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Personetics Act enables Banks to offer tailored solutions to the individual ability to save or invest at any given time

Automated, self-adjustable wellness solutions enable Banks' customers to reduce debts, save or invest funds towards one or multiple goals

Manages goals using virtual envelopes, eliminating the cost of dedicated accounts for goals

Engage customers with push notifications and periodic insights, in turn, deepen customer retention through the service

Fast deployment and embedded service, including Open Banking and external money transfer capabilities

Cloud-based, white label solution that integrates with the banks' offerings tailored to the individual ability to save or invest at any given time

"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 at U.S. Bank

"Having a long-standing partnership that has a similar philosophy around customer-centricity and innovation is critical. As a result, we were able to bring the ‘Surprise Savings’ to market very quickly. It analyzes customers’ transactional behavior, what we expect in incoming transactions, scheduled payments, and develops and automatically moves that money from their transactional account to a savings account"

Anand Talwar

Deposits and Consumer Strategy Executive at Ally Bank

"You don’t have many customers set up automatic transfers for $5 at a time — it’s more when they realize they have a big chunk they want to move each month — so this lets them save in smaller and more customized increments. It’s almost a game we hear from customers — can the system find more money for me? They’re shocked when it does."

Holly Hynes

Director of brand innovation and strategy at Hunington

Act now on behalf of your customer, and start impacting their financial wellbeing, today.

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

New York

London

Tel Aviv

Singapore

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