PersonaFin

PersonaFin

Financial Services

London, England 10,884 followers

The leaders in personalized financial experiences.

About us

Personalization is everywhere. Data-driven brands like Facebook and Amazon prove that consumers are ready to welcome tailored experiences able to meet their ever-growing expectations. It’s time for financial services to join the other industries and drive growth by creating valuable connections between data and end-users. PersonaFin unlocks hyper-personalization for the financial services sector by unifying content, behavior and financial market data to help you deliver highly relevant experiences to your customers in real time. Designed to work around your existing infrastructure and data platforms, PersonaFin’s technology provides you with a simplified and quick to deploy low-code solution that will accelerate integration with most major SaaS platforms and all major content providers. By empowering consumers to access a fully tailored experience, PersonaFin brings you closer to the next generations of investors and traders meeting their manifest and latent needs. With a background in trading and investing, PersonaFin’s team understands the complexity and the volumes of data needed to activate hyper-personalization, and opens a new path of opportunities, unreachable with any traditional Martech offering.

Website
http://personafin.ai
Industry
Financial Services
Company size
2-10 employees
Headquarters
London, England
Type
Privately Held
Founded
2018
Specialties
Artificial Intelligence, Cloud Technology, Alpha Data, Personalization, Customer Experience, Data, FinTech, and Financial Services

Locations

Employees at PersonaFin

Updates

  • View organization page for PersonaFin, graphic

    10,884 followers

    🚀 We’re excited to announce our partnership with MT Newswires! By combining MT Newswires' industry-leading newsfeeds with PersonaFin’s cutting-edge AI technology, we’re transforming the delivery of financial news. Together, we’re offering hyper-personalized news experiences that are tailored to individual preferences, helping traders, investors, and financial professionals stay more informed than ever before. This is just the beginning of how we’re pushing the boundaries of financial news delivery through the power of AI! 💡📊 Stay tuned for more updates as we continue to innovate and bring new advancements to the global financial community. #Partnership #FinancialNews #AI #Innovation #MTNewswires #PersonaFin

    View organization page for MT Newswires, graphic

    5,398 followers

    We are thrilled to announce that MT Newswires has partnered with PersonaFin to bring a whole new level of innovation to global news delivery! Combining our industry-leading newsfeeds with PersonaFin's cutting-edge AI technology offers hyper-personalized news experiences that are tailored to individual preferences, interests, needs and more. 🌎📰 This collaboration will enhance how investors engage with news, making it more relevant, timely, and impactful keeping the global investment community more informed than ever. Stay tuned for more updates as we continue to push the boundaries of what’s possible in the world of financial news with AI technology! 💡📈 #Partnership #Innovation #FinancialNews #AI #MTNewswires #Personafin

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  • View organization page for PersonaFin, graphic

    10,884 followers

    Personalization can boost your company’s revenue by up to 40%, according to 𝐌𝐜𝐊𝐢𝐧𝐬𝐞𝐲. Yet, many financial platforms are missing this golden opportunity by not providing personalized trending news and stories to their audience. 𝘞𝘪𝘵𝘩𝘰𝘶𝘵 𝘗𝘦𝘳𝘴𝘰𝘯𝘢𝘭𝘪𝘻𝘦𝘥 𝘛𝘳𝘦𝘯𝘥𝘪𝘯𝘨 𝘚𝘵𝘰𝘳𝘪𝘦𝘴: 👎 𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐎𝐯𝐞𝐫𝐥𝐨𝐚𝐝 ↳ Users struggle to sift through vast amounts of irrelevant information, making it difficult to find what truly matters. 👎 𝐌𝐢𝐬𝐬𝐞𝐝 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 ↳ Important financial trends and opportunities might go unnoticed, leading to potential losses or missed investments. 👎 𝐈𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐝 𝐒𝐭𝐫𝐞𝐬𝐬 ↳ Constantly searching for relevant updates adds to stress and decision fatigue, reducing overall productivity. 𝘞𝘪𝘵𝘩 𝘗𝘦𝘳𝘴𝘰𝘯𝘢𝘭𝘪𝘻𝘦𝘥 𝘛𝘳𝘦𝘯𝘥𝘪𝘯𝘨 𝘚𝘵𝘰𝘳𝘪𝘦𝘴: 👍 𝐓𝐚𝐫𝐠𝐞𝐭𝐞𝐝 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 ↳ Users receive only the most relevant information, making it easier to stay informed and make timely decisions. 👍 𝐄𝐧𝐡𝐚𝐧𝐜𝐞𝐝 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 ↳ Timely access to pertinent trends allows users to capitalize on opportunities and make informed decisions. 👍 𝐑𝐞𝐝𝐮𝐜𝐞𝐝 𝐒𝐭𝐫𝐞𝐬𝐬 ↳ A streamlined flow of information reduces the burden of constant searching, promoting a more focused and relaxed approach to financial decisions. This means less time spent searching and more time making informed choices. Improve your users’ financial literacy so they are not paralyzed by information overload. Book a demo with PersonaFin today and learn how our AI-powered solutions can improve your platform's experience ➡️ https://lnkd.in/g2YNrAP4

