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What is Perfios?

We help financial institutions navigate a vast spectrum of both structured and unstructured data to enhance operations such as customer onboarding, risk assessment, pricing strategies, and fulfillment processes. Through the extraction, organization, and analysis of information from various financial sources, we empower lenders to make swift, data-informed decisions related to risk and pricing. Since our inception in 2018, Perfios has consistently generated positive cash flow and EBITDA, supported by reputable investors like Bessemer Venture Partners and Warburg Pincus. Our data platform utilizes a distinct combination of proprietary machine learning techniques to deliver comprehensive data analyses customized to meet the needs of each client, resulting in tailored reports. We have effectively expanded our capabilities from processing thousands of transactions on a monthly basis to handling millions each day, all while upholding high performance standards. Our engineering team embodies a variety of innovative thinking styles and problem-solving abilities, which ensures a level of excellence that is seldom matched in the industry. This unique methodology not only differentiates us but also enhances our standing within the competitive realm of financial technology services. Furthermore, our commitment to continuous improvement and adaptation enables us to respond effectively to the evolving demands of the financial sector.

What is Meniga?

Our offerings tailor the digital banking journey to individual users. With our acclaimed digital banking platform, financial organizations can utilize data to forge significant connections with their clientele and investigate fresh opportunities for revenue enhancement. By employing our top-tier technology for integration, merchant identification, and categorization, banks can acquire vital insights into their customers' financial habits and overall well-being, while customers benefit from the ease of automatic transaction classification. Simplify, improve, and refine personal finance information to drive innovation across digital platforms. Reveal emerging patterns and identify high-potential customer segments using audience analytics. Empower clients by providing them with the capability to access their accounts and credit cards from multiple banks seamlessly. Our digital banking APIs enable your institution to deliver captivating and innovative banking experiences that are gamified to attract customers. Furthermore, cultivate enduring customer loyalty by providing a proactive and personalized financial coaching experience tailored to their specific requirements. This approach not only boosts user satisfaction but also establishes your bank as a reliable partner in their financial journey, ultimately promoting a more robust and interactive banking relationship.

Media

Media

Integrations Supported

Klub

Integrations Supported

Klub

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Perfios Software Solutions

Date Founded

2008

Company Location

India

Company Website

www.perfios.com

Company Facts

Organization Name

Meniga

Date Founded

2009

Company Location

United Kingdom

Company Website

www.meniga.com/products

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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