--- title: Personalisation Reviews meta_title: 'Personalisation Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Personalisation works for a business like yours. date_modified: '2026-08-03' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Personalisation Reviews **Vendor:** Finshape **Category:** [Financial Predictive Analytics Software](https://www.g2.com/categories/financial-predictive-analytics) ## About Personalisation Finshape Personalisation & AI Financial Intelligence is a banking personalisation platform that enables financial institutions to transform transaction data into personalised customer insights, AI-driven interactions, and contextual financial experiences. The solution is designed to help banks deliver relevant customer engagement through digital banking channels by combining transaction enrichment, behavioural analytics, and artificial intelligence. The platform builds a personalisation layer on top of Finshape's Digital Bank Operating System (DBOS), using customer transaction data to generate financial insights, event-triggered notifications, personalised widgets, and conversational AI experiences. It supports real-time transaction enrichment, customer profiling, and AI-powered financial assistance, allowing customers to explore their finances through natural language conversations and contextual recommendations. Key capabilities include: - Real-time transaction enrichment and customer profiling - Personalised financial insights and behavioural analytics - AI Financial Assistant with conversational interactions - Event-triggered notifications and personalised widgets - Next-best-offer and next-best-action decisioning - ESG and carbon footprint insights - API-based integration with digital banking platforms and banking data infrastructure - Multi-language user interface with localization support Finshape Personalisation & AI Financial Intelligence is part of the Finshape digital banking portfolio and is intended for financial institutions that want to deliver data-driven customer experiences within their digital banking applications. The solution integrates with existing banking environments while enabling banks to provide personalised financial guidance and AI-powered customer interactions. - [View Personalisation pricing details and edition comparison](https://www.g2.com/products/personalisation/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-08+06%3A19%3A20+-0500&secure%5Bsession_id%5D=5aa06b4a-84bf-4b40-8256-ed5001670a85&secure%5Btoken%5D=ad7e08f0f84160d167648a398b4bd396ea832cf5e722b89b959c41545977c6bb&format=llm_user) ## Personalisation Features **Reports** - Reports Interface - Steps to Answer - Graphs and Charts - Dashboards - Customizable Reports - Marketing Reports - Sales Reports - Activity Dashboard - Interactive Reports - Customizable Reports - Customizable Reports - Activity Dashboard - Customizable Dashboard **Platform Additional Functionality** - Cloud - On-Premise - Dashboard **Data Sourcing** - Data Enrichment - Expandability - Multiple Devices - Email Marketing - Multi-Channel Marketing - Real-Time Data **Platform Data** - Visualization **Intelligence** - Predictive Modeling **Additional Functionality** - Engagement Tracking - Contact Management - Customer Journey Mapping - Generative AI - API - A/B Testing - Lead Generation - Data Integration - Customer Activity Tracking - Activity Dashboard - Activity Tracking - Campaign Segmentation - Lead Capture - Contact Database - Campaign Management - Behavior Tracking - Real-Time Analytics - Email Management - Lead Qualification - Reporting & Statistics - Template Management - Alerts/Notifications - Predictive Analytics - Surveys & Feedback - Personalization - Campaign Planning - Third-Party Integrations - Behavioral Analytics - Email Tracking - Campaign Analytics - Customer Segmentation - Multi-Channel Communication - Lead Management - Channel Management - AI Copilot - Audience Targeting - GDPR Compliance - Customer Profiles - Customer Database - Multiple Data Sources - Event Triggered Actions - Tagging - Customizable Templates **Platform Interoperability** - Pre-Built Connectors - API **Statistical Tool** - Scripting **Self Service ** - Data Column Filtering - Data Discovery - Natural Language Search - Visual Discovery - Data Blending - Data Blending **Data Analysis** - Variety of Data Types - Automated Analytics - Modeling **Advanced Analytics** - Predictive Analytics - Data Visualization - Big Data Services - Real-Time Analytics - Reporting/Analytics - Real-Time Analytics - Reporting/Analytics - Visual Analytics **Insights** - Data Visualization - Report Generation - Predictive Scoring **Building Reports** - Data Transformation - Data Modeling - Integration APIs - Real-Time Data - Real-Time Data - Third-Party Integrations - Third-Party Integrations **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Mobile Access - Metadata Management **Additional Functionality** - Generative AI - AI Copilot - Access Controls/Permissions - Mobile Reporting - Data Mapping - Multiple Data Sources - Forecasting - Customizable Branding - Charting - Customization - Role-Based Permissions - Real-Time Analytics - Workflow Management - Collaboration Tools - Ad hoc Query - Data Extraction - Data Synchronization - Application Development - Real-Time Reporting - Reporting & Statistics - Geographic Maps - Widgets - SSL Security - Reporting/Analytics - Self-service Analytics - Ad hoc Analysis - Data Capture and Transfer - Integration into Third Party Applications - Ad hoc Reporting - Visual Workflow Management - Visual Analytics - Single Sign On - Trend Analysis - Predictive Analytics - Data Visualization - Data Connectors - Benchmarking - Alerts/Notifications - Streaming Analytics - Mobile Access - Drag & Drop - Dashboard Creation **Additional Functionality** - Customizable Branding - Natural Language Processing - Data Extraction - AI Copilot - Ad hoc Reporting - Real-Time Reporting - Publishing/Sharing - Collaboration Tools - Strategic Planning - Self Service Data Preparation - Trend Analysis - Text Analysis - Real-Time Monitoring - Data Synchronization - Widgets - Benchmarking - Performance Metrics - Data Mapping - Generative AI - Trend/Problem Indicators - Customizable Templates - Access Controls/Permissions - Data Import/Export - Profitability Analysis - OLAP - Alerts/Notifications - Search/Filter - Drag & Drop - Data Connectors - Multiple Data Sources - Key Performance Indicators - Dashboard Creation - Role-Based Permissions - Data Mining - Forecasting - Ad hoc Query ## Top Personalisation Alternatives - [Tableau](https://www.g2.com/products/tableau/reviews) - 4.4/5.0 (3,684 reviews) - [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) - 4.5/5.0 (2,492 reviews) - [Looker](https://www.g2.com/products/looker/reviews) - 4.4/5.0 (1,589 reviews)