Resources

Current Money Management Solutions Aren’t Meeting Expectations

Why are the money management solutions credit unions use falling so short of everyone’s expectations? In their report, Forrester gave a blunt diagnosis of the problem.

Capturing Customer Loyalty for Neobanks: Ma French Bank Discusses Working with Personetics and Microsoft

Ma French Bank, a French neobank, shares how they build customer relationships with scratch, with the help of Personetics and Microsoft.

3 Critical Steps for Financial Institutions Fighting for Deposits

3 Critical Steps for Financial Institutions Fighting for Deposits. Banks & credit unions retain & attract customer deposits and saving accounts using advanced money management tools

Competing in Open Banking: Offense, Defense & Intelligence

Banks competing in open banking need ways to defend their customers and accounts, acquire new ones, and mine intelligence to find opportunities.

4 Steps for Driving Impact with Personalized Financial Wellness

Move past traditional PFM to advanced money management and deliver personalized financial wellness by following these 4 steps.

European Banks Need Solid Money Management Capabilities That Nurture Customers’ Financial Well-Being

How European banks can improve outcomes and financial well-being by improving customer usage of advanced money management tools and solutions, including case studies

Personalizing the Member Money Management Experience

Personetics enables financial institutions to provide customers with guidance in handling finances – ranging from real-time insights to personalized recommendations and automated money management that help customers better manage their day-to-day banking and improve their financial wellness.

Lindsey Johnson, President & CEO of the Consumer Bankers Association: Bridging the worlds of banking and policy

Lindsey Johnson of the Consumer Bankers Association explains how banks and regulators can cooperate more closely to help consumers during the downturn.

Bank Tech Is Only as Good as the Customers Who Use It

Forrester survey was conducted on behalf of Personetics, the facts speak for themselves; Americans are crying out for help with their household expenses