Personetics launched Banking Console, which gives relationship managers a daily ranked list of customers who need attention, why, and what to say. It layers Personetics' customer intelligence onto the CRM the bank already uses, including Salesforce and Microsoft Dynamics, and lets the bank set priorities such as growth or retention that shape each banker's plan.
Our readPersonetics has sold this intelligence into digital channels for years; this puts it on the banker's desk for the first time. The bank configuration page is the lever to examine, because whoever sets those priorities is effectively deciding which customers get a call.