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 * AI In Banking
   * * * Self Driving Finance
       * How Banks use AI
       * Beyond PFM
       * AI for Small Business Banking
     
     * * Cost-of-Living Crisis: Why Banks Must Act Now Personetics
 * Products
   * * * Enrich
       * Engage
         * Engagement Builder
         * Sustainability Insights
       * Act
         * Act Cloud – Automated, Self-Adjustable Financial Wellness Programs.
         * Assist
     
     * * Cost-of-Living Crisis: Why Banks Must Act Now
 * About Us
   * * * Personetics – The Company
       * Careers
       * Leadership
       * Partners
       * Investors
       * Contact Us
     
     * * Cost-of-Living Crisis: Why Banks Must Act Now Personetics
 * Resources
   * * * Blog
       * Customer Stories
       * eBooks
       * Webinars
       * Videos
       * Reports
     
     * * Cost-of-Living Crisis: Why Banks Must Act Now Personetics
   * * * Events
 * News
   * * * Recent coverage
       * Press release
     
     * * Cost-of-Living Crisis: Why Banks Must Act Now Personetics
 * Request a Demo


 * Homepage
 * AI In Banking
   * Self Driving Finance
   * How Banks Use AI
   * Beyond PFM
   * AI For Business Banking
   
 * Products
   * Enrich
   * Engage
   * Engagement Builder
   * Sustainability Insights
   * Act
   * Act Cloud – Automated, Self-Adjustable Financial Wellness Programs.
   * Assist
   
 * About Us
   * Personetics – The Company
   * Leadership
   * Investors
   * Partners
   * Careers
   * Contact Us
   
 * Resources
   * Blog
   * Customer Stories
   * eBooks
   * Events
   * Webinars
   * Reports
   
 * News
   * Recent Coverage
   * Press Releases
   


Request a Demo
English (En)
 * 
   Italian (It)
 * 
   Portuguese (Br)
 * 
   Spanish (Es)
 * 
   Japan (Jp)

English (En) Italian (It) Portuguese (Br) Spanish (Es) Japan (Jp)


DATA-DRIVEN PERSONALIZED CUSTOMER ENGAGEMENT PLATFORM FOR FINANCIAL SERVICES

 * Request Demo
 * Platform

ENRICH

Enrich transaction data for a superior customer experience and precise
cross-sell targeting.

More info

ENGAGE

Empower customers with personalized insights, recommendations and product-based
advice, driving engagement and sales.

More info

ACT CLOUD

Automated, self-adjustable financial wellness programs in cloud deployment.

More info

ENGAGEMENT BUILDER

Create custom insights in-house with a low-code management tool to quickly
develop and deploy new content across all bank channels.

More info

OPEN BANKING

Connect with a full range of solutions for the opportunities of Open Banking and
Open Finance.

More info

BANKING SMB

Use data-driven personalization solutions to become a better business partner to
your SMB Banking customers.

More info

WEALTH MANAGEMENT

Connect the full view of your wealth management clients’ financial lives,
deliver personalized insights and advice at scale, and serve a wider range of
clients.

Previous Next
 * ENRICH
 * ENGAGE
 * ACT CLOUD
 * Engagement Builder
 * Open banking
 * BANKING SMB
 * WEALTH MANAGEMENT

ENRICH

Enrich transaction data for a superior customer experience and precise
cross-sell targeting.

More info

ENGAGE

Empower customers with personalized insights, recommendations and product-based
advice, driving engagement and sales.

More info

ACT CLOUD

Automated, self-adjustable financial wellness programs in cloud deployment.

More info

ENGAGEMENT BUILDER

Create custom insights in-house with a low-code management tool to quickly
develop and deploy new content across all bank channels.

More info

OPEN BANKING

Connect with a full range of solutions for the opportunities of Open Banking and
Open Finance.

More info

BANKING SMB

Use data-driven personalization solutions to become a better business partner to
your SMB Banking customers.

More info

WEALTH MANAGEMENT

Connect the full view of your wealth management clients’ financial lives,
deliver personalized insights and advice at scale, and serve a wider range of
clients.


TRUSTED BY LEADING BANKS

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 * "At U.S. Bank, we are committed to providing our customers with tools and
   solutions that help them better manage their complex financial lives…‘Pay
   Yourself First’… helps customers build their savings by giving them intuitive
   insights about how best to do that, in a way that is personalized..."
   
   Damian Warren, Senior Vice President of Consumer Digital Channels Experience,
   U.S. Bank
   
   More info
   

 * UOB’s TMRW Quadrupled Its Customer Engagement Rate in One Year: "Our focus at
   UOB TMRW is always to create a delightful banking experience for each
   individual…We wanted to sharpen the information that we provide our diverse
   customer base so that it is always relevant and personalized..."
   
