Perfios Hyperpersonalization

Hyperpersonalizing Your Business for Customers
Engage and sell more effectively by providing
personalized recommendations to customers

Data Enrichment
Data Enrichment
Bringing together data in silos and enriching it with best-in-class categorization
Creating a 360-degree customer profile using more than 5000+ attributes
Delivering top-notch customer insights using our AI-based recommendation engine
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?

Headline: 360° customer profile
360° customer profile
Comprehensive customer profiles are formed by analyzing financial transactions and all the recommendations rely on real spending data & behavior
One Stop Shop
Personalization with AA
Account Aggregation is integrated for secure customer consent-based access to bank/credit card statements, eliminating extra documentation
Actionable Customer Insights
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

safe and secure

Perfios is Information Security Management Certified (ISO 27001) Security Seals Certified Seal Privacy Seals Business Seals ISO 27018