Personetics

Personetics provides AI-based financial management solutions and customer engagement tools to global financial institutions, featuring products like Act, Enrich, and Engage, and a commitment to ethical practices.

Products

Personetics offers a range of products aimed at enhancing financial management and customer engagement. Key offerings include Act, Enrich, Engage, and Engagement Builder. These products help financial institutions and Fintechs improve their transaction data management and customer interactions. The suite also features tools for small businesses to forecast cash flow, showcasing a commitment to aiding diverse financial needs.

AI-Based Financial Solutions

Personetics utilizes AI-based solutions to clean, categorize, and enrich transaction data for financial institutions and Fintech companies. The platform generates custom insights and manages financial data without requiring any coding. This advanced technology supports global financial institutions in providing personalized money management and customer insights.

Services for Banks and Credit Unions

Personetics provides tailored solutions to assist banks and credit unions in growing their deposits and enhancing customer engagement. Their services cater specifically to midsize banks, credit unions, and those in partnership with Q2. Additionally, the company offers tools to meet the needs of small and medium-sized businesses as well as corporate sustainability objectives.

Self-Driving Finance Platform

Personetics features a self-driving finance platform designed to automate financial wellness programs. This platform proactively manages financial wellness, allowing financial institutions to offer advanced, personalized financial management tools to their customers. By automating these processes, Personetics ensures that clients can achieve optimized financial health outcomes with minimal effort.

Ethical Commitments

Personetics is committed to ethical practices, including a zero-tolerance policy towards modern slavery and human trafficking. This stance underscores a broader dedication to responsible business practices and corporate social responsibility, reflecting the company's values in its operations and partnerships.

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