Personetics - Alternatives & Competitors

Ranked by Relevance

• 1
  Bank Statement App AI-Powered Bank Statement Analysis for Financial Insights

  Bank Statement App utilizes AI to analyze bank statements, providing clear financial insights and enabling users to understand spending patterns and manage finances effectively.

  • Usage Based
• 2
  Tendi Take Control of Your Finances with AI-Powered Personal Financial Coaching

  Tendi is an AI-powered financial advisor that provides personalized financial guidance, helping users manage their money, set goals, and make smarter financial decisions through automated analysis and custom recommendations.

  • Freemium
• 3
  personagen.app Mastery in Data Discovery and Visualization for Finance

  Rose AI is an intuitive platform for financial analysts, simplifying data discovery, visualization, and analysis using advanced language models while ensuring data traceability.

  • Contact for Pricing
• 4
  Posh AI Banking AI starts with Posh

  Posh AI provides AI-powered solutions, including voice and digital assistants, specifically designed for banks and credit unions to enhance customer service, empower employees, and optimize operations.

  • Contact for Pricing
• 5
  Finance Rants Discover your financial personality and get AI-powered financial guidance

  Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

  • Free
• 6
  Onnix Personalized AI Co-Pilot for Bankers

  Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

  • Contact for Pricing
• 7
  Plaid Connect, verify, and enrich financial data securely in real time

  Plaid provides secure, real-time connectivity to financial data, streamlining onboarding, payments, risk assessment, and personal finance management for businesses and developers.

  • Usage Based
• 8
  TheFinAdvisor AI Financial Advisor to Guide You Towards Your Goals

  TheFinAdvisor is an AI-powered financial advisor that provides personalized investment strategies and guidance. It helps users achieve their financial goals, from paying off debt to investing and retirement planning.

  • Paid
  • From 2$
• 9
  TIFIN AI for financial prosperity

  TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

  • Contact for Pricing
• 10
  Timetics Smart Scheduling Solution for Meetings and Businesses

  Timetics streamlines appointment scheduling, booking, and business activities with automated scheduling, seating arrangements, event management, and AI-powered features.

  • Freemium
  • From 19$
• 11
  Zenon AI-Enabled Automation for Measurable Results

  Zenon delivers AI-powered automation solutions for financial services, healthcare, and tech companies, improving efficiency and profitability.

  • Contact for Pricing
• 12
  Pagaya AI-powered credit analysis for smarter lending decisions

  Pagaya is an AI-powered financial technology platform that helps lending institutions analyze credit applications and make better lending decisions without increasing risk.

  • Contact for Pricing
• 13
  FinWise Personal Finances, Simplified

  FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

  • Free Trial
  • From 9$
• 14
  Pennyflo AI Powered Cashflow Management and Finance Operations For Your Business

  Pennyflo is an AI-powered financial management platform that streamlines business operations through intelligent cashflow management, account integration, and automated financial operations.

  • Free Trial
• 15
  cred.ai Bank-tech for a Better Financial Life

  cred.ai provides advanced banking infrastructure and financial technology designed for security, premium experience, and well-being. It offers solutions for consumers and custom programs for large brands.

  • Other
• 16
  MobiFin Unified Digital Banking and Payments Platform

  MobiFin is a comprehensive digital banking and fintech platform designed to deliver seamless financial services, including digital wallets, core banking, loan management, and agency banking, empowering banks and fintechs with secure, integrated solutions.

  • Contact for Pricing
• 17
  Smart Solution Accelerate Financial Evolution Through Core Banking Innovation

  Smart Solution delivers advanced banking infrastructure, empowering financial institutions with scalable, technology-focused platforms for growth, compliance, and exceptional customer service.

  • Contact for Pricing
• 18
  Amigo AI AI-Powered Personal Finance Intelligence

  Amigo AI is a personal finance management tool that leverages AI to provide tailored financial advice, smart budgeting, and transaction logging. It helps users simplify, secure, and enhance their financial management.

  • Paid
  • From 1$
• 19
  inncivio Increasing the Revenue per User for Fintech Platforms

  inncivio is an AI-powered tool that helps fintech platforms increase revenue by turning KYCed users into active investors with personalized in-app guidance.

  • Contact for Pricing
• 20
  Kasisto AI for Financial Services - Trusted, Reliable, Purpose-built

  Kasisto combines generative, agentic, and prescriptive AI to deliver intelligent financial services solutions, serving over 50 million customers with 90% inquiry resolution and 4x increased digital engagement.

  • Contact for Pricing
• 21
  Best Money Moves AI-Driven Financial Wellness Platform for Employees

  Best Money Moves empowers organizations to improve employee productivity and retention with a personalized, AI-powered financial wellness platform designed to alleviate financial stress and promote long-term wellbeing.

  • Contact for Pricing
• 22
  Clinc Powering Exceptional Customer Experiences with Conversational AI

  Clinc offers revolutionary conversational AI technology for banks, utilizing natural language processing to understand complex conversations and provide superior customer interactions.

  • Contact for Pricing
• 23
  Zillion AI Meets Finance - Your Intelligent Financial Analyst

  Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

  • Freemium
  • From 25$
• 24
  AlgoPear The Turnkey AI Financial Co-Pilot for Digital Retail Banking

  AlgoPear is an AI-powered digital banking platform designed for credit unions and financial institutions to boost engagement and deposits, particularly among Millennials and Gen-Z, through personalized financial wellness tools.

  • Contact for Pricing
• 25
  Mnemonic AI Advanced Customer Intelligence

  Mnemonic AI provides AI-powered customer intelligence solutions, including automated buyer persona creation and a digital twin of the customer for data-driven insights.