   Mr. Aaron Chiew, Head of Digital and Mobile, Group Retail at UOB
   
   More info
   

 * "We see the increasing potential of digital to help customers move the needle
   on their finances – we expect this to continue as we turn the page on
   COVID-19. Our seamless digital banking experience increasingly focuses on
   translating our strength in advice to a digital context.."
   
   Mathew Mehrotra, Chief Digital Officer at BMO
   
   More info
   

 * "Exceeding customer expectations of KBC Mobile is what excites our
   team...Each time we are able to provide such relevant information, it may
   give a small, but tangible benefit to the customers' life and add to his or
   her personal financial insight. Personetics is helping us achieve that type
   of relevance."
   
   Karin Van Hoecke, General Manager (Digital) Transformation and Data at KBC
   
   More info
   

 * "My Money Manager is the result of a new kind of partnership between
   Santander and Personetics. The Personetics team is an extension of our
   internal teams, generating new use cases and co-creating beyond off-the-shelf
   solutions. Building long-lasting and meaningful relationships with our
   strategic partners is key to accelerate Santander’s digital transformation.
   We’re proud to bring innovation to our customers."
   
   Andy Warren, Head of Customer Journey Design at Santander
   
   More info
   

 * "Our goal at Santander is to help people and businesses prosper. With our
   self-driven finance solutions, we we’re helping our customers to make better
   financial decisions and to contribute to that goal."
   
   Manuel Cantalapiedra, Chief Innovation Officer, Santander Spain
   
   More info
   

 * "We were able to bring the ‘Surprise Savings’ to market very quickly because
   we already had a successful implementation with our partners at Personetics…
   They were innovating on things that helped us accelerate that… it took some
   of the burden off of the heavy lifting that we had to develop on our end."
   
   Anand Talwar, Deposits and Consumer Strategy Executive at Ally
   
   More info
   

 * "Personetics helped MyState Bank transform the way we drive value from our
   data assets... In the past year we have helped our customers save almost
   AU$1.4M collectively, with a typical Auto-Savings transfer amount of $24.69.
   Personetics is helping us do more of what we do best, with data-driven
   insights and a strong customer focus to become an even better bank."
   
   Scott Delaney, Head of Insight & Innovation at MyState Limited
   
   More info
   

 * "Working with Personetics allows us to shorten time-to-market with pre-built
   content and knowledge that can be readily applied across our retail and small
   business segments."
   
   Ömer Tetik, CEO, Banca Transilvania
   
   More info
   

 * "Our digital philosophy is grounded in looking out for customers and
   anticipating their needs," Huntington Bank is proactively increasing
   customers’ Financial Wellness by leveraging Personetics' Self-Driving Finance
   solutions for Heads-Up and Money-Scout digital tools. As a result, Huntington
   National Bank saw mobile use more than double from 2019 to 2020, along with
   an overall increase in mobile users."
   
   Mark Sheehan, chief consumer digital officer at Huntington
   
   More info
   

 * "Our goal was to improve the customer experience and develop the use and
   frequency of contact on the mobile application. Personetics' engagement
   platform opens the way to commercial recommendations to promote upsell. By
   increasing the frequency of advice provided by the Virtual Assistant,
   commercial messages become more impactful, and raised our ranking to the top
   of the app store."
   
   Nicolas Jean, Director of Omnichannel Distribution at AXA Bnaque
   
   More info
   

 * Previous
 * Next

 * Advice & Recommendations taken CTR (Industry AVG 3%)
   17%
   Personetics Engage
 * Personetics Lifts Digital Engagement by
   35%
   UOB Success Story
 * Average New Savings per Customer per Year
   $2400
   RBC Success Story
 * Number of Unique Transfers from Checking to Savings per Day
   72,000
   Personetics Act
 * Hyundai Card Custom Insight Creation Growth
   5x
   Hyundai Card Success Story


SELF-DRIVING FINANCE


GUIDE YOUR CUSTOMERS THROUGH THEIR FINANCIAL JOURNEY WITH PERSONALIZED INSIGHTS,
ADVICE, AND AUTOMATED MONEY MANAGEMENT.


OUR IMPACT ON

DRIVING CONSUMER FINANCIAL WELLBEING

Increase Financial
Awareness
Simplify Everyday
Banking
Reach Financial
Goals

IMPACTING BANK KPI'S

40%
Increase Digital
Engagement
37%
Elevate Customer
Satisfaction
15%
Grow Deposits And
Share Of Wallet


PERSONETICS CLIENTS WON THE FOLLOWING AWARDS

Banco Santander won the Best Digital Bank – Spain’ at Efma & Accenture
#BankAwards21 Global Retail Banking Innovation Awards 2021.

