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BMO & Personetics Help Customers Make Real Financial Progress

Discover how BMO and Personetics partnered to boost customer savings, and seamlessly turn customer goals into actionable realities.

In this video, Daniel Caplan, Director of Digital Money Management and Engagement at BMO, explains how Personetics provided a platform for BMO to provide customers with hyper-personalized, actionable insights, and gave transparent ways for those customers to track their savings goals.

Watch this video to learn how BMO:

  • Exceeded expectations on return on investment (projected 600% ROI over five years), customer engagement, and other business goals
  • Translated insights about their customer, their dreams, and their savings goals into actionable tools that led to increased balances at the bank
  • Launched an excellent product with stellar reviews, with the “Savings Amplifier” product scoring an average NPS of 4.7 out of 5 stars
  • Got hundreds of positive reviews from customers who are now raving fans

Join us on your own empowering financial journey, and discover how your financial institution can turn customer dreams into real savings with Personetics. If you’re interested in seeing how you can build a similar program at your organization, fill out the form above, and one of our experts will reach out!

Please contact us for a complimentary consultancy session with one of our experts.

Want to explore how your bank can harness the power of AI to increase deposits and drive business impact