Helping Millions of digital banking customers be… Timely informed. Financially aware. Personally engaged. Exceptionally satisfied. better informed highly engaged, ultimately more satisfied.

Personetics’ AI-based framework enables financial institutions to engage customers with personalized insights, timely advice and contextual service.

Industry Recognition About Us Three of the top 5 FI’s in North America “Mobile Solution of the Year” Top 10 FinTech Companies to Watch About Us Seasoned Management Team Operating in: NYC, London, Tel-Aviv Backed by prominent VC’s

What does personalized digital banking look like in action? Based on deep analysis of a broad range of customer data and other relevant inputs Personal Able to process up to date events and to respond immediately with the appropriate content Real-time What does personalized digital banking look like in action? Anticipate customer needs Predictive Reveal patterns that are "beyond trivial" for the customer to uncover Useful Actionable Drive activity and engagement

Personetics Product Suite Assist Engage Anywhere Personalized & Predictive Self-Service Personal Guidance & Behavior Insights Assistance & Guidance Wherever the Customer Is Predictive Analytics Platform

Personalized & Predictive Digital Self-Service Assist Personalized & Predictive Digital Self-Service

Personal Guidance for the Financial Customer Journey Engage Personal Guidance for the Financial Customer Journey

Anywhere Personalized Guidance and Assistance on Your Customers’ Favorite Messaging Apps

Use Case 1 Answer customer questions Customer Service Customer asks bot a general question Customer asks question How do I open an ISA? Customer Service Bot provides relevant, actionable response Here is a link to the Open ISA page…

Use Case 2 Step by step guidance … Conversational Experience Customer asks a question or requests help I’d like to speak with a retirement specialist Conversational Experience Bot responds with clarifying questions Sure, what’s the best time to call you?

Use Case 3 Incorporate personal firm data to provide insights and answers User asks a question requiring personal data How much did I spend on coffee last month? Personal Questions Bot directs customer to log in… Please login so I can look up your data… … then provides a personalized answer Here is how much you’ve spent…

Use Case 4 Offer relevant content based on previous dialogue, FB profile data, location, etc. You may find this interesting… your savings increased by $1,600 Push Notifications Set your savings goal to save faster!

Results

Demonstration Questions? info@personetics.com