Personetics Engage

Big Data & Analytics

Client Communication

Natural Language Processing

Proactive engagement: analyzing financial data in real-time, understanding individuals’ financial behaviors, anticipating their needs and acting on their behalf. We provide day-to-day insights, financial advice, and wellness programs, tailored to mass market, affluent and small business customers.

Key features

  • AI-Based Personalized Engagement Platform

Personetics is the global leader in data-driven personalization and customer engagement for Financial Services. Our AI-powered technology is focused on proactive engagement: analyzing financial data in real-time, understanding individuals’ financial behaviors, anticipating their needs and acting on their behalf.

We provide day-to-day insights, financial advice, and wellness programs, tailored to mass market, affluent and small business customers. Our agile tools enable banks to rapidly create Personalization IP for market differentiation. Our bank partners have transformed their digital banking into the center of the customers’ financial life while delivering significant business impact (e.g. sales, balances, retention).


Personetics is currently working with over 45 global top tier Financial Institutions in North America, Europe & Asia.

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Company description

Personetics is the global leader in data-driven personalization and customer engagement for Financial Services. Our AI-powered technology is focused on proactive engagement: analyzing financial data in real-time, understanding individuals’ financial behaviors, anticipating their needs and acting on their behalf. We provide day-to-day insights, financial advice, and wellness programs, tailored to mass market, affluent and small business customers. Our agile tools enable banks to rapidly create Personalization IP for market differentiation. Our bank partners have transformed their digital banking into the center of the customers’ financial life while delivering significant business impact (e.g. sales, balances, retention). With 4 of the top 5 banks in the US and Europe, and serving over 65 million Banks’ retail, wealth management, and small business customers worldwide, we bring a unique combination of financial services domain expertise – tightly embedded into a cognitive application framework using AI, predictive analytics, machine learning(ML), and natural language understanding (NLU) technologies. Personetics is currently working with over 45 global top tier Financial Institutions in North America, Europe & Asia. Since 2011 we have been solely focused on delivering dynamic and personalized digital banking experiences to the leading financial institutions around the world. We are a rapidly growing company (225 and counting), led by a team of seasoned FinTech entrepreneurs with a proven track record. Personetics has offices in New York, London, and Singapore, with R&D based in Tel Aviv. Recognized for our unique value proposition and expanding global customer base, we are proud to be named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker.

Company Personetics

Released 04.03.2020

Type Open API