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KeyBank Partners With Personetics to Advance Financial Wellness
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.
KeyBank’s 2025 annual Financial Mobility Survey found increased stress levels among Americans trying to balance economic pressures and financial goals, with more than half (51%) of Gen Z respondents indicating they are taking proactive steps to improve their financial future. Similarly, Personetics’ Global Consumer Banking Survey released in February found that most consumers (70%) want their financial institutions to provide timely insights on spending and saving habits to improve their financial wellness.
To address this growing demand, particularly among younger consumers, KeyBank will use Personetics’ Engage, a client experience that delivers timely insights and recommendations based on each client’s spending and savings habits.
“KeyBank’s mission is to help clients and communities thrive. A large part of that mission centers in helping clients move forward on their financial journeys and reach their financial goals,” said Emily Gessner, Head of Consumer Digital at KeyBank. “By leveraging Personetics’ platform and experience, we will address the financial burden and stress consumers face by empowering our clients with real-time insights and guidance to help them effectively manage their financial futures.”
“As KeyBank celebrates its 200th anniversary, we’re delighted to partner with an institution that shares our vision for the future of banking,” said Udi Ziv, CEO of Personetics. “This partnership isn’t just about innovation—it’s about using intelligent technology to forge deeper human relationships between banks and the people they serve.” Cognitive Banking redefines how banks understand and support their customers and, as a result, fosters customer loyalty.
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