Jody Bhagat - Profile and Journalist Details

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Jody Bhagat

Jody Bhagat

Verified

President of Americas, Personetics

Palo Alto

Final Covers

Budgeting, Savings Fraud, Anti-money launderingPersonal Finance, Banking Kids' banking

Doesn’t Cover

I cannot think of an area or topic about which I'd refuse to cover or write.

Journalist Type

-

Seniority Positions

Medium Formats

Content

Total articles 53

  • The New Banking Playbook: Personalization As A Business Imperative

    By Jody Bhagat

    Apr. 09, 2025

  • Council Post: The Future Of Banking: When Data Transforms Into Action

    By Jody Bhagat

    Feb. 05, 2025

  • The New Banking Playbook: Personalization As A Business Imperative

    By Jody Bhagat

    Apr. 09, 2025

As seen in

Company Info

Personetics

Personetics is a global leader in AI-driven financial data personalization and customer engagement solutions for banks and financial institutions. Founded in 2011, the company operates in major financial hubs such as New York, London, Paris, Singapore, Rio de Janeiro, Sydney, and Tel Aviv. The company offers a proprietary AI software platform that analyzes customer financial data in real-time. This platform focuses on proactive engagement through automated insights, personalized financial advice, and wellness programs. It serves various sectors, including retail banking, small business banking, wealth management, and cardholder services, processing billions of transactions daily for over 95 million customers worldwide. Key offerings include AI-powered personalization, automated money management, and cross-channel engagement, which enhance customer interactions across mobile apps and online banking. Personetics has secured significant funding, totaling over $160 million in 2021, and partners with leading global banks to improve customer relationships through data-driven engagement.

New York, New York, United States

+972 3-978-6930

Founded: 2011