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 * Products
   * * * Act
       * Enrich
       * Engage
       * Engagement Builder
       * Assist
     
     * * Proactive Deposit Strategies:
         The BMO and Personetics Journey to Empowering Customers’ Financial
         Success
 * Solutions
   * * * Deposit Growth
       * Midsize Banks and Credit Unions
       * Q2 Partnership
       * SMB / SME Banking
       * Beyond PFM
       * ESG & Sustainability
     
     * * Proactive Deposit Strategies:
         The BMO and Personetics Journey to Empowering Customers’ Financial
         Success
 * About Us
   * * * Personetics – The Company
       * Careers
       * Leadership
       * Partners
       * Investors
       * Self Driving Finance
       * Contact Us
     
     * * Proactive Deposit Strategies:
         The BMO and Personetics Journey to Empowering Customers’ Financial
         Success
 * Resources
   * * * Blog
       * Customer Stories
       * eBooks
       * Webinars
       * Videos
       * Reports
       * Events
       * Press Releases
       * Recent Coverage
       * Personetics Guide
     
     * * Proactive Deposit Strategies:
         The BMO and Personetics Journey to Empowering Customers’ Financial
         Success
 * Blog
   * * 
     
     * * Personetics Announces Integration With Q2’s Digital Banking Platform

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Request a demo

 * Homepage
 * Products
   * Act
   * Enrich
   * Engage
   * Engagement Builder
   * Assist
   
 * About Us
   * Personetics – The Company
   * Leadership
   * Investors
   * Self Driving Finance
   * Partners
   * Careers
   * Contact Us
   
 * Solutions
   * Deposit Growth
   * Midsize Banks and Credit Unions
   * Q2 Partnership
   * SMB / SME Banking
   * Beyond PFM
   * ESG & Sustainability
   
 * Resources
   * Blog
   * Customer Stories
   * eBooks
   * Events
   * Webinars
   * Reports
   
 * News
   * Recent Coverage
   * Press Releases
   

FOLLOW US

English (En)
 * 
   Italian (It)
 * 
   Portuguese (Br)
 * 
   Spanish (Es)
 * 
   Japan (Jp)
 * 
   France (Fr)
 * 
   German (De)

English (En) Italian (It) Portuguese (Br) Spanish (Es) Japan (Jp) France (Fr)
German (De)


BOOST ENGAGEMENT AND
DRIVE BUSINESS IMPACT WITH FINANCIAL DATA-DRIVEN PERSONALIZATION

Request a demo

Proactive Deposit Strategies:
The BMO and Personetics Journey to Empowering Customers’ Financial Success
Read more


TRUSTED BY OVER 130 FINANCIAL INSTITUTIONS WORLDWIDE





AI-BASED PLATFORM POWERING PERSONALIZED EXPERIENCES ACROSS CHANNELS

 * IMPROVE CUSTOMERS’ FINANCIAL WELLBEING
   
   Advanced PFM and money management solutions

 * INCREASE CUSTOMER ENGAGEMENT AND SALES
   
   Hyper-personalized, actionable insights and advice

 * GROW AND RETAIN DEPOSITS
   
   Goal-based savings and automated journeys

 * MAKE SENSE OF TRANSACTION DATA
   
   Data cleansing, enrichment, and categorization

 * SUPPORT SMALL BUSINESSES TO FORECAST CASH FLOW
   
   Comprehensive suite for small businesses & bankers

Learn more
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AI-BASED PLATFORM POWERING PERSONALIZED EXPERIENCES ACROSS CHANNELS

IMPROVE CUSTOMERS’ FINANCIAL WELLBEING


ADVANCED PFM AND MONEY MANAGEMENT SOLUTIONS

Learn more

INCREASE CUSTOMER ENGAGEMENT AND SALES


HYPER-PERSONALIZED, ACTIONABLE INSIGHTS AND ADVICE

Learn more

GROW AND RETAIN DEPOSITS


GOAL-BASED SAVINGS AND AUTOMATED JOURNEYS

Learn more

MAKE SENSE OF TRANSACTION DATA


DATA CLEANSING, ENRICHMENT, AND CATEGORIZATION

Learn more

SUPPORT SMALL BUSINESSES TO FORECAST CASH FLOW


COMPREHENSIVE SUITE FOR SMALL BUSINESSES & BANKERS

Learn more

"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..."

Read more
Damian Warren
Senior Vice President of Consumer Digital Channels Experience
U.S. Bank


"Personetics is an ideal partner in providing our customers with the tools and
direction they need to become more involved and active in shaping their own
financial future."

