Recent Coverage

April 26, 2022

Personetics Launches Sustainability Insights a Next-Generation Solution for Banks to Help Customers Reduce their Carbon Footprint

April 13, 2022

Personetics Offers World’s First “Proactive Cash Flow Management” Capabilities to Help Banks Provide Customers with Enhanced Overdraft Support

April 3, 2022

NAFCU Services Announces Partnership to Provide Credit Unions with Personetics Data-driven Personalized Member Engagement Platform

January 19, 2022

Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment from Thoma Bravo

November 9, 2021

Personetics presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

September 29, 2021

KBC Partners with Personetics to boost digital customer engagement and financial wellness

March 26, 2021

Personetics Patents Automated Cash-Flow Based Savings; U.S. Bank First to U.S. Market

February 16, 2021

Personetics secures a $75 million investment from Warburg Pincus to accelerate the global expansion of its AI-driven personalization and engagement solutions for financial institutions

November 3, 2020

Santander UK partners with Personetics to improve customer digital experience and engagement through AI-driven personalised insights

August 16, 2020

Discount Bank Strengthens Its Partnership With Personetics And Launches Smart Save To Automatically Save Banking Customers Time And Money

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June 21, 2022

From Penalty Fees to Proactive Engagement: How Banks Are Transforming Overdraft Response

The overdraft landscape in the US is at a watershed moment, with banks and credit unions alike taking action to lessen customer impact from overdraft and NSF penalty fees. For a long time, overdraft fees have been ‘in the shadows,’ often perceived as a penalty fee disproportionately applied to those who can least afford to […]

June 1, 2022

Global Fintech Interview with Nicole Meyers, VP Strategic Account Management at Personetics

Hi Nicole, please tell us about your current role and how you started at Personetics. I’m the VP Strategic Account Management at Personetics. Prior to joining Personetics, I worked as a consultant for McKinsey & Company in the Financial Services and Social sector practices. I entered the FinTech world by focusing on financial inclusion, providing access […]

May 10, 2022

What Advice Would You Offer to Women That Want to Enter the Finance World?   

By Nicole Meyers, VP Strategic Account Management at Personetics. In my experience, building up expertise in a specific subject matter within fintech is paramount. When you are the resident expert within an organization, business problems and deal flow organically come your way.   As I’ve moved up the ladder, I’ve witnessed first-hand the disparity in how women […]

May 3, 2022

The Transformative Effects of AI: Santander – Re-humanizing Banking Thanks to AI

Humberto Domínguez Rivas, Director of Retail Banking Innovation at Santander, explains the seemingly paradoxical way that AI can help banks get back to their roots and really engage with customers. We are in the middle of the 4th industrial revolution, where new digital technologies take center stage and profoundly reshape every area of business, none […]

April 25, 2022

HSBC Leverages Smart Analytics to Develop New Tools That Enhance the Personalised Customer Experience

The new Budget feature in the HSBC HK app harnesses big data to generate personalised insights for customers, allowing them to see spending patterns Users can track their monthly spending, and also receive actionable insights to help them take charge of their financial goals Digital banking has long focused on providing people with a digital […]

April 18, 2022

Personetics Launches New Capabilities to Help Banks Solve the Overdraft Crisis

By Edlyn Cardoza – April 14, 2022 Personetics, the leading global provider of financial data-driven personalisation and customer engagement solutions for financial institutions, recently announced a suite of “Proactive Cash Flow Management” capabilities to help banks face the growing competitive, regulatory and consumer requirements to combat overdrafts. The overdraft landscape in the US is at a watershed […]

March 22, 2022

FIS Digital One Financial Wellness Suite Products Enable Community Banks to Deliver Simplified, Personalized Financial Services

Key facts FIS Digital Banking customers now have access to more advanced tools as FIS adds enhancements to its Digital One hosted platform with Digital One Financial Wellness Suite Spending Insights, the newest addition to Digital One Financial Wellness Suite, is being used by more than 85 banks to bring advanced online banking experiences and […]

March 17, 2022

Adatree partners with global fintech AI firm Personetics

Award-winning data intermediary platform Adatree has partnered with Personetics, the leading global provider of financial data analytics, to provide customers with an all-in-one solution for financial data access and intelligence. Personetics provides financial data-driven personalisation, analysis and customer engagement solutions for financial institutions through its real-time artificial intelligence (AI) solution. It has more than 80 bank clients […]

March 8, 2022

Why Financial-Data-driven Personalisation is the Future of Wealth Management

By Jody Bhagat, President of Americas and Nicole Meyers, Vice President of Strategic Accounts at Personetics. Finance is in the midst of a digital revolution. A decade ago, a personalised approach in wealth management meant a phone call from your investment advisor with new investment opportunities, and a discussion of why it may be a […]

February 24, 2022

With an Eye on Open Finance, Personetics Arrives in Brazil

Personetics, a company specializing in data-driven personalization for financial services, is setting foot in Brazil. The technology company, invested in by leading venture capital firms such as Viola Ventures, Lightspeed Ventures, Sequoia Capital, Nyca Partners, and Warburg Pincus, opened its office in Rio after a recent $85 million investment from Thomas Bravo. The base in […]