Resources

Navigating the CFPB 1033 Rule: Personetics’ Insights on Monetizing Open Banking

CFPB's 1033 proposed rule heralds a new era in banking, one that emphasizes transparency, consumer choice, and data security. Personetics, with its deep-rooted experience in open banking, stands ready to guide financial institutions through this paradigm shift.

BMO & Personetics Help Customers Make Real Financial Progress

This is achieved through the amplification of customer engagement, boosting bank deposits, and making a tangible, actionable difference in bank customers' lives by offering user-friendly, hyper-personalized solutions at their fingertips. 

2024 Deposit Generation and Optimization Trends

Watch this webinar to learn how to boost existing bank account deposits by over 10%, with stats showing a 20% increase in bank savings account opening rate and an increase in average annual savings to $2,450

Amplifying Savings and Boosting Deposits the BMO and Personetics Journey

Discover how BMO and Personetics are revolutionizing savings capabilities and empowering BMO’s customers to reach their financial goals. Watch this journey towards enhanced financial well-being and Boosting Deposits

Erste Group Partners With Personetics to Impact Customers' Financial Health

See how Erste Group upholds its commitment to placing the financial well-being of their bank customers at the forefront of their strategy by partnering with Personetics.

BPI and Personetics Partner to Help Customers Make Better Money Decisions Through AI

Bank of Philippine Islands (BPI) has partnered with Personetics to provide hyper-personalized insights and advice to bank customers through the BPI mobile banking app tool, Track and Plan.

Proactive Deposit Strategies: The BMO and Personetics Journey to Empowering Customers' Financial Success

BMO partnered with Personetics resulting in increased engagement and deposits. They achieved a high ROI, received positive ratings and reviews, and found a new product with a projected 600% ROI in 5 years.

Scott McQuilkin - The Person Behind Personetics

Scott McQuilkin is a Personetics Product & Sales Engineer. When he was writing his MBA thesis, he had a vision about what banking could become, with personalization and more meaningful conversations with customers. Learn more about how Personetics is helping to make this vision a reality.

Imran Bhatti - The Person Behind Personetics

Meet our "Person Behind Personetics," Imran Bhatti, Director of Sales. See what motivates Imran each day, and why he's excited about Personetics' work to help regional banks develop a "digital plus human" approach to customer engagement.