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Revamping Customer Engagement: Personetics’ Latest Innovations

In the evolving landscape of digital banking, Personetics is at the forefront of transforming the way financial institutions interact with their customers. Recently, the company announced a series of cutting-edge features for its flagship AI product, Personetics Engage. These enhancements are designed to empower banks to create highly personalized experiences that promote customer financial wellness and engagement.

The latest functionalities introduced by Personetics provide banks with the tools they need to foster deeper relationships with customers by enhancing their ability to offer tailored financial advice and insights. One of the standout features is the Activity Tracker, which presents an interactive view of customers' expenses, income, and cash flow over the past year. This tool enables users to track their financial activities across multiple accounts, all from a single dashboard, thereby simplifying financial management.

Another exciting addition is the Financial Recap, which condenses users' spending over the last week into an Instagram-like format. This summary highlights significant merchants and categories, while also projecting future account balances and activities. By contextualizing financial transactions and illuminating spending trends and potential issues, the Financial Recap fosters better financial awareness among customers.

Additionally, banks can now utilize the Bank and User Categorization Administration feature to refine transaction categorization. This function allows financial institutions to review and modify transaction categories, ensuring accuracy and relevancy geared towards evolving business needs. Furthermore, customers benefit from the opportunity to provide feedback through the categorization process, ultimately leading to a more personalized transaction overview.

The introduction of Individual User Journeys marks a significant shift in customer interaction. Banks can now craft targeted, dynamic workflows that adapt in real-time to customer preferences. These workflows facilitate personalized financial counseling and product recommendations based on direct customer input, enriched by interactive insights and surveys.

Ron Agam, Chief Product Officer at Personetics, emphasizes the importance of going beyond basic personalization. “Today's financial institutions need solutions that transcend static insights and standard personalization,” he states. The newly introduced features are paving the way towards achieving Personetics' mission of providing banks with the capability to dynamically respond to their customer’s evolving financial needs, empowering them to make wiser financial decisions and encouraging proactive engagement.

Personetics’ innovations reaffirm its commitment to shaping the future of digital banking—a future in which financial institutions not only serve their clients but also actively facilitate their financial empowerment. By harnessing AI technology, Personetics is redefining customer relationship management in banks, transforming ordinary banking activities into highly personalized, data-driven experiences. This approach not only strengthens customer loyalty but also motivates meaningful actions, ultimately enhancing their overall financial well-being.

With a growing client base comprising 150 million customers scattered across 35 global markets, Personetics remains dedicated to redefining how banks engage with customers, utilizing contextual and relevant insights that directly address the dynamic financial needs of consumers. This pioneering approach positions Personetics as a leader in the realm of financial technology, equipping banks with the capabilities to improve user satisfaction and drive greater digital adoption.

In summary, through these latest enhancements, Personetics continues to lead the charge in enabling banks to transform customer experiences, thereby setting a new standard for the banking industry.

For further insights, visit Personetics.