Personetics

05/27/2026

Save the date! Personetics is hosting our 2026 Global Banker Survey Webinar: From Aspiration to Ex*****on, on June 24th at 11:00 am EDT >> https://hubs.ly/Q04j4mqj0 to discuss how banking leaders are navigating the demand for context-driven financial strategies against implementation barriers.

We’ll explore:
🟡 How to shift your bank from pre-planned campaigns to contextual, customer-driven moments, eliminating the generic offers responsible for over 60% of conversion failures.
🟡 Strategies to bypass entrenched data silos and activate financial data to drive measurable outcomes.
🟡 The blueprint for scaling Generative AI from experimentation to daily operations, leveraging Personetics’ Cognitive Banking platform.

Register here: https://personetics.com/resource-center/join-personetics-2026-global-banker-survey-webinar-from-aspiration-to-ex*****on/

Join this webinar to learn how banking leaders are navigating the demand for context-driven financial strategies against implementation barriers.

05/07/2026

Personetics Cognitive Banking - The One AI Technology Banks Can't Ignore Anymore. The next generation of Personetics’ AI-powered platform designed to transform how banks engage, personalize and deliver financial guidance.

From advanced real-time insights to intelligent customer journeys, discover how Cognitive Banking 2.0 helps financial institutions deliver contextual advice, boost engagement and drive measurable business outcomes.

04/27/2026

Two weeks ago in Miami, Personetics leadership brought together a select group of senior banking leaders from across our client portfolio for our U.S. Executive Forum.

04/27/2026

Two weeks ago in Miami, Personetics leadership brought together a select group of senior banking leaders from across our client portfolio for our U.S. Executive Forum.

Over a packed day and a half, the conversation centered on what it really takes to drive impact today from Ex*****on Agility and Operationalizing AI, to Contextualized Engagement & Action, and ultimately turning engagement into tangible ROI.

This wasn’t theoretical. It was grounded, candid discussion on where things are actually working and where they’re not.

But more than anything, it was a rare opportunity to step out of the day-to-day and create space for honest, peer-to-peer exchange across institutions. The kind of conversation that doesn’t happen often enough and is far more valuable when it does.

This week, we’re continuing that dialogue in London with leaders from across our European portfolio.

Looking forward to building on the momentum, bringing together another group of executives shaping what’s next for banking, and pushing the conversation from insight to action.

04/23/2026

Serving customers for 240 years is a legacy, but staying relevant in the digital age requires constant innovation. We’re proud to partner with Bank of Ireland to evolve their digital experience from simple transactions to .

In today’s landscape, it’s no longer enough to just show transactions; customers expect guidance, reassurance, and personalized support built entirely around their financial lives.

By leveraging Personetics’ AI-powered insights, Bank of Ireland is delivering proactive, bank-grade personalized guidance to help customers build real financial confidence.

The impact:
✅ Real-time, actionable financial insights
✅ Automated decisions to reduce financial stress
✅ A seamless blend of traditional trust and modern AI

Read the full story to see how Bank of Ireland is moving beyond data to deliver legendary customer value: https://personetics.com/resource-center/how-bank-of-ireland-partnered-with-personetics-to-deliver-hyper-personalized-banking-to-customers/

04/22/2026

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 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://www.bankingdive.com/spons/why-cognitive-banking-is-integral-to-the-future-of-banking/817651/

Cognitive Banking helps businesses shift from a product-centric approach to a truly customer-centric one. 

04/21/2026

Our VP of Corporate Development Dan Crowley, makes the case in The Financial Brand: open banking won't reward participation, it rewards ex*****on. In his latest piece, Dan breaks down why the real opportunity in 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 ex*****on paired with real-time data intelligence changes the future.
▶️ Financial institutions using Personetics' Platform are seeing 20%+ increases in deposit growth and 20%+ improvement in attrition.


Read Dan's piece here: https://thefinancialbrand.com/news/open-banking/how-to-win-open-banking-through-action-196711

As open banking takes effect, banks must shift from compliance to delivering customer value through action.

04/16/2026

Community banking is all about the personal touch. But how do you bring that unique in-branch service to a digital app? Central Bank, a Midwest-focused community bank with a dedicated technology division and a history of innovation, partnered with Personetics to elevate its mobile banking platform.

The results of this partnership speak for themselves:
💡 Over 32.5 million unique financial insights delivered to customers.
✅ A 22.9% click-through rate on insights.
🌟 15.4 insights delivered per user.

By moving from manual budgeting tools to automated, real-time intelligence, Central Bank is proving that you don't have to sacrifice the "community feel" to be a digital leader.

Download the case study here >> https://hubs.ly/Q04cmBy00

Discover how Central Bank used AI-driven insights from Personetics to transform digital banking, boost engagement, and deliver hyper-personalized experiences customers can’t ignore.

04/15/2026

Winning the battle for primacy requires moving from insight to ex*****on. In our latest blog post, Ido Bornstein Hacohen, VP of Corporate Development at Personetics, shares insights from the webinar he hosted with Kyle Cyr, Head of Strategy and Customer Experience at Atomic, and Isaac Mardan, Director of Product at Personetics, on how the Personetics + Atomic native integration helps banks capture direct deposits and drive measurable growth.

Some of the key takeaways include:
✅Use transaction intelligence to detect switching opportunities in real-time.
✅Deliver seamless, in-app switching journeys for deposits and bill pay.
✅Leverage closed-loop analytics to track deposit growth and primacy shifts.

Read the full blog post to learn how your bank can turn transaction intelligence into action: https://personetics.com/how-to-turn-transaction-intelligence-into-measurable-deposit-growth-with-atomic/

04/07/2026

Join our April 14th webinar here ➡️ https://hubs.ly/Q048TwlH0 we will explore how leading banks are operationalizing AI to drive measurable AUM and retention. Banks are investing heavily in AI, but the real winners in 2026 will be those who can move from proof to promise.

We’ll dive into:
⬛The 2026 retail banking roadmap and the fight for primacy.
🟨How to turn real-time intelligence into 20% deposit growth with .
🟪How leading banks are operationalizing AI at scale to drive , engagement, and growth.

Register here: https://personetics.com/resource-center/from-insight-to-action-turning-transaction-intelligence-into-measurable-deposit-growth/

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