Personetics
Self-Driving Finance
Personetics Self-Driving Finance provides a novel way to simplify the process of financial decision-making – using AI to guide consumers and businesses safely and effortlessly towards their financial management goals.
About Personetics
This platform provides the ability for financial institutions to deploy predictive insights, advice and algorithmic-based fund management capabilities through an unlimited number of end user channels. This solution framework also includes the tools needed to deploy, maintain and enhance the solutions for end users.
Increase Financial Awareness
Simplify Everyday Banking
Increase Digital Engagement
Impacting Bank KPI's
1
%
Increase digital engagement
1
%
Elevate customer satisfaction
1
%
Grow deposits and share of wallet
Main Features
Self-driving finance
Guide your customers through their financial journey with personalized insights, advice, and automated money management.
A new way to serve and engage business customers
Personetics Self-Driving Finance™ delivers a new level of engagement and insight, transforming your bank into the
financial partner of choice for your business customers.
Increase
Business customer engagement with contextually-relevant insights
Offer
Products and services that anticipate and meet the needs of each business such as real-time line of credit or loan
Jumpstart
Customer adoption from day one – no data entry or setup needed
Seamlessly
Adapt to user preferences while retaining the ultimate control
Accelerate
Time-to-market with pre-packaged financial services knowledge
The Engagement Builder
enables banks to:
- Create Personalization IP – differentiate from competitors.
- Bring innovation in house – design custom insights without custom development.
- Stay relevant – target specific customer segments or fulfill campaigns by connecting to bank data sources.
- Distribute across all banking channels, institution entities and geographies.
