Personetics leads AI-driven financial engagement solutions

Personetics, a key player in AI-driven personalized engagement solutions for financial institutions, has been acknowledged in a recent report by Celent titled 'Personal Financial Engagement Solutions for Retail Banking.' The report explores the changing landscape of personal financial engagement (PFE) solutions, highlighting advancements beyond traditional personal financial management tools.

The report reveals that PFE solutions now utilize real-time analytics, AI technology, and detailed transaction data to provide tailored recommendations, automated goal tracking, and proactive guidance directly to banking customers. The focus is on delivering highly personalized and proactive engagement to continuously enhance customer value.

Personetics is recognized as a global leader in this field, offering a comprehensive product that addresses various aspects of customer engagement and bank value. The company's no-code tools empower financial institutions to create custom actionable insights and implement personalized journeys swiftly, including innovative savings propositions.

The importance of PFE solutions in driving customer engagement, retention, deposit growth, and cross-selling opportunities is emphasized in the report. It suggests that banks integrate PFE into broader customer financial wellness programs to maximize value and engagement.

Personetics' CEO, Udi Ziv, expressed appreciation for the recognition, emphasizing the company's commitment to transforming routine transactions into valuable personalized experiences that enhance financial wellness and build customer loyalty. The report also highlights the success of several major bank clients in achieving significant customer engagement through Personetics' platform.

To delve deeper into the power of PFE, Personetics will host a webinar titled 'Beyond PFM: The Rise of Impactful PFE' on June 26. The webinar will discuss Celent's key findings, provide strategic recommendations for implementing an effective PFE strategy, and showcase real-world examples of financial institutions leveraging Personetics' solutions to drive impact.

Financial institutions seeking a better understanding of the PFE landscape and its benefits can access a free copy of the Celent Report: 'Personal Financial Engagement Solutions for Retail Banking.' Personetics, with its AI-driven personalization capabilities, aims to enhance financial wellness and decision-making for clients globally, serving over 100 financial institutions across 35 markets.

Personetics' recognition in the Celent report underscores its leadership in AI-driven personal financial engagement solutions. By offering innovative tools and strategies, Personetics is empowering financial institutions to enhance customer engagement, drive growth, and improve overall financial wellness. The company's commitment to personalized experiences and proactive guidance sets a new standard in the evolving landscape of personal financial management.