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AI-powered financial data AI
Personetics is a financial data AI AI agent offering AI that turns banking data into personalized insights, advice and automated savings for customers. Founded in 2011 and based in New York, New York, USA, Personetics helps retail and business banks automate financial data AI work and get results faster.
Personetics takes transaction data as input and produces insights and actions. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as Core banking systems, Salesforce, Jack Henry and Fiserv, so the agent works inside existing workflows.
Personetics is built for retail and business banks. It suits teams that want personalized financial insights and automated savings without adding headcount, while keeping people in control of review and final decisions.
Personetics is often compared with MX. Personetics stands out for personalized financial insights and business banking insights. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
Subscription
Starting Price
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Free trial
Personetics for individuals and growing teams. See personetics.com for current pricing.
Personetics for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Personalized financial insights | , | |
| Automated savings | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Business banking insights | , | |
| Engagement analytics | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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