Combining financial wellness and needs-based sales for deeper, more loyal customer relationships.
(Image Source)
GLOPersonetics, the company transforming how financial institutions build and monetize customer relationships, announced its commitment to leading the new Cognitive Banking era with the introduction of product capabilities designed to enhance bank loyalty and sales by democratizing financial wellness. This AI-driven approach enables banks to cultivate profound personal relationships with customers, helping them make better financial decisions and achieve their financial goals.
(Image Source)
Compelling evidence shows that banking is experiencing significant changes, driven by various factors such as customer expectations for a highly personalized and beneficial user experience, technological advancements like GenAI, and industry initiatives like Open Banking.
As part of the Cognitive Banking introduction, Personetics is announcing new enhancements to its platform and a long-term commitment to further develop AI-driven capabilities:
- Connected Marketing Systems with Personalized Offers:
Personetics is enhancing its integration with marketing data and systems to enable financial institutions to amplify their campaigns with real-time, contextual offers tailored to each customer’s financial activity and needs. This represents a shift from traditional segment-based marketing to a more intelligent, data-driven approach—delivering personalized financial insights and offers to the right customer at the right moment. For example, a bank could proactively offer a home equity line of credit to eligible customers who have recently increased their home improvement spending and show signs of potential balance issues. - Open Banking Adoption and Monetization:
As Open Banking becomes increasingly prevalent, Personetics is expanding its capabilities to help financial institutions drive account connectivity and monetize external funds through customized insights and product offerings derived from an in-depth analysis of each customer’s external financial activities and relationships. These capabilities address three essential Open Banking challenges: first, motivating customers to link their external accounts; second, harmonizing and enriching data to provide a comprehensive financial view to customers; and third, monetizing the data. - Accelerating AI Innovation with Personetics Labs:
Personetics Labs is a center of excellence for AI development in Cognitive Banking. It is focused on developing next-generation AI and Agentic AI capabilities to enhance data enrichment models and boost banker productivity. Designed as an innovation hub, it will facilitate the exploration and experimentation of AI applications in close collaboration with Personetics customers.
“Personetics has consistently been at the forefront of innovation, driving toward its vision of democratizing financial wellness,” said Udi Ziv, CEO of Personetics. “We view Cognitive Banking as a new era shaped by the evolving consumer demand for a personal relationship with their bank that helps them make smarter financial decisions and achieve their financial goals. With the new capabilities announced today and our commitment to harnessing the power of AI, we continue to be an industry innovator, providing the tools and technology to create a win-win relationship between banks and their customers. With over 150 million active monthly users worldwide, we believe we can realize our vision on a global scale.”
Confirming the Cognitive Banking trend, a recently published independent global consumer banking survey sponsored by Personetics revealed that over 70% of consumers want timely and contextual advice from their banks regarding spending and savings to help achieve their financial goals; 84% indicated they would likely switch banks to access these services.
For more information on Cognitive Banking please download Personetics new report: The Cognitive Banking Advantage: How an AI-Powered Customer Experience Drives Results.
About Personetics
Personetics, the Cognitive Banking Company, is a pioneer in transforming how banks build and monetize customer relationships. Its AI-powered platform enables banks to respond dynamically to customers’ evolving financial needs by providing relevant and timely insights that encourage customers to make smarter financial decisions to reach their financial goals. This needs-based approach to product sales enhances customer engagement, resulting in increased loyalty. Serving leading financial institutions across 35 global markets, Personetics supports 150 million active monthly users. The company has offices in New York, London, Singapore, São Paulo, and Tel Aviv. For more information, visit https://personetics.com.
SOURCE Personetics
(Image Source)
Disclaimer: Press release
© Press Release 2025
Send us your press releases to news@globalloyalty.org
Press releases originate from external third-party providers. This website does not have responsibility or control over its content, which is presented as is, without any alterations. Neither this website nor its affiliates guarantee the accuracy of the views or opinions expressed in the press release.
The press release is intended solely for informational purposes and does not offer tax, legal, or investment advice, nor does it express any opinion regarding the suitability, value, or profitability of specific securities, portfolios, or investment strategies. Neither this website nor its affiliates are liable for any errors or inaccuracies in the content, nor for any actions taken based on it. By using the information provided in this article, you agree to do so at your own risk.
To the maximum extent permitted by applicable law, this website, its parent company, subsidiaries, affiliates, shareholders, directors, officers, employees, agents, advertisers, content providers, and licensors shall not be liable to you for any direct, indirect, consequential, special, incidental, punitive, or exemplary damages, including but not limited to lost profits, savings, and revenues, whether in negligence, tort, contract, or any other theory of liability, even if the possibility of such damages was known or foreseeable.
The images used in press releases and articles provided by 3rd party sources belong to the respective source provider and are used for illustrative purposes in accordance with the original press releases and publications.
Disclaimer: Content
While we strive to maintain accurate and up-to-date content, Global Loyalty Organisation Ltd. makes no representations or warranties of any kind, express or implied, about the correctness accuracy, completeness, adequacy, or reliability of the information or the results derived from its use, not that the content will meet your requirements or expectations. The content is provided “as is” and “as available”. You agree that your use of the content is at your own risk. Global Loyalty Organisation Ltd. disclaims all warranties related to the content, including implied warranties of merchantability, fitness for a particular purpose, non-infringement, and title, and is not liable for a particular purpose, non-infringement, and title, and is not liable for any interruptions. Some jurisdictions do not allow the exclusion of certain warranties, so these jurisdictions may not apply to you. Global Loyalty Organisation Ltd. Reserves the right to modify, interrupt, or discontinue the content without notice and is not liable for doing so.
Global Loyalty Organisation Ltd. shall not be liable for any damages, including special, indirect, consequential, or incidental damages, or damages for lost profits, revenue, or use, arising out of or related to the content, whether in contract, negligence, tort, statute, equity, law, or otherwise, even if advised of such damages. Some jurisdictions do not allow limitations on liability for incidental or consequential damages, so this limitation may not apply to you. These disclaimers and limitations apply to Global Loyalty Organisation Ltd. and its parent, affiliates, related companies, contractors, sponsors, and their respective directors, officers, members, employees, agents, content providers, licensors, and advisors.
The content and its compilation, created by Global Loyalty Organisation Ltd, are the property of Global Loyalty Organisation Ltd. and cannot be reproduced without prior written permission.
