wealth profiling
Tailored wealth advice from personalised profiles
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?
Identify Customers with higher propensity to invest in investment products
Use HPE’s 360 degree profiling to segment these consumers and provide tailored offers specific and relevant to their context
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
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
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.
Personalised wealth advice crafted for each client’s unique circumstances and preferences with Perfios’ Wealth Profiling.