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Personetics Technologies
Cognitive banking and bank chatbot solutions enable banks to anticipate customers’ personalized banking needs through artificial intelligence
About Personetics Technologies
Personetics is a leading provider of AI-driven personalized customer engagement platforms for financial services. The company specializes in delivering tailored insights, recommendations, and product-based advice to enhance customer engagement and drive sales. Personetics serves a diverse range of clients, including banks of all sizes across various geographies. Operating in the financial technology market, Personetics leverages artificial intelligence to offer data-driven solutions that empower banks to better serve their customers.
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The business model of Personetics revolves around providing cloud-based, automated financial wellness programs and proactive money management tools. These solutions are designed to help financial institutions offer a more personalized and engaging banking experience. Personetics generates revenue through subscription fees and service agreements with its banking clients.
Personetics' platform is recognized for its ability to significantly improve customer engagement rates, as evidenced by its partnerships with leading financial institutions like UOB TMRW and BMO Financial Group. The company has also received accolades such as the Finovate 2021 Award for Best Customer Experience Solution.
At a glance
- Status
- Operational
- Founded
- 2011
- Headquarters
- New York City, United States
- Employees
- 357
- Open positions
- 9
- Dealroom signal
- 70.4/100
- Industry
- Fintech
- Sub-industry
- Banking
- Sector
- Fintech, Personal Finance, Data Analytics, Predictive Analytics, Core AI, Bank, Chatbot
- Technology
- Artificial Intelligence, Big Data, Machine Learning, Nanotech, Recognition Technology
- Client focus
- b2b
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| GROWTH EQUITY VCOther financing | Jan 2022 | $85M | — | Thoma Bravo | ↗ |
| GROWTH EQUITY VCOther financing | Feb 2021 | $75M | — | Warburg Pincus | — |
Growth signals
Latest recorded traffic for Personetics Technologies is 15K monthly website visits, down 6.3% over the last three months. Personetics Technologies's team declined 1.9% over the past year.
Open positions
Similar companies
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A3 investors entered at this stage
Series B and later3 investors entered at this stage
Mouro Capital
Warburg Pincus
Thoma Bravo
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Personetics Technologies on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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