Personetics, a global provider of data-driven personalization solutions, has been recognized as a Leader in a new report from analyst firm Celent.
The report, titled “Personal Financial Engagement Solutions for Retail Banking,” examines the capabilities of 13 vendors in the rapidly evolving personal financial engagement (PFE) sector.
According to the report, PFE solutions have evolved far beyond basic financial management tools, leveraging real-time analytics, AI and rich transactional data to provide tailored recommendations, automated goal tracking and proactive guidance to bank customers.
The report highlights that customer engagement is now the primary way banks deliver value and advocates for a modern approach to PFE that focuses on financial wellness.
Personetics’ products cover clearly defined components of customer engagement and banking value, and their no-code tools enable financial institutions to create custom data-driven insights and rapidly deploy automated savings offers.
The report highlights Personetics’ focus on banks’ return on investment (ROI) by supporting customer retention, deposit growth and cross-selling opportunities.
The company also noted that some of Personetics’ largest banking clients have achieved impressive customer engagement through its platform, delivering measurable value to their organizations.
The report recommends that banks embed PFE into their digital banking channels to enhance engagement.
Woody Ziv
“We are honored to be recognized as a global leader in Celent’s prestigious new report on the state of personal financial engagement.
“This recognition is a testament to our longstanding vision and commitment to helping financial institutions transform everyday transactions into rewarding, personalized experiences, improving financial health and building lasting customer loyalty.”
CEO Woody Ziv said: Personality Studies.
Personetics and other fintech and banking experts came together to discuss strategies for banks to leverage extensive transactional data to drive customer engagement. Fintech Fireside Asia Webinar.
Featured Image Credit: Free Pick
