Perfios

wealth profiling

Tailored wealth advice from personalised profiles

360 degree customer profiles that help you provide personalised financial advice tailored to each client’s unique circumstances, preferences, and risk tolerance.
wealth profiling

Providing solutions for

Benefits with Wealth Profiling​

Automated & comprehensive 360* customer profiling

Perfios analyses financial and investment data to create comprehensive customer profiles, decoding customer behaviour and their propensity for investment tendencies.

Personalised nudges

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

Tailored triggers

Using customer profiles and portfolios, the personalization engine recommends tailored investment products through custom or pre-defined triggers.

Lower cost of acquisition

Tailored offers that resonate with customer’s actual spending patterns leading to better activation rates.

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

Identify Customers with higher propensity to invest in investment products

Two

Use HPE’s 360 degree profiling to segment these consumers and provide tailored offers specific and relevant to their context 

Three

For each consumer in a segment, HPE can analyse the existing portfolio and publish a set of triggers which can be used to recommend tailor made solutions

Four

Based on the triggers and the ideal portfolio for a consumer in this segment, make specific recommendations on portfolio rebalancing, fresh investments, funds to invest in, amounts etc.

The Possibilities of Wealth Profiling

Got questions?

Here are the frequently asked ones

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What our users say?

The easiest integration decision you'll ever make.

Personalised wealth advice crafted for each client’s unique circumstances and preferences with Perfios’ Wealth Profiling. 

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