June 12, 2025
Explore our Spring Release Highlights – From Integrated Marketing Offers, to Custom Trackers, and AI Innovation

By Ruth Shabbat, Director of Product Marketing, Personetics
Explore our latest product features and innovations, designed to help financial institutions amplify their marketing with contextual, needs-based offers, deepen customer relationships and brand differentiation, and accelerate AI innovation.
What’s New?
Boost Campaign Performance with Integrated Marketing Offers
PERSONETICS ENGAGE
Deliver real-time, contextual marketing offers—based on each customer’s financial activity and your own campaign data—to improve targeting and increase conversion.
- Easily integrate your bank’s marketing data into Personetics’ Enriched Data Model.
- Create integrated marketing offers to deliver the right campaign, in the right financial context, with Personetics Engagement Builder’s intuitive, no-code platform.
- Promote bank products and services with Insight Wizard templates for loans, credit cards, partner offers, and more.
- Track and optimize performance across your offers, campaigns, and products.
Gain Control & Stand Out with Custom Trackers
PERSONETICS ENGAGEMENT BUILDER
Enhance customer experience and drive differentiation with your own custom-built trackers.
- Leverage pre-built tracker UI components such as progress bars, line charts, icons, and more.
- Deliver unique, data-driven experiences using your bank’s custom data entities or Personetics financial data intelligence.
Accelerate AI Innovation with Personetics Labs
Explore and experience innovative AI applications with your real customer data, to boost bank productivity.
- Join our exclusive design partnership program to validate and test AI applications safely, without impacting your production environment.
- Evaluate insights before going live with Insight Reach Simulator:
-
- Test your insights based on actual user data
- Adjust insight logic and simulate reach impact
- Assess and optimize audience segmentation
Ready to take your financial institution to the next level?
Request a demo to see our latest product innovations in action.
Want to explore how your bank can harness the power of AI to engage and serve customers? Request a demo now
Latest Posts

Why Asia Pacific Pacific Banks Must Lean into Cognitive Banking: A Conversation with Dr. Dennis Khoo

Showing the Human Side of Digital Banking: Insights from Desjardins' Nathalie Larue

The Emergence of Cognitive Banking at This Year's Financial Brand Forum

Ruth Shabbat
Director of Product Marketing, Personetics
Ruth brings 20 years of strategic hands-on experience in product marketing, brand strategy, and sales enablement across global tech companies and startups. She has a strong background in leading B2B SaaS go-to-market strategies in industries including fintech, technology software, and more. Ruth holds an MBA with a marketing major, and a BA in Communications and Sociology.