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Codat teams up with Personetics to boost engagement for SMEs

By Megha Bhattacharya

June 04, 2021

  • America
  • Codat
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API-based platform Codat has announced its partnership with a provider of financial data-driven personalisation and customer engagement solutions, Personetics. Personetics’ technology enables banks to offer day-to-day personalised insights, financial advice, and automated wellness programs to customers including small businesses. Its Engagement Platform assists banks to quickly increase market differentiation and business impact.

David Sosna, CEO and Co-Founder at Personetics, said, “To stay competitive banks must meet the rising expectations of small business customers and proactively engage them. This partnership is so exciting because we’ve built a platform capable of in-depth analysis of huge volumes of data – Codat now helps our clients to seamlessly access more data from their small business customers, leading to better decision-making and services. This enables clients to self-drive their finance and achieve optimal levels of control that ultimately impacts and increases their customers’ financial resilience.”

Codat’s API,  which provides real-time access to the financial and business data in platforms used by SMEs, will be integrated with Personetics’ end-to-end platform, enabling Personetics to apply its AI to small business data more easily. Personetics’ financial service clients will gain greater insights, product-based advice and intelligence to anticipate the needs of their business customers.

Peter Lord, CEO at Codat, said, “There is no question that bringing together business data and AI delivers better outcomes for financial service organisations and their customers. SMEs can reap the benefits of open data by allowing their financial service providers access to the accounting, banking and commerce platforms they use on a daily basis. This approach is unlocking huge value for banks and fintechs and the wider global economy.”

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