Danny Vatnik, CTO at Personetics

Israel-based Personetics, a provider of AI-powered personalization and customer advocacy solutions used by the world’s top banks, has announced that its data-driven actionable insights will now be available for bank relationship managers and agents.

In addition to a rich set of insights to empower bankers at the branch and call centre, the solution includes built-in integration with popular CRM solutions by Salesforce and Microsoft. Banks that use other CRM system will be able to use the solution through Personetics-provided APIs.

Empowering bank front-line employees with personalized insights and recommended actions for their customers is an extension of the capabilities already delivered by Personetics directly to consumers and small business customers via the bank’s online and mobile channels.

Even as banking interactions become increasingly digital, many customers still rely on their banking relationship managers for advice and guidance. With timely insights at their fingertips, bankers can proactively help customers stay on top of their finances – Alert customers to potential issues with their accounts (e.g., suspected duplicate charges, balance too low to cover upcoming expenses and payments); highlight opportunities to improve their financial wellbeing (e.g. excess funds in checking account that can be moved into savings or investment accounts) and offer high value products and services personalized to each user needs (e.g., overdraft protection, short-term loan, better suited reward card).

“While many doomsday predictions have painted the advance of AI in banking as a job killer, we view AI as an enabler that can complement and enhance banker interactions,” said Danny Vatnik, Chief Technology Officer at Personetics. “By putting the power of AI in their hands, we help bankers be more effective and deliver higher value in their communication with customers.”

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by Megha Bhattacharya
Market Analyst at IBS Intelligence
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