Helping Millions of digital banking customers be Timely

Helping Millions of digital banking customers be… Timely informed. Financially aware. Personally engaged. Exceptionally satisfied.

Personetics’ AI-based framework enables financial institutions to engage customers with personalized insights, timely advice and contextual service. 2

Industry Recognition § Three of the top 5 FI’s in North America § “Mobile Solution of the Year” § Top 10 Fin. Tech Companies to Watch About Us § Seasoned Management Team § Operating in: NYC, London, Tel-Aviv § Backed by prominent VC’s

Based on deep analysis of a broad range of customer data and other relevant inputs Personal Real-time What does personalized digital banking look like in action? Actionable Able to process up to date events and to respond immediately with the appropriate content Predictive Useful Anticipate customer needs Reveal patterns that are "beyond trivial" for the customer to uncover Drive activity and engagement

Personetics Product Suite Assist Engage Anywhere Personalized & Predictive Self-Service Personal Guidance & Behavior Insights Assistance & Guidance Wherever the Customer Is Predictive Analytics Platform

Assist Personalized & Predictive Digital Self-Service

Engage Personal Guidance for the Financial Customer Journey

Anywhere Personalized Guidance and Assistance on Your Customers’ Favorite Messaging Apps

Use Case 1 Answer customer questions Customer asks bot a general question Customer asks question How do I open an ISA? Bot provides relevant, actionable response Here is a link to the Open ISA page… Customer Service

Use Case 2 Step by step guidance … Customer asks a question or requests help I’d like to speak with a retirement specialist Bot responds with clarifying questions Sure, what’s the best time to call you? Conversational Experience

Use Case 3 Incorporate personal firm data to provide insights and answers User asks a question requiring personal data How much did I spend on coffee last month? Bot directs customer to log in… Please login so I can look up your data… … then provides a personalized answer Here is how much you’ve spent… Personal Questions

Use Case 4 Offer relevant content based on previous dialogue, FB profile data, location, etc. You may find this interesting… your savings increased by $1, 600 Set your savings goal to save faster! Push Notifications

Results

Demonstration Questions? info@personetics. com