Accessibility Statement Skip Navigation
  • Resources
  • Blog
  • Journalists
  • +44 (0)20 7454 5110
  • Client Login
  • Send a Release
Return to PR Newswire homepage
  • News
  • Products
  • Contact
When typing in this field, a list of search results will appear and be automatically updated as you type.

Searching for your content...

No results found. Please change your search terms and try again.
  • News in Focus
      • Browse News Releases

      • All Public Company News
      • All Multimedia News
      • View All News Releases

      • Regulatory News

      • D/A/CH Regulatory News
      • UK Regulatory News
      • View All Regulatory News

  • Business & Money
      • Auto & Transportation

      • Aerospace & Defense
      • Air Freight
      • Airlines & Aviation
      • Automotive
      • Maritime & Shipbuilding
      • Railroads & Intermodal Transportation
      • Supply Chain/Logistics
      • Transportation, Trucking & Railroad
      • Travel
      • Trucking & Road Transportation
      • View All Auto & Transportation

      • Business Technology

      • Blockchain
      • Broadcast Tech
      • Computer & Electronics
      • Computer Hardware
      • Computer Software
      • Data Analytics
      • Electronic Commerce
      • Electronic Components
      • Electronic Design Automation
      • Financial Technology
      • High Tech Security
      • Internet Technology
      • Nanotechnology
      • Networks
      • Peripherals
      • Semiconductors
      • View All Business Technology

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film & Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Financial Services & Investing

      • Accounting News & Issues
      • Acquisitions, Mergers & Takeovers
      • Banking & Financial Services
      • Bankruptcy
      • Bond & Stock Ratings
      • Conference Call Announcements
      • Contracts
      • Cryptocurrency
      • Dividends
      • Earnings
      • Earnings Forecasts & Projections
      • Financing Agreements
      • Insurance
      • Investments Opinions
      • Joint Ventures
      • Mutual Funds
      • Private Placement
      • Real Estate
      • Restructuring & Recapitalisation
      • Sales Reports
      • Shareholder Activism
      • Shareholder Meetings
      • Stock Offering
      • Stock Split
      • Venture Capital
      • View All Financial Services & Investing

      • General Business

      • Awards
      • Commercial Real Estate
      • Corporate Expansion
      • Earnings
      • Environmental, Social and Governance (ESG)
      • Human Resource & Workforce Management
      • Licensing
      • New Products & Services
      • Obituaries
      • Outsourcing Businesses
      • Overseas Real Estate (non-US)
      • Personnel Announcements
      • Real Estate Transactions
      • Residential Real Estate
      • Small Business Services
      • Socially Responsible Investing
      • Surveys, Polls & Research
      • Trade Show News
      • View All General Business

  • Science & Tech
      • Consumer Technology

      • Artificial Intelligence
      • Blockchain
      • Cloud Computing/Internet of Things
      • Computer Electronics
      • Computer Hardware
      • Computer Software
      • Consumer Electronics
      • Cryptocurrency
      • Data Analytics
      • Electronic Commerce
      • Electronic Gaming
      • Financial Technology
      • Mobile Entertainment
      • Multimedia & Internet
      • Peripherals
      • Social Media
      • STEM (Science, Tech, Engineering, Math)
      • Supply Chain/Logistics
      • Wireless Communications
      • View All Consumer Technology

      • Energy & Natural Resources

      • Alternative Energies
      • Chemical
      • Electrical Utilities
      • Gas
      • General Manufacturing
      • Mining
      • Mining & Metals
      • Oil & Energy
      • Oil & Gas Discoveries
      • Utilities
      • Water Utilities
      • View All Energy & Natural Resources

      • Environ­ment

      • Conservation & Recycling
      • Environmental Issues
      • Environmental Policy
      • Environmental Products & Services
      • Green Technology
      • Natural Disasters
      • View All Environ­ment

