Recommendation Engine
Tune customer journeys to their preferences and lifestyles
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.
View resources
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.
View resources
How it works?
Analyze customer’s financial data through their bank statements, credit card statements and other miscellaneous financial data.
Identify customer profile in terms of their spending patterns through Perfios Recommendation Engine.
Suggest a personalised product list that matches the customer profile.
Recommend card/offers best suited to the customer.
The possibilities of employer categorisation
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.
Our Recommendation Engine delivers the perfect product at the perfect moment for every customer.
