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Description
Comprehensive Financial Management - holistic oversight of personal finances
Clayfin recognizes the evolving expectations of modern consumers who seek innovative tools for managing their finances effectively, encompassing planning, saving, investing, and spending wisely. Our Financial Lifestyle Management Platform transcends traditional personal finance management tools by empowering users to take decisive control of their financial situations. With advanced AI and Machine Learning technologies at its core, this platform enhances customer interaction, boosts financial institutions' revenue potential, and leverages data to tailor product offerings while facilitating up-selling and cross-selling opportunities. In an increasingly digital world, the quality of experiences is paramount; today's digitally adept consumers demand financial solutions that offer seamless ease and personalization akin to that provided by leading consumer brands. Moreover, this shift in consumer expectations necessitates financial institutions to adapt and innovate continually to remain competitive.
Description
Particeep, a fintech, provides banks, asset management companies, insurances, and their distributors with key solutions that enable them to distribute financial products and services online.
In addition to its open API, the company also offers white-label platforms that allow you to distribute financial services online in less time than a month.
API Access
Has API
API Access
Has API
Integrations
SBS Banking Platform
Salesforce
Stripe
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
11880€/year
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
Clayfin
Founded
2000
Country
India
Website
www.clayfin.com
Vendor Details
Company Name
Particeep
Founded
2013
Country
France
Website
www.particeep.com
Product Features
Online Banking
Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Online Banking
Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring
P&C Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics