Personetics Engagement Builder

Personetics Engagement Builder is a codeless management platform that empowers financial institutions to create, customize, and deploy personalized insights across all digital banking channels. It enables banks to innovate internally, target specific customer segments, and deliver contextual, data-driven experiences without requiring technical expertise.

Features

• Codeless interface for rapid insight creation
• Access to over 200 data enrichment assets and customer attributes
• Drag-and-drop UX customization with dynamic and static content
• Conditional logic for personalized calls to action
• Integration with external data sources and marketing campaigns
• Version control and concurrent beta/production deployment
• Role-based permissions and full audit tracking
• On-premise or cloud deployment options with SSO support

Capabilities

• Build complex logic and statistical aggregations for insights
• Configure exposure periods, engagement policies, and personalization rules
• Import and activate marketing offers and product launches
• Manage content versions and approval workflows
• Deploy insights across multiple geographies and banking entities
• Customize insight structure, visuals, and messaging
• Track performance and optimize based on customer feedback

Benefits

• Accelerates time-to-market for personalized banking experiences
• Enhances customer engagement through relevant, timely insights
• Reduces dependency on external development resources
• Strengthens brand differentiation with proprietary personalization IP
• Improves operational efficiency and campaign responsiveness
• Ensures secure and compliant deployment across environments
• Supports strategic initiatives with scalable insight distribution