Personetics, the Cognitive Banking Company, is a pioneer in transforming how banks build and monetize customer relationships. Its AI-powered platform enables banks to respond dynamically to customers’ evolving financial needs by providing relevant and timely insights that encourage customers to make smarter financial decisions to reach their financial goals. This needs-based approach to product sales enhances customer engagement, resulting in increased loyalty. Serving leading financial institutions across 35 global markets, Personetics supports 150 million active monthly users. The company has offices in New York, London, Singapore, São Paulo, and Tel Aviv. 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.