Puneet Malhotra's Appointment as Chief Revenue Officer at Personetics Signals New Era in Cognitive Banking

Puneet Malhotra's Arrival at Personetics

On April 14, 2025, Personetics, a trailblazer in Cognitive Banking, revealed Puneet Malhotra as its new Chief Revenue Officer. This strategic move indicates a significant shift in the company's approach to customer relationships and sales operations. With Puneet at the helm, Personetics plans to enhance its reach across the global financial landscape, catering to banks in over 30 countries and serving approximately 150 million monthly active users.

Puneet brings to the table extensive experience in banking and fintech, having previously headed Digital Banking Sales at NCR Voyix and Global Sales at VSoft Corporation. His proven expertise in nurturing client relationships and expanding business operations is expected to play a critical role in steering Personetics towards its ambitious growth targets. Renowned for his visionary leadership, he has consistently aligned business strategies with client needs, helping financial institutions navigate the complex landscape of digital transformation.

The timing of Malhotra’s appointment is particularly crucial as the financial sector undergoes rapid change driven by technological advancements and heightened consumer expectations. In a world influenced by tech giants like Amazon and Apple, traditional banks must adapt or risk losing out on customers who demand innovative, needs-based services. A recent survey highlighted that around 84% of consumers would contemplate switching banks for institutions offering such services, underscoring the urgency of change within the sector.

Udi Ziv, the CEO of Personetics, expressed his enthusiasm about Malhotra joining the leadership team, emphasizing the importance of skilled sales management and a global strategy in the transition to Cognitive Banking. Ziv noted that Puneet's leadership is essential for empowering financial institutions to foster customer loyalty while integrating advanced technology that aligns with consumer needs. Under this new leadership, Personetics aims to strengthen its position as a partner in financial wellness, providing solutions that cater to the evolving landscape of customer engagement.

Puneet himself shared his excitement regarding this new chapter, stating, “Joining Personetics at this momentous time gives me the opportunity to accelerate the growth of the company. I am eager to contribute to its leadership in Cognitive Banking and assist financial institutions in achieving measurable results through our platform that enhances the customer experience.” This enthusiasm is matching the momentum generated by the rapid technological changes in banking, where success hinges on innovation and adaptability.

Personetics stands out as a key player in this shift, enabled by its AI-driven SaaS platform. By empowering financial institutions with tools that foster dynamic responses to financial needs, Personetics intricately aligns banking with customer initiatives, thus creating deeper engagement and satisfaction. Operating across 35 global markets, the company is poised not only for expansion but also for the cultivation of stronger relationships between banks and their customers.

As Puneet Malhotra embarks on this journey with Personetics, the financial services sector watches closely. His leadership could very well redefine how banks navigate the Cognitive Banking landscape, ultimately influencing how they interact with and serve consumers worldwide.