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Personetics + Q2

Enterprise level engagement platform, that's easy to deploy, and delivers business impact fast - for Q2 clients

See what you can do with our platform

Turnkey data integration & enrichment

Ensure swift deployment with automatic data integration and advanced AI-based enrichment designed to add clarity to customers and help lower transaction disputes

Seamless user experience

Natively embed Personetics into your Q2 digital-banking experience with pre-designed UX widgets, and flexible customization options, to match your brand

Seamless user experience

Natively embed Personetics into your Q2 digital-banking experience with pre-designed UX widgets, and flexible customization options, to match your brand

Content that delivers business impact

Shorten time-to-value and maintain creative control with market-proven content, that can easily be customized to your business needs

Grow deposits with hyper-personalization

Zero effort. Maximum value

AI-Enrichment & Categorization

Enhance CX with transaction data unification, cleansing, categorization, and merchant enrichment

Actionable Insights

Boost engagement and drive sales with 60+ hyper-personalized insights and advice, based on analysis of each customers' transactions

Financial Activity Trackers

Enable users to better manage their day-to-day finances with proactive trackers such as expenses, projected activity, subscription, etc

Smart Budgeting

Allow users to easily set, manage, and track their budgets with smart insights & recommendations

Goal-based Savings

Support users in achieving their saving goals, from guided onboarding to ongoing tracking of their progress

Creation & Management Console

Easily customize and build insights without code or analytical background in a few simple steps

Dashboard & Reporting

Track and optimize performance against industry benchmarks with in-depth analytics dashboards

Fully Managed SaaS

Get up and running in 12-weeks with a fully operated and managed SaaS deployed on Personetics Azure private cloud

Deliver value beyond traditional PFMs

Boost engagement, grow deposits, and drive cross-sell opportunities
with a powerful out-of-the-box solution

  • 35%

    Digital engagement

  • + 17 % CTR

    Advice & Product
    recommendation taken

  • + 7 pts NPS

    Improved customer
    experience

  • + 10%

    Account & balance
    growth

  • + 15%

    Higher deposits

“We are excited for Personetics to join Q2's innovative Partner Accelerator Program and allow our banking clients to easily integrate such a vital capability for their customers”.

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Kirk Coleman
President
Q2

“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.”

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Alastair Ironside
Chief Marketing Officer
Rockland Trust

The time is now

It's time to deliver impact fast, with a cost-effective enterprise-grade solution,
uniquely tailored to Q2 clients

Contact us
See how you can deliver business impact fast with Personetics + Q2 turnkey integration