Read more
Fitzgerald Chee
Head of Consumer Platforms at BPI
BPI


"The first step to achieving one’s financial goals always starts with savings.
We are delighted to partner with Personetics to introduce the new Auto-Save
feature on our TMRW mobile banking app to provide our customers with a simple,
smart, and automated way to save more for their future."

Read more
Kevin Lam
Former Head of UOB TMRW & Group Digital Banking
UOB


"My Money Manager is the result of a new partnership between Santander and
Personetics, generating new use cases and co-creating off-the-shelf solutions.
Building long-lasting and meaningful relationships with our strategic partners
is key to accelerating Santander’s digital transformation."

Read more
Andy Warren
Head of Customer Journey Design & Digital Transformation
Santander U.K


"We were able to bring the ‘Surprise Savings’ to market very quickly because we
already had a successful implementation with our partners at Personetics. It
took some of the burden off of the heavy lifting that we had to develop on our
end."

Read more
Anand Talwar
Head of Deposits & President of Ally Invest Group
Ally Invest Group


“We believe that data-led insights and personalized financial solutions are the
key to unlocking true financial wellness. Our partnership with Personetics marks
a significant milestone in our long-term vision of enhancing our customers’
lives by making banking hyper-personal to each and every customer.”

Read more
Pranav Seth
Chief Digital Officer
Techcombank


"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."

Read more
Karin Van Hoecke
General Manager (Digital) Transformation and Data
KBC Bank


"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."

Read more
Mark Sheehan
EVP, Director of Deposit Product, Digital & Strategy
Huntington


"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.

Read more
Scott Delaney
Head of Data
MyState Limited


"Customers demand financial guidance, especially now, with the cost of living
rising, and Ma French Bank is ideally positioned to help customers navigate
challenging times with communications that create “stickiness” in mobile apps
and digital channels."

Read more
Karim Drif
Founder and Deputy Managing Director
Ma French Bank


"In the first quarter of launch, over 20 thousand new deposit accounts were
opened, and 30 thousand customers have set up savings goals…This is a fantastic
outcome we’ve seen for a new product and experience".

Read more
Peter Poon
VP Digital Product Management
BMO


Thanks to Personetics, we have been able to expand our services to include 42
hyper-personalized, AI-based insights that cover expenses, budget management,
and cash flow. Ultimately, we are generating 450 million insights annually with
an impressive approval rating of 86%.

Read more
Burcu Kucukunal
SVP, Digital Design and Innovation
AKBANK


"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."

Read more
Manuel Cantalapiedra
Head of Digital Europe
Banco Santander


“Personalizing financial management remains a priority for process
simplification, becoming a differentiator for financial organizations,” Greg
said. “Effective use of analytics is the biggest gap that financial institutions
need to bridge.”

Read more
Greg Cornell
EVP of Member Experience
California Coast Credit Union


"UOB’s TMRW Quadrupled Its Customer Engagement Rate in One Year: "Our focus at
UOB TMRW is to always 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..."

Read more
Mr. Aaron Chiew
Former - Head of Digital and Mobile, Group Retail
UOB


“It’s exciting to show people how these data-driven insights can make a real
difference in their financial wellness, helping them see their own spending more
clearly, set smart budgets, and identify opportunities to save,”

Read more
Chris Barlow
Vice President Digital Channels
Union Saving Bank


"Providing real-time, personalized insights within our online and mobile banking
platforms will allow us to help our customers work toward their goals more
confidently, one financial decision at a time."

Read more
Alastair Ironside
Chief Marketing Officer
Rockland Trust


"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."

Read more
Ömer Tetik
CEO
Banca Transilvania


“Our ongoing partnership with Personetics has been extremely positive and
continues with deepening innovation towards our customer-centric goals.
Together, we have laid the groundwork for continued digital innovation at
Discount Bank to better serve our customers in a very dynamic banking market.

