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Personetics + Q2

Enterprise level engagement platform, that's easy to deploy, and delivers business impact fast - for Q2 clients

See what you can do with our platform

Turnkey data integration & enrichment

Ensure swift deployment with automatic data integration and advanced AI-based enrichment designed to add clarity to customers and help lower transaction disputes

Seamless user experience

Natively embed Personetics into your Q2 digital-banking experience with pre-designed UX widgets, and flexible customization options, to match your brand

Seamless user experience

Natively embed Personetics into your Q2 digital-banking experience with pre-designed UX widgets, and flexible customization options, to match your brand

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

Grow deposits with hyper-personalization

Zero effort. Maximum value

AI-Enrichment & Categorization

Enhance 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 out-of-the-box solution

  • & 35 %

    Digital engagement

  • 17 % CTR

    Advice & Product
    recommendation taken

  • + 7 pts NPS

    Improved customer
    experience

  • + 10 %

    Account & balance
    growth

  • + 15 %

    Higher deposits

“Enhancing the digital experience for our customers is a top priority. By leveraging the Q2 Innovation Studio to embed a solution like Personetics within our digital banking platform allows us to provide real-time insights and automated saving plans, helping our customers work toward their goals and financial decisions with confidence, all while creating...”

Janel Maysonet
Avidia Bank

“Providing real-time personalized insights within our online and mobile banking platforms will allow us to help our customers work toward their goals more confidently, one financial decision at a time.”

Alastair Ironside
Rockland Trust

“Virginia Credit Union is excited to move our Personetics relationship to the cloud, as well as integrate our Account Insights product with Q2Banking’s platform next year. The new look and feel, plus extended insights, will afford our members the ability to better manage their finances”.

Frank Macrina
Virginia Credit Union

The time is now

It's time to deliver impact fast, with a cost-effective enterprise-grade solution,
uniquely tailored to Q2 clients

Contact us
See how you can deliver business impact fast with Personetics + Q2 turnkey integration