Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships. Its AI-powered enterprise platform turns customer data into real-time transactional and digital intelligence, driving timely, relevant customer experiences and contextual actions that deliver measurable business outcomes. Serving leading financial institutions worldwide, Personetics continuously analyzes customer data to understand what is happening in each account holder’s financial life, elevating the customer experience and reinforcing the bank’s role as a trusted financial partner. For more information, visit https://personetics.com.
In this detailed session, KeyBank and Personetics explore how “Cognitive Banking” is reshaping the industry, and how KeyBank is building trust through tailored guidance, turning mobile interactions into meaningful relationships that drive mutual value. Learn what KeyBank’s financial mobility survey revealed customers expect: They don’t just want transactions, they want trusted guidance that improves their financial well-being and daily decisions. For banks, gain insight from KeyBank into how robust data cleansing and enrichment can deliver value for both customers and the bank. By improving transaction descriptions and accuracy, banks can enjoy substantial benefits in call center inquiries, saving millions while automating customer service in a mobile-first world where 90% of traffic comes through digital channels. The benefit to shareholders? Measurable impact of targeted engagement on cross-selling, upselling, and customer retention, creating lasting value through deeper relationships rather than transactional interactions.