#USA #New York #Financial Technology #customer engagement #Personetics

Personetics Introduces Powerful New Features for Financial Institutions

In a recent announcement, Personetics showcased a groundbreaking update to their flagship AI-based product, Personetics Engage, designed to help financial institutions redefine customer interactions and enhance how banks can monetize customer wellness. The enhancements target personalization and customer engagement, ensuring that banking experiences are not only tailored to individual preferences but also beneficial in managing their finances effectively.

Enhanced Features for a Competitive Edge

The latest version of Personetics includes a suite of new capabilities aimed at boosting customer engagement. Here are the core updates that distinguish Personetics Engage:

1. Activity Tracking: This feature provides customers with an interactive view of their spending, income, and cash flow over the past 12 months. It allows users to gain visibility into their financial behavior across multiple accounts, creating a consolidated view of their financial activities in one place.

2. Financial Summary: Inspired by social media formats, this summary offers users a quick glance at their finances, displaying spending habits over the past week. It highlights major merchants and categories, along with projected balances and activities. This context-oriented approach goes beyond simple transaction listings, helping customers understand spending trends and potential financial issues both proactively and reactively.

3. Transaction Categorization Control: With this feature, banks can influence the mapping of transaction categories to increase accuracy. They can review, reclassify, and even create unique categories that reflect evolving business needs and local requirements, ensuring a more tailored banking experience.

4. Personalized User Journeys: Personetics introduces an innovative engagement mechanism where banks can develop dynamic flows that adapt to customer preferences in real time. This allows for tailored financial advice and product recommendations, which enhances overall user experience by making financial interactions more engaging and relevant.

5. Management Console: Financial institutions are empowered with an intuitive management console that enables them to independently modify and tailor insights, distinguishing it from competitors’ offerings that often lack such flexibility.

Empowering Financial Institutions

Ron Agam, Product Manager at Personetics, emphasizes the need for modern financial institutions to exceed basic personalization capabilities. He states, “These new features advance our mission to provide banks with a platform that interacts dynamically with the changing financial needs of their clients, making them smarter about their money and motivating them to take action.”

This innovative approach reaffirms Personetics' commitment to shaping the future of digital banking, where the focus shifts from mere service provision to actively empowering clients with useful tools and information.

A Future-Oriented Vision

Using advanced AI technology, Personetics is set to transform how banks build and monetize customer relationships by adapting to the evolving needs of consumers. With more than 150 million clients across 35 global markets, Personetics continues to support leading financial institutions in enhancing customer engagement strategies.

As these features roll out, banks will likely see an increase in customer satisfaction, deepening engagement, and improved financial wellness for their clientele, ultimately resulting in a more personalized and data-driven banking experience.

About Personetics

Personetics stands as a global leader in reimagining how banks cultivate and monetize customer relationships through dynamic financial insights. By focusing on the changing financial requirements of consumers, it provides banks with tools necessary for nudging clients toward better financial management and proactive decision-making.

With offices in key cities like New York, London, Singapore, São Paulo, and Tel Aviv, Personetics maintains a robust presence in the fintech landscape, further pushing the boundaries of how financial services are delivered. For more information, you can visit Personetics.