Personetics is the future of financial services. We’re an AI company transforming the industry with our solutions. We help banks, credit unions and digital banks offer hyper-personalized insights and advice to their customers. With data enrichment, machine learning and proactive financial guidance Personetics helps institutions increase customer engagement, retention and satisfaction. Get smarter, automated financial tools for your digital banking.

FEATURES:

• Hyper-Personalized Financial Guidance
• Proactive Money Management
• Data Enrichment & Categorization
• Engagement Builder
• Seamless Integrations

FAQs About Personetics

What is Personetics and how does it work?

Personetics is an AI platform that adds personalized financial insights to digital banking. It analyzes transaction data and customer behavior to provide tailored advice and recommendations for better money management. Financial institutions use Personetics to deliver these insights to their customers, to create a more engaging and proactive banking experience. It also has automation features like savings goals and cash flow forecasting to empower users.

Who is Personetics for?

Personetics is for banks, credit unions, digital-first financial institutions and even financial advisors. It’s perfect for organizations that want to offer personalized financial solutions and increase customer loyalty. Non-profits and educational institutions can use it to teach financial literacy or manage funds. Whether small credit unions or global banks, Personetics has scalable solutions for all.

What sets Personetics apart from others?

Personetics’ Self-Driving Finance approach proactively manages financial tasks for users. It simplifies complex financial data and has automation for savings, budgeting and spending. Unlike others, Personetics delivers actionable insights that improve user financial health, combining AI innovation with deep banking expertise.

How does Personetics integrate with existing systems?

Personetics integrates with major banking platforms and APIs for a smooth onboarding. It’s mobile and web ready for a consistent user experience. Multi-language support for a global audience. Integration is scalable for institutions of all sizes.

What are the pricing plans?

Personetics has customized pricing based on the institution’s size, needs and features. Pricing is not publicly available, contact Personetics to get a quote. Custom enterprise plans available for institutions that require advanced features and higher scalability.