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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

SavvyMoney delivers a digital financial-wellness and credit-score platform tailored for financial institutions to offer their customers free access to real-time credit scores, full credit reports, and daily monitoring, with no impact on the user’s credit score. The platform enables users to view key factors influencing their credit, simulate potential actions (such as paying off a balance), and explore personalized money-saving loan and credit-card offers based on their profile. It integrates seamlessly into online and mobile banking, supports both banks and credit unions, and is backed by analytics to help financial institutions identify behavioral trends, wallet-share gaps, and opportunities for targeted campaigns. SavvyMoney emphasizes consumer education and financial empowerment, alerting users to significant credit-file changes (new account opened, address change, delinquency) and providing actionable insights for improving credit health.

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

Financial institutions looking for a solution to offer their customers a free, branded credit-score and monitoring experience that drives engagement, loyalty and lending-/deposit-growth

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

No information available.
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

SavvyMoney
Founded: 2009
United States
www.savvymoney.com

Alternatives

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Alviere
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MeridianLink Opening

MeridianLink
D&B Credit Insights

D&B Credit Insights

Dun & Bradstreet

Categories

Categories

Integrations

Alkami Digital Banking Platform
Alogent
Backbase
Candescent Digital Banking
Connect
Constellation
FIS Asset Finance
Finastra Essence
Fiserv
Lumin Digital
Mahalo Banking
Narmi
Q2
TransUnion TruContact

Integrations

Alkami Digital Banking Platform
Alogent
Backbase
Candescent Digital Banking
Connect
Constellation
FIS Asset Finance
Finastra Essence
Fiserv
Lumin Digital
Mahalo Banking
Narmi
Q2
TransUnion TruContact
Claim Clayfin and update features and information
Claim Clayfin and update features and information
Claim SavvyMoney and update features and information
Claim SavvyMoney and update features and information