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Personetics Engage – Smart Finance

Overview 

AI Based Proactive & Personalized Engagement Platform. Predictive Insights & Advice on Day to Day Banking.

Personetics is an AI based proactive & personalized digital engagement platform which enable financial institutions to engage retail, wealth & SME customers with personalized insights, timely advice, contextual services & self-driving finance.

Personetics empowering the bank as the go-to financial partner for the customer. Dramatically increases customers’ engagement & products’ adoption.

Personetics provides, among others, Proactive Personal Insights & Guidance, Self-driving Money Management and SME Cashflow Optimization & Guidance.

Personetics is working with over 40 top tier banks & digital banks in North America, Europe & Asia

App Screens

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Watch & Learn

Nationwide Moneywatch 

Personetics & Nationwide Implementation

Watch & Learn

Wells Fargo Predictive Banking

Personetics & Wells Fargo implementation

Watch & Learn

RBC Nomi

Personetics & RBC implementation

Features

200+ Out-Of-The-Box and Verified Smart Insights

Features

Balance Forecasting

Predicts upcoming activity, forecasts balance and calculates amount leftover

Features

Automated Money Management Programs

Automated Savings, Debt Reductions and Investing Programs

Benefits
Dramatically Increases Customers’ Engagement & Products’ Adoption

  • 2x savings rates for customers that opt-in for automated savings
  • 20-30% higher mobile/digital customer engagement
  • 30%+ improvement in NPS and 45% loyalty lift
  • Customers consistently rate our insights 4+ on a scale of 1-5
  • Increase Sales & Balance Growth in 10%-20%
  • Time to Market: Consumer facing pilot in 3-4 months
App Resources
RBC Nomi & Personetics
Read More
Winning the Deposit War by Empowering Bank Customers with Self-Driving Savings
Read More
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