Personetics provides financial institutions with a tool enabling customized customer experiences

Country: United States
Year: 2010

Personetics provides financial institutions with a tool enabling customized customer experiences

Concept

  • Personalized Guidance tool that enables banks to be closer to customers across different digital platforms
  • Personetics leverages a bank’s products, services, channels and data to improve how the customer manages his finances
  • Smart Assistant focuses on the data, insights and experiences of the customers to provide the user with specific reminders, potential issues and recommendations
  • The offers give the necessary information and alerts, offering suggestions about relevant products and services
  • Predictive guidance: personalized information and insights are given in real time thanks to data-based analytics tool
  • A simple and intuitive interface: the self-learning process presents key information directly and eliminates the need to configure preferences

How it works 

  • After signing up, the customer logs on and the Smart Assistant uses data and external resources to predict customized insights and the likelihood of a situation thanks to the scoring model
  • If the recommendation is followed, the customer is guided with information and advice to implement it