| Date | Title | Description |
| 10.04.2026 | Why AI pilots struggle to scale in banks | - |
| 15.09.2025 | Here are five fintechs that could be next to IPO after Klarna | Klarna’s bumper IPO demonstrated how Wall Street is becoming more welcoming of sizable fintech listings.
That has got market participants wondering which fintech names could be next to go public.
“I think the Klarna IPO would be viewed posi... |
| 15.04.2025 | The AI Revolution: Personalization and Banking in the Digital Age | In the world of business, change is the only constant. Today, artificial intelligence (AI) is the engine driving this change. It’s reshaping how brands connect with consumers. A recent report reveals that companies in North America and the ... |
| 14.04.2025 | Puneet Malhotra Joins Personetics as Chief Revenue Officer | Malhotra's experience as a growth leader will fuel Personetics' global expansion in the new Cognitive Banking era
NEW YORK, April 14, 2025 /PRNewswire/ -- Personetics, the Cognitive Banking company that is transforming the way banks build a... |
| 11.03.2025 | Personetics Pioneers the Cognitive Banking Era With a New Set of AI-Driven Capabilities | Combining financial wellness and needs-based sales for deeper, more loyal customer relationships
NEW YORK, March 11, 2025 /PRNewswire/ -- Personetics, the company transforming how financial institutions build and monetize customer relations... |
| 25.02.2025 | New Research Shows Surging Consumer Demand for AI-Banking Services, According to Personetics Global Survey | A survey of 2,000 bank customers reveals that 84% are likely to switch banks to access services that help them reach their financial goals
NEW YORK, Feb. 25, 2025 /PRNewswire/ -- Personetics, the company that transforms how banks build and ... |
| 19.02.2025 | Personetics Appoints Jody Bhagat to President Global Banking, Broadening the Company's Global Strategy | Bhagat's new position will focus on aligning the company's regional strategies with its global vision
NEW YORK, Feb. 19, 2025 /PRNewswire/ -- Personetics, the company transforming how banks build and monetize customer relationships, announc... |
| 06.02.2025 | Personetics' New Features Give Banks More Ways to Monetize Customer Wellness | Personetics' latest product release empowers financial institutions to develop highly personalized customer experiences that democratize financial advice, inspire action, and drive business value
NEW YORK, Feb. 6, 2025 /PRNewswire/ -- Perso... |
| 05.11.2024 | BMO & Personetics to Help Customers Reach Personal Savings Goals | Personetics today announced the success of BMO’s Savings Amplifier offering. The BMO Savings Amplifier offering has helped tens of thousands of BMO customers set over 100,000 savings goal targets through the award-winning BMO Mobile app. BM... |
| 01.11.2024 | The Fed's Balancing Act: Navigating Rate Cuts Amid Economic Uncertainty | The Federal Reserve stands at a crossroads. As the economy wobbles, the central bank is poised to cut interest rates. The upcoming meeting on November 7 is set to be a pivotal moment. Analysts predict a 25-basis-point reduction, a cautious ... |
| 31.10.2024 | BMO Partners with Personetics to Help Customers Reach Personal Savings Goals | North American bank sees success with Personetics' AI-powered savings solution, helping customers reach financial milestones
NEW YORK, Oct. 31, 2024 /PRNewswire/ -- Personetics today announced the success of BMO's Savings Amplifier offering... |
| 23.10.2024 | Personetics Hits Key Milestone: Empowering over 150 Million Monthly Users with 1.2 Billion Insights for Financial Well-Being | Bank customers worldwide save $2.4 billion annually thanks to Personetics
NEW YORK, Oct. 23, 2024 /PRNewswire/ -- Personetics, the global leader in AI-powered personalized engagement solutions for financial institutions, today announced a s... |
| 17.06.2024 | Personetics Recognized by Celent as a Global Leader in Personal Financial Engagement (PFE) for Retail Banking | Beyond PFM: "Leader in proactive customer engagement" lauded for AI-powered PFE in Celent report
NEW YORK, June 17, 2024 /PRNewswire/ -- Personetics, the global leader in AI-based personalized engagement solutions for financial in... |
| 17.06.2024 | Celent Names Personetics as Leader in Financial Engagement | - |
| 17.06.2024 | Personetics Recognized by Celent as a Global Leader in Personal Financial Engagement (PFE) for Retail Banking | Beyond PFM: "Leader in proactive customer engagement" lauded for AI-powered PFE in Celent report
NEW YORK, June 17, 2024 /PRNewswire/ -- Personetics, the global leader in AI-based personalized engagement solutions for financial in... |
| 16.04.2024 | Cogo and Personetics Announce Partnership to Accelerate Planet-friendly Finance | Ben Gleisner, Cogo’s Founder and CEO
AUCKLAND, NEW ZEALAND, April 17, 2024 /EINPresswire.com/ -- Carbon footprint tracking expert Cogo has announced a partnership with Personetics, the global leader in AI-based personalised engagement platf... |
| 20.02.2024 | Personetics Welcomes New CEO to Accelerate its Global Growth | Financial services industry veteran Udi Ziv taking over for outgoing CEO David Sosna to guide the global leader in financial data-driven personalization and customer engagement.
