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Sunday, June 28, 2026

Jody Bhagat – Personetics – Fintech Meetup 2023

Over in Las Vegas for Fintech Meetup 2023, we sat down for a conversation with Jody Bhagat, the President of Americas at Personetics. Personetics is a leading provider of data-driven personalization and customer engagement solutions for the financial services industry.

“We’re a global leader in the space of data-driven personalization. We actually operate in 32 countries and the intent is to help consumers with insights that help them better manage their day-to-day banking.”

“There’s a push in the industry right now. We serve many large FI’s and they’re taking the lead, some of them are branding the experience but the intent is all to help customers better understand their day-to-day banking and take action. The intent is there to have the banks be on the side of customers, looking out for their wellbeing by understanding their cash flows and their needs based on their activity.”

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