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Reports Global Survey - Understanding Consumer Demand in the AI-Banking Era
The company now empowers over 150 million active monthly banking customers
Press Releases

Personetics Hits Key Milestone: Now Empowering 150 Million Monthly Users With Insights for Financial Well-Being

Personetics empowers over 150 million active monthly banking customers with 1.2 billion monthly insights, illustrating data-driven personalization's powerful role in improving financial wellness and decision-making.
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Press Releases

Personetics’ New Features Give Banks More Ways to Monetize Customer Wellness

New Personetics Engage features enable banks to create personalized financial experiences with activity tracking, Instagram-style recaps, and customizable user journeys - all through self-service controls.
Editorial Pick
Global Banking Consumer Survey 2025 Personetic
Press Releases

New Research Shows Surging Consumer Demand for AI-Banking Services, According to Personetics Global Survey
Podcasts

Shaping the Future of Banking With Personalization – the Erste Group & Personetics Journey
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Webinars

[On Demand Webinar] Unlock the Power of AI to Transform Banking Experiences
Norte Digital Podcast Exploring the Future of Banking (002)
Videos

Norte Digital Podcast: Exploring the Future of Banking
Interview with FIS Chief Technology Officer and CEO Firdaus Bhathena and Personetics
Podcasts

Personetics Podcast EP18 With FIS CTO, Firdaus Bhathena

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BOI Engage platform
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Press Releases

NAFCU Services Announces Partnership to Provide Credit Unions with Personetics Data-driven Personalized Member Engagement Platform

NAFCU services announces partnership to provide credit nnions with Personetics data-driven personalized member engagement platform
Blog

Personalization, Sustainability, and Business Impact: 5 Key Takeaways from FinovateEurope 2022

Personetics presented at FinovateEurope 2022 and we gained some key takeaways about the future of digital banking. Learn more...
Webinars

Delivering Personalized Advice at Scale for Wealth Management

Delivering personalization at scale in wealth management combines Digital Plus Human interactions for more effective targeted engagement with clients, empowering your relationship managers to offer the right advice at the right time. Personalization can help wealth management teams serve more clients more efficiently, deepen their client relationships, and grow Assets Under Management (AUM).
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eBooks

How Banks Can Use Behavioral Economics to Improve Customer Financial Wellness and Drive Business Impact

What if you could help your customers at the bank to make better money decisions while driving business impact for your institution?
Webinars

Anticipation, Action: Get Ready For The Future Of Digital Banking Experiences

Today’s digital financial experiences place too much cognitive load on the consumer. Increasingly consumers seek convenience through right-sized, right-timed, and contextual experiences. In the future, they will expect financial services firms to anticipate their needs and act on their behalf
Money Management is the New Priority for Customer Engagement
Blog

Digital Banking Beyond Basics: Why Money Management is the New Priority for Customer Engagement

Banks Money Management is the new strategic category and competitive battleground for digital banking. Take your customer experience beyond PFM.
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Recent Coverage

FIS Digital One Financial Wellness Suite Products Enable Community Banks to Deliver Simplified, Personalized Financial Services
Recent Coverage

Adatree partners with global fintech AI firm Personetics
Webinars

How to Harness Self Driving Finance to Drive Growth

This webinar outlines the latest Forrester research while highlighting insights and examples on how financial services companies can drive growth through self-driving and autonomous finance initiatives.
Blog

Inspiring Takeaways from CUNA GAC: How Credit Unions Can Lead the Future of Finance

Personetics believes that credit unions have big opportunities to embrace digital transformation and lead the future of financial services.  
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Recent Coverage

Why Financial-Data-driven Personalisation is the Future of Wealth Management

Data-driven personalisation creates a virtuous customer flywheel where increased customer engagement and satisfaction leads to deeper relationships and a stronger customer franchise. The opportunity for the wealth management industry is huge – the challenge now is putting this into practice.

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Our Customer Stories

Personetics Provides Hyundai Card Customers An Impactful Personalized Experience

Akbank Partners With Personetics To Boost Customer Engagement And Sustainable Revenue Growth

Bold Strides in Engagement Banking: How Personetics and BMO are Enabling Customer Growth That Drives Business Outcomes

Community Banks Can Be Leaders In Customer Advocacy & Digital Engagement

Reframing Personalized Engagement: Synovus’s Partnership with Personetics

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