NEW YORK, NY—Personetics, the global leader in AI-based person... |
| 20.02.2024 | Personetics Welcomes New CEO to Accelerate its Global Growth | Financial services industry veteran Udi Ziv taking over for outgoing CEO David Sosna to guide the global leader in financial data-driven personalization and customer engagement
Personetics, the global leader in AI-based personalized engagem... |
| 20.02.2024 | Personetics Welcomes New CEO to Accelerate its Global Growth | Financial services industry veteran Udi Ziv taking over for outgoing CEO David Sosna to guide the global leader in financial data-driven personalization and customer engagement
NEW YORK, Feb. 20, 2024 /PRNewswire/ -- Personetics, the global... |
| 07.11.2023 | BPI and Personetics partner to help customers make better money decisions through AI | SaaS solution applies AI and advanced data analytics to deliver hyper-personalized insights and advice via BPI's mobile banking app tool, Track and Plan
SINGAPORE, Nov. 7, 2023 /PRNewswire/ -- Bank of Philippine Islands (BPI) and Personetic... |
| 08.09.2023 | Роль AI в Финтехе | Искусственный интеллект (AI) - это не просто технология, а целая революция, которая меняет мир вокруг нас и делает его умнее, быстрее и лучше. AI присутствует везде, где мы общаемся, работаем, учимся или развлекаемся. Но особенно сильно он ... |
| 21.01.2022 | Personetics Secures Over $160 Million In 2021 And Accelerates The Global Expansion Of Its AI-Driven Personalization And Engagement Solutions For Financial Institutions With $85 Million Investment From... | Over 120 million bank customers are now ‘self-driving’ their finances with Personetics’ Engagement Platform and improving their financial well-being Personetics’ Engagement Platform has generated over 6.5bn insights and saved for customers ... |
| 21.01.2022 | Personetics raises $85M, expands operations in Australia | Personetics has raised $85 million in growth funding from Thoma Bravo, a software investment firm, doubling the company's valuation and securing a total funding of more than $160 million in 2021. |
| 20.01.2022 | US-based fintech startup Personetics raises USD 85 million in a latest funding round | - |
| 20.01.2022 | Personetics Secures US$85 Million Investment From Thoma Bravo | Personetics, a global provider of data-driven personalisation solutions, announced it has raised US$85 million from software investment firm Thoma Bravo.
The firm will be partnering with Thoma Bravo to leverage the latter’s operational expe... |
| 19.01.2022 | Inside crypto exchange FTX’s new venture fund | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
FTX wants to move fast.
Paid Content How to update cybersecurity in the face of potential attacks... |
| 19.01.2022 | Personetics Secures Over $160 Million in 2021 | Accelerates the Global Expansion of its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo |
| 19.01.2022 | Israeli fintech Personetics raises $85M for tools to help incumbents personalize banking services to compete with neobanks | Big banks are under a lot of pressure to modernize their services to meet demands of consumers who now view things like mobile apps that identify who and where you are; or instant, on-demand products, as table stakes — consumers that are in... |
| 19.01.2022 | Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From... | Personetics, the leading global provider of financial-data-driven personalization and customer engagement solutions for banks and financial services providers, today announced it has raised $85m in growth funding from Thoma Bravo, a leading... |
| 19.01.2022 | Financial AI Startup Personetics Raises $85M | Financial AI Startup Personetics Raises $85M
Eric Hal Schwartz on January 19, 2022 at 12:00 pm
Banking AI developer Personetics has raised $85 million in a growth funding round from software investment firm Thoma Bravo. Personetics offers b... |
| 19.01.2022 | Personetics announces $85m funding injection to boost banking personalisation | Israeli fintech firm Personetics has announced an $85m funding injection as it looks to accelerate the roll-out of its banking personalisation solutions. |
| 19.01.2022 | Inside crypto exchange FTX’s new venture fund | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox.
