By combining Plaid’s open finance connectivity with Personetics’ AI-driven personalization, the two companies are giving banks and credit unions a more complete way to understand their customers and act on that understanding through personalized experiences within the primary account relationship. […]
For decades, the entry point for financial services was a branch, then a website, then an app. Now it is a conversation with an AI agent. To date those conversations, whether over chat, email, or phone, have mostly been one-and-done. […]
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