Personetics Engage – Smart Finance
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
Watch & Learn
Nationwide Moneywatch
Wells Fargo Predictive Banking
RBC Nomi
Features
200+ out-of-the-box and verified smart insights
Balance Forecasting
Predicts upcoming activity, forecasts balance and calculates amount leftover
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
