Personetics launches Banking Console for AI-powered relationship-manager intelligence, the company said on 15 September 2026.
Personetics provides AI personalisation and engagement software for banks and credit unions.
Banking Console gives RMs a ranked daily list of which customers need attention, why, and what to say. Layers Personetics Shared Financial Context onto CRMs banks already use, including Salesforce and Microsoft Dynamics. Includes Bank Configuration Page so institutions set priorities (growth vs retention) that shape the engagement planner.
CEO Udi Ziv: removes the “intelligence blind spot” in the RM workflow. Aimed at generational wealth-transfer and primacy retention use cases.