Our Personified Platform delights your customers and increases share of wallet by providing a completely 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!
Understand each customer's unique financial journey and be able to deliver exactly the right service or product in the moments that matter most.
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.
Automated Financial Guidance
Give your digital banking channel the ability to deliver daily, automated and personalized financial guidance directly to your customers.
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.
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.
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.
Internal & External Transfers
Provide a seamless money experience by making recommendations to bring money into your bank from competitors or between internal accounts.
Immediately capture your customer's external accounts so they have the most personalized mobile banking experience possible.
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.