Personetics Customers

“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..."

“By moving to Personetics’ SaaS solution, we're not just modernizing. We're setting ourselves up to innovate faster and deliver more value to our customers."

“I would like to thank you guys Personetics and Microsoft for your partnership. A great solution, reliable infrastructure. Without you guys, this would have been impossible. The SaaS model means we can continuously add new content and improve existing insights, benefiting from Personetics’ experience with banks worldwide.”

"My Money Manager is the result of a new partnership between Santander and Personetics, generating new use cases and co-creating off-the-shelf solutions. Building long-lasting and meaningful relationships with our strategic partners is key to accelerating Santander’s digital transformation."

“We were able to bring the ‘Surprise Savings’ to market very quickly because we already had a successful implementation with our partners at Personetics. It took some of the burden off of the heavy lifting that we had to develop on our end.”

“We believe that data-led insights and personalized financial solutions are the key to unlocking true financial wellness. Our partnership with Personetics marks a significant milestone in our long-term vision of enhancing our customers’ lives by making banking hyper-personal to each and every customer.”

“Thanks to Personetics, we have been able to expand our services to include 42 hyper-personalized, AI-based insights that cover expenses, budget management, and cash flow. Ultimately, we are generating 450 million insights annually with an impressive approval rating of 86%.”

“Personalizing financial management remains a priority for process simplification, becoming a differentiator for financial organizations, effective use of analytics is the biggest gap that financial institutions need to bridge.”

"Personetics is an ideal partner in providing our customers with the tools and direction they need to become more involved and active in shaping their own financial future."