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  • View organization page for PersonaFin, graphic

    10,884 followers

    Generic email blasts fall flat and don’t provide users with what they are looking for. 🛑 Let’s say one of your customers is a business owner who is looking for the best exchange rates for an international transaction.💲 With traditional email blasts, users: ❌ Are bombarded with irrelevant financial emails ❌ Are sifting through countless articles to find valuable information. ❌ Might not find relevant information buried under a mountain of content. You can break free from the one-size-fits-all approach and make the most of your emails using hyper-personalization. PersonaFin’s hyper-personalized emails make sure you hit the mark. By leveraging user data, PersonaFin delivers tailored emails that resonate with individual needs. This business owner would receive: ✅ Currency market analysis ✅ Relevant news impacting exchange rates ✅ Real-time exchange rate updates, ensuring they get the best deals Key benefits: 👉 Relevant emails will increase your open rates. 👉 Targeted emails drive more action and revenue. 👉 Relevant content saves time and reduces frustration. 👉 Personalized email content fosters stronger relationships. PersonaFin's hyper-personalized emails deliver tailored financial experiences that keep users engaged, on and off your platform. Ready to breathe new life into your email marketing initiatives? 📩 Book a demo with PersonaFin and learn how we can help you deliver exceptional email experiences ➡️ https://lnkd.in/g2YNrAP4 

  • View organization page for PersonaFin, graphic

    10,884 followers

    Are you tired of putting out generic financial content that fails to resonate with your users? 🫣 We get it! It is something many business owners struggle with! You can’t rely on a one-size-fits-all approach to financial content, as it leaves users feeling confused and disengaged. Besides, who has the time to wade through generic articles that don't offer actionable insights to make informed decisions. ⏰ You need to understand what your users are actually interested in to provide them with personalized, relevant content. Let's understand this with an example. Imagine a user who uses your financial platform. They: ➡️ Just graduated from college and/or have significant student loan debt 💵 ➡️ Frequently read articles on saving, budgeting tips, and financial planning. ➡️ Shows minimal interest in stocks or crypto. PersonaFin's AI-powered solutions can understand this behavior to curate hyper-personalized content that resonates and engages. In this case, it: ✅ Highlights blog posts on effective budgeting techniques 🎓 ✅ Recommends articles or blog posts on different loan repayment options. ✅ Features success stories. ✅ Features highly relevant educational content. This is how PersonaFin: 🔶 Delivers content that users are interested in reading. 🔶 Drives users towards actionable insights and call to action. 🔶 Creates a loyal and engaged user base. This is just one example! PersonaFin can personalize content for a wide range of user profiles, from entrepreneurs to young adults just starting their professional careers. Want to use customer behavior to guide your content strategy? Book a demo to learn how PersonaFin provides hyper-personalized content and boosts user engagement ➡️ https://lnkd.in/g2YNrAP4 

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  • View organization page for PersonaFin, graphic

    10,884 followers

    Is the content on your financial platform leaving users confused and unsatisfied❓ Generic headlines and irrelevant news bombard users, who may spend hours sifting through generic headlines. Let’s say a customer receives a generic story. If they are looking for information on hedge funds, they will likely not find valuable insights that could save them hours of research. The result? ❌ Precious time wasted  ❌ Users lose sight of valuable opportunities ❌ Frustration and disengagement What if you could deliver a newsfeed that appeals to your users and is laser-focused on what matters most to them? 😎 With PersonaFin's AI-powered hyper-personalization, you can do just that. Intrigued? Through Trending Stories, this data-driven solution empowers your platform in three ways: ✅ AI curates the most popular stories based on user behavior across your platform. ✅ Each user sees a customized view of trending stories aligned with their interests and preferences. ✅ AI shows popular content and undiscovered stories that pique user curiosity and broaden perspectives. ⏩ Hyper-personalization is the difference between generic news and a powerful user experience. Make your financial platform a go-to destination for engaged, informed users. Learn how PersonaFin can personalize your platform's content with Trending Stories and improve the user experience ⏩ https://lnkd.in/g2YNrAP4 

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  • View organization page for PersonaFin, graphic

    10,884 followers

    🚫 A generic cookie-cutter newsfeed of your financial platform is pushing your users to your competitors. How, you ask? A generic newsfeed won't: ❌ Engage users with personalized content ❌ Keep users satisfied with relevant updates ❌ Reduce churn by catering to individual preferences That’s where PersonaFin can save the day. Here's how👇: ✅ Satisfied users are less likely to churn, as content is valuable & relevant ✅ Uses AI to deliver relevant, personalized content that keeps users engaged ✅ Empower your users with timely insights so they can make informed decisions Ready to abandon the generic newsfeed that offers little to no value? Book a demo to learn how PersonaFin personalizes YOUR newsfeed so your users don’t get left behind ➡️ https://lnkd.in/g2YNrAP4

