Puneet Malhotra Steps Up as Chief Revenue Officer at Personetics

Puneet Malhotra Steps Up as Chief Revenue Officer at Personetics
Malhotra's experience as a growth leader will fuel Personetics' global expansion in the new Cognitive Banking era.
Personetics, a leader in cognitive banking solutions that transform how banks interact with their customers, has made a significant addition to its leadership team with the appointment of Puneet Malhotra as Chief Revenue Officer. In this pivotal role, Malhotra will oversee global sales operations and lead strategic initiatives across various banking brands worldwide.
With a career steeped in the banking and fintech industries, Malhotra is known for his adeptness in driving expansive growth through strong sales leadership and exceptional client engagement. His past positions include notable roles such as running Digital Banking Sales at NCR Voyix and Global Sales at VSoft Corporation. This wealth of experience positions him well to guide banking institutions through the complex landscape of digital transformation that is now more crucial than ever.
The financial services sector is currently undergoing a profound transformation driven by technological advancements and changing consumer expectations. Established companies like Amazon and Apple are redefining customer interactions, pushing banks to adapt quickly. According to a recent consumer survey, a striking 84% of respondents indicated they would contemplate switching banks to gain access to services that meet these new expectations.
Udi Ziv, CEO of Personetics, expressed enthusiasm about Malhotra joining the leadership team, stating, "We are thrilled to welcome Puneet to our leadership team. His expertise in sales management and global strategy is essential as the market transitions to the Cognitive Banking era. Puneet's experience and leadership will bolster our ability to empower financial institutions to enhance customer loyalty and drive sales through innovative technology that marries financial wellness with responsive engagement."
Malhotra himself conveyed his excitement about joining Personetics at such a critical juncture, saying, "I am excited to join Personetics at this pivotal moment for the industry. I look forward to accelerating the company's growth by enhancing its leadership in Cognitive Banking and helping financial institutions achieve measurable results through a platform that offers an extraordinary customer experience."
Personetics serves over 150 million active monthly users across 30 countries, proving its capability to make a mark in the global banking landscape. The company remains committed to advancing financial wellness by providing banks with the tools they need to foster deeper relationships with their customers.
About Personetics
Personetics is revolutionizing the way banks develop and monetize customer interactions. The company enables these institutions to adapt to the shifting financial landscape, providing clients with personalized insights that help them better understand their finances and take proactive steps towards improvement. Their AI-driven SaaS platform is designed to enhance customer satisfaction and promote greater digital engagement, which in turn drives increased sales success. Operating in 35 global markets, Personetics works with a variety of leading financial institutions.
Media contact: Ellery Smith
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Frequently Asked Questions
Who is Puneet Malhotra?
Puneet Malhotra is the newly appointed Chief Revenue Officer of Personetics, bringing years of experience in banking and fintech to the role.
What does Personetics do?
Personetics specializes in Cognitive Banking, offering solutions that help banks enhance customer interactions and adapt to evolving financial needs.
What challenges is the banking industry facing today?
The banking industry is facing challenges from technological changes and shifting consumer expectations, necessitating a shift towards more responsive and personalized services.
What role does technology play in Personetics' strategy?
Technology is central to Personetics' strategy, as it provides the tools needed for banks to better engage customers and respond to their financial needs effectively.
How many customers does Personetics serve?
Personetics serves over 150 million active monthly users across 30 countries, underscoring its global footprint and influence in the banking sector.
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