Personetics, a company focused on cognitive banking solutions, has appointed Puneet Malhotra as Chief Revenue Officer. In this role, Malhotra will lead global sales operations and oversee partnerships with leading banking institutions across 30 countries, serving more than 150 million active monthly users. He brings extensive experience from senior roles at NCR Voyix and VSoft Corporation, where he led digital banking and global sales efforts. His expertise lies in aligning client strategies with digital solutions to support financial institutions in enhancing customer engagement and navigating technological changes.
Malhotra’s appointment comes at a significant time for the financial sector, as banks adapt to new customer expectations shaped by tech leaders including Apple and Amazon. A recent survey found that 84 percent of consumers would consider switching banks to access personalized and responsive services. Personetics CEO Udi Ziv stated, "Puneet's experience and leadership will strengthen our capacity to help financial institutions drive greater customer loyalty and increase product sales by utilizing technology that integrates financial wellness with needs-based selling." Malhotra expressed enthusiasm about contributing to the company’s next phase of growth by enhancing customer experience through the Personetics platform, which offers AI-driven financial insights.
