Personetics Overview

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

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
See all use cases See less use cases

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
See all business priorities See less business priorities

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, Wordsmith, Engageware, Mindsay, SmartBots, 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.

Comprehensive Insights on Personetics Use Cases

What makes Personetics ideal for Engagement Management?

How can Personetics enhance your Rating And Review Management process?

How does Personetics facilitate Customer Feedback Management?

What solutions does Personetics provide for Helpdesk Management?

14+ more Business Use Cases

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

COMPANY INDUSTRY CASE STUDIES
Personetics case study
NA
Case Study Royal Bank of Canada

Saved $200 Monthly By Analyzing Purchase Patterns And Reviewing Spending Categories.

Read More
Personetics case study
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Case Study Royal Bank of Canada

Saved $200 Monthly By Analyzing Purchase Patterns And Reviewing Spending Categories.

Read More
Personetics case study
Banking
Banking
CASE STUDY Royal Bank of Canada

Saved $200 Monthly By Analyzing Purchase Patterns And Reviewing Spending Categories.

Read More

Video

From PFM to Money Management

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Peers used Personetics for engagement management and rating and review management

Personetics Features

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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)

Personetics Integrations

Personetics integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.32/5 ā˜…

Read Reviews (5)
Data Export

3.89/5 ā˜…

Read Reviews (3)

Software Failure Risk Guidance

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for Personetics

Overall Risk Meter

Low Medium High

Top Failure Risks for Personetics

Personetics Ltd News

How Desjardins Empowers its Members with Personetics AI and Microsoft Azure

Personetics is empowering 150 million users with financial insights. Desjardins uses Personetics and Microsoft to enhance customer savings, transaction data, and engagement. Personetics offers solutions for deposit growth, SMB banking, and sustainability. Resources include blogs, podcasts, and webinars.

28/01/2025 - source

BPI and Personetics Partner to Help Bank Customers

BPI and Personetics have partnered to enhance banking services, focusing on smart savings journeys, transaction data enrichment, and advanced money management to boost customer engagement and financial well-being. Personetics now empowers 150 million users monthly with financial insights.

11/12/2024 - source

BMO Partners with Personetics to Help Customers Reach Personal Savings Goals - PR Newswire

BMO collaborates with Personetics to assist customers in achieving their savings goals.

30/10/2024 - source

Personetics Ltd Feeds

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.

18/02/2025 - source

Personetics welcomes new CEO Udi Ziv

Personetics welcomes Udi Ziv as the new CEO, marking a leadership change. The company also highlights its milestone of empowering 150 million monthly users with financial insights and announces an integration with Q2s digital banking platform.

22/01/2025 - source

Beyond PFM: The Rise of Impactful Personal Financial Engagement (PFE)

Personetics is recognized by Celent as a global leader in personal financial engagement for retail banking.

17/09/2024 - source

Personetics Ltd Profile

Company Name

Personetics Ltd

Company Website

//personetics.com

HQ Location

New York, NY 10019, US

Employees

NA

Social

Financials

NA