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