Personetics Overview

Personetics transforms banking relationships by leveraging AI to deliver personalized financial insights and experiences. Serving over 150 million customers globally, this platform empowers banks to engage clients with data-driven, personalized interactions. By offering advanced personal finance management (PFM) and money management tools, Personetics enhances customer engagement and boosts revenue. The platform's capabilities include hyper-personalized insights, goal-based savings, and automated financial journeys, all designed to improve financial well-being and customer loyalty. Additionally, Personetics supports small businesses with cash flow forecasting, ensuring a comprehensive approach to financial management.

Use Cases

Customers recommend Engagement Management, Rating And Review Management, Customer Feedback Management, as the business use cases that they have been most satisfied with while using Personetics.

Other use cases:

  • Helpdesk Management
  • Loyalty Management
  • Collaboration
  • Relationship Management
  • Contract Management
  • Training & Onboarding
  • Offer Management
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Personetics.

Other priorities:

  • Improve ROI
  • Enter New Markets Internationally Or Locally
  • Increase Sales & Revenue
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Personetics Use-Cases and Business Priorities: Customer Satisfaction Data

Personetics works with different mediums / channels such as Phone Calls.

Personetics's features include Personalization. and Personetics support capabilities include AI Powered, 24/7 Support, Email Support, etc. also Personetics analytics capabilities include Analytics, and Custom Reports.

Personetics, AX Semantics, Airim, Arria NLG Studio, Article Forge, etc., all belong to a category of solutions that help Conversational Intelligence. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Personetics enables banks to use AI for personalized customer engagement and increased revenue. Their platform supports money management and PFM for 140 institutions globally.

Comprehensive Insights on Personetics Use Cases

What benefits does Personetics offer for Engagement Management?

How does Personetics address your Rating And Review Management Challenges?

What Are the key features of Personetics for Customer Feedback Management?

How efficiently Does Personetics manage your Helpdesk Management?

100 buyers and buying teams have used Cuspera to assess how well Personetics solved their Conversational Intelligence needs. Cuspera uses 288 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Conversational Intelligence needs.

Case Studies

Banking

CASE STUDY KBC

Personetics Engage helped KBC boost digital customer engagement and financial wellness. KBC used Personetics AI to categorize transactions and deliver proactive, data-driven insights in their mobile ...app. The Engage platform let KBC create custom recommendations for users. After launch, KBC saw high opt-in rates, session use above industry benchmarks, and a 90% satisfaction rating. KBC plans to expand Personetics features for small and midsize business clients.

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Banking

CASE STUDY iBank Marketing Co., Ltd.

Personetics partnered with iBank Marketing Co., Ltd. to help regional banks in Japan offer digital banking experiences. iBank used Personeticsā€™ AI-driven platform to provide personalized insights and... recommendations for customers. The solution cleans and enriches transaction data, helping banks give smart budgets, financial goals, and savings advice. This partnership aims to boost customer engagement, satisfaction, and cross-sell opportunities for regional banks. iBankā€™s Wallet+ app has over 2 million downloads, showing strong adoption of digital banking services.

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Banking

CASE STUDY Techcombank

Techcombank partnered with Personetics to add AI-powered money management to its mobile app. Many customers in Vietnam feel stress about managing money due to lack of tools and knowledge. The new fea...tures help users track spending, get insights on payments, and receive personalized advice on saving and investing. Customers like Huyen and Minh say the app makes it easier to manage budgets and investments. Techcombank aims to give its 11 million customers more control and financial wellness with these smart banking tools.

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Banking

CASE STUDY Huntington Bank

Personetics helped Huntington Bank launch the Huntington Heads Up program. The bank delivers 14 million curated insights each month across 96 use cases. Customer satisfaction reached 4.7 out of 5. Da...ta enrichment reduced unnecessary service calls. Huntington is moving to Personeticsā€™ SaaS solution to innovate faster and offer more personalized recommendations.

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Banking

CASE STUDY Synovus Bank

Personetics helped Synovus Bank use AI to give customers personalized financial insights. Synovus broke down silos to create a better customer experience. The bank used Personetics to align digital a...nd human channels for engagement. They changed interactions and measured results to improve impact. The story highlights how data-driven engagement can help banks connect with customers.

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Banking

CASE STUDY Santander UK

Santander UK used Personetics' My Money Manager to improve digital banking for its customers. The tool is built into Santander's mobile app, which has 4 million active users. My Money Manager uses AI... to give customers personalized financial tips, alerts, and insights. It helps users track spending, manage cash flow, and get notifications about payments. Santander aimed to boost customer engagement and help people manage their money better, especially during financial uncertainty.

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Video

From PFM to Money Management

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Peers used Personetics for engagement management and rating and review management

Personetics Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.85/5 ā˜…

Read Reviews (35)
Analytics

4.59/5 ā˜…

Read Reviews (58)
Custom Reports

4.43/5 ā˜…

Read Reviews (13)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.85/5 ā˜…

Read Reviews (35)
Analytics

4.59/5 ā˜…

Read Reviews (58)
Custom Reports

4.43/5 ā˜…

Read Reviews (13)

Software Failure Risk Guidance

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for Personetics

Overall Risk Meter

Low Medium High

Top Failure Risks for Personetics

Personetics Ltd News

Product

Personetics Rolls Out MCP Server to Help Banks Build Agentic AI Tools

Personetics has launched the MCP Server, enabling banks and fintech firms to build agentic AI applications using its predictive analytics and engagement frameworks. This platform supports the creation of personalized AI experiences, such as chatbots and virtual advisors, to enhance customer financial decision-making. The server reduces development time and complies with global financial regulations.

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Product

Personetics installs MCP server

Personetics installs MCP server

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Executive

Personetics Appoints Jody Bhagat to President Global Banking , Broadening the Company Global Strategy

Personetics has appointed Jody Bhagat as President of Global Banking to enhance the company's global strategy.

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Customer

KeyBank Partners with Personetics to Advance Financial Wellness - Business Wire

KeyBank is deploying Personetics' Cognitive Banking platform, including the Engage solution, to deliver personalized financial insights and recommendations. This initiative aims to enhance financial wellness for KeyBank clients, especially younger consumers, by leveraging AI-driven analysis of spending and saving habits.

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Personetics Ltd Profile

Company Name

Personetics Ltd

Company Website

//personetics.com

HQ Location

New York, NY 10019, US

Employees

NA

Social

Linkedin Twitter

Financials

NA