Proud to share our latest case study with Bank of Montreal (BMO)! Through our partnership, BMO has achieved the following: ??100,000+ savings goal targets set. ??Surpassed customer adoption goals. ??4.7/5 average customer rating (Based on average rating of savings goal tracking insight). Discover how personalized financial data-driven insights and automated savings tools can transform customer engagement and drive business growth. Download the Full Case Study >> https://lnkd.in/dVsxVQ5m #FinancialServices #CustomerEngagement #PersonalizedBanking #BankingNews #BankingIndustry #Personetics #Deposits #PFM #MoneyManagement #SavingMoney
关于我们
Money Management & PFM for Banks & Financial Institutions. Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform. Harnessing the power of AI, Personetics’ Self-Driving Finance? solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management. Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world. Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance? platform. Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker.
- 网站
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https://personetics.com
Personetics的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2011
- 领域
- Financial Services、Personalized customer experience、Financial Customer Journey、AI、Artificial Intelligence、Banking、Self-Driving Finance、Automated Money Management、FinTech、BankingTech、Financial Wellness、Automated Finance、Banking Technology、PFM、open banking、deposits、Money management、banking industry和Hyper Personalization
产品
![点击此处查看Personetics Engage, Personetics Enrich, Personetics Act, PFM and Money Management for banks]()
Personetics Engage, Personetics Enrich, Personetics Act, PFM and Money Management for banks
数字采用平台
Personetics provides banks with day-to-day enriched data, insights, financial advice, and automated wellness programs, tailored to retail banking, small business, wealth management, and cardholders. Personetics’ AI-powered technology is focused on proactive engagement: analyzing financial data in real time, understanding individuals’ financial behaviors, anticipating their needs, and acting on their behalf. Financial Institutions using Personetics’ AI software see an increase of up to 35% in digital customer engagement, a 20% increase in account and balance growth, and a 17% increase in the adoption of personalized product recommendations and advice.
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Personetics员工
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We’re excited to announce that Personetics is sponsoring the Financial Times Global Banking Summit in London on December 3–4. Meet our leadership team to explore how Personetics’ AI-driven solutions help over 130 financial institutions worldwide strengthen customer relationships and promote financial wellness. Discover how we deliver personalized insights, actionable advice, and proactive financial management to drive impactful results. Stop by Booth #8 to discover how your institution can lead in customer engagement, overcome business challenges, and successfully navigate the evolving banking landscape. ?
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Personetics转发了
In the latest Celent Retail Banking 25' Trends report, ?????????????????????? ???? ???????????????? ???????????????????? has been identified a key trend. Specifically when it's been addressed as a personalized experience across the evolving banking ecosystem. 70% of interviewed bank executives addressed Customer Engagement as a top investment priority.?That's what we do at Personetics, assisting banks to boost customer engagement and amplify business impact by applying AI to transactional data. www.personetics.com #trends #research #ai #customerengagement #digitalbanking #mobilebanking #personalization #report
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Personetics转发了
?? ????????'?? ?????? ??????????????????: ????% ???? ??.??. ???????????? ?????????????????? ????????????????, ?????? ????% ???? ??????????????????, ???????????? ???????? “?? ???????????? ???? ???????? ???? ???????????????????? ?????? ?????????????????? ???????? ?????????????? ?? ???????????? ??????.” ?? According to Forrester Peter Wannemacher's latest report, advanced PFM with personalized, proactive alerts and notifications is ?????? ???? ??????????' ?????? ?? ????????-???????? ???????????????????????? ???? ?????????? ????????????????????, ????????????????????, ?????? ???????????? ???????????????? ????????????????. ?? Banks can anticipate customer needs and offer personalized guidance by leveraging AI, transforming apps from informational and transactional tools into trusted advisors. ?? Forrester acknowledges U.S. Bank's mobile app, powered by the Personetics engagement platform, as the best in North America, citing its efforts to remove barriers for customers. For more info: https://lnkd.in/d-emua32 The Financial Brand, Steve Cocheo, #ai #personalization #customerengagement #pfm #moneymanagement #mobilebanking #digitalbanking
