January 19, 2017 1:14 AM ET


Company Overview of Personetics Technologies Ltd.

Company Overview

Personetics Technologies Ltd. provides customer interactions technology for the financial services industry. It offers Personetics Digital Banker, a self-service technology that uses customer profiles and automated intelligence to drive customer-centric processes across various channels, including Web, mobile, and text banking; and Personetics Anywhere that provides a way for financial institutions to offer customers personalized assistance and guidance using messaging platforms, such as Facebook Messenger. The company was founded in 2010 and is based in White Plains, New York with an additional location in Tel Aviv, Israel.

445 Hamilton Avenue

Suite 1102

White Plains, NY 10601

United States

Founded in 2010



Key Executives for Personetics Technologies Ltd.

Co-Founder and Chief Executive Officer
Age: 47
Co-Founder and General Manager of Israel Operations
Vice President of Product Management
Global Vice President of Sales
Compensation as of Fiscal Year 2016.

Personetics Technologies Ltd. Key Developments

Personetics Names Steve Rooney as Global Vice President of Sales

Personetics reported that Steve Rooney has joined the company as global vice president of sales. Prior to joining the company, Rooney held global sales leadership positions at a number of technology providers to the financial industry, including FolioDynamix, Actimize/NICE, SunGard, SS&C Technologies and Oracle. His most recent role was executive vice president of global sales at Sapiens.

Personetics Launches Personetics Anywhere Chatbot

Personetics announced the launch of Personetics Anywhere™ chatbot, providing a new way for financial institutions to offer customers personalized assistance and guidance using messaging platforms such as Facebook Messenger. AI-powered chatbot delivers personalized financial guidance to customers everywhere: Personetics Anywhere provides financial institutions with a quick way to turn simple messaging interactions into a rich personalized experience. It allows banks to create uniquely powerful personalized interactions that are timely and relevant, in a conversational medium customers are already familiar with. For example, customers can use Facebook Messenger and other messaging apps to receive instant, accurate, and contextual responses to questions related to their bank account, or get immediate assistance executing financial transactions such as sending a payment. Using real-time predictive analytics, Personetics Anywhere enables financial institutions to go beyond simply reacting to customer requests. By anticipating customer needs and delivering personalized and timely insights, banks can help customers be better informed and more confident in their ability to control their financial affairs. For example, a customer that is traveling to a different country may receive advice on how to use the bank's card in that country while minimizing any associated fees. Personetics Anywhere can also analyze customer spending patterns and provide advance warning if an account may become overdrawn, suggest ways to increase savings, and deliver other insights related to the customer's most current financial activities. Personetics Anywhere chatbot accelerates reach and deployment for personalized engagement: Personetics Anywhere provides financial institutions with a quick path to personalizing the digital user experience, a goal that many of these institutions are already pursuing. Support for Facebook Messenger is available immediately, with additional messaging platforms coming soon. The solution offers financial institutions several distinct advantages, including: The ability to reach the customers where they are: messaging is the growing online interaction platform with billions of active users worldwide, far exceeding the reach of bank applications. Conversational interactions: users are able to actively converse with the AI-powered bot, creating a personalized and social experience that elevates engagement and emotional connection with the bank. A deployment-ready solution: Personetics Anywhere taps into existing bank content and built-in financial knowledge included in the Personetics platform, allowing the bank to drastically reduce deployment time.

Personetics Secures an Agreements with Global Financial Institutions

Personetics announced the company has signed several seven-figure contracts with major global banks and card issuers that will extend the deployment of its personalized digital banking technology to over 15 million users. The Personetics Predictive Analytics platform is a white label solution embedded in a bank's web and mobile applications. It empowers banks to analyze vast amounts of customer data on-the-fly to accurately identify and anticipate individual customer needs. Based on real-time analysis of customer situation and behavior, Personetics delivers personalized and relevant self-service and guidance at each step of the customer journey.

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