  • Contact for Pricing
• 26
  Neontra AI-Powered Finance Management and Budgeting

  Neontra leverages AI to simplify personal finance, offering powerful budgeting, spending tracking, and forecasting tools for individuals and businesses. The platform enables users to set and achieve financial goals with custom planning and actionable insights.

  • Freemium
  • From 9$
• 27
  Opnbook Measuring AI Investments, Unlocking Massive Returns

  Opnbook is an AI analytics platform that helps businesses track, measure, and optimize their AI investments through detailed performance insights and actionable reporting.

  • Contact for Pricing
• 28
  wallet.AI Artificial Intelligence for Daily Financial Decisions

  wallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.

  • Contact for Pricing
• 29
  JIFFY.ai AI-powered No-code Platform for Financial Services Digital Transformation

  JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

  • Contact for Pricing
• 30
  One Touch Finance AI-Powered Loan and Insurance Matching with Top Indian Banks

  One Touch Finance uses AI to connect users with personalized loan and insurance offers from over 41 banks in India. It offers competitive rates, expert advice, and a secure, streamlined application process.

  • Free
• 31
  PersonaBuilder Transform Your Marketing with AI-Powered Personas

  PersonaBuilder is an AI-powered tool that creates detailed buyer personas and marketing strategies by analyzing business data to deliver actionable customer insights in minutes.

  • Paid
• 32
  Bank Statement Convert Transform PDF Bank Statements to Excel Instantly

  Bank Statement Convert is an AI-powered solution that transforms PDF bank statements into Excel or CSV formats with a single click. It is designed for financial professionals to enhance security, privacy, and efficiency.

  • Paid
  • From 26$
• 33
  Jinnee Your fintech virtual assistant

  Jinnee is an AI-powered virtual financial advisor that provides 24/7 customer support for fintech companies, handling customer inquiries, offering personalized banking services, and providing automated support solutions.

  • Contact for Pricing
• 34
  QUINETICS AI Trading Agents for Everybody

  QUINETICS offers a platform to access and customize AI trading agents for stocks, ETFs, and cryptocurrencies. Users can backtest strategies, connect to brokers, and automate trades.

  • Free
• 35
  Parthean AI-enhanced financial planning platform for better client decisions

  Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

  • Contact for Pricing
• 36
  FinanceGPT Make Financial Data a Story Worth Telling

  FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

  • Contact for Pricing
• 37
  Simetrik Simplify and Automate your Company's Financial Control

  Simetrik is an AI-powered solution that automates financial reconciliation and accounting closure controls, increasing efficiency and reducing operational effort.

  • Paid
  • From 350$
• 38
  Coconut Software Optimized Appointment Scheduling & Lobby Management for Financial Institutions

  Coconut Software delivers streamlined appointment scheduling, lobby management, and advisor optimization for banks and credit unions, enhancing operational efficiency and customer experience.

  • Contact for Pricing
• 39
  Trace AI Customer Service Agents for Fintechs, Banking, and Insurance

  Trace provides AI-powered voice agents that securely handle customer service tasks for Fintechs, banking, and insurance companies. These agents automate tasks like card replacements and application submissions via secure APIs.

  • Contact for Pricing
• 40
  Alphanso Personalized investment advice powered by AI

  Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

  • Paid
• 41
  Senso AI-Powered Agents For Financial Services

  Senso provides AI agents designed to improve operational efficiency and staff productivity for financial institutions. Transform unstructured policies into structured knowledge for streamlined operations.

  • Contact for Pricing
• 42
  Bank Statement Extract Bank Statement Data Entry in seconds, not hours

  Bank Statement Extract is an AI-powered tool that converts PDF bank statements to Excel spreadsheets quickly and accurately. It saves time, reduces errors, and ensures data privacy.

  • Paid
  • From 30$
• 43
  Digitap Advanced AI and ML SAAS Solutions for Financial Institutions

  Digitap provides AI-powered SAAS solutions for BFSI, Fintech, and Financial Institutions, offering automated risk management, customer onboarding, and data enrichment services.

  • Contact for Pricing
• 44
  Maxint Your personal financial analyst. Insight in seconds, compounded forever.

  Maxint is a personal financial analyst that organizes transactions, crafts budgets, tracks net worth, and helps you reach your financial goals.

  • Free
• 45
  Entobase AI-Powered Lending Solutions

  Entobase offers AI-powered lending solutions for individuals and businesses, connecting borrowers with over 100 lenders through a single application.

  • Free
• 46
  CoachChat AI-Powered Coaching for Personal and Professional Growth

  CoachChat is an AI-driven coaching platform designed to provide personalized guidance for personal and professional development, leveraging advanced AI algorithms to deliver tailored advice and insights.

  • Freemium
  • From 10$
• 47
  AnalysAI Say Goodbye To Boring Spreadsheets

  AnalysAI is a user-friendly, AI-powered data analysis software that integrates multiple data sources to provide deep insights and predictive analytics for businesses.

  • Freemium
  • From 29$
• 48
  DataGems The AI Copilot for Marketers

  DataGems is an AI-powered marketing assistant platform that helps marketers automate tasks, optimize campaigns, and receive real-time updates through a personalized interface with customizable skills.

  • Freemium
  • From 20$
• 49
  Klynk AI-powered insights combined with human expertise for unparalleled customer success.

  Klynk is a customer success platform that combines AI-driven insights with human expertise to enhance customer retention and reduce churn through predictive analytics and personalized success strategies.

  • Contact for Pricing
• 50
  Hapax Purpose Built AI Customized for your Bank or Credit Union

  Hapax is an AI partner built to evolve, unifying intelligence and adapting to your needs to drive smarter decisions for banks and credit unions. It turns knowledge into actionable insights, transforming data into impact.

  • Contact for Pricing