Tag : Personetics

Personetics Partners with Plaid to Help Banks Win Account Primacy with Open Finance Intelligence
Banking Finance News

Personetics Partners with Plaid to Help Banks Win Account Primacy with Open Finance Intelligence

Business Wire
by Business Wire0
Integration combines Plaid’s open finance connectivity with Personetics’ AI-powered personalization, giving banks and credit unions a seamless, pre-integrated path from connected customer data across financial accounts to measurable engagement, deposit growth, and account primacy Personetics, the AI Cognitive Banking Platform, announced a partnership with Plaid, the data network powering the......
Personetics Embeds AI Within Experience Digital from Fiserv to Enable More Personalized Banking
Banking Finance News

Personetics Embeds AI Within Experience Digital from Fiserv to Enable More Personalized Banking

Business Wire
by Business Wire0
Integrated offering helps banks and credit unions turn account holder data into timely guidance, relevant offers, and better digital experiences As consumers and small businesses increasingly expect digital banking experiences that are more relevant, timely, and intuitive, Personetics, the Cognitive Banking platform, announced that Personetics’ AI-driven platform is now embedded......
Personetics and Atomic Partner to Deliver Contextual and Measurable Deposit Growth
Banking Finance News

Personetics and Atomic Partner to Deliver Contextual and Measurable Deposit Growth

Business Wire
by Business Wire0
New partnership enables banks to design, trigger, execute, and measure direct deposit and bill switching within a single embedded experience Personetics, the Cognitive Banking Platform, and Atomic, a leader in embedded financial connectivity, announced their partnership to deliver a native, end-to-end solution for contextual direct deposit and bill payment switching within......
Personetics Launches MCP Server—Enabling Banks to Develop Agentic AI Applications Using Customer Financial Intelligence Data
Artificial Intelligence Banking News

Personetics Launches MCP Server—Enabling Banks to Develop Agentic AI Applications Using Customer Financial Intelligence Data

Business Wire
by Business Wire0
Conversational AI infrastructure will transform how banks and customers engage with financial data Personetics, the global leader in AI-driven Cognitive Banking, announced the launch of Personetics MCP Server, which enables banks to develop and deploy Agentic AI applications leveraging Personetics’ sophisticated financial models and actionable insights. Read More on Fintech : Global......
Puneet Malhotra Joins Personetics as Chief Revenue Officer
Banking Finance Fintech News

Puneet Malhotra Joins Personetics as Chief Revenue Officer

PR Newswire
by PR Newswire0
Malhotra’s experience as a growth leader will fuel Personetics’ global expansion in the new Cognitive Banking era Personetics, the Cognitive Banking company that is transforming the way banks build and monetize customer relationships, announced today that Puneet Malhotra has joined the organization as Chief Revenue Officer. He is responsible for......
New Research Shows Surging Consumer Demand for AI-Banking Services, According to Personetics Global Survey
Banking Fintech News

New Research Shows Surging Consumer Demand for AI-Banking Services, According to Personetics Global Survey

PR Newswire
by PR Newswire0
A survey of 2,000 bank customers reveals that 84% are likely to switch banks to access services that help them reach their financial goals Personetics, the company that transforms how banks build and monetize customer relationships, announced the release of its global survey report: Understanding Consumer Demand in the AI-Banking......
Personetics Appoints Jody Bhagat to President Global Banking, Broadening the Company's Global Strategy
Banking Fintech News

Personetics Appoints Jody Bhagat to President Global Banking, Broadening the Company’s Global Strategy

PR Newswire
by PR Newswire0
Bhagat’s new position will focus on aligning the company’s regional strategies with its global vision Personetics, the company transforming how banks build and monetize customer relationships, announced today that Jody Bhagat has been appointed President Global Banking. Previously, Bhagat served as Personetics’ President of the Americas. In his new role, he will support......
Personetics' New Features Give Banks More Ways to Monetize Customer Wellness
Banking Finance Fintech News

Personetics’ New Features Give Banks More Ways to Monetize Customer Wellness

PR Newswire
by PR Newswire0
Personetics’ latest product release empowers financial institutions to develop highly personalized customer experiences that democratize financial advice, inspire action, and drive business value Personetics, the company transforming how banks build and monetize customer relationships, announced a series of new features for its AI-powered flagship product, Personetics Engage. These enhancements enable......
Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App
Banking News

Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App

PR Newswire
by PR Newswire0
The app leverages Open Banking and Personetics’ AI-powered personalized engagement platform to increase the financial health and viability of small and medium-sized businesses. Portuguese bank Banco BPI and Personetics announced the introduction of Pulsoo, an independently branded application that empowers small and medium business (SMB) owners to manage their businesses.......
BPI and Personetics Partner to Help Customers Make Better Money Decisions Through AI
Fintech News

BPI and Personetics Partner to Help Customers Make Better Money Decisions Through AI

PR Newswire
by PR Newswire0
SaaS solution applies AI and advanced data analytics to deliver hyper-personalized insights and advice via BPI’s mobile banking app tool, Track and Plan Bank of Philippine Islands (BPI) and Personetics, a global leader in financial data-driven personalization and customer engagement, announced a partnership to execute the bank’s advanced personal financial management......
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