Personetics
Technical Documentation

We want to ensure you have all the documentation needed to get started!
Here you can find all the required documents for each of our products and platforms

Products

Here you can find all of the documents required for each of our products

Engage

Personetics Engage drives engagement and sales by empowering customers with personalized insights, recommendations and product-based advice. View Docs

Enrich

Personetics Enrich is an AI-based solution that offers clean, categorized, and enriched transaction data for a superior customer experience. View Docs

Act

Personetics Act enables financial institutions to offer automated money management programs, that help customers reach their financial objectives. View Docs

Assist

Personetics Assist is a next-generation digital self-service solution for managing financial conversations, while empowering and delivering guidance to customers. Coming Soon

Platforms

Here you can find all the documents required for each of our platforms

Engagement Builder

The Engagement Builder is an innovative platform that enables banks to independently design, customize and manage insights, using a range of advanced tools. View Docs

Client SDK

Personetics client provides a set of widgets, and enables quick integration of Personetics product into financial institutions' mobile apps and websites. View Docs

Personetics Technical Documentation

We want to ensure you have all the documentation needed to get started! Here you can find all the required documents for each of our products and platforms