  • View organization page for PersonaFin, graphic

    10,884 followers

    What if your financial platform could: 👉 Personalize content tailored to individual preferences 👉 Anticipate user needs effortlessly 👉 Identify potential churn before it happens AI analyzes user data and behavior, such as spending habits, buying behaviors, and preferences, to make this a reality. This fosters a sense of connection and keeps users engaged by providing them with timely, relevant information. AI can analyze user interactions in real-time ⏰, helping you deliver personalized experiences and proactive support to your users. It can streamline your platform and make you a trusted partner in your customers's journeys. Intrigued? Learn more about how PersonaFin's AI-powered solutions can help you create personalized experiences ➡️ https://lnkd.in/g2YNrAP4

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  • View organization page for PersonaFin, graphic

    10,884 followers

    There are over 4 billion active email users globally, yet most emails are ignored. Why? Because they lack personalization. When customers feel an email isn't meant for them, they tend to overlook it. Here are 5 reasons why personalized emails are crucial for financial platforms: ✅ Engage Your Users Like Never Before When emails speak directly to your users' interests and behaviors, they can't help but pay attention. Personalized content grabs their interest and encourages them to interact more with your platform. This means higher open rates, click-through rates, and overall engagement. ✅ Keep Your Customers Coming Back Keeping your customers happy is no small feat. Personalized emails deliver relevant content that keeps them satisfied and engaged, which reduces churn and fosters long-term loyalty. When customers feel valued and understood, they’re more likely to stick around and use your services. ✅ Stay Top-of-Mind with Real-Time Updates Your users are busy. Personalized emails keep them informed with timely, relevant market insights, even when they’re not logged in. This ensures they always have the information they need at their fingertips, helping them make informed decisions quickly. ✅ Build Trust with Every Email Trust is critical, especially in the financial sector. Personalized emails show your users that you understand their needs and are proactively providing them with valuable information. This builds trust and strengthens your relationship with them, making them more likely to rely on your services. ✅ Boost Your Conversion Rates Relevant, personalized content can significantly impact your conversion rates. Whether it’s prompting users to explore new features, upgrade their services, or engage with new products, personalized emails guide them towards actions that benefit both them and your platform. It’s a win-win! Want to enhance your email strategy with hyper-personalization? Book a demo with PersonaFin ➡️ https://lnkd.in/g2YNrAP4

  • View organization page for PersonaFin, graphic

    10,884 followers

    Are high customer churn and low product adoption keeping you up at night? It's a tough spot to be in! 😟 So, what’s the fix? User engagement! Already working on user engagement? Well, we are talking about being proactive and prioritizing user engagement. Why? Financial service companies that develop and foster deeper connections with their customers tend to benefit from: ✅ Increased product utilization ✅ Higher retention ✅ And ultimately, a flourishing business 📈 But to do that, you have to move beyond the basics. Sure, there is a place for loyalty programs and email blasts in your marketing strategy. 🔸 However, to stand out and succeed in the long term, you must have a proactive, personalized approach that keeps customers at the forefront. AI can help keep your users more engaged with predictive personalization and real-time responsiveness. Want to see how you can deliver hyper-personalized financial experiences to your customers and boost your business? Book a demo with PersonaFin ➡️ https://lnkd.in/g2YNrAP4

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  • View organization page for PersonaFin, graphic

    10,884 followers

    Are your customers flocking to your competitors, citing better or more “personalized” service? Maybe your competitor offers users tailored payment options based on their financial goals and spending habits, like recommending credit cards with better reward programs. This personalized approach fosters loyalty and keeps users engaged. So, what are you missing here, and how can you keep up? In today's customer-centric world, where hyper-personalization reigns supreme, a one-size-fits-all approach just won't fly. Personalization can’t be overlooked, given how much your customers crave tailored experiences. Hyper-personalization takes things up a notch by shifting from reactive to proactive. Thanks to advanced analytics and AI, the future looks intelligent and engaging! Here are some emerging trends that will shape how your customers interact with their finances: 1️⃣ AI-Driven Investment Recommendations AI can proactively suggest investment opportunities based on your customer’s real-time financial situation and news events. Advanced analytics and the latest data will guide your customers toward their financial goals, whether saving for a cozy retirement or buying a dream home. 2️⃣ The Rise of Emotionally Intelligent Financial Advisors Ever heard the term emotionally intelligent advisor? Well, AI can now read between the lines, so to speak. AI can not only handle numbers and complex calculations but also understands your customer’s financial psychology, including risk tolerance. Companies are training AI-powered chatbots and virtual assistants to understand a person’s financial psychology. Soon, they will be able to recognize and respond to the emotional triggers and biases that can influence financial decision-making. 3️⃣ Gamification: Making Financial Planning Fun and Engaging Gamification is all the rage these days, and incorporating it into your business can help your customers. Saving money and reaching financial goals is easier said than done. Often, it can feel like a chore because who wants to become a prisoner to their budget spreadsheet? Can you give up that shiny new gadget you've been eyeing... not necessarily! Gamified experiences will become more common and make financial planning engaging and rewarding for your customers. There are so many ways hyper-personalization can benefit you. Stop losing customers to your competitors. Boost user engagement, reduce churn, drive loyalty, and personalize your platform with AI-powered solutions. Discover how PersonaFin can help ➡️ https://lnkd.in/g2YNrAP4

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