Personetics

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/

Why Cognitive Banking is integral to the future of banking Cognitive Banking helps businesses shift from a product-centric approach to a truly customer-centric one. 

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

How to Win Open Banking through Action As open banking takes effect, banks must shift from compliance to delivering customer value through action.

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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