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.
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!