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Customer Stories Erste Group Partners With Personetics to Impact Customers' Financial Health
Videos

Bank of The Philippine Islands (BPI) Addresses the Core Need for Personalized Finance With New "Track and Plan” Solution in Mobile App

BPI partners with Personetics to provide personalized financial insights, alerts, and tools to help customers meet their savings and investment goals.
What Are Some of the Common Problems with Traditional PFM
Personetics Guide

What Are Some of the Common Problems with Traditional PFM

Here are a few reasons why the early wave of traditional PFM offerings often failed to achieve ROI for banks: Problems with Personal Financial Management
Editorial Pick
Central Bank Engages Customers with Hyper-Personalized AI Banking
Webinars

[On demand webinar] Central Bank Engages Customers with Hyper-Personalized AI Banking
Recent Coverage

Central Bank Boosts Financial Wellness Through Personetics’ AI-powered Platform
Fintech Finance News logo
Recent Coverage

Central Bank Boosts Financial Wellness for Customers Through Personetics’ AI-powered Platform
Central Bank Boosts Financial-Wellness for Customers Through Personetics
Press Releases

Central Bank Boosts Financial Wellness for Customers Through Personetics’ AI-powered Platform
Webinars

[Webinar] Financial Wellness Programs for Customer Engagement and ROI

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Personalized Engagement Drives Business Impact for Banks Across Southeast Asia 3
Blog

How Personalized Engagement Drives Business Impact for Banks Across Southeast Asia

Southeast Asia excels in monetizing transactional data, particularly benefiting the banking industry.
Synovus_Case_Study_Personetics
Videos

Reframing Personalized Engagement: The Synovus Bank and Personetics Partnership

By leveraging Personetics' expertise and solutions, Synovus enhanced user experience, unified advice across channels, and achieved significant business impact.
Together with Personetics, Synovus is Empowering Customers While Strengthening Financial Lives
Videos

Personetics and Synovus Bank Partner to Boost Customers’ Personalized Engagement

Discover how Synovus the 8th largest bank, headquartered in the Southeast U.S. achieved remarkable results by leveraging financial data-driven personalization from Personetics.
Engagement Marketing Taking Data - Driven Personalization to the Next Level
Videos

Personalized Engagement Marketing: Taking Financial Data-Driven Personalization to the Next Level

This video features Jody Bhagat, President of the Americas at Personetics, explaining this multi-channel impactful approach and the value of unlocking transaction intelligence.
Webinars

[on demand webinar ] Unlock the Power of Your Data – Transaction Data Enrichment for North American Banks

Discover how leading banks in the US leverage transaction data enrichment to make an impact on their business.
Monetizing Transactional Data in Banking with Impactful Engagement
Webinars

[On demand webinar] Monetizing Transactional Data in Banking with Impactful Engagement

How to Utilize bank customer data for increased revenue and cross-selling opportunities, with real-world examples provided.
Beyond PFM: The Rise of Impactful PFE (Personal Financial Engagement)  
Webinars

[On demand webinar] Beyond PFM: The Rise of Impactful PFE (Personal Financial Engagement)  

Learn how Personal Financial Engagement (PFE) goes beyond basic spending analysis. Discover how banks like Celent can leverage transactional data to provide automated goal tracking, proactive guidance, and tailored recommendations to customers.
The Person Behind Personetics Chris Hall
Videos

The Person Behind Personetics With Chris Hall

Chris values the freedom at work to create solutions for top banks, inspired by the flexibility and ability to listen to customer needs. The data-centric toolset allows for unique solutions, making each day exciting for employees.
Strengthening Avidia's Customer Engagement
Press Releases

Avidia Bank Partners with Q2 and Personetics to Modernize its Digital Banking Experience and Strengthen Engagement

Learn how Avidia Bank is leveraging AI-powered personalized engagement to enhance its digital banking experience with its partnership with Q2 & Personetics
Synovus Takes Transactional Data Blog
Blog

Engagement Marketing Masterclass: Taking Data-Driven Personalization to the Next Level

Explore the innovative approach of Synovus in building deeper customer relationships through data and AI in this Engagement Marketing Masterclass.
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Recent Coverage

Celent Names Personetics as Leader in Financial Engagement

Learn how Personetics has been recognized as a leader in financial engagement solutions for retail banking by Celent. See how their innovative AI approach is transforming customer engagement and delivering value.
Recent Coverage

Personetics recibe el reconocimiento de Celent como líder mundial en Personal Financial Engagement (PFE) para la banca minorista

Personetics recibe el reconocimiento de Celent como líder mundial en Personal Financial Engagement (PFE) para la banca minorista

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Our Customer Stories

Akbank Partners With Personetics To Boost Customer Engagement And Sustainable Revenue Growth

Personetics Provides Hyundai Card Customers An Impactful Personalized Experience

Personalized Insights To Enable Client Dreams

Personalized Insights To Enable Client Dreams

Community Banks Can Be Leaders In Customer Advocacy & Digital Engagement

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