FTX wants to move fast.
Paid Content Why today's marketers need strong collaboration tools From O... |
| 19.01.2022 | Personetics, an AI-powered customer engagement and insights platform for banks, raises $85M | Did you miss a session from the Future of Work Summit? Head over to our Future of Work Summit on-demand library to stream.
Personetics, an AI-powered platform used by some of the world’s biggest banks to issue tailored advice and insights t... |
| 19.01.2022 | Personetics Raises $85M in Funding | Personetics, a global provider of financial-data-driven personalization and customer engagement solutions for banks and financial services providers, raised $85m in growth funding.
Thoma Bravo made the investment.
The company, which secured... |
| 19.01.2022 | Personetics, an AI-powered customer engagement and insights platform for banks, raises $85M | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today!
Personetics, an AI-powered platform used by some ... |
| 15.03.2021 | Every Bank Needs A Chatbot (Or Two) For Its Digital Transformation | Chatbotgetty |
| 20.02.2021 | Daily funding roundup - February 20th, 2021 | Recogni has raised $48.9M; Photomath secured $23M; Torii landed $10M; Pipe17 picks up $8M
Highland Electric Transportation: Highland Electric Transportation is a Hamilton, Ma.-based company that provides electric vehicles that are owned, po... |
| 17.02.2021 | Personetics raises $75m from Warburg Pincus | US and Israel-based data analytics firm Personetics has raised $75 million in a funding round from private equity firm Warburg Pincus.
Personetics co-founder/CEO David Sosna (left) and co-founder/COO David Govrin (right)
Founded in 2010, Pe... |
| 16.02.2021 | Personetics secures a $75 million investment from Warburg Pincus to accelerate the global expansion of its AI-driven personalization and engagement solutions for financial institutions | LONDON and NEW YORK and TEL AVIV, Israel, Feb. 16, 2021 /CNW/ -- Personetics, the leading global provider of data-driven personalization and customer engagement solutions for banks and financial services providers, today announced it has ra... |
| 16.02.2021 | Personetics Raises $75M | Personetics, a global provider of data-driven personalization and customer engagement solutions for banks and financial services providers, raised $75m in growth funding.
Warburg Pincus made the investment, joining Viola Ventures, Lightspee... |
| 16.02.2021 | Personetics secures a $75 million investment from Warburg Pincus to accelerate the global expansion of its AI-driven personalization and engagement solutions for financial institutions | - Over 95 million bank customers now 'self-driving' their finances with Personetics
- Banks reaping the rewards with an up to 35% increase in mobile app engagement and 20% increase in customer account and balance growth
- The global market ... |
| 16.02.2021 | Personetics secures a $75 million investment from Warburg Pincus to accelerate the global expansion of its AI-driven personalization and engagement solutions for financial institutions | LONDON and NEW YORK and TEL AVIV, Israel, Feb. 16, 2021 /PRNewswire/ -- Personetics, the leading global provider of data-driven personalization and customer engagement solutions for banks and financial services providers, today announced it... |
| 16.02.2021 | Personetics Raises $75M | Personetics, a global provider of data-driven personalization and customer engagement solutions for banks and financial services providers, raised $75m in growth funding.
Warburg Pincus made the investment, joining Viola Ventures, Lightspee... |
| 16.02.2021 | Personetics Raises $75 Million Led by Warburg Pincus | The leading global provider of AI data-driven personalization and customer engagement solutions for banks and financial services, Personetics has announced that it has raised $75m in growth funding from Warburg Pincus LLC. Warburg Pincus is... |
| 16.02.2021 | Personetics Raises $75M in Growth Funding | Personetics CEO founder David Sosna (left) and Cofounder COO David Govrin (right)
Personetics, a global provider of data-driven personalization and customer engagement solutions for banks and financial services providers, raised $75m in gro... |
| 16.02.2021 | Personetics raises $75 million to bring data-driven insights to banks’ customers | Personetics, a data-driven platform that uses AI to help banks issue personalized advice and insights to customers, has raised $75 million in funding from private equity firm Warburg Pincus.
