💥 Avidia Bank has partnered with Q2 and Personetics to modernize its digital banking experience and strengthen customer engagement. 🚀 We are privileged to work with such esteemed leaders in this initiative. Special thanks to Janel Maysonet, MS, CFMP, Senior Vice President and Chief Marketing Officer at Avidia Bank, Katharine Briggs, Chief Product Officer at Q2, and Jody Bhagat, President of the Americas at Personetics. Learn more about this exciting collaboration: https://lnkd.in/d-c3kVxE #DigitalBanking #CustomerEngagement #Innovation #Personetics #Q2 #AvidiaBank #mobilebanking #personalization
About us
Money Management & PFM for Banks & Financial Institutions. Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform. Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management. Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world. Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform. Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker.
- Website
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https://personetics.com
External link for Personetics
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2011
- Specialties
- Financial Services, Personalized customer experience, Financial Customer Journey, AI, Artificial Intelligence, Banking, Self-Driving Finance, Automated Money Management, FinTech, BankingTech, Financial Wellness, Automated Finance, Banking Technology, PFM, open banking, deposits, Money management, banking industry, and Hyper Personalization
Products
Personetics Engage, Personetics Enrich, Personetics Act, Personetics Engage for Small Business
Digital Adoption Platforms
Personetics provides day-to-day enriched data, insights, financial advice, and automated wellness programs, tailored to retail banking, small business, wealth management, and cardholders. Personetics’ AI-powered technology is focused on proactive engagement: analyzing financial data in real-time, understanding individuals’ financial behaviors, anticipating their needs, and acting on their behalf. Financial Institutions using Personetics’ AI software see an increase of up to 35% in digital customer engagement, a 20% increase in account and balance growth, and a 17% increase in the adoption of personalized product recommendations and advice.
Locations
Employees at Personetics
Updates
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🚀 How does Synovus Bank Improve the Financial Lives of its Customers? 🚀 Under Liz Wolverton's leadership and strategic partnership with Personetics, Synovus has significantly enhanced user experience, provided unified advice across channels and achieved a substantial business impact. 📈 Achieved 19% sales conversion rate for Zelle account actionable insight 🔍 60+ insights powered by Personetics, with over 20% engagement rate 📊 Impressive increase in deposits and growth in relationship accounts 🌟 4.3/5 stars customer feedback rating on personalized insights 😀 10-point increase in customer satisfaction for actionable financial guidance Link to the case study: https://lnkd.in/eDuSCew3 #Synovus #Personetics #CustomerSuccess #BankingInnovation #FinancialServices #mobilebanking #personalization #customerengagement #financialwellness #moneymanagement #ai #digitalbanking #fintech
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📢 Boston Consulting Group (BCG)'s latest research highlights PFM as a Core Digital Capability for Banks to Boost CIR by up to 12%. 👉 To learn about the evolution of PFM into a PFE (Personal Financial Engagement) and how Personetics is globally leading it, please download this Celent report: https://lnkd.in/eR7Fzrgb #pfm #moneymanagement #ai #customerengagement #mobilebanking #digitalbanking #personalization #financialwellness
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🚀 Personetics is #hiring a Content Marketing Manager to lead our content strategy while playing a key role in developing, implementing, and executing integrated communication programs. 🎉 ✨ You will be responsible for the company's brand positioning, messaging, and overall editorial strategy. 💫 Personetics is looking for passionate individuals who want to make an impact and help over 100 Banks deliver AI-powered, hyper-personalized engagement to over 135 million customers worldwide. 💥 https://lnkd.in/ds6zZdrb #hiring #recruitment #cv #jobalert #jobopportunity #marketing #contentmanagement #contentmarketing #jobalerts #jobhiring #contentstrategy #communication
