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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.
personetics new feature
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
Personetics Guide

Shaping the Future of Banking With Personalization – the Erste Group & Personetics Journey
Microsoft_FSI_Partner_Webinar
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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Valor on Personetics
Recent Coverage

With an Eye on Open Finance, Personetics Arrives in Brazil
Blog

Why Personalized Advice at Scale is the Next Evolution of 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).
Blog

How Football Strategies Can Help Your Team Become a "Super Bank"

American football fans are excited for the Super Bowl. What if your institution could adopt the strategies of football? Personetics can help.
Open banking Personetics
Videos

Personetics Helps Financial Institutions Capitalize on the Capabilities of Open Banking

Personetics helps financial institutions capitalize on the capabilities of Open Banking
Enrich transaction data Personetics
Videos

Enrich Transaction Data Helps Financial Institutions Reduce Operational Costs

See how Personetics helps financial institutions with an AI banking solution to clean, categorize, and enrich transaction data. Designed for financial institutions and Fintechs to fuel innovation while reducing operational costs.
Small Medium Banking Personetics
Videos

Small Medium Banking in the Digital Age

Small business owners and managers have high expectations from financial services providers in the digital age.
Wealth Management Personetics
Videos

Wealth Management for Financial Institutions

Personetics financial data-driven engagement platform drives results for Wealth Management.
Personetics Mission
Videos

Personetics VP Strategy & Business Development on Mission of Self-Driving Finance

Personetics VP Strategy & Business Development on Mission of Self-Driving Finance
Blog

How Regional Banks Can Overcome the Digital Arms Race With Data-Driven Personalization

Regional banks face intensifying competition from big national banks, challenger banks, and technology firms to meet banking needs. Read a broad overview of data-driven personalization and why it matters for regional and community banks.
Engagement Builder Personetics
Videos

Engagement Builder is Revolutionizing the Banking Customer Experience

With Personetics Engagement Builder, your financial institution can create customized insights.
Engage Solutions Personetics
Videos

Engage Solutions Help You Empower Customers & Support Their Financial Well-Being

Personetics Engage solution offers financial data-driven personalized advice and real-time insights to banking customers. Personetics Engage financial technology can help you empower your customers and support their financial well-being with personalized engagement.
Act Cloud Personetics
Videos

How Act Cloud for Financial Institutions Help Clients Save Money, Manage Debt or Build Wealth

Personetics Act Cloud helps financial institutions. Create automated self-adjustable financial wellness programs. Act on behalf of your customers to help them automatically save money, manage debt, or build wealth

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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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