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Finance made personal


Pursuing financial goals can overwhelm and confuse people. 

Our technology empowers financial institutions to grow faster and provide better service to clients and prospects with clear, personalized communication.

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Finance made personal


Pursuing financial goals can overwhelm and confuse people. 

Our technology empowers financial institutions to grow faster and provide better service to clients and prospects with clear, personalized communication.

Know your clients and put them first

Consumers expect highly personalized sales and service. Persona technology makes it simple for financial institutions to communicate clearly, personally and automatically with investors.

Wealth management

Deliver continuous peace of mind.

Deliver "high touch service" automatically with individually-personalized updates.

Raise advisor awareness with real-time, client-specific alerts.

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Brokerage & Custody

Increase engagement and loyalty.

Enhance client experience with live, personalized financial and product content.

Increase retention with proprietary profiles that improve satisfaction and wallet share.

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Asset management

Maximize client conversion and retention.

Distribute useful, personalized content to recipients eager to consume it.

Analyze product development, targeting, segmentation and sales with precision.

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Personalization Makes Financial Services Better


Focusing on people helps financial institutions build and deliver better financial services.

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Personalization Makes Financial Services Better


Focusing on people helps financial institutions build and deliver better financial services.

Help people achieve their financial goals.

Persona technology helps financial institutions explain their products and services in terms clients and prospects can understand.

We enable clear, personal, automatic communication to:

  • Empower institutions to build, market and support services that solve their clients' problems
  • Penalize commodity marketing that discourages people and promotes mediocrity by promoting process ahead of their goals
  • Produce 50x better results than typical content and digital marketing

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