For banking & finance
Personalized video for banking and financial services
Personaliz.ai turns statements, offers and reminders into a short video for each customer, with their own figures drawn on screen.
What banking & finance teams send with Personaliz
Personalized statements
A video summary of each customer's account or portfolio, with their own numbers as charts.
Loan and card offers
Pre-approved offers with the customer's own limit and rate on screen.
EMI and payment reminders
Personal reminders with the amount, due date and a pay button.
Card activation
Help new cardholders activate and start using their card.
Onboarding
Welcome new customers and walk them through their own products.
KYC updates
Ask for pending KYC with a personal video and a link to complete it.
Investment summaries
Show each investor their own returns and allocation as a short video.
Deposit maturity reminders
Tell each customer their deposit is maturing, with the amount, date and a button to renew.
Fraud and safety awareness
Explain how to stay safe from fraud, addressed to each customer in their own language.
Year in review
A yearly summary of each customer's spending, savings or rewards, drawn as charts.
Statements people actually watch
Statements and offers are usually PDFs and SMS that nobody reads. Personaliz.ai turns them into a short video that walks each customer through their own numbers, drawn on screen as text and charts.
Design it once, bind each element to a column in your data, and every customer gets their own version, in their language. Regulated teams can run the player on-premise.
Frequently asked questions
How can banks use Personaliz.ai?
Banks use Personaliz.ai for personalized statements, loan and card offers, EMI reminders, onboarding and KYC videos, each showing the customer's own figures.
Can Personaliz.ai show account figures as charts in a video?
Yes. Personaliz.ai draws bars, gauges and figures over the video from each customer's record.