Personetics recognized by Celent as a global leader in Personal Financial Engagement (PFE) for retail banking

Beyond PFM: “Leader in Proactive Customer Engagement” praised 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 institutions, has been prominently featured in a new report from leading analyst firm Celent entitled “Personal Financial Engagement Solutions for Retail Banking.” The report provides an in-depth analysis of the rapidly evolving personal financial engagement (PFE) solution space and the capabilities of 13 vendors.

The Celent report highlights how PFE solutions have gone significantly beyond basic personal financial management (PFM), spend analysis and budgeting tools – using real-time analytics, AI and rich transaction data to provide tailored recommendations, automatically target and provide proactive guidance. automated processes directly to bank customers.

As the report states: “Customer engagement is becoming the most important way banks can deliver lasting value to their customers… continuously delivered through highly personalized and often proactive engagement,” and “financial institutions should sharpen their thinking about customer engagement by through financial wellbeing and an updated approach to PFE.”

Personetics is recognized as a global leader, with the report citing a “mature and evolving product that encompasses well-defined components of customer engagement and banking value.” It highlights Personetics’ powerful no-code tools that enable financial institutions to develop customized, financial data-driven, actionable insights and quickly implement journeys, as well as differentiated proactive and automated savings proposals.

“Personetics has been a leader in proactive customer engagement and enriching the digital banking experience for more than a decade,” the Celent report said. The “offering is strongly focused on ROI for banks, supporting a number of retention, deposit growth and cross-sell/service opportunities.” The report cites several of Personetics’ larger banking customers who have “achieved impressive customer engagement with this platform,” which should ultimately “deliver measurable value to the organization.”

The report highlights how PFE solutions enable financial institutions to drive stronger customer engagement, retention, deposit growth and cross-selling opportunities by incorporating personalized financial wellness capabilities into their digital banking channels.

As one of Celent’s key recommendations, it advises banks to “incorporate PFE into a broader customer financial wellness program” to increase value and engagement.

“We are honored to be recognized as global leaders in Celent’s authoritative new report on the Personal Financial Engagement Landscape,” said Udi Ziv, CEO of Personetics. “This recognition affirms our long-standing vision and commitment to helping FIs transform routine transactions into valuable personalized experiences that improve financial well-being and build lasting customer loyalty.”

Learn more during the upcoming webinar

Dorel Blitz, VP Strategy and Business Development at Personetics, and analysts from Celent Bob Meara And Michael Bernardwill explore the power of PFE in an exclusive webinar on June 26. “Beyond PFM: The Rise of Impactful PFE (Personal Financial Engagement)” will delve deeper into the key findings and recommendations from Celent’s report, providing a roadmap for banks to build and implement an effective PFE strategy, and practical examples of financial institutions generating impact with Personetics solutions.
Register for the webinar to secure your spot.

Download a free copy of the Celent report: “Personal Financial Engagement Solutions for Retail Banking” to gain a deeper understanding of the PFE landscape and how it can benefit your financial institution.

About Personetics
Personetics is the global leader in financial data-driven personalization, enabling financial institutions to create deeper relationships by improving customers’ financial well-being and helping them make smarter decisions. Personetics reaches 135 million customers in 35 global markets and serves more than 100 financial institutions. Personetics’ AI analyzes financial data in real-time to understand customer financial behavior, anticipate needs and deliver a hyper-personalized experience with daily actionable insights, personalized recommendations, product-based financial advice and automated financial wellness programs. The company has offices in New York, London, SingaporeSão Paulo, and Tel Aviv. For more information visit

Media contact for Personetics
Michal Milgalter
[email protected]