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.

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Document Analysers

Document analysers extracts, curates, and analyses data from multiple sources to generate insightful reports that helps lenders simplify their credit decisioning process.

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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.