Powerful engagement solution, right out of the box

• 100+ proven money management insights
• Activity trackers, including balance and spending, cashflow projections, subscription management, and smart budgets
• Mobile SDK and pre-built UX widgets that seamlessly embed into the bank’s digital application

Drive business impact far beyond traditional PFM solutions

• Boost digital engagement – +35%
• Drive action – 17% CTR on advice and product recommendations prompts
• Increase cross-sell and upsell – 5-10% growth in accounts and account balances
• Build trust and improve customer experience – +7pts NPS, 4.45 rating

Shorten time to market

• Up and running in 12-weeks via SaaS deployment
• Pre-Trained AI/ML models rapidly categorize and enrich bank data
• Automated validation process quickly maps bank data to Personetics model.

Customize and optimize for continued growth.

• Customize and build hyper-personalized insights with codeless, user-friendly Engagement Builder tool
• Track and optimize performance with analytics dashboard and industry benchmark reporting

From Our Customers

"Providing real-time, personalized insights within our online and mobile banking platforms will allow us to help our customers work toward their goals more confidently, one financial decision at a time."

• Alastair Ironside, Chief Marketing Officer, Rockland Trust *

"Q2 enables us to differentiate from other banks by leveraging the Q2 Innovation Studio to embed fintech solutions like Personetics within our digital banking platform. This will allow us to provide real-time insights and automated saving plans, helping our customers work toward their goals and financial decisions with confidence, all while creating stickier, deeper relationships with our account holders. Enhancing the digital experience for our customers is a top priority".

• Janel Maysonet, senior vice president and chief marketing officer, Avidia Bank *

From Our Customers

"We were able to bring the ‘Surprise Savings’ to market very quickly because we already had a successful implementation with our partners at Personetics…They were innovating on things that helped us accelerate that…it took some of the burden off of the heavy lifting that we had to develop on our end."

Anand Talwar, Deposits and Consumer Strategy Executive at Ally Bank