Personetics

Overview

Personetics provides an AI-powered platform specifically designed for financial institutions. It analyzes customer financial data to generate hyper-personalized insights, recommendations, and automated programs aimed at improving customers' financial well-being and engagement.

The platform leverages advanced machine learning and natural language processing to understand individual customer behavior, predict needs, and proactively offer relevant guidance. This helps banks and credit unions deepen customer relationships, increase digital engagement, and drive specific business outcomes like increased deposits, reduced debt, or optimized spending. Personetics positions itself as a key partner for institutions looking to move beyond basic digital banking to offer truly proactive and data-driven financial guidance at scale.

Key Features

• AI-Powered Personalized Financial Insights
• Automated Financial Wellness Programs
• Proactive Customer Guidance and Recommendations
• Analysis of Transactional Data and Spending Patterns
• Categorization and Enrichment of Financial Data
• Configurable Insight Library and Content Management
• Segmentation and Targeting Capabilities
• Integration with Core Banking Systems and Digital Channels
• Behavioral Analytics and Prediction

Supported Platforms

• Web Browser
• API Access
• Integration into existing Mobile/Web Banking Applications

Integrations

• Various Core Banking Systems
• Digital Banking Platforms
• Data Warehouses and Lakes
• Relevant Third-Party APIs (Details often proprietary or integration-specific)