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

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

3. 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

4. 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

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

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

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

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

9. 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…

10. 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?

11. 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…

12. 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!

13. Results

14. Demonstration
Questions?