A survey of 2,000 bank customers reveals that 84% are likely to switch banks to access services that help them reach their financial goals

NEW YORK, Feb. 25, 2025 /PRNewswire/ — Personetics, the company that transforms how banks build and monetize customer relationships, today announced the release of its global survey report: Understanding Consumer Demand in the AI-Banking Era.  The report reveals that individuals rank financial wellness as their top life concern, surpassing health and family relationships. A majority of survey participants (84%) indicated that they would likely switch to a bank that provides timely, relevant advice to improve their financial health. Such comprehensive personal banking insights and timely product recommendations necessitate AI-driven features to achieve this level of service.

Personetics surveyed 2,000 banking customers across North America, EMEA, and APAC, finding that 74% would likely display greater loyalty to a bank that helps them achieve their financial goals through timely insights and autonomous spending and saving actions.

Key findings from the global report include:

“Today’s consumers are digitally savvy and expect advanced, personalized banking experiences,” said Udi Ziv, CEO of Personetics. “Banks must meet this demand by providing comprehensive, needs-based services that leverage AI-driven insights and advice to assist their customers in making smarter financial decisions. Banks are discovering that these services enhance customer loyalty and, consequently, drive product sales, demonstrating that financial wellness benefits everyone involved. These services are not merely optional for banks; they are essential.”

This global survey underscores the urgent need to address the soaring customer demand for AI-driven banking services. By leveraging its AI-driven platform, Personetics is transforming everyday banking into a highly personalized, data-driven experience that enables banks to deepen customer relationships, drive meaningful financial actions, and ultimately enhance financial well-being.

To access the full results, download the “Understanding Consumer Demand in the AI-Banking Era” survey report here.

About Personetics

Personetics is the global leader in transforming how banks build and monetize customer relationships by enabling them to dynamically respond to consumers’ evolving financial needs with contextual and highly relevant insights, making them smarter about their money and eager to act. The AI-powered platform allows financial institutions to boost customer engagement and satisfaction, resulting in increased digital adoption and sales conversions. Personetics supports 150 million customers across 35 global markets and serves leading financial institutions. The company has offices in New York, London, Singapore, São Paulo, and Tel Aviv. For more information, visit https://personetics.com/.

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Media contact:Ellery Smithpersonetics@fullyvested.com 

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