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What is Particeep?

Particeep is a financial technology company that equips banks, asset management firms, insurance companies, and their distributors with essential tools for the online distribution of financial products and services. Alongside its open API, the firm provides customizable white-label platforms designed to facilitate the rapid online delivery of financial services, often within a timeframe of less than a month. This innovative approach significantly enhances efficiency in the financial sector.

What is Clayfin?

Comprehensive Financial Management - an all-encompassing view of individual finances Clayfin understands the changing demands of contemporary consumers who desire cutting-edge tools to manage their financial well-being effectively, which includes budgeting, saving, investing, and making informed spending choices. Our Financial Lifestyle Management Platform goes beyond conventional personal finance management solutions by enabling users to take proactive charge of their financial health. By incorporating sophisticated AI and Machine Learning technologies, this platform not only enhances user engagement but also increases revenue opportunities for financial institutions, utilizing data to customize product offerings and create avenues for up-selling and cross-selling. In today's digital landscape, delivering high-quality experiences is crucial; modern consumers, who are well-versed in technology, seek financial solutions that provide effortless convenience and personalization, similar to what top consumer brands offer. Furthermore, this shift in consumer behavior compels financial institutions to continuously evolve and innovate in order to maintain their competitive edge in the marketplace. As the financial landscape continues to change, embracing these advancements will be essential for success.

Media

Media

Integrations Supported

SBS Banking Platform
Salesforce
Stripe

Integrations Supported

API Availability

API Availability

Pricing Information

11880€/year
Annual licence

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Particeep

Date Founded

2013

Company Location

France

Company Website

www.particeep.com

Company Facts

Organization Name

Clayfin

Date Founded

2000

Company Location

India

Company Website

www.clayfin.com

Categories and Features

Investment Management

Bonds / Stocks
Client Management
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management

Online Banking

Brokerage
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

Open Banking

Not specified

Open Finance

Not specified

P&C Insurance

Broker / Agent Portal
Commission Management
Document Management
Insurance Rating
Policy Management
Quote Management
Underwriting Management

Subscription Management

Enrollment Management
Product Catalog
Recurring Billing
Self Service Portal
Usage Tracking/Analytics

White Label Banking

Not specified

Categories and Features

Online Banking

Not specified

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