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Personetics Named a 2014 "Cool Vendor" by Gartner in CRM Customer Service Category

Personetics, a leading technology innovator helping banks deliver personalized guidance and next-generation multi-channel experiences to their customers, today announced it has been named in the April 15, 2014 “Cool Vendors in CRM Customer Service, 2014” report by Gartner, Inc.

“We believe being selected as a Gartner Cool Vendor in the area of CRM customer service is indeed an honor,” said David Sosna, CEO of Personetics. “The online battle to find and keep bank customers continues to heat up, and finding new and effective ways to serve them and earn their trust is essential. We believe digital customers are increasingly looking for advice, insights and recommendations that are relevant to them and in context with what they want and need at that moment. This requires a new approach using analytics that can accurately predict a customer’s intent and need state, and that’s one of the unique benefits we’re delivering through Personetics,” said Mr. Sosna.

Personetics’ Smart Assistant solution provides a starting point for customers within online and mobile banking applications by focusing them on things important to them and helping them with their day-to-day banking needs. From a bank customer’s perspective, Personetics Smart Assistant is personal, thoughtful and insightful – making it easier to manage their financial lives. From a financial institution’s perspective, Personetics reduces costs, improves customer satisfaction and expands banking product and service usage.


Personetics is leading analytics and technology provider creating the new digital banking category of personalized guidance. The company’s Smart Assistant solution, designed specifically for the financial services industry, comes pre-loaded with a comprehensive library of banking-specific predictions and solutions, and leverages a real-time analytics engine to accurately predict customer intent.

Personetics serves banks and other financial institutions around the world with offices in New York, London and Tel Aviv, and is backed by Carmel Ventures, Sequoia Capital, and LightSpeed Venture Capital.

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Gartner does not endorse any vendor, product or service depicted in our research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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