      • Heavy Industry & Manufacturing

      • Aerospace & Defence
      • Agriculture
      • Chemical
      • Construction & Building
      • General Manufacturing
      • HVAC (Heating, Ventilation & Air-Conditioning)
      • Machinery
      • Machine Tools, Metalworking & Metallurgy
      • Mining
      • Mining & Metals
      • Paper, Forest Products & Containers
      • Precious Metals
      • Textiles
      • Tobacco
      • View All Heavy Industry & Manufacturing

      • Telecomm­unications

      • Carriers & Services
      • Mobile Entertainment
      • Networks
      • Peripherals
      • Telecommunications Equipment
      • Telecommunications Industry
      • VoIP (Voice over Internet Protocol)
      • Wireless Communications
      • View All Telecomm­unications

  • Lifestyle & Health
      • Consumer Products & Retail

      • Animals & Pets
      • Beers, Wines & Spirits
      • Beverages
      • Bridal Services
      • Cannabis
      • Cosmetics & Personal Care
      • Fashion
      • Food & Beverages
      • Furniture & Furnishings
      • Home Improvement
      • Household, Consumer & Cosmetics
      • Household Products
      • Jewellery
      • Non-Alcoholic Beverages
      • Office Products
      • Organic Food
      • Product Recalls
      • Restaurants
      • Retail
      • Supermarkets
      • Toys
      • View All Consumer Products & Retail

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film & Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Health

      • Biometrics
      • Biotechnology
      • Clinical Trials & Medical Discoveries
      • Dentistry
      • FDA Approval
      • Fitness/Wellness
      • Health Care & Hospitals
      • Health Insurance
      • Infection Control
      • International Medical Approval
      • Medical Equipment
      • Medical Pharmaceuticals
      • Mental Health
      • Pharmaceuticals
      • Supplementary Medicine
      • View All Health

      • Sports

      • General Sports
      • Outdoors, Camping & Hiking
      • Sporting Events
      • Sports Equipment & Accessories
      • View All Sports

      • Travel

      • Amusement Parks & Tourist Attractions
      • Gambling & Casinos
      • Hotels & Resorts
      • Leisure & Tourism
      • Outdoors, Camping & Hiking
      • Passenger Aviation
      • Travel Industry
      • View All Travel

  • Policy & Public Interest
      • Policy & Public Interest

      • Animal Welfare
      • Corporate Social Responsibility
      • Economic News, Trends & Analysis
      • Education
      • Environmental
      • European Government
      • Labour & Union
      • Natural Disasters
      • Not For Profit
      • Public Safety
      • View All Policy & Public Interest

  • People & Culture
      • People & Culture

      • Aboriginal, First Nations & Native American
      • African American
      • Asian American
      • Children
      • Diversity, Equity & Inclusion
      • Hispanic
      • Lesbian, Gay & Bisexual
      • Men's Interest
      • People with Disabilities
      • Religion
      • Senior Citizens
      • Veterans
      • Women
      • View All People & Culture

  • Overview
  • Distribution
  • Paid Placement
  • Multimedia
  • Disclosure Services
  • SocialBoost
  • Rooms
    • MediaRoom
    • ESG Rooms
  • AI Tools
  • General Enquiries
  • Media Enquiries
  • Partnerships
  • Hamburger menu
  • Cision PR Newswire UK provides press release distribution, targeting, monitoring, and marketing services
  • Send a Release
    • Phone

