AWS Partner Network (APN) Blog

Early Engagement with an AWS Well-Architected Review Accelerates SaaS Time to Market

By Sharon Ben-David, Cloud Lead at Personetics


Fintech startup and AWS Partner Personetics offers data-driven personalization for financial services. By using artificial intelligence-powered technology to analyze financial data, Personetics examines individuals’ financial behaviors in real-time, anticipating their needs and acting on their behalf.

The company recently conducted an AWS Well-Architected Review as it extended its product offering from an on-premises model to a software-as-a-service (SaaS) delivery model as well.

Personetics is an award-winning data-driven personalization and customer engagement platform. It helps banks quickly and seamlessly boost customer engagement and business impact by delivering AI-powered models, codeless editing tools, rich, personalized insights, advice, and automated financial wellness programs.

With the on-premises model’s functionality, we launched Personetics’ SaaS delivery model to offer clients a more secure, lower cost, and no maintenance solution with a faster time-to-market.

Adding a SaaS model required product changes and enablement of robust operations and security standards. The product added Kubernetes support, was broken into microservices, and included feature improvements to ensure scalability and a robust model.

Benefits of the AWS Well-Architected Review

To launch our SaaS delivery model, we had a long road ahead of us and wanted to ensure we were headed in the right direction before completing our full operational model.

Personetics decided to conduct an AWS Well-Architected Review to benchmark our processes against best practices. To conduct the review, we selected CloudZone, an AWS Premier Partner and AWS Well-Architected Partner.

The AWS Well-Architected Review examines whether a company’s SaaS offering complies with the five pillars of the AWS Well-Architected Framework. It was important to us the review provide actionable feedback that we could incorporate into our internal goals and add to our product and operational roadmaps.

The Well-Architected Review’s value exceeded our expectations. We found we could refine our approach and address action items much faster. By utilizing the additional DevOps resources through our AWS Well-Architected Partner, Cloudzone, Personetics ended up with a stronger, more reliable service, and we accelerated time to market by months.

Here are the key ways that conducting a timely AWS Well-Architected Review positioned our product for success.

  • Well-Architected is a smart, simple, and valuable process: The five pillars—operational excellence, security, reliability, performance efficiency, and cost optimization—are organized in a structured and detailed framework. The pillar structure provided us with a comprehensive view of our readiness, and we were able to uncover weak spots and address them.
  • Achieving requirements for compliance: By drawing our attention toward compliance processes, the AWS Well-Architected Review shortened our SaaS product’s delivery timeline and helped us prepare for SOC2 certification.

About Personetics

Focused on enabling proactive engagement for banks, Personetics’ AI analyzes financial data in real-time to understand customer financial behavior, anticipate needs, and deliver a hyper-personalized experience.

With solutions designed for the mass market, wealth management, and small business customers, Personetics enables banks to offer day-to-day insights, financial advice, and automated wellness programs to customers.

Additionally, banks use Personetics’ agile tools to rapidly create their own personalization IP to serve customers’ unique needs and differentiate themselves in a crowded market. With these advances, banks have transformed their digital banking into the center of their customers’ financial lives while also delivering significant business impact.

Led by a team of seasoned financial and technology entrepreneurs, Personetics strives to actualize a world of “Self-Driving Finance” where banks proactively act on behalf of their customers. Founded in 2011, Personetics operates through offices in New York, London, Paris, Singapore, and Tel Aviv. To learn more, visit



I can undoubtedly say the AWS Well-Architected Review is a valuable way for customers and AWS Partners to build stronger SaaS products.

Conducting the review early in the delivery phase enabled Personetics to deliver a highly-secured, production-ready offering in less than six months. It also expedited our SOC2 certification process, and I’m delighted that we successfully passed our first SOC2 Type II audit review.

If you’re building a SaaS solution on AWS, learn more about how to conduct an AWS Well-Architected Review within your organization or with an AWS Well-Architected Partner like CloudZone.

The content and opinions in this blog are those of the third-party author and AWS is not responsible for the content or accuracy of this post.


Personetics – AWS Partner Spotlight

Personetics is an AWS Partner that enables the world’s leading financial institutions to transform the way they engage and serve their customers.

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