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Description

Comprehensive Financial Management - holistic oversight of personal finances Clayfin recognizes the evolving expectations of modern consumers who seek innovative tools for managing their finances effectively, encompassing planning, saving, investing, and spending wisely. Our Financial Lifestyle Management Platform transcends traditional personal finance management tools by empowering users to take decisive control of their financial situations. With advanced AI and Machine Learning technologies at its core, this platform enhances customer interaction, boosts financial institutions' revenue potential, and leverages data to tailor product offerings while facilitating up-selling and cross-selling opportunities. In an increasingly digital world, the quality of experiences is paramount; today's digitally adept consumers demand financial solutions that offer seamless ease and personalization akin to that provided by leading consumer brands. Moreover, this shift in consumer expectations necessitates financial institutions to adapt and innovate continually to remain competitive.

Description

Particeep, a fintech, provides banks, asset management companies, insurances, and their distributors with key solutions that enable them to distribute financial products and services online. In addition to its open API, the company also offers white-label platforms that allow you to distribute financial services online in less time than a month.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

SBS Banking Platform No 
Salesforce No 
Stripe No 

Integrations

SBS Banking Platform Yes 
Salesforce Yes 
Stripe Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

11880€/year
Annual licence
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Clayfin

Founded

2000

Country

India

Website

www.clayfin.com

Vendor Details

Company Name

Particeep

Founded

2013

Country

France

Website

www.particeep.com

Product Features

Online Banking

Brokerage No 
Cash Management No 
Chat / Messaging No 
Credit Card Management No 
Electronic Statements No 
Fraud Detection No 
Loan Management No 
Marketing Automation No 
Retail Banking No 
Single Sign On No 
Transaction Monitoring No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Online Banking

Brokerage Yes 
Cash Management No 
Chat / Messaging No 
Credit Card Management No 
Electronic Statements No 
Fraud Detection No 
Loan Management Yes 
Marketing Automation Yes 
Retail Banking Yes 
Single Sign On Yes 
Transaction Monitoring Yes 

P&C Insurance

Billing & Invoicing No 
Broker / Agent Portal Yes 
Claims Management No 
Commission Management Yes 
Customer Portal No 
Document Management Yes 
Insurance Rating Yes 
Marketing Automation No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management Yes 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management Yes 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal Yes 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics Yes 

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