Adivce & Recommendations taken 17% CRT (Industry AVG 3%) Personetics Engage
Personetics Lifts Digital Engagement by 35% UOB Success Story
Average New Savings per Customer per Year $2400 RBC Success Story
Number of Unique Transfers from Checking to Savings per Day 72,000 Personetics Act

THE ROAD TO SELF-DRIVING FINANCE

SELF-DRIVING FINANCE

Guide your customers through their financial journey with personalized insights, advice, and automated money management.

Data

What happened?

Insight

Whats important?

Advice

Whats should I do?

Automation

Do it for me!

Our Impact on

Increase Financial Awareness

Simplify Everyday Banking

Reach Financial Goals

40%

Increase Digital Engagement

37%

Elevate Customer Satisfaction

15%

Grow Deposits And Share Of Wallet

Impacting Bank KPI's

40%

Increase Digital Engagement

37%

Elevate Customer Satisfaction

15%

Grow Deposits And Share Of Wallet

Driving Consumer Financial Wellbeing

Increase Financial Awareness

Simplify Everyday Banking

Reach Financial Goals

IN THE SPOTLIGHT

Perspectives/Blog

How Banks Can Help Small Businesses Navigate Uncertainty

Perspectives/Blog

How Banks Can Help Small Businesses Navigate Uncertainty

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Featured

Featured

Why Now Is the Time for Banking to Champion Financial Wellness

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Featured

Financial Resilience: The Key to Long-Term Success for Customers and Banks 

Featured

Financial Resilience: The Key to Long-Term Success for Customers and Banks 

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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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