Identify deposit opportunities, boost customers’ savings and achieve business impact with AI-based solution.
Identify deposit opportunities, boost customers’ savings and achieve business impact with AI-based solution.
Create a user-friendly, seamless saving experience that takes the burden off your customers
Deliver intelligent journeys, tailored to each customer’s needs, based on their financial activity and preferences
From invitation to ongoing recommendations and advice, support customers at every step of the way
Ensure swift deployment with automatic data integration and advanced AI-based enrichment designed to add clarity to customers and help lower transaction disputes and improve CX
Natively embed Personetics into your Q2 digital-banking experience with pre-designed UX widgets, and flexible customization options, to match your brand
Shorten time-to-value and maintain creative control with market-proven content, that can easily be customized to your business needs
Enhance CX with transaction data unification, cleansing, categorization, and merchant enrichment
Boost engagement and drive sales with 100+ 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
“Enhancing the digital experience for our customers is a top priority. By leveraging the Q2 Innovation Studio to embed a solution like Personetics within our digital banking platform allows us to provide real-time insights and automated saving plans, helping our customers work toward their goals and financial decisions with confidence, all while creating stickier, deeper relationships with our account holders.”
Janel Maysonet
Avidia Bank
“Virginia Credit Union is excited to move our Personetics relationship to the cloud, as well as integrate our Account Insights product with Q2Banking’s platform next year. The new look and feel, plus extended insights, will afford our members the ability to better manage their finances.”
Frank Macrina
Virginia Credit Union
