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About us

Our Mission

Empower financial institutions to maximize the value of every customer interaction through data-driven personalization

Our Vision

A world where every customer makes smart financial decisions

Our Story

At Personetics, we measure ourselves by the value we create both for our partners and for their clients’ financial lives. We enable financial Institutions to forge deeper customer relationships by enhancing clients’ financial wellness and helping them make smarter decisions.

With a reach extending to over 100 financial institutions globally, Personetics is a financial data-driven engagement platform that leverages transactions to achieve measurable business impact. With us, your customers feel known, valued, and expertly advised.

As a result, our AI-based platform delivers significantly higher sales conversions, enhanced customer engagement, and tangible growth. We are the catalysts, driving innovation and results in the world of financial customer engagement.

Our numbers speak for themselves

34

Global Markets

130M

Banking Customers
Worldwide

350

Employees

11

Locations
Worldwide

Our Leadership

The experience you have with our technology is as important to us as the experience you have with our team. Get to know the Personetics leadership team.

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Our Investors

World class investors supporting Personetics vision to transform global financial-data intelligence to optimize customer experiences and deliver business impact.

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Our Partners

Personetics partner with a reach extending to over 100 financial institutions globally, market-leading banks and finance industry specialists.

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Our Awards

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Ready to Take Your Financial Institution to the Next Level?

Explore how Personetics can help you leverage financial-data intelligence to optimize
customer experiences and deliver business impact.

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Want to explore how your bank can harness the power of AI to increase deposits and drive business impact