Description
🖼️ Tool Name:
Personetics
🔖 Tool Category:
AI-powered personalized banking & financial insights platform; it falls under the category of Finance, Forecasting & Dashboards, Forecasting & Applied ML, Analytics & Dashboards, and RPA & Task Automation.
✏️ What does this tool offer?
Personetics is an AI platform used by banks and financial institutions to deliver personalized financial insights, automated money management, and intelligent customer engagement.
It analyzes customer transaction data in real-time to provide proactive recommendations, financial wellness tools, and automated savings actions.
⭐ What does the tool actually deliver based on user experience?
• AI-driven personalized financial insights
• Real-time transaction analysis
• Automated savings programs
• Cash flow forecasting & alerts
• Personalized recommendations for spending, saving, and budgeting
• Customer segmentation & behavior analytics
• Predictive models for financial needs
• White-label banking experiences for mobile apps
• Fraud detection signals
• Engagement dashboards for banks & institutions
🤖 Does it include automation?
Yes — Personetics provides strong automation capabilities:
• Automated customer insights based on real-time data
• Auto-generated financial recommendations
• Automated savings actions (“Self-Driving Finance™”)
• AI-driven customer segmentation
• Auto-detection of unusual activity or financial stress
• Continuous model updates based on transaction history
• Automated communication workflows for banks
💰 Pricing Model:
Enterprise subscription (B2B fintech model)
🆓 Free Plan Details:
• No free plan
• Demo access for banks & institutions
• Pilot programs available
💳 Paid Plan Details:
• Personalized finance engine
• Automated savings & cash flow tools
• Full analytics dashboards
• Custom bank integrations
• White-label mobile banking components
• Regulatory & compliance modules
• Dedicated support and onboarding
• Custom pricing per institution
🧭 Access Method:
• Enterprise Web Platform
• API & SDK integrations
• Embeddable modules for mobile banking apps
• Cloud-based deployment
🔗 Experience Link: