Book a demo

sustain user engagement
with AI-Driven Insights

Leverage PersonaFin’s finance-centric AI to transform intricate user behaviors into actionable insights, enabling hyper-personalized financial experiences that drive sustained user engagement on your platform.

Behavior Capture

Our cutting-edge behavioral capture technology maps granular user interactions to relevant financial instruments, driving deep personalization across your platforms.

Predictive AI

Leverage our machine learning power to analyze user behaviors and reveal hidden patterns and trends. This intelligence is then harnessed to craft hyper-personalized financial experiences tailored to your users.

Flexible Integration

Our hyper-personalization APIs align closely with existing financial platform components to power measurable, incremental innovation without any disruptive overhauls.

PersonaFin recognized with

the Benzinga Fintech Award for Best New Product

Trusted by industry leaders, PersonaFin is the go-to choice for delivering exceptional personalized experiences. Our proven track record and cutting-edge AI technology have earned us the confidence of renowned financial platforms around the globe.

BOOST User Engagement Through Hyper-Personalization

Today, financial data is fragmented across disparate sources. Users cobble together fractured experiences, piecing together insights from multiple platforms. This disjointed process hampers engagement with your primary platform, increasing the risk of churn.

Rather than disruptive overhauls, our suite of APIs help you elevate existing user flows through hyper-personalized content, suggestions and experiences aligned to each user’s interests. The result is cohesive, connected journeys that provide users with the right information at the right time in the right context.

See It in Action

Promote Financial Discovery Through Hyper-Personalization

Today’s standard for financial platforms is a single-channel approach, leaving users to interact with the markets based on their existing understanding and the instruments in which they have an established interest.

This approach limits visibility and hinders growth. API suite is crafted to break this siloed experience, presenting instruments and content tailored not just to individual users, but also considering those with shared interests and the wider market perspective.

Learn More

Our Product Verticals

Personalize the financial experience across every touchpoint, building connected user journeys that keep users engaged while enabling a feedback loop with internal teams.

content

Content captures the pulse of financial markets, detailing participants’ responses and forecasting macro shifts.

Whether from informal sources like Twitter or expert publications, our hyper-personalization capabilities ensure that your users receive resonant content aligned to their interests.

Behavior

User behavior is the language of digital platforms. When captured, we can gain deep insights into user preferences and desires.

Our AI deciphers these behaviors, transforming them into actionable insights. The result? Tailored individual and community recommendations based on rich interaction data.

DATA

The prerequisite to personalization is a deep understanding of every user, their interests and engagement drivers.

With the very same behavioral dataset used to deliver personalized experiences, we also extract insights that internal teams can utilize to improve user experiences.

Our solutions

Whether you’re a retail trading platform or a financial content publisher,
PersonaFin has the solution for you.

RETAIL Trading Platforms

Although trading platforms and brokerages are designed with trade execution in mind, it’s crucial to consider the broader customer journey. Providing value throughout the entire user experience, not just at the transactional moment, is key to keeping users on-platform.

Therefore, the ability to gain insight into each user’s interests and behaviors is paramount. Such understanding facilitates tailored financial experiences and provides invaluable data for your product and customer teams.

Learn More

Financial Content Publishers

Today, financial data is fragmented across disparate sources. Users cobble together fractured experiences, piecing together insights from multiple platforms. This disjointed process hampers engagement with primary platforms and opens users up to churn.

Rather than disruptive overhauls, our suite of APIs enhances your existing user flows through hyper-personalized content, suggestions and experiences aligned to each user’s interests. The result is cohesive, connected journeys that provide users with the right information at the right time in the right context.

Learn More