UOB won The Best Digital Bank – SEA’ at the Global Retail Banking Innovation
Awards 2021.

UOB’s TMRW Digital Bank, being awarded as the best digital bank in both
Indonesia and Thailand.

Intesa Sanpaolo won 2nd best mobile banking application by Forrester.

MyState Bank won 2nd as most innovative BANK in Australia.

UOB’s TMRW winning the Finovate 2021 Award for Best Customer Experience
Solution.

U.S. Bank won the best mobile banks by Keynova Group

Huntington National Bank, ranked #1 in customer satisfaction with mobile banking
apps among regional banks by J.D. Power

Discount Bank Takes Home “Best Use of AI” Award for Personetics Powered
Auto-Saving Program at RBI European Awards.

BMO Financial Group, has been recognized with two digital innovation awards by
BAI as part of their 2020 Global Innovation Awards.

BMO Financial Group, won a 2021 Celent Model Bank Award for financial wellness.

U.S. Bank receives 2 Celent Model Bank 2022 awards. AP Optimizer® & Digital
Commercial Onboarding honored for treasury management innovation



 * Banco Santander won the Best Digital Bank – Spain’ at Efma & Accenture
   #BankAwards21 Global Retail Banking Innovation Awards 2021.

 * UOB won The Best Digital Bank – SEA’ at the Global Retail Banking Innovation
   Awards 2021.

 * UOB’s TMRW Digital Bank, being awarded as the best digital bank in both
   Indonesia and Thailand.

 * Intesa Sanpaolo won 2nd best mobile banking application by Forrester.

 * MyState Bank won 2nd as most innovative BANK in Australia.

 * UOB’s TMRW winning the Finovate 2021 Award for Best Customer Experience
   Solution.

 * U.S. Bank won the best mobile banks by Keynova Group

 * Huntington National Bank, ranked #1 in customer satisfaction with mobile
   banking apps among regional banks by J.D. Power

 * Discount Bank Takes Home “Best Use of AI” Award for Personetics Powered
   Auto-Saving Program at RBI European Awards.

 * BMO Financial Group, has been recognized with two digital innovation awards
   by BAI as part of their 2020 Global Innovation Awards.

 * BMO Financial Group, won a 2021 Celent Model Bank Award for financial
   wellness.

 * U.S. Bank receives 2 Celent Model Bank 2022 awards. AP Optimizer® & Digital
   Commercial Onboarding honored for treasury management innovation




IN THE SPOTLIGHT

Personetics is proud to partner with the world’s leading financial institutions
and the world’s most visionary investors.

Show more

FIS Digital One Financial Wellness Suite Products Enable Community Banks to
Deliver Simplified, Personalized Financial Services

Show more

Carbon Footprint Tracking: How it Helps Your Customers. Empowering consumers to
make greener choices and reduce their carbon emissions with transaction-based
carbon insights.

Show more

REQUEST DEMO

Want to explore how your bank can harness the power of AI to engage and serve

We work with banks of all sizes across all geographies and will be happy to see
how we can help.

Request Demo
 * 
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 * ABOUT US
    * Leadership
    * Company
    * Partners
    * Investors
    * Contact Us
    * Careers
    * Privacy Policy

 * NEWS & EVENTS
    * Recent Coverage
    * Press Releases
    * Events

 * Resources
    * Latest Blog Posts
    * Customer Stories
    * Ebooks
    * Webinars
    * Videos
    * Reports

 * CONTACT US
    * New York
    * London
    * Tel Aviv
    * Singapore
   
   

Self-Driving Finance is a trademark of Personetics Technologies Ltd. ©
Personetics Technologies 2022.

 * AI IN BANKING
    * Self Driving Finance
    * Self-Driving Finance in Action
    * Beyond PFM: Proactive Money Management
    * AI Powered and Data Driven Small Business Banking

 * ABOUT US
    * Leadership
    * Company
    * Partners
    * Investors
    * Contact Us
    * Careers
    * Privacy policy

 * PRODUCTS
    * Engage
    * Act
    * Engagement Builder
    * Assist
    * Sustainability Insights

 * RESOURCES
    * Blog
    * Customer Stories
    * eBooks
    * Webinars
    * Videos
    * Reports

 * NEWS & EVENTS
    * Recent Coverage
    * Press Releases
    * Events

 * CONTACT US
    * New York
    * London
    * Tel Aviv
    * Singapore
   
   

Self-Driving Finance is a trademark of Personetics Technologies Ltd. ©
Personetics Technologies 2022.




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