Personetics Unveils AI-Powered Features to Enhance Bank-Customer Relationships

Personetics Introduces AI-Powered Banking Features

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

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Key Enhancements

The latest release includes several innovative features designed to enhance bank-customer relationships:

1. Activity Tracker: Provides customers with a comprehensive 12-month overview of their spending, income, and cash flow across multiple accounts 1

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2. Financial Recap: Offers an Instagram-style summary of weekly spending, highlighting top merchants, categories, and providing a seven-day financial forecast 1

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3. 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 1

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4. 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 1

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AI-Driven Personalization

Personetics' approach leverages AI to transform everyday banking into a data-driven, personalized experience. The platform allows financial institutions to:

• Dynamically respond to customers' evolving financial needs
• Create and modify insights independently through an intuitive management console
• Foster deeper engagement and drive meaningful action
• Enhance customers' financial well-being 1

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Industry Impact

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" 1

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Personetics' Market Position

As a global leader in AI-powered banking solutions, Personetics:

• Supports 150 million customers across 35 global markets
• Serves leading financial institutions worldwide
• Has offices in New York, London, Singapore, São Paulo, and Tel Aviv 1

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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.