+
+

Related Products

  • SBS Banking Platform
    29 Ratings
  • Wallester
    271 Ratings
    Visit Website
  • North One
    5,042 Ratings
    Visit Website
  • Alosant
    1 Rating
    Visit Website
  • YouHodler
    28 Ratings
  • BoldTrail
    2,107 Ratings
    Visit Website
  • Xero
    5,952 Ratings
    Visit Website
  • TimeControl
    1 Rating
    Visit Website
  • Sumsub
    227 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website

About

Personal Finance Management - end-to-end financial lifestyle management Clayfin understand the needs of the new age customer, who is on the lookout for intelligent personal finance management tools that help them plan, save, invest and spend prudently. Our Financial Lifestyle Management Platform—more than a regular PFM tool—enables customers to take effective control over their finances. Powered by AI and Machine Learning capabilities, the Financial Lifestyle Management Platform amplifies customer engagement, increases share of wallet for financial institutions and helps use data to customize product offerings and up-sell and cross-sell to customers. In today’s digital age, experiences count more than ever. Your digitally savvy, next-gen consumers want financial and banking solutions that provide them with the same easy experience and personalization that they receive from other consumer companies.

About

Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The company offers, in addition to its open API, white-label platforms to distribute financial services online in less than one month. Our Particeep Plug solution allows you to create a digital version of your existing banking products and make them accessible to third parties through a Rest open banking API. With our solution, you quickly deploy your online distribution channels and allow your partners to distribute your offers online by personalizing it according to their graphic charter and their authorizations. Our Particeep Plug white label solution allows you to create a digital version of your existing insurance products or to quickly create new products.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Banks, financial institutions, and merchants looking for a solution to manage payments and transactions

Audience

Companies searching for a solution to improve online distribution of banking, insurance and investment products.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

11880€/year
Annual licence
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clayfin
Founded: 2000
India
www.clayfin.com

Company Information

Particeep
Founded: 2013
France
www.particeep.com

Alternatives

Alternatives

Banno

Banno

Symitar
Alviere Hive

Alviere Hive

Alviere
MeridianLink Opening

MeridianLink Opening

MeridianLink

Categories

Categories

Online Banking Features

Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

Investment Management Features

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

P&C Insurance Features

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 Features

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

Integrations

SBS Banking Platform
Salesforce
Stripe

Integrations

SBS Banking Platform
Salesforce
Stripe
Claim Clayfin and update features and information
Claim Clayfin and update features and information
Claim Particeep and update features and information
Claim Particeep and update features and information