PLATFORM CAPABILITIES
BUILD
- Define logic with access to over 200 Personetics data enrichment assets, customer-level attributes and external resources such as campaigns or customer analytics
- Build calculations and complex statistical aggregation functions
- Configure Insight behaviour by assigning parameters such as exposure period, engagement policy or personalization attributes
- Customize Insight UX and structure through drag and drop content blocks
- Populate insight details with both dynamic user data and static content such as language, images, graphs and external URLs
- Configure calls to action -including conditional logic based on user’s data
EXTERNAL DATA AND MARKETING CAMPAIGNS
- Import data from any other channel or bank data source
- Easily deploy marketing offers, contextual sales and product launches directly to the most relevant audiences
- Incorporate other integrations to Personetics Insights
CHANGE MANAGEMENT AND DEPLOYMENT
- Create & manage content versions
- Concurrent deployment in beta populations and production
- Change tracking and approval process
SECURITY
- Role based permissions
- Full audit of user changes
- No access to customer data
- Flexibility to deploy on test or sandbox environments or production environment
TECHNICAL REQUIREMENTS
- Deployed and hosted on prem or cloud.
- Custom login infrastructure for SSO or Active Directory.
STATISTICAL SUMMARIES
80 Total Insights (12 inactive)
8
Bank Insights
72
Personetics Insights
DISTRIBUTION OF THE INSIGHT’S TYPE
Inactive
Onboarding & Reactivating
24
(Active: 20 | Inactive: 4)
Financial Quizzers & Goals
33
(Active: 28 | Inactive: 5)
Transaction Monitoring
27
(Active: 27 | Inactive: 0)
Activity Summary
22
(Active: 20 | Inactive: 2)
Optimize Cash
13
(Active: 12 | Inactive: 1)
Notifications & Reminders
39
(Active: 39 | Inactive: 0)
Explore Existing Features
26
(Active: 20 | Inactive: 6)
Proactive Balance Forecasting
38
(Active: 19 | Inactive: 19)
Promote New Products
25
(Active: 20 | Inactive: 5)
Other
15
(Active: 13 | Inactive: 2)
Building Custom Insights Based on Customer Needs
