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Clayfin

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2 reviews
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3.8
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Clayfin

2 reviews

Clayfin’s integrated, omnichannel, retail banking solution is designed to help you deliver modern and cross-platform customer experience. It is aligned with your customer expectations and enables you to have a deeper and more personalized engagement with your customer. Clayfin offers all banking channels, be it the internet, mobile, wearables or API. Our additional offerings of PFM, Digital Onboarding and Dateline are designed to ensure that you are a step ahead in your banking capabilities. Make the most of your existing customer relations and attract potentials by creating a personalized banking journey with Clayfin’s Digital Retail Banking Solution.

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Personal Finance Management - end-to-end financial lifestyle management

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Clayfin is a leading provider of Digital Customer Experience solutions for Banks and Financial institutions. In a rapidly evolving digital world, Clayfin enables Banks and financial institutions to nurture and grow close ties with their customers by providing a superior and seamless omnichannel experience delivered at any digital point of interaction that the customer prefers. Clayfin’s philosophy is to enhance the financial lifestyle for end customers by building Superior Customer experience solutions that will increase the digital footprint, adoption and usage. To enable this, Clayfin products are built on four tenets: simple to use, pervasive, secure and relevant. Clayfin works across geographies, and currently supports 80+ implementations across 29 customers in 17 countries in APAC, Middle East and Africa.

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Sharesight

1 review

Product Description

Sharesight is an award-winning investment portfolio tracker used by thousands of DIY investors and finance professionals. Sharesight leverages 20 years of historical data and syncs with brokers to track trades, dividends, and corporate actions automatically. You can use Sharesight to run performance and tax reports in one click, and connect to Xero via an award-winning add-on integration. Plus, you can share access unlimited access with anyone you wish.

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Shubham P.
08/01/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Omni channel Customer Acquisition

The convince as a customer with all the facilities available online saves us time and effort to be physically go to the bank.
Likitha  B.
LB
Likitha B.
Senior Business Analyst at Tredence Analytics | ISB
04/11/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Omnichannel Banking

Reaches a wide variety of target customers

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Chennai, IN

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