Personetics

HQ Address

Ariel Sharon Street 4, 33rd Floor, Givatayim, Israel

Website Address

personetics.com

Connect with Personetics
Business introduction

Financial data-driven personalized customer engagement platform for financial services

Personetics is the leading global provider of data-driven personalization and customer engagement solutions for the Financial Services industry, serving over 65 million bank customers worldwide

Focused on enabling proactive engagement for banks, Personetics’ AI analyzes financial data in real-time to understand customer financial behavior in order to anticipate needs and act on their behalf. With solutions designed for the mass market, affluent, and small business customers, the technology enables banks to offer day-to-day insights, financial advice, and wellness programs. Banks use Personetics’ agile tools to rapidly create their own personalization IP to serve the unique needs of their customers and differentiate themselves in a crowded market. With these advances, banks have transformed their digital banking into the center of the customers’ financial lives while also delivering significant business impact.

Led by a team of seasoned financial and technology entrepreneurs, Personetics strives to actualize a world of “self-driving finance” where banks proactively act on behalf of their customers – a win-win for customers and banks alike. Headquartered in Tel Aviv with offices worldwide. Personetics solutions in use with major banks globally, and has been named a Gartner Cool Vendor and a Top Ten FinTech by KPMG.

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......

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Personetics 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......

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Personetics 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......

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Personetics 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......

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