Personetics

Overview

Personetics is a fintech company based in New York, founded in 2011. It specializes in AI-driven cognitive banking solutions that help banks enhance and personalize customer engagement. By analyzing transaction data in real time, Personetics delivers actionable financial management insights to users.

The company's main offering is an AI-based engagement platform that provides banks with tools for expense tracking, budget management, cash flow forecasting, and financial wellness guidance. This technology allows banks to offer timely and relevant financial advice, fostering stronger customer loyalty and engagement. The company serves large global financial institutions, including both traditional banks and neobanks, and supports open banking initiatives, enabling secure data sharing for improved services. With over 150 million bank customers engaging monthly, Personetics generates hundreds of millions of personalized financial insights each year.

Basic Information

Contact Details

• Phone: +1 844-400-4200
• Website: personetics.com
• LinkedIn: linkedin.com/company/personetics

Key Focus Areas & Initiatives

• Personalized customer experience
• AI-driven cognitive banking
• Banking customer journey optimization
• Automated money management
• Open banking integration
• Real-time financial insights and analytics
• Hyper-personalization of financial advice
• Financial wellness guidance and engagement
• Customer value creation and retention
• Banking SaaS and fintech innovation

Technologies Used

• AI
• Atlassian Cloud
• Digital Ocean Spaces
• Leadfeeder
• Outlook
• Remote
• Render
• The Trade Desk

Affiliated Organizations & Regional Branches