Personetics Unveils New Features to Enhance Customer Engagement in Banking
Introduction
In the ever-evolving landscape of financial services, Personetics is making significant strides. The company recently announced its latest upgrades to the Personetics Engage platform, a move aimed at enhancing how banks can foster and monetize their relationships with customers. This innovative update promises to provide highly personalized customer experiences, democratizing financial advice and promoting proactive financial management.
Key Features of the Update
These new features are designed to empower banks to craft customized digital banking experiences that are responsive to their clients' diverse needs. Notable components of this upgrade include:
1. Activity Tracker: This interactive tool offers a comprehensive view of customers' finances, displaying their income, expenses, and cash flow over the past year. It simplifies financial management by consolidating all account activities in one accessible place.
2. Financial Snapshot: Modeled after social media feeds, this feature provides a quick seven-day overview of spending, showcasing key merchants and spending categories. It not only lists transactions but also highlights expressive spending trends and potential concerns with personalized calls to action that banks can customize.
3. Transaction Categorization Control: This allows banks to influence how transactions are categorized and segmented to refine accuracy. Banks can modify categories, rename them, and even create unique classifications tailored to their evolving business needs, enriching the user's overall transaction visualization.
4. Custom User Journey: This feature enhances customer engagement by allowing banks to create dynamic and tailored customer interaction flows based on actual preferences. Banks can now provide personalized financial guidance and product suggestions through customizable questionnaires and insights that evolve in real-time.
The Vision Behind Personetics
Ron Agam, the Product Director at Personetics, emphasizes the necessity for financial institutions to upgrade beyond traditional solutions. He states, "In today's environment, banks need solutions that transcend basic personalization. These innovative capabilities drive our goal to equip banks with a platform capable of adapting to the changing financial landscape of their clients, enabling smarter financial decisions and motivating actions."
Impact on Digital Banking
These innovations signify Personetics' commitment to shaping the future of digital banking, where institutions don't merely fulfill customer needs but actively enhance their financial wellness. By integrating AI into their services, Personetics fundamentally changes how banks interact with their clients, making everyday banking experiences data-driven and personalized. This transformation is poised to deepen client engagement, encourage meaningful actions, and ultimately improve financial well-being among customers.
About Personetics
As a global leader in banking innovation, Personetics has redefined how banks build and monetize customer relationships by enabling them to adapt dynamically to changing consumer needs with contextually relevant insights. Its AI-powered SaaS platform enhances customer engagement and satisfaction, leading to increased digital adoption and improved sales conversions. Currently, Personetics serves around 150 million customers across 35 global markets and partners with numerous top financial institutions. Offices span across major cities, including New York, London, Singapore, São Paulo, and Tel Aviv.
For more details, visit Personetics.
Media Contact
For inquiries, reach out to Ellery Smith at [email protected]
Conclusion
In conclusion, with the innovative features introduced by Personetics, banks can enhance their relationship with customers, empower better financial decisions, and ultimately contribute to a thriving customer-centric financial ecosystem.
In the ever-evolving landscape of financial services, Personetics is making significant strides. The company recently announced its latest upgrades to the Personetics Engage platform, a move aimed at enhancing how banks can foster and monetize their relationships with customers. This innovative update promises to provide highly personalized customer experiences, democratizing financial advice and promoting proactive financial management.
Key Features of the Update
These new features are designed to empower banks to craft customized digital banking experiences that are responsive to their clients' diverse needs. Notable components of this upgrade include:
1. Activity Tracker: This interactive tool offers a comprehensive view of customers' finances, displaying their income, expenses, and cash flow over the past year. It simplifies financial management by consolidating all account activities in one accessible place.
2. Financial Snapshot: Modeled after social media feeds, this feature provides a quick seven-day overview of spending, showcasing key merchants and spending categories. It not only lists transactions but also highlights expressive spending trends and potential concerns with personalized calls to action that banks can customize.
3. Transaction Categorization Control: This allows banks to influence how transactions are categorized and segmented to refine accuracy. Banks can modify categories, rename them, and even create unique classifications tailored to their evolving business needs, enriching the user's overall transaction visualization.
4. Custom User Journey: This feature enhances customer engagement by allowing banks to create dynamic and tailored customer interaction flows based on actual preferences. Banks can now provide personalized financial guidance and product suggestions through customizable questionnaires and insights that evolve in real-time.
The Vision Behind Personetics
Ron Agam, the Product Director at Personetics, emphasizes the necessity for financial institutions to upgrade beyond traditional solutions. He states, "In today's environment, banks need solutions that transcend basic personalization. These innovative capabilities drive our goal to equip banks with a platform capable of adapting to the changing financial landscape of their clients, enabling smarter financial decisions and motivating actions."
Impact on Digital Banking
These innovations signify Personetics' commitment to shaping the future of digital banking, where institutions don't merely fulfill customer needs but actively enhance their financial wellness. By integrating AI into their services, Personetics fundamentally changes how banks interact with their clients, making everyday banking experiences data-driven and personalized. This transformation is poised to deepen client engagement, encourage meaningful actions, and ultimately improve financial well-being among customers.
About Personetics
As a global leader in banking innovation, Personetics has redefined how banks build and monetize customer relationships by enabling them to adapt dynamically to changing consumer needs with contextually relevant insights. Its AI-powered SaaS platform enhances customer engagement and satisfaction, leading to increased digital adoption and improved sales conversions. Currently, Personetics serves around 150 million customers across 35 global markets and partners with numerous top financial institutions. Offices span across major cities, including New York, London, Singapore, São Paulo, and Tel Aviv.
For more details, visit Personetics.
Media Contact
For inquiries, reach out to Ellery Smith at [email protected]
Conclusion
In conclusion, with the innovative features introduced by Personetics, banks can enhance their relationship with customers, empower better financial decisions, and ultimately contribute to a thriving customer-centric financial ecosystem.
Topics Financial Services & Investing）
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