Personetics
HQ Address
1216 Broadway, New York, NY 10001, United States
Website Address
Business introduction
Boost Engagement and Amplify Business Impact
AI-based Platform Powering Personalized Experiences Across Channels
Our story
At Personetics, we measure ourselves by the value we create both for our partners and for their clients’ financial lives. We enable financial Institutions to forge deeper customer relationships by enhancing clients’ financial wellness and helping them make smarter decisions.
With a reach extending to over 100 financial institutions globally, Personetics is a financial data-driven engagement platform that leverages transactions to achieve measurable business impact. With us, your customers feel known, valued, and expertly advised.
As a result, our AI-based platform delivers significantly higher sales conversions, enhanced customer engagement, and tangible growth. We are the catalysts, driving innovation and results in the world of financial customer engagement.
Personetics Solutions
Personetics Act
Automated Financial Wellness Programs help banking customers strengthen financial resiliency and achieve financial goals: Engage customer over an extended time frame Self-adjusts by leveraging existing and acquired knowledge of the customer Encourage habit-forming ongoing financial wellness behavior Automated Financial Wellness Programs help banking customers strengthen financial resiliency and achieve financial goals Engage customer over an extended......
business needs
view solutionPersonetics Assist
Personetics Assist is the only digital self-service solution built specifically for the financial services industry. The solution is installed today at leading financial institutions, providing personalized service and assistance to tens of millions of customers. Financial institutions that use Assist are rewarded with higher operational efficiency, customer satisfaction, net promoter......
business needs
view solutionPersonetics Engage
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......
business needs
view solutionPersonetics Engagement Builder
The Engagement Builder enables banks to: Create personalization IP – differentiate from competitors Bring innovation in house – design custom insights without custom development Stay relevant – target specific customer segments or fulfill campaigns by connecting to bank data sources Distribute across all banking channels, institution entities and geographies The power of the engagement builder Data......
