Personetics

08/24/2026

Retail Relationship Managers at banks manage anywhere from 200 to 2,000 customers each, often with no reliable way to know who needs a conversation today or why. With the market approaching a $124 trillion wealth transfer over the next 20 years, every relationship a bank fails to prioritize today is a relationship it risks losing tomorrow.

Join Alison Albeck Lindland CMO of Personetics, Lital Shafir, Product Manager at Personetics, and Nick Cowell, Principal and US Retail Banking Leader at Deloitte, for an exclusive webinar, introducing the Personetics Banking Console on Tuesday, September 15th.

Discover how we deliver actionable, AI-powered intelligence directly into the RM's daily workflow.

In this session, we’ll explore how the Banking Console helps your team:
💯Prioritize the right customers
✔️Start every interaction with full context
⚖️Predict risk and opportunity
📈Turn context into conversation

Register for the webinar here: https://personetics.com/resource-center/from-context-to-conversation-how-ai-is-empowering-the-relationship-manager/

08/21/2026

Personetics and Plaid announce a new partnership! It combines Plaid’s connectivity with Personetics’ AI personalization. It helps banks and credit unions turn connected data into clear action >> https://personetics.com/plaid-partnership

Banks can’t win Account Primacy without the full financial picture.
That changes today.

The result is a fuller view of each customer’s finances.
✔ It delivers personal insights at the moments that matter.
✔ It also creates new ways to deepen relationships and grow deposits.
✔ It can also strengthen account primacy.

With Personetics and Plaid, and can do more.
They can move from one account view to a full customer view.
They can act on that insight inside the experience.

That’s the future of personalized banking.
Learn more about the partnership here: https://personetics.com/plaid-partnership

Personetics partnership with Plaid embeds open finance connectivity into your bank's app turning connected account data into personalized action and account primacy. From Open Finance to Account Primacy: Turning Connected Data into Personalized Action with Plaid.

08/20/2026

Today, Personetics and Plaid announced a new partnership combining Plaid’s connectivity with Personetics’ AI-powered personalization to help banks and credit unions turn connected financial data into meaningful action.

Banks can’t win account primacy if they can’t see the full financial picture. That’s changed today.

The result: a more complete view of customers’ financial lives, personalized insights delivered in the moments that matter, and new opportunities to deepen relationships, grow deposits and strengthen account .

With Personetics and Plaid, and can move from knowing what’s happening in one account to understanding what’s happening across a customer’s financial life, then act on that understanding directly within the experience.

That’s the future of personalized banking.
Learn more about the partnership here: https://personetics.com/plaid-partnership

08/20/2026

Personetics and Plaid announced a new partnership combining Plaid’s connectivity with Personetics’ AI-powered personalization to help banks and credit unions turn connected financial data into meaningful action.

Banks can’t win account primacy if they can’t see the full financial picture. That’s changed today.

The result: a more complete view of customers’ financial lives, personalized insights delivered in the moments that matter, and new opportunities to deepen relationships, grow deposits and strengthen account .

With Personetics and Plaid, banks and can move from knowing what’s happening in one account to understanding what’s happening across a customer’s financial life, then act on that understanding directly within the experience.

That’s the future of personalized banking.
Learn more about the partnership here:

Personetics partnership with Plaid embeds open finance connectivity into your bank's app turning connected account data into personalized action and account primacy. From Open Finance to Account Primacy: Turning Connected Data into Personalized Action with Plaid.

07/23/2026

In case you missed it, our CMO Alison Albeck Lindland sat down with Alyson Clarke Analyst at Forrester, to unpack the findings from our 2026 Global Banker Survey exploring why 79% of banking leaders see operationalized AI as a major opportunity, yet only 18% have deployed it at scale.

As Alyson puts it: "When you add value, you earn the right to sell." Context is what gets you there.

Watch the full session on-demand here:
https://personetics.com/resource-center/on-demand-webinar-personetics-2026-global-banker-survey-webinar-from-aspiration-to-execution/

07/17/2026

Personetics Global Banking Job Roundup: Through our work with banks and credit unions, we’re connected to innovators and leaders shaping the future of financial services.

↩️ Please repost and share with your network. 👉 Explore the latest roles here >> https://personetics.com/personetics-banking-job-round-up/

Through our work with banks and fintechs around the world, we’re connected to a global community of industry professionals. As a resource for that community, we share open roles across the ecosystem to help connect talent with opportunity. To list an open role at your company on this page, contact...

07/16/2026

Banks don't have a data problem. They have an activation problem. At the recent Digital Banking Summit NSW in Sydney, Australia, one theme stood out: the financial industry is shifting from gathering data and insights to delivering actionable outcomes. The future of banking relies on contextual, proactive personalization.

Our Regional Sales Director, Simon Melton, broke down the main takeaways from the event and where the banking industry is headed. In the blog, he included insights from his presentation at the summit with Charles Street MBA GAICD, Bankwest Crew Lead for Everyday Experiences, on how banks can deliver genuinely useful banking experiences to customers.

Check out his full blog to learn why is the key to building genuine customer trust: https://personetics.com/the-shift-from-insight-to-action-key-takeaways-from-the-digital-banking-summit-nsw-australia/

07/02/2026

How is AI fundamentally reshaping the French banking ecosystem?Charles-André Duport, Personetics Sales Director, recently joined prominent banking decision-makers in Paris for IN BANQUE 2026.

In our latest blog, he breaks down the critical insights from the event, focusing on "Horizon 2030: Towards Conversational and Agentic Banking."

The main takeaway from the floor? The competitive advantages going forward will be built on intelligence and relevance rather than branch networks or basic mobile apps.

The blog also features our presentation with Corine Côté, Head of Retail Insights at Desjardins Group, where we explored how hyper personalisation and are delivering tangible business value and measurable results.

Read Charles's full blog to understand why the industry is at an inflection point: https://personetics.com/horizon-2030-navigating-the-era-of-agentic-banking/

06/29/2026

Thrilled to announce our partnership with Fiserv, embedding our AI-driven platform directly within Experience Digital (XD)! By bringing actionable AI natively into the digital banking experience, financial institutions using XD can now turn customer data into personalized experiences, contextual guidance, and relevant offers, delivered at the right time and in the right context, without adding new tools or complexity.

From helping consumers manage cash flow and save with confidence to empowering small businesses to anticipate their needs and act at the right moments, this integration delivers value-driven experiences at scale.

Read how this partnership is enabling smarter, more proactive, and personalized digital banking experiences that help consumers and businesses make better financial decisions at the moments that matter most: https://personetics.com/resource-center/personetics-embeds-ai-within-experience-digital-from-fiserv-to-enable-more-personalized-banking/

06/16/2026