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  • Track and manage any financial account.
  • More than 250+ Financial Institutions supported for auto fetch.
  • 1000+ E-Statement formats supported.
  • Made in India, Made for India.

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Perfios Insights automates the entire process of financial checks, verification and extraction of financial data. Perfios Insights can help in dramatically improving the turn-around time for processing an application whether it originated from the offline or online channel.

Currently corporates and Financial Institutions are facing a lot of problem with the manually intensive ways of aggregating transactions from their multiple corporates Bank Accounts, which in many cases runs into hundreds of Bank Accounts.

This product has been especially developed for Financial Institution in India (Banks, NBFI’s etc.). Perfios is leveraging its core technologies in automating key aspects of certain common processes in Financial Institutions.

Perfios Advisor solution is specially designed for Independent Financial Advisors (IFAs) who would want to manage their client’s portfolio on a single platform. This solution is based on our most advanced personal finance management product.

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Mortgage lenders like banks should look at credit rating of a borrower as an opinion by a credit rating agency and not a gospel truth, states an Assocham and Pricewaterhouse Coopers (PwC) study.

PwC survey also says multinational banks are looking to invest in Indian fintech start-ups Investment in Indian financial technology (fintech) companies crossed the $1 billion mark in 2015 to reach $1.2 billion at the end of the year

In order to fund start-ups in the financial technology (fintech) space, country’s largest lender SBI has set up a Rs 200 crore fund.

The Reserve Bank of India is in the process of setting up a multi-disciplinary committee to study the FinTech business in India, its executive director N.S. Vishwanathan said.

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