HYPER-PERSONALIZATION
Tailored digital sales and engagement engine for BFSI
Products and Solutions
Recommendation Engine
Build credit card journeys that are customized to each customer’s preferences and lifestyle. Recommend the right credit card to the right customer using our personalized recommendation engine to drive sales and reduce abandonment.
Wealth Profiling
Gain a deeper understanding of your clients’ financial situation, risk appetite, and investment goals by building 360* profiles, to provide personalised financial advice tailored to each client’s unique circumstances, preferences, and risk tolerance.
Employer Categorisation
Understand the employer’s stability, financial health, and employment climate before you process the loan to the employee.
Benefits
RECOMMENDATION ENGINE
Upsell and cross sell the right product to the right customer
Leverage customer spending insights for personalized financial product recommendations. Enhance activation rates with tailored offers, reducing abandonment.
CUSTOMER PROFILING
Build a 360* customer profile to personalise engagement
Personalize interactions using transaction data for targeted product recommendations, enhancing usage, retention, and overall engagement.
BENCHMARKING
Identify new target segments and accelerate underwriting
Identify customer profile within new geographies. Use this data to speedup underwriting and identify products that these new customers need driving sales.
Winning Numbers
200+
Customer segments identified
1000+
Attributes for decisioning
1000+
Triggers and nudges
The possibilities of Hyper Personalisation
Got questions?
Here are the frequently asked ones
Getting started
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Creating account
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Adding users and managing users
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Creating and managing loan application
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What our users say?
“ Perfios has helped us to streamline lead generation process and reduce our lead acquisition costs. ”
“ Perfios has helped us to streamline lead generation process and reduce our lead acquisition costs. ”
“ Perfios has helped us to streamline lead generation process and reduce our lead acquisition costs. ”
“ Perfios has been a good partner for us, especially with bank statements [analyzer]. It’s been a very good product that we have leveraged. I continue to believe that there are a lot more things that Perfios will do which will be useful.”
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The easiest integration decision you'll ever make.
Smart loans start with sharp insights into stability, financial health, and employment climate of your borrowers.