Personetics survey on banking proactivity
Summary
New opportunities for banks, according to Personetics This moment of economic vulnerability is fueling new customer demands based on the need to spend smarter, save and manage money. “Banks have the opportunity to be part of their customers’ lives, and help them cope with complex economic situations such as the one we’re currently living in, by providing personalised advice, and useful recommendations to help people become more financially resilient,” explains Juliana Ortiz, Latinia’s Customer Success Manager. “Our products are designed to enhance banks’ proactivity, and deliver a higher level of engagement and financial wellness for customers”. “The filtering and analysis of transactional events and customer intelligence data, which are functions of our products, makes it possible to alert customers of financial problems before they arise, and guide people to a higher level of financial wellness at every stage of life,” explains Juliana Ortiz. “In short, it makes it possible to establish a banking system based on the customer, on their well-being, and one that looks towards the future,” she concludes.
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