NAFCU Services Announces Partnership to Provide Credit Unions with Personetics’ Personalized Data-Driven Member Engagement Platform


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ARLINGTON, Va.–(BUSINESS WIRE)–
NAFCU Services today announced that personetic became the newest preferred partner to join their program serving credit unions. The partnership was approved following a rigorous and independent review and voting process by two boards of credit union CEOs. By partnering with Personetics, NAFCU is helping credit unions access the latest digital solutions to understand, anticipate and meet their members’ needs. Personetics provides AI-powered solutions that help consumers achieve their financial goals, like paying off debt or growing their savings. Using data-driven insights and personalized advice, Personetics’ platform reinforces credit unions’ brand promise of caring for the financial well-being of their members.

“Personetics solutions help credit unions leverage their natural competitive advantage of being members first while embracing digital transformation to help grow their membership and improve personalized services,” said Randy Salser. , Chairman of NAFCU Services. “We are thrilled to welcome the Personetics team as a preferred partner for data-driven personalization and PFM, and to continue to strengthen our industry together.

“Credit unions and Personetics share a common mission to improve people’s financial well-being,” said Jody Bhagat, President of Personetics for the Americas. “We believe that credit unions should not be disadvantaged when using digital offerings and advanced analytics. We help credit unions create the same level of smart interactions and personalized insights as big banks, so credit unions can do more of what they do best by providing their members with personalized solutions tailored to their individual needs to help them achieve their financial goals. We help credit unions be more competitive and grow their revenue and membership base. By providing relevant advice, personalized information, and targeted recommendations based on each member’s transactional data, credit unions can deepen member relationships and deliver higher levels of satisfaction. »

About NAFCU Services

As part of the National Association of Federally Insured Credit Unions, NAFCU Services provides funding, educational content and a portfolio of trusted and approved preferred partners. For over 40 years, we’ve served credit unions across the country. Our team of partners delivers game-changing ideas and next-generation solutions, empowering credit unions to compete, change the status quo, and grow their institutions. For more information visit our website and follow us on Twitter.

About Personetics

Personetics is the global leader in financial data-driven personalization, member engagement and advanced financial management capabilities for financial institutions. We are creating the future of “autonomous finance,” where credit unions act on behalf of their members to improve their financial well-being.

Our data analytics solutions leverage member financial transaction data to provide day-to-day actionable insights, personalized recommendations, product-based financial advice and automated financial wellness programs. Personetics serves more than 80 financial institutions spanning 30 global markets, reaching 120 million customers. Learn more about personetics.com.

NAFCU Services Contact:

Paul Tim

[email protected]

Personetics Contact:

Ben Grand

[email protected]

Source: NAFCU Services

Leslie M. Gill