Perfo Overview

Perfo is a Banking Systems Software that provides banks and financial institutions with tools to streamline operations, monitor performance, and improve decision-making. The platform offers a range of modules for handling transactions, managing risk, and ensuring regulatory compliance. Perfo’s analytics provide insights into key performance indicators, customer behavior, and financial trends, supporting strategic planning. The software’s customizable workflows and integration capabilities make it adaptable to various banking needs, from retail to investment banking. By using Perfo, financial institutions can enhance operational efficiency, maintain compliance, and deliver a higher quality of service to their clients.

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Perfo Screenshot & Video

Contact Details

  • Vendor Name Vortex Engineering
  • Founded
  • Location India

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Financial Services

Perfo Features

  • Arrow Icon Credit Card Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Multi-Currency
  • Arrow Icon Customer Experience Management
  • Arrow Icon Corporate Banking
  • Arrow Icon Compliance Tracking
  • Arrow Icon Transaction History
  • Arrow Icon Real Time Monitoring
  • Arrow Icon Retail Banking
  • Arrow Icon Multi-Branch
  • Arrow Icon Compliance Management
  • Arrow Icon Audit Management
  • Arrow Icon Investment Banking
  • Arrow Icon Secure Login
  • Arrow Icon Contact Database
  • Arrow Icon Electronic Payments
  • Arrow Icon Document Storage
  • Arrow Icon Securities Management
  • Arrow Icon User Management
  • Arrow Icon Financial Management
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Private Banking
  • Arrow Icon Accounting
  • Arrow Icon Lending Management
  • Arrow Icon ATM Management
  • Arrow Icon Fraud Detection

Perfo Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • INR (₹) INR (₹)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Perfo FAQs

Perfo is a Banking Systems Software that provides banks and financial institutions with tools to streamline operations, monitor performance, and improve decision-making. The platform offers a range of modules for handling transactions, managing risk, and ensuring regulatory compliance. Perfo’s analytics provide insights into key performance indicators, customer behavior, and financial trends, supporting strategic planning. The software’s customizable workflows and integration capabilities make it adaptable to various banking needs, from retail to investment banking. By using Perfo, financial institutions can enhance operational efficiency, maintain compliance, and deliver a higher quality of service to their clients.

  • No, Perfo does not offer a free version.

  • Yes, Perfo offers a free trial.

  • No, Credit Card details are not required for the Perfo trial.

  • No, Perfo does not offer an API.

  • Perfo supports the following languages:
    • English

  • Following are the typical users of the Perfo:
    • Self-Employed , Small-Business , Midsize-Business

  • Perfo supports the following deployment:
    • Cloud Hosted

  • Perfo supports the following devices and operating systems:
    • Web-Based