallet and increase retention with contextual insights that help identify and capitalize on external financial activity across savings, checking, credit and more.
• Build your own Primacy insights using Personetics Engagement Builder, with exclusive enriched data attributes from both internal and external financial activity.

Check out our latest blog: How to Prevent Churn & Grow Wallet Share: Bank Primacy Playbook

Gain Agility and Control with Custom Data Attributes

PERSONETICS ENGAGEMENT BUILDER

Accelerate time-to-market and personalize experiences using your bank’s unique data with Personetics Custom Data Attributes.

• Leverage Self-Serve Data Management to easily add, manage, and deploy custom attributes, directly within the Engagement Builder. No development, no delays. Your data, your rules.
• Drive Data-Driven Personalization with an extended data catalog that merges your custom attributes with Personetics Customer Financial Intelligence to power tailored insights and business growth.

Extend Your Digital Banking Experience Across Every Channel

PERSONETICS v3 CLIENT SDK

Reimagine your customer experience with our latest SDK – built to enhance engagement, design flexibility, and future innovation.

• Boost engagement and action with interactive UI elements, animations, gamification, and pre-built calls-to-action.
• Your Brand – Your Way with a Figma-led design system and flexible configurations to match your unique brand experience.
• Built for every screen, delivering unified, responsive experiences across web and mobile, with dedicated content management, journeys, and interactions.
• Deliver an inclusive, accessible experience for all users meeting global standards including WCAG 2.1 AA.

Leverage GenAI to Boost Productivity and Accelerate Insight Creation

PERSONETICS LABS

Explore our new AI-powered tools—that let you create, test, and optimize insights faster—in a secure, isolated environment built for innovation.

• Build faster with Insight Copilot Builder to accelerate time-to-value by converting natural language queries into actionable insight logic using GenAI.
• Optimize your content with Insight Content Analysis to evaluate tone, readability, and user sentiment. Receive actionable recommendations to maximize impact and drive better engagement.

Ready to Learn More?

Request a demo to see our latest product innovations in action.