Personalisation Reviews & Product Details

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.