Customer expectations from their banking providers in the digital age go beyond just access to data and ease of use. Customers want their bank to proactively offer insight and advice that can help them achieve their financial goals. Personetics Engage is a new breed of banking solution, one that truly puts customer needs first. It provides timely and useful insights that keep customers informed and help them stay on top of their financial affairs. Using real-time predictive analytics to empower customers, banks can reestablish themselves as trusted partners to the consumer.

How banks use predictive analytics to empower customers

• Educate customers about savings and long-term financial wellness
• Suggest specific steps to increase savings, reduce debt, and improve financials outcomes
• Initiate automated actions to help the customer stick with the plan and meet financial objectives
• Provide ongoing feedback and realign actions with goals