Read more
Arik Frishman
Former EVP, Head of the Digital & Data Division
Discount Bank

Previous Next


SCALE WITH CONFIDENCE

 * 35 %
   
   Digital engagement
    

 * 17% CTR
   
   Advice & product
   recommendations

 * + 15%
   
   Avg. deposit balances
   (engaged vs. unengaged)

 * + 8%
   
   Avg. number of accounts
   (engaged vs. unengaged)

 * + 18%
   
   Avg. monthly income
   (engaged vs. unengaged)

 * $2400
   
   Avg. annual savings
   (registered users)

 * + 7pts NPS
   
   Improved CX
    

IN THE SPOTLIGHT


 * 
 * 

 * Ascending the Second Curve with Tom Brown

 * 
 * 

 * Spotlight On North America - Banks & Credit Unions Need to Promote Customers'
   Financial Well Being

 * 
 * 

 * Santander Elevates Their Banking with Self-Driving Finance

 * 
 * 

 * Why Banks Must Be Proactive in the Cost of Living Crisis

 * 
 * 

 * UOB and Personetics Launch AI-driven Automated Savings Feature on Its TMRW
   Mobile Banking App - The First of Its Kind in Southeast Asia

 * 
 * 

 * Proactive Deposit Strategies:
   The BMO and Personetics Journey to Empowering Customers’ Financial Success

 * 
 * 

 * Akbank Partners with Personetics to Boost Customer Engagement and Sustainable
   Revenue Growth


 * 
 * 

 * Amplifying Savings and Boosting Deposits:
   The BMO and Personetics Journey

 * 
 * 

 * Personetics Provides Hyundai Card Customers an Impactful Personalised
   Experience

 * 
 * 

 * Spotlight On Europe - Banks Need to Nurture Customers' Financial Well Being

 * 
 * 

 * Techcombank and Personetics Partner to Help Vietnamese Customers Improve
   their Financial Well-Being

 * 
 * 

 * Personalized Insights to Enable KBC's Client Dreams

 * 
 * 

 * How Community Banks Like Union Savings Bank Can Be Leaders In Customer
   Advocacy & Digital Engagement

 * 
 * 

 * Ken Meyer, Truist Chief Information & Experience Officer: Fostering
   Innovation Through a Merger


READY TO TAKE YOUR FINANCIAL INSTITUTION TO THE NEXT LEVEL?

Explore how Personetics can help you leverage financial-data intelligence to
optimize
customer experiences and deliver business impact.

Request a Demo

PRODUCTS

 * Act
 * Enrich
 * Engage
 * Engagement Builder
 * Assist

SOLUTIONS

 * Deposit Growth
 * Midsize Banks and Credit Unions
 * Q2 Partnership
 * SMB / SME Banking
 * Beyond PFM
 * ESG & Sustainability

ABOUT US

 * Advanced PFM & Money Management
 * AI Based Data Enrichment & Categorization
 * AI Analytical models
 * Codeless creation and management console
 * UX/UI widgets
 * BI Reporting & performance
 * Deployment options
 * Data integration & management

 *  * Personetics – The Company
    * Careers
    * Leadership
    * Partners
    * Investors
    * Self Driving Finance
    * Contact Us
    * Privacy policy
    * Anti-Slavery Statement

RESOURCES

 *  * Blog
    * Customer Stories
    * eBooks
    * Webinars
    * Videos
    * Reports
    * Events
    * Press Releases
    * Recent Coverage
    * Personetics Guide

NEWS & EVENTS

 * Recent Coverage
 * Press Releases
 * Events

CONTACT US

 *  * New York
    * London
    * Tel Aviv
    * Singapore

FOLLOW US



©2024 Personetics Ltd. Self-Driving Finance is a trademark of Personetics
Technologies Ltd.

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Ascending the Second Curve with Tom Brown

Spotlight On North America - Banks & Credit Unions Need to Promote Customers'
Financial Well Being

Santander Elevates Their Banking with Self-Driving Finance

Why Banks Must Be Proactive in the Cost of Living Crisis

UOB and Personetics Launch AI-driven Automated Savings Feature on Its TMRW
Mobile Banking App - The First of Its Kind in Southeast Asia

Proactive Deposit Strategies:
The BMO and Personetics Journey to Empowering Customers’ Financial Success

Akbank Partners with Personetics to Boost Customer Engagement and Sustainable
Revenue Growth

Amplifying Savings and Boosting Deposits:
The BMO and Personetics Journey

Personetics Provides Hyundai Card Customers an Impactful Personalised Experience

Spotlight On Europe - Banks Need to Nurture Customers' Financial Well Being

Techcombank and Personetics Partner to Help Vietnamese Customers Improve their
Financial Well-Being

Personalized Insights to Enable KBC's Client Dreams

How Community Banks Like Union Savings Bank Can Be Leaders In Customer Advocacy
& Digital Engagement

Ken Meyer, Truist Chief Information & Experience Officer: Fostering Innovation
Through a Merger



Akbank Partners with Personetics to Boost Customer Engagement and Sustainable
Revenue Growth

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