TURN TRANSACTION DATA INTO LOYALTY, ESG IMPACT AND ROI

Perkly is the AI layer that helps banks transform everyday spending data into actionable wellbeing insights.

We turn raw transaction data into smarter engagement, revenue, deeper loyalty, and measurable ESG impact.

Banks are rich in data - but poor in insights. Most still struggle to convert transaction data into customer value or measurable impact.

Low digital engagement

Customers open apps only a few times per month.
Low cross-sell performance

Offers feel generic, missing behavioral intent.
Rising ESG & CSRD pressure

Sustainability impact is expected, but hard to quantify.

It’s time to turn data into wellbeing — for customers and the bank.

Perkly - The AI platform for consumption wellness. Perkly’s proprietary AI transforms banking data into personalized insights that help customers spend smarter, save more, and live more sustainably — while helping banks grow responsibly.

Wallet wellness engine

Tracks financial behaviour, impulsivity, and sustainability scores.
AI coaching layer

Delivers personalized nudges that drive daily engagement and retention.
ESG & Wellbeing Data Hub

Generates measurable metrics for CSRD and ESG reporting.

Perkly’s impact on bank KPIs

+10–20% higher app usage through Wallet Wellness insights
−1–2 pp churn reduction via wellbeing connection
+1–3% uplift on product sales and conversions via behavioral triggers
Real consumer-level ESG & wellbeing metrics
Data on credit risk - Early warning through behavioral scoring

Turn competitors’ accounts into your growth engine.

With Perkly’s open-banking integration, your customers can connect all their bank accounts — giving you full visibility into their financial behavior. Perkly identifies idle savings and recurring spend from other banks, then nudges customers to move that money into your green funds, loans, or insurance.

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