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Home > Resources 2024

Resources

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

Personetics Achieves Major Landmark: Supporting 150 Million Monthly Users With 1.2 Billion Insights for Financial Well-Being

Personetics provides banks with a complete platform to improve client financial wellness, offering tools for personal finance management, goal-based savings, and automated financial journeys.
The company now empowers over 150 million active monthly banking customers
Press Releases

Personetics Hits Key Milestone: Now Empowering 150 Million Monthly Users With Insights for Financial Well-Being

Personetics empowers over 150 million active monthly banking customers with 1.2 billion monthly insights, illustrating data-driven personalization's powerful role in improving financial wellness and decision-making.
Editorial Pick
BMO’s Customers Reach Financial Savings Goals with Personetics
Press Releases

Bold Strides in Engagement Banking: How Personetics and BMO are Enabling Customer Growth That Drives Business Outcomes
Singapore Fintech Festival 6-8 November 2024
Events

Meet Personetics at Singapore Finetch Festival, November 6-8
Recent Coverage

Personetics Reaches a Big Milestone: It Now Supports Over 150 Million Bank Customers Each Month
Webinars

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

Bold Strides in Engagement Banking: How Personetics and BMO are Enabling Customer Growth That Drives Business Outcomes

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Blog

Inspiring Takeaways from CUNA GAC: How Credit Unions Can Lead the Future of Finance

Personetics believes that credit unions have big opportunities to embrace digital transformation and lead the future of financial services.  
Finance Derivative logo
Recent Coverage

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

Data-driven personalisation creates a virtuous customer flywheel where increased customer engagement and satisfaction leads to deeper relationships and a stronger customer franchise. The opportunity for the wealth management industry is huge – the challenge now is putting this into practice.
Valor on Personetics
Recent Coverage

With an Eye on Open Finance, Personetics Arrives in Brazil
Blog

Why Personalized Advice at Scale is the Next Evolution of Wealth Management

Delivering personalization at scale in wealth management combines Digital Plus Human interactions for more effective targeted engagement with clients, empowering your relationship managers to offer the right advice at the right time. Personalization can help wealth management teams serve more clients more efficiently, deepen their client relationships, and grow Assets Under Management (AUM).
Blog

How Football Strategies Can Help Your Team Become a "Super Bank"

American football fans are excited for the Super Bowl. What if your institution could adopt the strategies of football? Personetics can help.
Open banking Personetics
Videos

Personetics Helps Financial Institutions Capitalize on the Capabilities of Open Banking

Personetics helps financial institutions capitalize on the capabilities of Open Banking
Enrich transaction data Personetics
Videos

Enrich Transaction Data Helps Financial Institutions Reduce Operational Costs

See how Personetics helps financial institutions with an AI banking solution to clean, categorize, and enrich transaction data. Designed for financial institutions and Fintechs to fuel innovation while reducing operational costs.
Small Medium Banking Personetics
Videos

Small Medium Banking in the Digital Age

Small business owners and managers have high expectations from financial services providers in the digital age.
Wealth Management Personetics
Videos

Wealth Management for Financial Institutions

Personetics financial data-driven engagement platform drives results for Wealth Management.
Personetics Mission
Videos

Personetics VP Strategy & Business Development on Mission of Self-Driving Finance

Personetics VP Strategy & Business Development on Mission of Self-Driving Finance
Blog

How Regional Banks Can Overcome the Digital Arms Race With Data-Driven Personalization

Regional banks face intensifying competition from big national banks, challenger banks, and technology firms to meet banking needs. Read a broad overview of data-driven personalization and why it matters for regional and community banks.
Engagement Builder Personetics
Videos

Engagement Builder is Revolutionizing the Banking Customer Experience

With Personetics Engagement Builder, your financial institution can create customized insights.

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More Podcasts

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

Community Banks Can Be Leaders In Customer Advocacy & Digital Engagement

Reframing Personalized Engagement: Synovus’s Partnership with Personetics

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