Customer engagement
Personalise Customer Interactions Based on Their Financial Profile
Deliver personalised experiences to your customers by building a 360° profile of your users and delivering personal finance management solutions directly through your apps.
Industries Empowered
Banking and Financial Services
Insurance
Securities and Investments
Fintech
360* Personalisation Solution Built for Digital Banks
Build 360* profiles that you can use to create triggers, offers and journey’s personalised to your customer’s lifestyle.
Upsell Products That are Perfect for Your Customer
Gain insights into the customer’s financial profile that helps formulate and upsell the right products at the right time.
Help make personal finance management better
Perfios comes with personal finance management (PFM) features that help customers reach their financial goals, manage expenses and understand their daily, monthly and yearly spends.
Customise Customer Journeys Based on Your Customers Financial Profile
Customise all your customer interactions based on their spending habits and their current lifestyle. Drive revenue across your product lines through seamless onboarding, customised upsell triggers, notifications, and much more.
A Comprehensive Suite of Customer Engagement Solutions
PFM
Businesses worldwide leverage PFM to generate consolidated end-user financial reports and deliver personalised advice & product recommendations.
Document Analysers
Document analysers extracts, curates, and analyses data from multiple sources to generate insightful reports that helps lenders simplify their credit decisioning process.
A Comprehensive Suite of Customer Engagement Solutions
Document Analysers
Document analysers extracts, curates, and analyses data from multiple sources to generate insightful reports that helps lenders simplify their credit decisioning process.
Stay Informed, Stay Ahead
Auto Form Fill Banking and Financial Services Customer Engagement Digital Onboarding eKYC Fintech Industries OneClick Onboarding
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Their Words, Not Ours
Mr. John David Yap
Segment Head, Business Banking Segment
Security Bank Corporation
Mr. Rahul Bhargava
Ex - Chief Product and Technology Officer
Incred Financial Services
Mr. Abhijit Ghosh
Ex - CEO and Executive Director
UGRO Capital
Data-Driven Personalisation for Meaningful Customer Engagement!
The easiest integration decision you'll ever make.
Data-Driven Personalisation for Meaningful Customer Engagement!
