Covers the full customer lifecycle – from activation, through deepening, to retention.
Become your customers’ go-to financial partner with real-time indicators and contextual insights
that help boost account activation, capture external funds, and reduce churn
Covers the full customer lifecycle – from activation, through deepening, to retention.
Detects external financial activity without relying on Open Banking data.
Translates financial data indications into proactive, real-time actions, that grow Primacy.
Adaptable to each bank’s unique definition of primacy so you can drive results your way.
Drive account activation within the first 90 days through a guided onboarding checklist, that encourages key setup actions like direct deposits, auto-bill payments, and card activation.
Inspire customers to bring their business back to the bank, with real-time contextual insights that help you grow share of wallet and drive financial wellness.
Spot early churn signals, such as decreased saving or card usage, and re-engage dormant customers with tailored offers that can be configured to your business needs.
of customers engage with multiple banks beyond their main bank
(Accenture)
of account churn goes to digital competitors such as fintech and P2P
(Curinos)
of digital accounts never activate in first 90-days
(BCG)
more deposits from primary vs. secondary customers
(Curinos)
Become your customers’ go-to financial partner with Personetics PrimacyEdge
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