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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Perx Technologies, based in Singapore, is pioneering a Lifestyle Marketing SaaS Platform designed to assist large enterprises and digital-native businesses in evolving from a focus on fleeting transactions to fostering ongoing and meaningful interactions with customers in today’s digital landscape. This innovative platform empowers businesses to effectively influence and stimulate customer behaviors. The process of rewarding these behaviors with tailored incentives has become remarkably streamlined! Companies are eager to establish mobile-first revenue streams by transitioning into two-sided marketplaces. Through the Perx Lifestyle Marketing Platform, businesses can revolutionize customer engagement, set up a commerce marketplace in under 30 days, and position themselves as formidable contenders in the mobile-first advertising technology arena. Serving numerous prominent regional and global brands, this platform allows organizations of all sizes to capitalize on customer interactions by crafting personalized, engaging, revenue-generating digital experiences that resonate with millions of consumers worldwide. As businesses continue to adapt to the rapidly changing digital economy, the importance of such platforms will only grow.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Mambu No 
Oracle Cloud Infrastructure No 

Integrations

Amazon Web Services (AWS) Yes 
Mambu Yes 
Oracle Cloud Infrastructure Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) No 
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

Perx Technologies

Founded

2016

Country

Singapore

Website

www.perxtech.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

Customer Data Platforms (CDP)

Behavioral Analytics No 
Campaign Management Yes 
Customer Profiles Yes 
Customer Segmentation Yes 
Data Integration Yes 
Data Matching No 
GDPR Compliance Yes 
Personalization Yes 
Predictive Modeling No 

Customer Engagement

Analytics Yes 
Churn Management Yes 
Communication Management Yes 
Community Management Yes 
Content Syndication No 
Feedback Collection No 
Gamification Yes 
Live Chat No 
Video Content No 

Customer Loyalty

CRM No 
Corporate Memberships No 
Customer Activity Tracking Yes 
Discount Management No 
Gift Card System Yes 
Loyalty Card System Yes 
Member Portal Yes 
Membership Management Yes 
No-Card Loyalty System No 
Referral Tracking Yes 
Rewards Management Yes 

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