Money Management & PFM for Banks & Financial Institutions. Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform. Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management. Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world. Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform. Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker.
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Personetics provides banks with day-to-day enriched data, insights, financial advice, and automated wellness programs, tailored to retail banking, small business, wealth management, and cardholders. Personetics’ AI-powered technology is focused on proactive engagement: analyzing financial data in real time, understanding individuals’ financial behaviors, anticipating their needs, and acting on their behalf. Financial Institutions using Personetics’ AI software see an increase of up to 35% in digital customer engagement, a 20% increase in account and balance growth, and a 17% increase in the adoption of personalized product recommendations and advice.
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✈ On my way home after an insightful and packed Money20/20 USA for me and Personetics' team. Started with a long Grand Canyon hike and increased the pace for back-to-back 4 days of meetings with partners, clients, prospects and thought leaders. #Money2020USA #Money2020Memories 📸 #ai #customerengagement #personalization #fintech #mobilebanking #digitalbanking
Thank you to everyone for a great Money20/20 Las Vegas! We are doing more demos today. Come by booth 9005 to learn how we can help your business through data-driven personalization.
Dorel Blitz, VP Strategy & Business Development, is about to begin a presentation in the Microsoft partner theater in booth MR3703 here at Money20/20 Las Vegas. Come learn how to boost engagement and business impact using Personetics' AI.
Welcome to day 2 of Money20/20 Las Vegas! Stop by Personetics both 9005 where we will again be running demos every hour throughout the event, see today's schedule below and see how we are benefitting FIs across the world.
Great morning so far at Money20/20 Las Vegas. Come by booth 9005 where the Personetics team is excited to talk to you about how data-driven personalization translates directly to business impact. Udi Ziv Dorel Blitz Jody Bhagat Chris Hall Scott McQuilkin Travis O'Leary Imran Bhatti Sylvia Gonzalez Steve Jensen Maxwell Arbuckle
Money20/20 Las Vegas is about to begin! Personetics will be running demos every hour throughout the event, see today's schedule and join us to learn more about why 18 of the top 40 banks in North America are using Personetics for their data-driven personalization efforts.
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📢I'm excited to present at Money20/20, Microsoft Lounge, how Personetics AI assists Banks and Credit Unions to Boost Customer Engagement and sales conversion. Tuesday, Oct 29, 10:30 AM. 📲 The Future of Digital Banking will be about Financial Data-Driven Customer Engagement. Maximizing the Value of every customer interaction. Banks that fail to get proactive about finding and surfacing important insights will face stronger headwinds against deposit retention and relationship expansion. 📌 Kathleen Woodard, Chad Hamblin, Daragh Morrissey, Lucy Li, Falguni Desai, Jared Lambert, Karen Del Vescovo, Luke Thomas, Paul Miranda, Patricia Sala, Hemanth Sundararaj, Tyler Pichach, Jacqueline O'Flanagan, Tracy Lagasse, Uzair Hussain, Anita Kannan #microsoft #Fintech #AI #PersonalizedBanking #CustomerEngagement #Money2020 #mobilebanking #digitalbanking #personalization #Money2020USA #personalization
📢Personetics' Dorel Blitz will present at Money20/20, Microsoft Lounge, how Personetics AI assists Banks and Credit Unions to Boost Customer Engagement and sales conversion. Tuesday, Oct 29, 10:30 AM. 📲 The Future of Digital Banking will be about Financial Data-Driven Customer Engagement. Maximizing the Value of every customer interaction. Banks that fail to get proactive about finding and surfacing important insights will face stronger headwinds against deposit retention and relationship expansion. 📌 Kathleen Woodard, Chad Hamblin, Daragh Morrissey, Lucy Li, Falguni Desai, Jared Lambert, Karen Del Vescovo, Luke Thomas, Paul Miranda, Patricia Sala, Hemanth Sundararaj, Tyler Pichach, Jacqueline O'Flanagan, Tracy Lagasse, Uzair Hussain, Anita Kannan #microsoft #Fintech #AI #PersonalizedBanking #CustomerEngagement #Money2020 #mobilebanking #digitalbanking #personalization #Money2020USA #personalization
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Getting ready for an awsome Money20/20 conference in Las Vegas with Personetics team. Booth #9005 #money2020memories #ai #customerengagement #digitalbanking #personalization #fintech
Personetics reposted this
Personetics Hits Key Milestone: Empowering over 150 Million Monthly Users with 1.2 Billion Insights for Financial Well-Being “We’re not just growing in numbers; we’re making a real difference in people’s financial lives,” said Udi Ziv, CEO of Personetics. “The key is using technology to transform raw transactional data into actionable insights that truly benefit both consumers and SMBs/SMEs. When banks present information to customers, it should help them understand their entire financial picture and offer clear steps to improve it. This perspective redefines the bank’s role, elevating it from a passive holder of wealth to an active architect of financial success.” https://lnkd.in/eTiXHb_j Sharon Macauley Michal Milgalter Michal Shacham Adi Badash, CISSP, CCSP Yishay Schwerd Andrej Kozuharov Bar Eckstien #fintech #finance #banking #paytech #payments #fintechnews #paymentsnews