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About Personetics
https://personetics.com/About Personetics
Personetics is the leading provider of customer-facing AI solution for financial services and the company behind the industry’s first Self-Driving Finance™ platform. Harnessing the power of AI, Personetics’ Self-Driving Finance solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management. Serving over 65 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world. Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker.
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December 5 2025
Personetics has collaborated with Meridian Credit Union on Meridian’s new advice experience, OnYourWay, which is designed to help Members feel more confident about their money
Financial Wellness is The Top Life Priority For Asia Pacific Consumers, Says Personetics, as it Extends Reach to 25 Million Users In Region
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Asia Pacific consumers lead a global trend by ranking financial wellness as their top priority in life according to new data released today by Personetics
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Personetics Launches PrimacyEdge – Driving Bank Primacy with Cognitive Banking
September 17 2025
Personetics announced the launch of PrimacyEdge, a groundbreaking product designed to help banks achieve primacy
Personetics Launches MCP Server—Enabling Banks to Develop Agentic AI Applications Using Customer Financial Intelligence Data
September 11 2025
Personetics has launched MCP Server which enables banks to develop and deploy Agentic AI apps leveraging financial models and actionable insights
KeyBank Partners With Personetics to Advance Financial Wellness
June 2 2025
KeyBank (NYSE: KEY), one of the nation’s largest financial services companies, is further advancing its mission to empower clients to thrive by utilizing Personetics’ Cognitive Banking platform, which fosters deep personal relationships and assists consumers in achieving their financial goals.
Puneet Malhotra’s Joins Personetics as Chief Revenue Officer
April 14 2025
Personetics, the Cognitive Banking company that is transforming the way banks build and monetize customer relationships, announced today that Puneet Malhotra has joined the organization as Chief Revenue Officer.
Personetics Pioneers the Cognitive Banking Era With a New Set of AI-Driven Capabilities
March 11 2025
Personetics have announced its commitment to leading the new Cognitive Banking era
New Research Shows Surging Consumer Demand for AI-Banking Services, According to Personetics Global Survey
February 25 2025
Personetics, the company that transforms how banks build and monetize customer relationships, today announced the release of its global survey report
New Research Shows Surging Consumer Demand for AI-Banking Services, According to Personetics Global Survey
February 25 2025
Personetics, the company that transforms how banks build and monetize customer relationships, today announced the release of its global survey report
New Research Shows Surging Consumer Demand for AI-Banking Services, According to Personetics Global Survey
February 25 2025
Personetics, the company that transforms how banks build and monetize customer relationships, today announced the release of its global survey report
Personetics Appoints Jody Bhagat to President Global Banking Broadening the Company’s Global Strategy
February 19 2025
Personetics, the company transforming how banks build and monetize customer relationships, announced today that Jody […]
Personetics' New Features Give Banks More Ways to Monetize Customer Wellness
February 7 2025
Personetics, the company transforming how banks build and monetize customer relationships, announced a series of […]
Personetics Hits Key Milestone: Empowering over 150 Million Monthly Users with 1.2 Billion Insights for Financial Well-Being
October 25 2024
Personetics, the global leader in AI-powered personalized engagement solutions for financial institutions, has announced a […]
Avidia Bank Partners with Q2 and Personetics to Modernize its Digital Banking Experience and Strengthen Engagement
June 27 2024
Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, […]
Personetics Recognized by Celent as a Global Leader in Personal Financial Engagement (PFE) for Retail Banking
June 17 2024
Personetics, the global leader in AI-based personalized engagement solutions for financial institutions, has been prominently […]
Cogo and Personetics Announce Partnership to Accelerate Planet-Friendly Finance
April 17 2024
Carbon footprint tracking expert Cogo has announced a partnership with Personetics, the global leader in […]
Central Bank Boosts Financial Wellness for Customers Through Personetics’ AI-powered Platform
March 27 2024
Central Bank, a progressive $20 billion regional bank headquartered in Jefferson City, Missouri, is elevating […]
Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App
March 14 2024
Portuguese bank Banco BPI and Personetics today announced the introduction of Pulsoo, an independently branded […]
Personetics Welcomes New CEO to Accelerate its Global Growth
February 20 2024
Personetics, the global leader in AI-based personalized engagement solutions for financial institutions, announced today the […]
BPI and Personetics partner to help customers make better money decisions through AI
November 7 2023
Bank of Philippine Islands (BPI) and Personetics, a global leader in financial data-driven personalization and […]
FF Awards 2023 - Meet the Finalists!
October 23 2023
We are pleased to announce the Finalists for the FF Awards 2023, sponsored by JobsOhio. […]
Personetics Announces Integration with Q2's Digital Banking Platform
May 2 2023
Personetics, the global leader in financial data-driven personalized customer engagement, today announced its integration with […]
Techcombank and Personetics Partner to Help Vietnamese Customers Improve their Financial Well-Being
April 18 2023
Vietnam Technological and Commercial Joint Stock Bank (“Techcombank”) today announced a new partnership with Personetics, […]
Personetics Launches “Express” Solution for Midsize Banks to Quickly Achieve Business Impact with Personalized Customer Experience
September 12 2022
‘-Personetics, the leading global provider of financial data-driven personalization, customer engagement, and advanced money management […]
Customers demand more from banks as cost-of-living crisis bites
June 30 2022
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Personetics launches world-first carbon footprint tracking
April 27 2022
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Personetics secures over $160 million in 2021 and accelerates Global Expansion
January 19 2022
Personetics, the leading global provider of financial-data-driven personalization and customer engagement solutions for banks and […]
KBC partners with Personetics to bring AI-driven banking to 1.6million
September 29 2021
KBC, a leading multi-channel bank-insurance group with a geographic focus in Europe, has partnered with Personetics, […]
Chase Arrives In The U.k. To Offer Consumers A Simple, Rewarding Banking Experience
September 21 2021
Following the announcement made in January, JPMorgan Chase has today launched its new digital bank in the […]
Codat and Personetics Partner to Enable Better Personalised Engagement for Small Businesses
June 3 2021
Codat, the API-based platform for business data, has announced its partnership with Personetics, the leading […]
Cognitive Banking & AI Personalisation: Personetics’ Dorel Blitz on Driving Customer-Centric Innovation
June 16 2025
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Cognitive Banking and AI | Personetics at MoneyLIVE 2025
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At Money20/20 Europe, held at the RAI in Amsterdam, FF News met with Dorel Blitz, […]
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