Curated by THEOUTPOST
On Fri, 7 Feb, 12:11 AM UTC
2 Sources
[1]
Personetics' New Features Give Banks More Ways to Monetize Customer Wellness
Enter your email to get Benzinga's ultimate morning update: The PreMarket Activity Newsletter Personetics' latest product release empowers financial institutions to develop highly personalized customer experiences that democratize financial advice, inspire action, and drive business value NEW YORK, Feb. 6, 2025 /PRNewswire/ -- Personetics, the company transforming how banks build and monetize customer relationships, announced a series of new features for its AI-powered flagship product, Personetics Engage. These enhancements enable financial institutions to create personalized digital experiences that empower customers to become smarter about their money and more motivated to take action. They also reflect Personetics' deep understanding of how banks can better serve their customers by dynamically responding to their evolving financial needs. The release introduces capabilities that expand banks' ability to create, control, and customize digital banking experiences that redefine how banks interact with their customers. Key features include: Activity Tracker that offers customers an interactive overview of their spending, income, and cash flow for up to 12 months. This enhanced visibility helps customers easily track and manage their financial activity across accounts from a single place. Financial Recap helps customers stay on top of their finances at a glance with an Instagram-like summary of their spending over the past seven days. It features top merchants and categories and provides a seven-day outlook of their forecasted balance and projected activities. Rather than just listing transactions, this feature contextualizes information by emphasizing important spending trends and potential areas of concern, including personalized calls to action that banks can customize.Bank and User Categorization Control enables banks to influence transaction categorization mapping for improved accuracy. Banks can review, recategorize, rename, and even create their own unique categories to align with their evolving business and local needs. In addition, end-customer recategorization and editing options provide an additional feedback loop that ensures a more personalized and accurate display of their transactions, recurring activities, and forecasted balance.Custom User Journeys introduce a new level of interactive engagement between banks and their customers. Banks can now create targeted, dynamic flows that gather customer preferences and adapt in real time. These flows deliver personalized financial guidance and product recommendations based on direct customer input, with customizable and interactive insights, questionnaires, and teasers. The Personetics approach enables financial institutions to independently create and modify insights through an intuitive management console -- a feature that competitive solutions often lack without substantial vendor involvement. "Financial institutions today need solutions that go beyond basic personalization and static insights," said Ron Agam, Chief Product Officer at Personetics. "These new capabilities advance our mission of providing banks with a platform that dynamically responds to their customers' changing financial needs, making them smarter about their money and motivated to act." These latest innovations reinforce Personetics' commitment to shaping the future of digital banking -- one where financial institutions don't just serve customers but actively empower them. Using AI, Personetics transforms how banks build and monetize customer relationships, turning everyday banking into a more personalized, data-driven experience. By doing so, banks foster deeper engagement, drive meaningful action, and ultimately enhance their customers' financial well-being. About Personetics Personetics is the global leader in transforming how banks build and monetize customer relationships by enabling them to dynamically respond to consumers' evolving financial needs with contextual and highly relevant insights, making them smarter about their money and eager to act. The AI-powered SaaS platform allows financial institutions to boost customer engagement and satisfaction, resulting in increased digital adoption and sales conversions. Personetics supports 150 million customers across 35 global markets and serves leading financial institutions. The company has offices in New York, London, Singapore, São Paulo, and Tel Aviv. For more information, visit https://personetics.com. Media contact: Ellery Smith personetics@fullyvested.com Photo - https://mma.prnewswire.com/media/2614536/Personetics.jpg Logo - https://mma.prnewswire.com/media/2537034/Personetics_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/personetics-new-features-give-banks-more-ways-to-monetize-customer-wellness-302370208.html SOURCE Personetics Market News and Data brought to you by Benzinga APIs
[2]
Personetics rolls out new AI tools for closer bank/client engagement
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. These enhancements enable financial institutions to create personalized digital experiences that empower customers to become smarter about their money and more motivated to take action. They also reflect Personetics' deep understanding of how banks can better serve their customers by dynamically responding to their evolving financial needs. The release introduces capabilities that expand banks' ability to create, control, and customize digital banking experiences that redefine how banks interact with their customers. Key features include: * Activity Tracker that offers customers an interactive overview of their spending, income, and cash flow for up to 12 months. This enhanced visibility helps customers easily track and manage their financial activity across accounts from a single place. * Financial Recap helps customers stay on top of their finances at a glance with an Instagram-like summary of their spending over the past seven days. It features top merchants and categories