Data Enrichment
Bringing together data in silos and enriching it with best-in-class categorization
Attributes
Creating a 360-degree customer profile using more than 5000+ attributes
Analytics
Delivering top-notch customer insights using our AI-based recommendation engine
200+
Categories and sub-categories
Unleashing the full potential of consent-based account aggregation data to delve into customer behavior, spending patterns, income sources, and investment preferences. Empowering the creation of personalized financial solutions for an extraordinary and tailored customer journey
How Can HPE Propel your business?
360° customer profile
Comprehensive customer profiles are formed by analyzing financial transactions and all the recommendations rely on real spending data & behavior
Personalization with AA
Account Aggregation is integrated for secure customer consent-based access to bank/credit card statements, eliminating extra documentation
Actionable Customer Insights
Data-driven recommendations can be used to implement strategies to improve customer satisfaction, retention, and engagement
HPE Use Cases
Income Estimation and X-Sell
Investment Profiling & Advisory
Life Insurance Risk Assessment
Health Insurance Risk Assessment
Credit Card Onboarding & Activation
BNPL Merchant Offers
Increase Insurance Sales
Simplify Bank Account Data
Enhance Customer Engagement
Merchant Insights & Partner Management
Tailored Card Activation Offers
Personalized Bundled Offers
Do Business Better with Perfios Hyperpersonalization
