English (En)
  • Italian (It)
  • Portuguese (Br)
  • Spanish (Es)
  • Japan (Jp)
  • France (Fr)
  • German (De)

Personetics Express

Enterprise-level engagement platform that delivers value beyond traditional PFM

Trusted by leading banks and credit unions

Swift data integration & enrichment

Deploy with ease with our standard data model connectors, and advanced AI-based enrichment designed to level up your data quality, and provide clarity to your customers.

Seamless user experience

Natively embed Personetics into your digital-banking experience with pre-designed UX widgets, and flexible customization options, to match your look & feel.

Seamless user experience

Natively embed Personetics into your digital-banking experience with pre-designed UX widgets, and flexible customization options, to match your look & feel.

Content that delivers business impact

Shorten time-to-value and maintain creative control with market-proven content, that can easily be customized to your business needs.

Powerful solution, right out of the box

AI-Enrichment & Categorization

CX with transaction data unification, cleansing, categorization, and merchant enrichment

Actionable Insights

Boost engagement and drive sales with 60+ hyper-personalized insights and advice, based on analysis of each customers’ transactions

Financial Activity Trackers

Enable users to better manage their day-to-day finances with proactive trackers such as expenses, projected activity, subscription, etc

Smart Budgeting

Allow users to easily set, manage, and track their budgets with smart insights & recommendations

Goal-based Savings

Support users in achieving their saving goals, from guided onboarding to ongoing tracking of their progress

Creation & Management Console

Easily customize and build insights without code or analytical background in a few simple steps

Dashboard & Reporting

Track and optimize performance against industry benchmarks with in-depth analytics dashboards

Fully Managed SaaS

Get up and running in 12-weeks with a fully operated and managed SaaS deployed on Personetics Azure private cloud

Deliver value beyond traditional PFMs

Boost engagement, grow deposits, and drive cross-sell
opportunities with a powerful solution that delivers proven business value

  • 35 %

    Digital engagement

  • 17 % CTR

    Advice & Product
    recommendation taken

  • + 7 pts NPS

    Improved customer
    experience

  • + 10 %

    Account & balance
    growth

  • + 15 %

    Avg. deposit
    balance (engaged)

The time is now

It’s time to deliver impact fast, with a cost-effective enterprise-grade solution,
uniquely tailored for midsize banks and credit unions

Contact us
Boost engagement and grow deposits with Personetics Express