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
Watch & Learn
Wells Fargo Predictive Banking
200+ out-of-the-box and verified smart insights
Predicts upcoming activity, forecasts balance and calculates amount leftover
Automated Money Management Programs
Automated Savings, Debt Reductions and Investing Programs
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