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Personetics
Data-driven personalization platform for financial services
- 201-500 employees
- Fintech
- B2B
- Marketing
- Data Analysis
- Rose Hill, New York, NY
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Company mission
Personetics' mission is to actualize a world of “Self-Driving Finance” where banks proactively act on behalf of their customers – a win-win for customers and banks alike.
Our take
Data analytics can yield powerful results, providing businesses with actionable insights into how they can optimize operations. This process can also be applied to the personal financial data of someone to help them understand their financial journey, but understanding the data and processes necessary to achieve this is impossible without the right expertise.
Personetics provides a data-driven personalization platform for financial services, helping providers to offer customers data insights, advice, and automated money management tools. The company achieves this through APIs and tools for data enrichment, engagement building, open banking, and wealth management, preventing businesses from having to rely on bespoke software developers.
While many startups are providing data-driven analytics and personalization tools for fintechs, most of these focus solely on benefitting the consumer or business, whereas Personetics approach helps to drive consumer financial well-being whilst simultaneously driving bank KPIs. Through this symbiotic approach, the company aims to help financial service providers future-proof their operations, embrace data-driven approaches, and ultimately boost revenue and customer satisfaction.
Steph
Company Specialist at Welcome to the Jungle
Funding (last 2 of 4 rounds)
Jan 2022
$85m
GROWTH EQUITY VC
Feb 2021
$75m
GROWTH EQUITY VC
Total funding: $178m
This company has top investors
Leadership
David Sosna
(CEO)Founder & CEO of Gilon from 1994 to 1999 and for Actimize from 2000 to 2010.
David Govrin
(COO)Co-founder of Actimize from 2000 to 2010.