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Personified Platform

Own the
Customer Journey

Personified leads the way in innovating the customer experience. Our Personified Platform captivates your customers and boosts your wallet share through its fully automated and personalized mobile banking experience.

Personified Platform Features & Benefits

Grow your share of wallet and increase engagement by providing the most personalized digital banking experience your customers have ever seen. Our technology provides
customized education and guidance for your customers every day – finally
transforming your physical branch into a digital one! 

Financial Coach

Understand each customer's unique financial journey and be able to deliver exactly the right service or product in the moments that matter most. 

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Financial Health Leveling System

Our Financial Health Leveling system gamifies your customer's ability to improve their entire financial picture all within your digital banking channel.

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Automated Financial Guidance

Give your digital banking channel the ability to deliver daily, automated and personalized financial guidance directly to your customers.

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Predictive Product Referrals

Increase product conversions and make your business more sticky through cross-selling, upselling, and reselling products based on the personal needs of your customer.

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Digitized Relationship Building

Instantly address any need, solution, or service that your customers want in your
digital banking channel without making them come into a branch or call the customer care center.

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Financial Journeys

Serve your customers, provide the most relevant products and services to fit their needs, and adapt to changes instantaneously as they grow, regardless of what financial journey they may be on today.

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Internal & External Transfers

Provide a seamless money experience by making recommendations to bring money into your bank from competitors or between internal accounts.

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Account Aggregation

Immediately capture your customer's external accounts so they have the most personalized mobile banking experience possible. 

Millions of Mint.com Users Need a New Home – Make Your FI Their Top Choice

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Personified in Action
on stage at FinovateFall 2022

Our demo debut showcased how you can make your physical branch digital by highlighting our Financial Journey Coach, Financial Health Leveling system, and Digitized Relationship Building.

Watch now. 

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