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Celent Names Personetics as Chief in Monetary Engagement

Celent Names Personetics as Leader in Financial Engagement



by

June 17, 2024

Personetics, a world supplier of data-driven personalisation options, has been recognised as a frontrunner in a brand new report by analyst agency Celent.

The report, titled “Private Monetary Engagement Options for Retail Banking,” examines the capabilities of 13 distributors within the quickly evolving private monetary engagement (PFE) sector.

In response to the report, PFE options have progressed far past primary monetary administration instruments, leveraging real-time analytics, AI, and wealthy transaction knowledge to supply tailor-made suggestions, automated aim monitoring, and proactive steerage to banking clients.

The report emphasises that buyer engagement is now a main approach for banks to ship worth, advocating for an up to date method to PFE centered on monetary wellness.

Personetics’ product covers well-defined elements of buyer engagement and financial institution worth. The corporate’s no-code instruments allow monetary establishments to create customized, data-driven insights and deploy automated financial savings propositions rapidly.

The report highlights Personetics’ deal with return on funding (ROI) for banks, supporting retention, deposit development, and cross-sell alternatives.

It additionally notes that a number of of Personetics’ bigger financial institution shoppers have achieved spectacular buyer engagement with its platform, which delivers measurable worth to the organisation.

The report recommends that banks incorporate PFE into their digital banking channels to reinforce engagement.

Udi Ziv

Udi Ziv

“We’re honored to be recognised as international leaders in Celent’s authoritative new report on the non-public monetary engagement panorama.

 

This recognition validates our long-standing imaginative and prescient and dedication to serving to FIs rework routine transactions into worthwhile personalised experiences that enhance monetary wellness and construct lasting buyer loyalty.”

mentioned Udi Ziv, CEO of Personetics.

Personetics and different fintech and banking consultants gathered to debate methods for banks to leverage their in depth transactional knowledge to drive buyer engagement in a current Fintech Hearth Asia webinar.



Featured picture credit score: Edited from Freepik


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