    • +44 (0)20 7454 5110 from 8 AM - 5:30 PM GMT

    • ALL CONTACT INFO
    • Contact Us

      +44 (0)20 7454 5110
      from 8 AM - 5:30 PM GMT

  • Client Login
  • Send a Release
  • Resources
  • Blog
  • Journalists
  • News in Focus
    • Browse News Releases
    • Regulatory News
  • Business & Money
    • Auto & Transportation
    • Business Technology
    • Entertain­ment & Media
    • Financial Services & Investing
    • General Business
  • Science & Tech
    • Consumer Technology
    • Energy & Natural Resources
    • Environ­ment
    • Heavy Industry & Manufacturing
    • Telecomm­unications
  • Lifestyle & Health
    • Consumer Products & Retail
    • Entertain­ment & Media
    • Health
    • Sports
    • Travel
  • Policy & Public Interest
    • Policy & Public Interest
  • People & Culture
    • People & Culture
  • Client Login
  • Send a Release
  • Resources
  • Blog
  • Journalists
  • Overview
  • Distribution
  • Paid Placement
  • Multimedia
  • Disclosure Services
  • Cision Communications Cloud®
  • AI Tools
  • Client Login
  • Send a Release
  • Resources
  • Blog
  • Journalists
  • General Enquiries
  • Media Enquiries
  • Partnerships
  • Client Login
  • Send a Release
  • Resources
  • Blog
  • Journalists

Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App


News provided by

Personetics

14 Mar, 2024, 08:00 GMT

Share this article

Share toX

Share this article

Share toX

The app leverages Open Banking and Personetics' AI-powered personalized engagement platform to increase the financial health and viability of small and medium-sized businesses

TEL AVIV, Israel, March 14, 2024 /PRNewswire/ -- Portuguese bank Banco BPI and Personetics today announced the introduction of Pulsoo, an independently branded application that empowers small and medium business (SMB) owners to manage their businesses. In a single pane of glass that can be quickly consulted and queried throughout the business day, Pulsoo provides updates, hyper-personalized insights and recommendations that are tailored to the financial literacy level of SMB owners. Using Open Banking capabilities and the Personetics AI-based engagement platform, Pulsoo is a 360⁰ business insights ecosystem that covers issues such as current accounts, loans, taxation, fiscal planning, employee management, and much more. 

Continue Reading
This image opens in the lightbox
Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App 


Pulsoo is the result of BPI's commitment to focus on the basic role of banks -- helping customers address the financial challenges and needs they face in their daily lives -- combined with a commitment to practical innovation. In partnership with NOS, Portugal's leading telecom, Afonso Fuzeta Eça, BPI's designated Executive Member of the Board and responsible for the Center of Excellence for Innovation and New Business, designed Pulsoo to focus on supporting the SMEs that constitute 90% of all businesses in the country.  "Pulsoo will allow companies to ask their accountants and bank managers fewer questions, and instead do much more on a self-service basis. By providing more hyper-personalized value than traditional banking apps, Pulsoo allows business owners to better manage their companies," said Afonso Fuzeta Eça.  

Personetics was key to bringing Pulsoo's finance manager to life. Its Engagement Platform enriches businesses' payments, receivables and credit card data and categorizes it in ways that are meaningful for owners. AI, machine learning and natural language programming (NLP) models are applied to the enriched data to generate, manage and deliver dozens of hyper-personalized, easy-to-understand insights and recommendations designed to empower business owners to take intelligent, focused action. 

Said Fuzeta Eça, "Personetics accelerated our product development immensely, enabling us to bring Pulsoo to market in only 6 months. In addition, our lively exchanges of ideas with the Personetics team, based on their extensive experience with creating hyper-personalized insights and presenting them in real time, helped make Pulsoo even better."  

"We are pleased that BPI's Center of Excellence for Innovation chose to partner with Personetics for Pulsoo, their first public-facing product and delighted to have Personetics personal, AI-driven financial insights and recommendations help the SMEs that are so well-represented in the Portuguese market," said Udi Ziv, CEO of Personetics. "We admire BPI's value-driven approach to innovation and are proud to support those efforts, with advanced analytics and actionable recommendations that can help increase business success."  

About BPI 

BPI is a financial institution focused on providing retail banking services in Portugal, where it is the fourth largest bank in terms of business volumes, with market share above 11% in loans and in customer funds. BPI is part of the CaixaBank Group, which since the end of 2018 holds the entire share capital. BPI's business is organised into several segments: Retail, Premier, Private Banking, SME, Corporate and Institutional Banking.  BPI offers a complete range of financial products and services, adapted to the specific needs of each sector, through a specialised, omnichannel and fully integrated distribution network. 

