Personetics

Relationship Managers manage up to 1,000 customers each, but reactive service calls average just 2–3 minutes. They need intelligence, not just data. Personetics Banking Console changes that. It gives every RM a ranked list of who to call today, full context on each customer before the conversation begins, and AI-generated talking points that turn signals into action. All inside the CRM they already use. Join Personetics experts and Nick Cowell from Deloitte to get a first look at the platform and learn how to turn your bank's data moat into proactive, actionable customer conversations. Register here: https://lnkd.in/e9JdeqHx

You're managing hundreds of customer relationships. Without clear prioritization, you're either chasing the wrong accounts or missing revenue signals from your best ones. Learn how to focus instantly on what matters.

Our VP of Corporate Development Dan Crowley, makes the case in The Financial Brand: open banking won't reward participation, it rewards execution. In his latest piece, Dan breaks down why the real opportunity in #OpenBanking isn't data access but the activation layer that turns transaction intelligence into action. This is why the financial institutions that close the intelligence loop first will win the battle for primacy. Key takeaways: ▶️ 73% of customers are already multi-banked. The race to become the default financial institution is on. ▶️ Dashboards explain the past. One-click execution paired with real-time data intelligence changes the future. ▶️ Financial institutions using Personetics' #CognitiveBanking Platform are seeing 20%+ increases in deposit growth and 20%+ improvement in attrition. Read Dan's piece here: https://lnkd.in/duskBE-a #BankingSector #DigitalBanking #RetailBanking #CorporateBanking #BankingIndustry #FinancialBrand #Personetics #BankingIndustry

What does it mean for a bank to truly know its customer? Our CEO, Udi Ziv, tackles that question head-on in his latest byline for Banking Dive, exploring how #CognitiveBanking is helping financial institutions turn fragmented data into personalized, proactive customer experiences. With 84% of consumers saying they'd consider switching banks for services that help them reach their financial goals, the opportunity and the urgency are hard to ignore. Udi's piece covers how our Cognitive Banking Platform helps financial institutions: 🟨 Shift from a product-centric model to a truly customer-centric one. 🟨 Use AI to surface real-time, contextual insights that meet customers where they are. 🟨 Drive measurable outcomes across deposits, retention, and wallet share. Read the full piece here: https://lnkd.in/dbapdy_S #BankingSector #DigitalBanking #RetailBanking #CorporateBanking #BankingNews #BankingIndustry #Fintech #Personetics

In today’s financial landscape, banks aren't suffering from a lack of data, they’re suffering from a lack of context >> https://lnkd.in/d5J6d7jN. While many banks are investing heavily in AI, most still struggle to move past the pilot phase to achieve measurable scale. Transactional data remains fragmented, limiting the ability to deliver the timely, relevant experiences that modern account holders expect. This is where Cognitive Banking changes the game. Our latest blog explores how #CognitiveBanking bridges the gap between raw data and contextual action, moving the needle from product-centric to customer-centric. Key takeaways include: 📍 How to Analyze, Activate, Engage, and Integrate your data into a single enterprise platform. 💡 How a top-20 U.S. regional bank drove a 22% increase in AUM in only one quarter. 🚀 Leading institutions are using proactive intelligence to cut dispute-related calls by 30%. Read more here: https://lnkd.in/d5J6d7jN #BankingNews #BankingIndustry #Fintech #Personetics #BankingIndustry #BankingSector #DigitalBanking #RetailBanking #CorporateBanking

11% of your bank clients hold 67% of the relationship dollars. Learn how to instantly identify them and prioritise your outreach accordingly.