Personetics unveils AI-driven banker enablement product ‘Banking Console’
What's happening
Personetics has launched Banking Console, an AI-powered banker enablement product that analyses customer behaviour, primacy and financial signals across their entire portfolio to create a ranked daily list of customers for relationship managers to contact. The Console flags potential risks and opportunities, provides an overview of each customer's finances and suggests talking points to explain why a customer needs attention. Personetics positions the tool to help RMs identify which customers need attention and why, using behaviour and financial activity signals.
Why it's trending
Banks and vendors are racing to put AI and Open Finance data into the hands of frontline bankers so relationship managers can act on real-time customer signals.
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If AI is only feeding RMs a ranked list, banks will have automated the notification without fixing the follow-up, Banking Console risks creating more alerts than conversions.
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Original sources4
- Q&A: Personetics’ Alison Lindland on building financial context with Open Finance and AI
Alison Lindland, chief marketing officer at Personetics, reveals the most exciting AI and Open Banking developments coming down the line, and the shift as consumers "feel recognised" rather than "marketed to". Source
Open Banking ExpoSep 17 - Zopa rolls out personal banking agent
UK bank Zopa is rolling out a conversational AI to current account customers, billing it as an 'always-on personal banker'.
FinextraSep 17 - Personetics unveils AI-driven banker enablement product ‘Banking Console’
The new product analyses customer behaviour, primacy, and financial signals across their entire portfolio. Source
Open Banking ExpoSep 16 - Personetics Launches AI Banking Console for Relationship Managers
Personetics has launched Banking Console to help bank relationship managers identify which customers need attention and why. The AI-powered product analyses customer behaviour and financial activity to create a ranked daily list of customers to contact. It also identifies potential risks and opportunities, provides an overview of each customer’s finances and suggests talking points. The [...] The
Fintech News SingaporeSep 16
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