Personetics Act

Autonomous Money Management

Personetics Act

Autonomous Money Management

When it comes to helping customers achieve long-term financial goals, Personetics Automated Financial Wellness Programs combine insights and advice into automated programs enabling customers to reach complex financial goals. • Saving for an emergency • Saving for something big • Investing for the future • Reducing debt

Powered by AI, Act continuously works on behalf of your customers to help them meet their financial objectives.

Designed to do a job for the customer

Leverage existing & acquired knowledge of the customer

Engage customer over an extended time frame

ACT IN ACTION

Act works hand-in-hand with each customer to meet financial needs and goals, doing the heavy lifting to continually analyze changing financial situations, recommend and execute actions, and keep the customer informed and engaged.

It starts by evaluating individual financial situation and needs, engaging and guiding the customer to define personal actionable goals – save more, reduce debt, or make progress towards long-term financial targets. ‍ Always analyzing the customer finances, it identifies opportunities to make progress towards these goals – automatically executing transfers and payments on behalf of the customer or suggesting recommendations for the customer to act on – learning and optimizing these actions over time.

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$2400

Annual average savings per enrolled customer

Covering a Wide Range of Financial Programs

Customers enroll in Financial Wellness Programs to target specific savings or debt reduction goals. Personetics deep analysis recognizes areas of potential funds and automatically transfers them to specific goals including savings funds, investment funds or debt reduction

Starting an investment fund • Reducing debt • Reducing spending • Buying a first home

By enrolling in a Financial Wellness Program, a customer’s account and transaction trends are deeply analyzed on an ongoing basis for pockets of potential savings. With strict amount limitations and transfer guidelines, those funds are continuously and automatically transferred to savings helping the customer gain more financial security in the least impactful way

Auto-Savings • Saving for an emergency

Pre-Defined Goals

Customers enroll in Financial Wellness Programs to target specific savings or debt reduction goals. Personetics deep analysis recognizes areas of potential funds and automatically transfers them to specific goals including savings funds, investment funds or debt reduction

Starting an investment fund • Reducing debt • Reducing spending • Buying a first home

Open-Ended Goals

By enrolling in a Financial Wellness Program, a customer’s account and transaction trends are deeply analyzed on an ongoing basis for pockets of potential savings. With strict amount limitations and transfer guidelines, those funds are continuously and automatically transferred to savings helping the customer gain more financial security in the least impactful way

Auto-Savings • Saving for an emergency

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.

New York

London

Tel Aviv

Singapore

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