Founded out of Israel in 2010, Personetics offers... |
| 16.02.2021 | Personetics raises $75 million to bring data-driven insights to banks’ customers | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today!
Personetics, a data-driven platform that uses AI ... |
| 07.01.2021 | Subscription Management: An Opportunity For Banks To Delight Customers | President of Americas at Personetics, the global leader in data driven personalization and customer engagement for financial institutions. |
| 09.10.2020 | Data-Driven Personalization Reaches A Tipping Point In Banking | President of Americas at Personetics, the global leader in data driven personalization and customer engagement for financial institutions. |
| 29.05.2020 | 15 Smart Ways To Diversify Your Business' Cash Flow During A Crisis | When a crisis like COVID-19 hits, it can have expected—and unexpected—impacts on your business’ revenue stream. That’s why it’s important to have a plan for diversifying cash flow, freeing up capital and tapping into other sources of income... |
| 25.04.2018 | Metro Bank Announces AI-Powered Banking App | Metro Bank is poised to revolutionise digital banking with its forthcoming artificial intelligence (AI) powered finance management service, Insights. Metro claims this move “will transform customers’ ability to manage their finances and hel... |
| 21.06.2017 | 8 ways to make sure your banking bot actually works | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today!
It’s become something of a cliché to say that cha... |
| 21.02.2017 | Term Sheet — Tuesday, February 21 | “HIGH REGARD”
Welcome back from the long weekend, those of you who had yesterday off. Lots to catch up on:
Paid Content What you need to know about growing cyberattacks From ExtraHop
Last month’s political stumble pales in comparison to the... |
| 20.02.2017 | Santander Innoventures adquiere las startups Personetics Technologies y GridSpace | 20/02/2017
SANTANDER INNOVENTURES ADQUIERE LAS STARTUPS PERSONETICS TECHNOLOGIES Y GRIDSPACE.
La entidad de capital riesgo (venture capital) Santander Innoventures, ha adquirido las startups de inteligencia artificial Personetics Technolo... |
| 09.02.2016 | Study: UK banks could lose 45% of their customers to alternative financial institutions | 82% of AltFI customers would recommend their provider to friends or family
Ease of engagement, customer understanding and guidance is driving switching
40% of bank customers felt that they were little more than an account number
London, UK,... |
| 03.10.2015 | Why Israel is leading fintech innovation | Over the past couple of decades, Israel has developed a strong fintech ecosystem thanks to continued overseas interest, a local commitment to innovation, and a community that’s dedicated to addressing the emerging needs of this industry.
Th... |
| 20.06.2013 | Personetics Secures $11.5M in Series B |
NEW YORK, NY, Leading provider of predictive customer engagement solutions for the banking industry, today announced that it has completed its series B funding of $11.5 million.
>> Click here for more funding data on Personetics
&... |
| 20.06.2013 | Personetics Completes $11.5M Series B Funding | Personetics, a New York-based provider of predictive customer engagement solutions for the banking industry, has completed its $11.5m series B funding.
The round was led by Lightspeed Venture Partners, with participation from existing inves... |
| 25.05.2011 | Personetics Completes $6.5M Funding Round | Personetics, a New York-based developer of a customer interactions technology for the financial services industry, completed a $6.5m funding.
Investors include Carmel Ventures and Sequoia Capital.
The company intends to use the funds to fur... |
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How banks are boosting customers’ uptake of financial wellness tools | The trend: Customers say in surveys that they want to improve their financial wellness—but when banks and credit unions give financial tips in social media posts, newsletters, or online courses, customers often don’t take them up on it.
Do ... |
| - | Personetics Secures Over $160 Million in 2021 | – Over 120 million bank customers are now ‘self-driving’ their finances with Personetics’ Engagement Platform and improving their financial well-being
– Personetics’ Engagement Platform has generated over 6.5bn insights and saved for custom... |
