Social media has changed how customers view digital experiences. Your customers today expect an omnichannel engagement platform that offers the same amount of seamlessness and user-friendliness from their banks. Clayfin can help amplify the digital banking experience you provide with our range of next-gen engagement tools.
Personal Finance
Management
Offer a holistic view of personal financial health with Clayfin
With your customers growing increasingly digitally savvy, they are open to using the digital route for financial lifestyle management as well. A single platform to plan, budget, set financial goals or even track family finances. Offer them an intuitive personal finance management platform that is intelligent, analyses data and provides real-time insights to manage and control their personal finances.
Digital Onboarding
Seamless and intelligent onboarding solutions
In the digital age, your customers want easier solutions compared to lengthy and taxing onboarding procedures. Improve product discovery and speed-up your onboarding process and identity verification with Clayfin’s multi-channel,digital onboarding solutions. Increase your brand perception, introduce newer products with ease and redefine customer onboarding by providing intelligent digital onboarding solutions.
Dateline
Your customer’s go-to virtual assistant
Imagine providing your customer with a solution that calendarizes all their events, similar to a social media platform. Bill payments, birthdays, anniversaries are all available on a single platform—enabling seamless financial management of events. Clayfin’s Dateline acts as a virtual event organizer, collects event information from multiple sources and shares actionable notifications. This then prompts your customer to take immediate action, and have a hassle-free day!