Trusted by leading banks and credit unions
Deploy with ease with our standard data model connectors, and advanced AI-based enrichment designed to level up your data quality, and provide clarity to your customers.
Natively embed Personetics into your digital-banking experience with pre-designed UX widgets, and flexible customization options, to match your look & feel.
Natively embed Personetics into your digital-banking experience with pre-designed UX widgets, and flexible customization options, to match your look & feel.
Shorten time-to-value and maintain creative control with market-proven content, that can easily be customized to your business needs.
CX with transaction data unification, cleansing, categorization, and merchant enrichment
Boost engagement and drive sales with 60+ hyper-personalized insights and advice, based on analysis of each customers’ transactions
Enable users to better manage their day-to-day finances with proactive trackers such as expenses, projected activity, subscription, etc
Allow users to easily set, manage, and track their budgets with smart insights & recommendations
Support users in achieving their saving goals, from guided onboarding to ongoing tracking of their progress
Easily customize and build insights without code or analytical background in a few simple steps
Track and optimize performance against industry benchmarks with in-depth analytics dashboards
Get up and running in 12-weeks with a fully operated and managed SaaS deployed on Personetics Azure private cloud
Digital engagement
Advice & Product
recommendation taken
Improved customer
experience
Account & balance
growth
Avg. deposit
balance (engaged)
“It’s exciting to show people how these data-driven insights can make a real difference in their financial wellness, helping them see their own spending more clearly, set smart budgets, and identify opportunities to save. The Personetics philosophy is all about taking a bottom-up approach to win the confidence of..."
“We have to compete with the big guys. And the only way to do that is to own the member experience. Most smaller financial institutions, community banks, and credit unions don’t own that member experience today. They rely exclusively on others – and we think that’s a mistake.”
“Providing real-time, personalized insights within our online and mobile banking platforms will allow us to help our customers work toward their goals more confidently, one financial decision at a time.”
It’s time to deliver impact fast, with a cost-effective enterprise-grade
solution,
uniquely tailored for midsize banks and credit unions
