Perfios

Recommendation Engine

Tune customer journeys to their preferences and lifestyles​

Craft personalised journeys, suggest timely offers to the right customers based on their spendings to drive adoption and increase.
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Providing solutions for

Benefits with reccomendation engine

Enhance cross-selling to existing customers

Recommend cards, offers and products based on the spending behaviour of your existing-to-bank (ETB) customers to improve upsell and revenue.

Boost onboarding rates

Revamp new customer journeys using advanced analytics for personalised recommendations.

Customise onboarding journeys

Utilise triggers for guiding recommendations on portfolio rebalancing, new investments,
fund choices, amounts, and more for your customers.

Optimise spend campaigns

Utilise triggers for guiding recommendations on portfolio rebalancing, new investments,
fund choices, amounts, and more for your customers.

Documentation

Integration hub

Explore resources for configuring and integrating with the PCG platform.

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API reference

Simplify development processes with our detailed technical guides.

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Support services

Count on dedicated teams for successful integration, maximizing value.

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How it works?

One

Analyze customer’s financial data through their bank statements, credit card statements and other miscellaneous financial data.

Two

Identify customer profile in terms of their spending patterns through Perfios Recommendation Engine.

Three

Suggest a personalised product list that matches the customer profile.

Four

Recommend card/offers best suited to the customer.

The possibilities of employer categorisation

Got questions?

Here are the frequently asked ones

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What our users say?

The easiest integration decision you'll ever make.

Our Recommendation Engine delivers the perfect product at the perfect moment for every customer.

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