Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Caribou operates at the crossroads of two intricately linked sectors: healthcare and finance. Despite their historical separation, the benefits of integrating these fields are evident in everyday life. Our goal is to streamline healthcare planning to foster more secure financial outcomes and provide peace of mind for all individuals. We encourage clients to engage in conversations about healthcare planning through Caribou's innovative software, which uncovers planning opportunities early on to reduce financial risks. By bridging the gap between these industries, we aim to enhance the overall well-being of our clients and their families.
Description
We assist financial institutions in managing an almost limitless array of pertinent structured and unstructured data to streamline processes like customer onboarding, decision-making, risk pricing, and fulfillment. By extracting, categorizing, and analyzing data from numerous financial entities, we enable lenders to make automated, data-driven decisions regarding risk and pricing. Since 2018, Perfios has maintained a positive cash flow and EBITDA, bolstered by prominent investors including Bessemer Venture Partners and Warburg Pincus. Our data platform leverages a unique blend of proprietary machine learning methods to provide thorough data analysis tailored to individual customer needs, producing bespoke reports for each client. We have successfully scaled operations from handling thousands of transactions monthly to processing millions daily, all while maintaining optimal performance levels. Our team of engineers brings unique thinking styles and innovative problem-solving skills, ensuring a level of professionalism rarely found in other organizations. This distinctive approach sets us apart in the competitive landscape of financial technology services.
API Access
Has API
API Access
Has API
Integrations
Klub
Pricing Details
$60 per user per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Caribou
Country
United States
Website
www.caribouwealth.com
Vendor Details
Company Name
Perfios Software Solutions
Founded
2008
Country
India
Website
www.perfios.com
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management