Personetics Revolutionizes Financial Well-Being for Over 150 Million Users Globally

Personetics Takes Major Leap in Financial Well-Being

In a groundbreaking development, Personetics, a global leader in AI-driven personalized engagement solutions for financial institutions, has achieved an impressive milestone by reaching over 150 million monthly active users. This achievement highlights the crucial role of data-driven personalization in enhancing financial well-being and decision-making for consumers worldwide. With a staggering 1.2 billion actionable insights delivered each month, the company is redefining how banks interact with their clients.

Personetics serves more than 130 financial institutions across the globe, including 18 of North America's 40 largest banks. This extensive reach is backed by a remarkable customer satisfaction rating of 4.6 out of 5, underlining the immense value that these real-time actionable financial insights offer in delivering personalized financial advice.

Udi Ziv, the CEO of Personetics, commented on the integration of technology in transforming raw transactional data into meaningful insights that genuinely benefit consumers and small businesses alike. He stated, “We are not just growing in numbers; we are making a real difference in people’s financial lives.” The importance of this perspective is magnified in the current economic climate, allowing consumers to save an average of $2,400 each year.

By leveraging advanced AI and analytical models, Personetics democratizes financial advice, making it accessible to millions who might otherwise lack access to such guidance. This approach empowers clients to make smarter financial choices while enabling banks to improve their financial outcomes. “It’s a win-win situation,” Ziv elaborated, as customers enjoy enhanced financial well-being, while banks experience greater engagement, increased adoption of products, and heightened value delivered to their clients.

Ziv emphasized that Personetics transforms banks into proactive financial allies. By analyzing billions of transactions in real-time, the platform enables banks to provide timely, relevant, and actionable advice that customers truly value. This innovation directly supports Personetics’ mission to empower financial institutions in maximizing the value of every customer interaction through data-driven personalization.

Personetics delivers a comprehensive end-to-end platform that equips banks with all the necessary tools to enrich their clients' financial well-being, thus facilitating smarter decision-making. The system includes various components such as Personetics Engage, Enrich, Act, and Engagement Builder. Together, these tools cover the complete financial journey of customers, from advanced personal finance management and goal-based saving to automated financial pathways, data enrichment, and categorization for both retail and small business banking customers.

About Personetics

Personetics stands as the world leader in data-driven financial personalization, enabling financial institutions to forge deeper relationships by improving client well-being and facilitating smarter decision-making. With a presence across 35 global markets and serving over 130 financial institutions, Personetics analyzes real-time financial data to understand customer behavior, anticipate their needs, and provide hyper-personalized experiences. The insights include daily actionable information, tailored recommendations, product-specific financial advice, and automated well-being programs. The company boasts offices in New York, London, Singapore, São Paulo, and Tel Aviv. For more details, visit personetics.com.