Securities and InvestmentS
Securities and Investment Companies' Personalised Onboarding Solution.
Reduce onboarding costs, improve TATs and drive retention using Perfios.
Access Over 500 APIs for Customer Discovery, KYC Verification, Monitoring and Retention
We help securities and wealth management companies digitise customer onboarding journeys and improve retention by personalising their day-to-day engagement and advisory.
A Comprehensive Suite of Products
A Comprehensive Suite of Products
Document Tamper and Behavioural Check
Authenticate statements and transactions data shared by the customer.
Driving Efficiency Across Your Everyday Use Cases
KYC and Customer Onboarding
Utilise Perfios’ suite of KYC and onboarding products to verify customer identity, capture relevant information, fraud check customer documents and speed up onboarding.
Compliance and Cost Reduction
Meet strict compliance standards using Perfios, make sure all the necessary requirements are met right at the point of onboarding reducing time and cost associated with it.
Personalise Customer Engagements
Craft comprehensive customer profiles from spending behaviour and enable strategic alignment with actionable insights. Enhance retention and optimise investment suggestions through precise timing aligned with customer profiles.
Stay Informed, Stay Ahead…
Their words, Not Ours
Speed Up Onboarding, Reduce TAT and Improve Retention with Perfios
The Easiest Integration Decision You'll Ever Make.
Speed up Onboarding, Reduce TAT and Improve Retention with Perfios
