Unlock the Power of the Spend Personality Module!
The Spend Personality Module is designed for financial institutions to know more about their customers using transaction data. By analyzing spending patterns, this tool reveals a personality score that enables businesses to curate personalized engagements, recommendations, and financial products tailored to individual customer needs.
Solve key challenges by understanding your customers’ financial personalities.
Utilize advanced AI to intelligently segment your customers and reveal their evolving spending personalities.
Replace generic one-size-fits-all campaigns with highly personalized marketing engagements.
Use continuous learning and adaptive AI capabilties to allow your financial institution to stay abreast with changing customer needs and expectations.
Understand the characteristics of each of your customers’ Spend Personalities and use the Prediction Platform capabilties to create timely, relevant offers and interventions that foster customer loyalty.
Spend Personality in action!
Use our custom GPTs to learn more about Spend and Money Personalities!
Our personality-driven approach uses generative models to automatically create personalized recommendations and content in real time. Using our agentic framework tool you can apply intelligent messaging.
We ensure that every interaction is dynamically tailored to each customers’ individual behavior, enhancing engagement across all digital touchpoints.
Get started with these custom GPTs:
Activate Spend Personality in the
Prediction Platform!
The first low-code environment to combine behavioral
social science with real-time machine learning.
Understanding Spend Personality Scores
Each customer is assigned a unique Spend Personality Score, derived from their transactional and behavioral data. This score provides quantifiable insights into their spending habits, preferences, and potential future actions. By leveraging these scores, you can effectively segment your customer base and tailor your marketing and engagement strategies to meet specific needs.
Insightful business dashboards
View and monitor customer segmentation from your big data and visualise analytics in real-time.
Our intuitive dashboards provide a comprehensive view of customer spending personalities. Access detailed reports and visualizations highlighting key trends and opportunities, enabling data-driven decisions that enhance engagement and drive growth.
Money Personality
Included in the Spend Personality Module is the algorithms to determine your customers’ Money Personality scores.
While Spend Personality is based on how your customers choose to use their cash, Money Personality is identified by analyzing financial habits, such as how your customers save, invest, or manage debt.