Banking personalisation platform Moneythor lands in Latin America

Moneythor, the all-in-one personalisation engine for financial services providers, today announced its arrival in Latin America. Regional operations will be led by Enrique Ramos O’Reilly, Moneythor’s President Americas, a 25-year banking and fintech veteran who previously led Temenos’ Latin America and the Caribbean business for over a decade, and whose experience includes roles with Sofgen and Finantix.

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Moneythor helps global financial institutions including Standard Chartered and DBS build deeper, more durable and more valuable relationships with their customers. It achieves this through its ‘personalisation’ engine; a platform which ensures the right content and messages are delivered to the right customers at the right moment. This process is implemented across the entire customer lifecycle; from acquisition and activation, to engagement with its suite of offerings including referrals, money management, loyalty and more.

Enrique Ramos O’Reilly, Moneythor’s Americas President, described Latin America as entering the age of ‘deep banking’, a trend Moneythor has seen impact clients across other key regions including South East Asia and the Middle East. Transactions are being replaced by engagement, and financial services providers are looking to build genuine relationships with their customers.

“Deep banking is about moving beyond the transaction. It’s about the provision of tips and insights that are relevant and personal to each consumer, and content that is contextual and reflects the consumer’s actual situation. Increasingly, it’s also about offering services and experiences beyond finance that incorporates lifestyle elements to deepen the relationship and ensure distinction,” he says.

“And it has already reached Latin America. Today, consumers will simply ignore propositions that are untimely or irrelevant; and these rules are equally applicable when it comes to financial services providers.”

According to research, these realities are particularly evident in Latin America. In Mexico, for instance, 65% of consumers said they prefer to buy from retailers that offer personalised suggestions, while a similar proportion (61%) ‘expect more personalised service with AI’.

This trend is reflected across the region; according to research from Deloitte, ‘hyper personalisation’ is a growing expectation among consumers: 53% are looking for personalised banking offers and 62% expect organisations to anticipate their needs.

“These are the new ‘non-negotiables’ from today’s consumers. Moneythor’s expansion to Latin America means that more banks and financial service providers will be able to take advantage of these exigencies to create deeper – and more valuable – relationships with their customers,” Enrique adds. 

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