Solution introduction

Self-Adjusting, Automated, Financial Wellness Programs

Personetics Self-Adjusting, Automated, Financial Wellness Programs help customers reach long-term financial goals and achieve financial resilience by engaging customers in habit-forming financial wellness behavior over an extended time frame

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 time frame
  • Self-adjusts by leveraging existing & acquired knowledge of the customer
  • Encourage habit-forming ongoing financial wellness behavior

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.