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Australia’s journey into Open Banking has been challenging, with banks investing over $1.5 billion. Yet, adoption has been slower than expected. To see real returns, it’s time for banks to get creative, put the customer first, and show how Open Banking can truly simplify and empower their customers' financial lives.?? Read our latest blog “How to turn Open Banking Into Your Competitive Advantage” to discover:? ?? How Personal Financial Engagement (PFE) can create a customer-focused strategy for financial wellness?? ?? The unique synergy between Open Banking and PFE in enhancing engagement? ??How a combined Open Banking-PFE approach can be monetised for a competitive edge? Read here >> https://lnkd.in/d2Eyuqnj #OpenBanking #BankingIndustry #AustralianBanking #AusrailianBanks #PFE #OpenBankingInAustralia #Personetics
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Personetics转发了
?? El futuro de la banca digital y la personalización en el ???engagement ? ?Qué tan importante es la personalización para el futuro de la banca digital? ? ?Cuáles son las aplicaciones más innovadoras de IA que están transformando la experiencia financiera en tiempo real? ? ?Qué tendencias están moldeando el panorama del engagement personalizado en la banca? Desde Frecuencia Money junto con Personetics organizamos un desayuno exclusivo para directivos de los principales bancos de México????, donde discutimos estas tendencias y desafíos. Fue una conversación enriquecedora y profunda ??, liderada por un panel de expertos: Miguel Felipe Valero Ca?as Norma Soto Ankit Sharma Tomás Gimeno Alberdi Dror Gross Francisco Pinilla ?Pronto compartiremos las conclusiones más relevantes en Frecuencia Money! Gracias a nuestro partner Personetics por hacerlo posible, a los expertos por compartir su???conocimiento, y a los directivos de hashtag #bancos de México por acompa?arnos. #Banca #Personalización #FrecuenciaMoney #Personetics #IA #FintechNews #Engagement #innovación #Banking #México
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Personetics转发了
?? Congrats to Avidia Bank on launching Money Insights, powered by Personetics' AI-based personalized insights, advice and budgeting tools. ?? An Automated personal financial tool that brings customers real-time automated insights and account tracking features. Through our partnership with Q2, we're assisting banks' customers in?gaining financial control and confidence. ?? Understand and categorize spending ?? Identify savings opportunities, spending increases, and budget shortfalls ?? See upcoming payments or deductions and deposits ?? Monitor cash flow each month ??Create a personalized budget ??Identify duplicate transactions to help spot potential fraud #partnership #ai #personalization #customerengagement #mobilebanking #moneymanagement Janel Maysonet, MS, CFMP #q2
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We’ve had an amazing time connecting with nature at our recent #wildlife event, and now we want YOU to join our team! At Personetics, we're passionate about creating a positive impact—whether it's through our work with world-leading banks and financial institutions, supporting over 150M banking customers worldwide, or providing incredible #career opportunities. We currently have open positions worldwide, and we're looking for passionate, smart individuals to help us shape the future! ??https://lnkd.in/e9y3Ef7 Take the next step in your career and make a difference with us!???
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Proud to share our latest case study with Bank of Montreal (BMO)! Through our partnership, BMO has achieved the following:? ??100,000+ savings goal targets set? ??Surpassed customer adoption goals? ??4.7/5 average customer rating (Based on average rating of savings goal tracking insight)? Discover how personalized financial data-driven insights and automated savings tools can transform customer engagement and drive business growth. Read the Full Case Study >> https://lnkd.in/dVsxVQ5m ? #FinancialServices #CustomerEngagement #PersonalizedBanking?#BankingNews #BankingIndustry #Personetics
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Personetics will be at the Barlow Business Banking Conference in Charlotte, NC on November 12th talking about AI, personalization, and small business banking. Visit our table to learn about:? - Insights and guidance for day-to-day money management & cashflow optimization? - Empowering small business financial management with actionable insights and cashflow predictions? - How engagement transforms user-specific data streams into real-time, predictive, and actionable insights and advice personalized for each user.? ? Date: November 12? The Union at Station West? 919 Berryhill Road? Charlotte, NC 28208? ? Want to explore how your bank can harness the power of AI to engage and serve customers? We look forward to discussing this and more with you at the event, or you can message us directly here: https://lnkd.in/dBgCq4PG #Fintech #AI #PersonalizedBanking #CustomerEngagement #mobilebanking #digitalbanking #personalization
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