Personetics’ ‘Banking on Innovation’ podcast brings valuable perspectives from the industry leaders who are driving customer-centric innovation in financial services


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Personetics launches a podcast inspired by innovators in the financial services sector, who share their learnings and advice from their personal journeys driving customer impacts

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NEW YORK & TEL AVIV — Personetics, the leading global provider of financial data-driven personalization and customer engagement solutions for banks and financial services providers, has today announced the release of the first episode of their new bi-weekly podcast, ‘Banking on Innovation’.

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The Banking on Innovation podcast aims to highlight to their audience what it takes to lead customer-centric innovation and deliver business impact. The highly accomplished guests bring their own learnings and advice from their personal journeys and share bold views on how the banking industry needs to evolve to meet growing customer expectations.

As a product innovator and global industry leader, Personetics is underwriting the podcast to promote thought leadership and industry advancement with financial data driven personalization. The podcast’s guests include CEOs, Retail Banking Heads, Chief Digital Officers, and Chief Marketing Officers from progressive banks and credit unions that are “leaning forward” in driving impact through financial data driven personalization.

The podcast covers a range of topics including evolving customer expectations, challenges to driving innovation, and data driven personalization. Intended to be casual yet thought provoking, each episode ends with the same forward-looking question: what will customers expect in the next three years, for which the industry is not well prepared?

The list of guests for the first season includes:

  • Dennis Devine, President and CEO of Alliant Credit Union
  • Liz Wolverton, Head of Consumer Banking and Brand Experience at Synovus
  • Hans Morris, Managing Partner of NYCA Partners
  • Brendan Coughlin, Head of Consumer Banking at Citizens Bank
  • Jamie Warder, Chief Digital Officer at KeyBank
  • Harit Talwar, Former Chairman and CEO Marcus by Goldman Sachs
  • Ankit Bhatt – EVP and Chief Digital Officer at U.S. Bank
  • Christopher Kay – Senior Executive Vice President with M&T Bank
  • Erin Pryor – Executive Vice President, CMO & Client Experience at First Horizon Bank
  • Todd Lane – President & CEO at California Coast Credit Union

Jody Bhagat, President of Americas at Personetics, and the podcast’s host says, “We are excited to bring an amazing collection of industry leaders to share their perspectives and advice. Our guests offer valuable experiential insights and challenge the industry to achieve greater heights in delivering personalized experiences. With rising customer expectations and continued shift to digital behaviors, it’s more important than ever for the industry to capitalize on financial data driven personalization.”

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Dennis Devine, President and CEO of Alliant Credit Union, and the first guest on the podcast says, “We’re thrilled that Personetics has invited us to be the first guest on their Banking on Innovation podcast, setting the tone for how data-driven customization can improve consumer experiences in the financial services. It is important to learn from a variety of institutions and perspectives to help improve industry-wide knowledge of how we can progress and innovate, putting personalization first. We look forward to listening to subsequent episodes and learning more valuable lessons.”

The Banking on Innovation podcast, brought to you by Personetics, is available for listening as of today, October 13th,on the Personetics’ blog, Spotify, Apple Podcasts and Google Podcasts.

About Personetics:

Personetics is the global leader in financial data-driven personalization, customer engagement, and advanced money management capabilities for financial institutions. Focused on enabling proactive engagement for banks, Personetics’ AI analyzes financial data in real time to understand customer financial behavior, anticipate customer needs and deliver a hyper-personalized experience. We are creating the future of “Self-Driving Finance,” where banks can proactively act on their customers’ behalf to help improve their financial wellness and achieve financial goals.

Our industry-leading data analytics solutions harness customer financial transaction data to provide day-to-day actionable insights, personalized recommendations, product-based financial advice, and automated financial wellness programs. Financial institutions use Personetics’ agile solutions to rapidly create their own personalization IP to serve the unique needs of their customers and differentiate themselves in the market. With Personetics offerings, financial institutions transform their digital banking experience into the center of the customers’ financial lives.

We offer solutions for mass market consumer banking, SMB banking, wealth management, and credit card issuers. Personetics drives business impact for financial institutions by improving relevant product targeting for accurate, efficient cross-selling and upselling. We help financial institutions deepen their customer relationships, increase core deposits and customer retention, expand share of wallet, and boost Customer Lifetime Value.

Personetics currently serves over 100 financial institutions spanning 32 global markets, reaching 130 million customers. We are backed by leading venture capital and private equity investors, with offices in New York, London, Tel Aviv, Singapore, Tokyo, Paris, Spain, and Australia.

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