and provides a seven-day outlook of their forecasted balance and projected activities. Rather than just listing transactions, this feature contextualizes information by emphasizing important spending trends and potential areas of concern, including personalized calls to action that banks can customize. * Bank and User Categorization Control enables banks to influence transaction categorization mapping for improved accuracy. Banks can review, recategorize, rename, and even create their own unique categories to align with their evolving business and local needs. In addition, end-customer recategorization and editing options provide an additional feedback loop that ensures a more personalized and accurate display of their transactions, recurring activities, and forecasted balance. * Custom User Journeys introduce a new level of interactive engagement between banks and their customers. Banks can now create targeted, dynamic flows that gather customer preferences and adapt in real time. These flows deliver personalized financial guidance and product recommendations based on direct customer input, with customizable and interactive insights, questionnaires, and teasers. The Personetics approach enables financial institutions to independently create and modify insights through an intuitive management console -- a feature that competitive solutions often lack without substantial vendor involvement. "Financial institutions today need solutions that go beyond basic personalization and static insights," said Ron Agam, Chief Product Officer at Personetics. "These new capabilities advance our mission of providing banks with a platform that dynamically responds to their customers' changing financial needs, making them smarter about their money and motivated to act." These latest innovations reinforce Personetics' commitment to shaping the future of digital banking -- one where financial institutions don't just serve customers but actively empower them. Using AI, Personetics transforms how banks build and monetize customer relationships, turning everyday banking into a more personalized, data-driven experience. By doing so, banks foster deeper engagement, drive meaningful action, and ultimately enhance their customers' financial well-being.
Share
Share
Copy Link
Personetics introduces new AI-driven features for its Engage product, enabling banks to create personalized digital experiences that empower customers financially and drive business value.
Personetics, a leader in AI-driven banking solutions, has announced a significant update to its flagship product, Personetics Engage. The new features aim to revolutionize how banks interact with their customers, offering personalized digital experiences that promote financial wellness and drive business value 1.
The latest release includes several innovative features designed to enhance bank-customer relationships:
Activity Tracker: Provides customers with a comprehensive 12-month overview of their spending, income, and cash flow across multiple accounts 12.
Financial Recap: Offers an Instagram-style summary of weekly spending, highlighting top merchants, categories, and providing a seven-day financial forecast 12.
Bank and User Categorization Control: Allows banks to customize transaction categorization, improving accuracy and relevance. Customers can also recategorize transactions, ensuring a more personalized experience 12.
Custom User Journeys: Enables banks to create dynamic, interactive flows that gather customer preferences and adapt in real-time, delivering tailored financial guidance and product recommendations 12.
Personetics' approach leverages AI to transform everyday banking into a data-driven, personalized experience. The platform allows financial institutions to:
Ron Agam, Chief Product Officer at Personetics, emphasized the importance of these advancements: "Financial institutions today need solutions that go beyond basic personalization and static insights. These new capabilities advance our mission of providing banks with a platform that dynamically responds to their customers' changing financial needs, making them smarter about their money and motivated to act" 12.
As a global leader in AI-powered banking solutions, Personetics:
The company's commitment to shaping the future of digital banking is evident in these latest innovations, which aim to empower financial institutions to not just serve customers, but actively enhance their financial literacy and decision-making capabilities.
Reference
[2]
AI is transforming the financial services landscape, offering personalized solutions for investment, banking, and customer support. This article explores how AI-driven platforms are democratizing financial advice and reshaping the industry.
2 Sources
2 Sources
A new report by CleverTap highlights the struggles of banking executives with data silos and AI-driven personalization, while offering insights on how AI can transform customer engagement in the banking sector.
4 Sources
4 Sources
Banks are increasingly adopting generative AI, but strategies for implementation and expected outcomes vary globally. While some focus on productivity gains, others prioritize cost reduction, highlighting the complex landscape of AI integration in finance.
5 Sources
5 Sources
Bud, a fintech company, has launched agentic AI banking capabilities, marking a significant advancement in personalized financial services. This technology promises to revolutionize how customers interact with their finances, offering proactive and tailored financial management.
2 Sources
2 Sources
Fintilect, a new transatlantic fintech alliance, has officially launched. The initiative aims to bridge the gap between European and North American fintech ecosystems, promoting collaboration and innovation in the financial technology sector.
2 Sources
2 Sources
The Outpost is a comprehensive collection of curated artificial intelligence software tools that cater to the needs of small business owners, bloggers, artists, musicians, entrepreneurs, marketers, writers, and researchers.
© 2025 TheOutpost.AI All rights reserved