About Personetics  

Personetics is the global leader in financial data-driven personalisation, customer engagement, and advanced money management capabilities for financial services. We are creating the future of "Self-Driving Finance," where banks can proactively act on their customers' behalf to help improve their financial wellness, drive deposit growth and ultimately achieve financial goals.   

Our industry-leading data analytics solutions harness customer financial transaction data to provide day-to-day actionable insights, personalised recommendations, product-based financial advice, and automated financial wellness programs. We offer solutions for mass market consumer banking, SMB banking, wealth management, and credit card issuers.    

We drive business impact for financial institutions by improving relevant product targeting for accurate, efficient cross-selling and upselling. We help financial institutions deepen their customer relationships, increase core deposits and customer retention, expand share of wallet, and boost Customer Lifetime Value.   

Personetics currently serves over 135 financial institutions spanning 34 global markets, reaching 150 million customers. We are backed by leading venture capital and private equity investors, with offices in New York, London, Tel Aviv, Singapore, Tokyo, Paris, Madrid, Sao Paulo, and Manila. 

Learn more at personetics.com   

Media Contact for Personetics 
Michal Milgalter 
michal.milgalter@personetics.com 
+972-52-3571981

Photo - https://mma.prnewswire.com/media/2362351/Personetics_and_Banco_BPI.jpg

Modal title

Also from this source

Puneet Malhotra Joins Personetics as Chief Revenue Officer

Puneet Malhotra Joins Personetics as Chief Revenue Officer

Personetics, the Cognitive Banking company that is transforming the way banks build and monetize customer relationships, announced today that Puneet...

Personetics Pioneers the Cognitive Banking Era With a New Set of AI-Driven Capabilities

Personetics Pioneers the Cognitive Banking Era With a New Set of AI-Driven Capabilities

Personetics, the company transforming how financial institutions build and monetize customer relationships, announced its commitment to leading the...

More Releases From This Source

Explore

Banking & Financial Services

Banking & Financial Services

Computer & Electronics

Computer & Electronics

Financial Technology

Financial Technology

Financial Technology

Financial Technology

News Releases in Similar Topics

Contact PR Newswire

  • +44 (0)20 7454 5110
    from 8 AM - 5:30 PM GMT
  • General Enquiries
  • Media Enquiries
  • Partnerships

Products

  • Content Distribution
  • Multimedia Services
  • Disclosure Services
  • Cision Communications Cloud®

About

  • About PR Newswire
  • About Cision
  • Partnering Opportunities
  • Careers
  • APAC
  • APAC - Simplified Chinese
  • APAC - Traditional Chinese
  • Brazil
  • Canada
  • Czech
  • Denmark
  • Finland
  • France
  • Germany
  • India
  • Indonesia
  • Israel
  • Japan
  • Korea
  • Mexico
  • Middle East
  • Middle East - Arabic
  • Netherlands
  • Norway
  • Poland
  • Portugal
  • Russia
  • Slovakia
  • Spain
  • Sweden
  • United States
  • Vietnam

My Services

  • All News Releases
  • Customer Portal
  • Resources
  • Blog
  • Journalists
  • Data Privacy

Do not sell or share my personal information:

  • Submit via Privacy@cision.com 
  • Call Privacy toll-free: 877-297-8921

Contact PR Newswire

Products

About

My Services
  • All News Releases
  • Customer Portal
  • Resources
  • Blog
  • Journalists
+44 (0)20 7454 5110
from 8 AM - 5:30 PM GMT
  • Terms of Use
  • Privacy Policy
  • Information Security Policy
  • Site Map
  • RSS
  • Cookie Settings
Copyright © 2025 PR Newswire Europe Limited. All Rights Reserved. A Cision company.