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🚀 Meet Dan Dougherty, a key player in the Enterprise Sales team at Personetics, based in Natick, Massachusetts. Dan shares his passion for his role: "My goal is to empower bankers by helping them understand the 'vital signs' of each customer. By providing timely, actionable insights, we enable meaningful engagements that not only drive business impact but also amplify customer satisfaction—a true win-win for banks and their customers. That’s what excites me about our work at Personetics." 🌐 At Personetics, our financial data-driven engagement platform is enhancing customer interactions, leading to higher sales conversions and substantial growth for the world’s leading banks and financial institutions. 🔍 Interested in cutting-edge technology and working with leading financial institutions? Explore these exciting career opportunities at Personetics and join us in transforming personalized banking experiences across all channels. >>> Solution Architect – New York >>> Project Manager –New York >>> Front End Developer – Brazil >>> NOC Engineer – The Philippines >>> Finance Business Partner– Tel Aviv >>> Backend Developer – Tel Aviv >>> Sales Executive – Europe >>> Content Marketing Manager – New York Check our careers page >> https://lnkd.in/d9esc-7e #fintechcareers #salescareers #PersonBehindPersonetics #digitalbanking #bankingcareers #personalization #ai #artificialintelligenceai #digitalbanking #hiring #hiringalert #recruiting
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🚀 Personetics Recognized by Celent as a Global Leader in Personal Financial Engagement (PFE) for Retail Banking. Download the new report. https://hubs.ly/Q02B-Z6v0 “Personetics has been a leader in proactive customer engagement and enrichment of the digital banking experience for over a decade,” states the Celent report. Its offering is tightly focused on ROI for banks, supporting a number of retention, deposit growth,and cross-sell/service opportunities.” The report cites several of Personetics’ larger bank clients that “have achieved impressive customer engagement with this platform” which ultimately “should return measurable value to the organization.” #report #digitalbanking #mobilebanking #customerengagement #pfm #moneymanagement #ai
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Watch this video #testimonial to see how Erste Group upholds its commitment to placing financial well-being at the core of its strategy by partnering with Personetics. As one of the major financial institutions in Eastern and Central Europe, Erste Group serves over 16 million customers across seven countries. In a video testimonial, Catarina Adegas Ferreira, Product Owner at George Labs, Erste Group's Digital Banking Platform, shares impressive achievements with Personetics: 🔄 Over 4 million hyper-personalized insights generated monthly ⭐ An exceptional customer satisfaction - average insight rating of 4.5 / 5 🚀 A remarkable over 20% customer engagement rate 🗺️ A substantial 28%-50% navigation rate, with over 40 Insights and advice offerings To explore how your organization can attain comparable outcomes, contact us today. https://lnkd.in/dBgCq4PG #ErsteGroup #FinancialWellBeing #CustomerEngagement #Personetics #personalisation #moneymanagement #ai #artificialintelligenceai #financialwellness #mobilebanking #digitalbanking
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🚀 Exciting News! We're thrilled to share a joint success story with Synovus Bank, a leader in the Southeast U.S. 🚀 Under Liz Wolverton's leadership and strategic partnership with Personetics, Synovus has significantly enhanced user experience, provided unified advice across channels and achieved a substantial business impact. 📈 Achieved 19% sales conversion rate for Zelle account actionable insight 🔍 60+ insights powered by Personetics, with over 20% engagement rate 📊 Impressive increase in deposits and growth in relationship accounts 🌟 4.3/5 stars customer feedback rating on personalized insights 😀 10-point increase in customer satisfaction for actionable financial guidance Link to the case study: https://lnkd.in/eJF7GM8N #Synovus #Personetics #CustomerSuccess #BankingInnovation #FinancialServices #mobilebanking #personalization #customerengagement #financialwellness #moneymanagement #ai #digitalbanking #fintech
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Great article on the success of BMO's Saving Amplifier Program, powered by Personetics. "The Saving Amplifier rollout was met with high account opening rates, even outperforming BMO’s business case forecasts to date, and ultimately helping the bank close a crucial gap in digital money management. For BMO, the initiative has been a resounding success both from a customer satisfaction and engagement perspective, while also outperforming business expectations." The Digital Banker , Daniel Caplan , Peter Poon and Mathew Mehrotra https://lnkd.in/dTSJ4ZrY #savings #partnership #mobilebanking #personalization #ai #customerengagement
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💥 Avidia Bank has partnered with Q2 and Personetics to modernize its digital banking experience and strengthen customer engagement. 🚀 We are privileged to work with such esteemed leaders in this initiative. Special thanks to Janel Maysonet, MS, CFMP, Senior Vice President and Chief Marketing Officer at Avidia Bank, Katharine Briggs, Chief Product Officer at Q2, and Jody Bhagat, President of the Americas at Personetics. Learn more about this exciting collaboration: https://lnkd.in/d-c3kVxE #DigitalBanking #CustomerEngagement #Innovation #Personetics #Q2 #AvidiaBank #mobilebanking #personalization