Personetics

Customer Engagement

The Cognitive Banking Platform: AI-Powered Customer Experience That Drives Results.

A Cognitive Banking Platform delivering AI personalization and PFM—turning transactions into proactive, results-driving engagement for 150M+ customers.

• Founded: 2011
• Headquarters: New York, NY, USA (founded Tel Aviv)
• Ownership: Private
• Funding / valuation: ~$85M growth round (2021)
• Serves: Both — Large/mid-tier US; global
• Notable customers: Major global banks, US regional banks
• Core integrations: Core banking data feeds
• Capabilities: Act; Enrich; Engage; Engagement Builder

Compliance watch-outs

AI-driven insights become offers, and offers become regulated content under Reg DD, UDAAP, and fair lending.

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