Covers the full customer lifecycle – from activation, through deepening, to retention.
Become your customers’ go-to financial partner with real-time indicators and contextual insights
that help boost account activation, capture external funds, and reduce churn
Covers the full customer lifecycle – from activation, through deepening, to retention.
Detects external financial activity without relying on Open Banking data.
Translates financial data indications into proactive, real-time actions, that grow Primacy.
Adaptable to each bank’s unique definition of primacy so you can drive results your way.
Drive account activation within the first 90 days through a guided onboarding checklist, that encourages key setup actions like direct deposits, auto-bill payments, and card activation.
Inspire customers to bring their business back to the bank, with real-time contextual insights that help you grow share of wallet and drive financial wellness.
Spot early churn signals, such as decreased saving or card usage, and re-engage dormant customers with tailored offers that can be configured to your business needs.
Become your customers’ go-to financial partner with Personetics PrimacyEdge
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