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information technology & services
We revolutionize the way banks activate their customers money into savings and investments. Perkly is an AI-powered behavioral finance platform that helps banks activate customer savings automatically. Embedded directly inside a bank's app or digital environment, Perkly analyzes real transaction data from all connected accounts (via PSD2/Open Banking) to uncover hidden saving potential from spending habits and idle deposits. Its proprietary Behavioral Activation Engine identifies inefficient spending, impulse purchases, and under-used balances, then coaches customers through personalized nudges and micro-actions. The system can automatically redirect freed funds into the bank's own savings, fund, or investment products, creating measurable AUM growth without new product launches. Delivered as an embedded SaaS solution, Perkly integrates quickly through APIs, provides configurable coaching modules, and includes a live analytics dashboard for banks to track behavioral impact, customer engagement, and financial wellbeing outcomes.
We revolutionize the way banks activate their customers money into savings and investments. Perkly is an AI-powered behavioral finance platform that helps banks activate customer savings automatically. Embedded directly inside a bank's app or digital environment, Perkly analyzes real transaction data from all connected accounts (via PSD2/Open Banking) to uncover hidden saving potential from spending habits and idle deposits. Its proprietary Behavioral Activation Engine identifies inefficient spending, impulse purchases, and under-used balances, then coaches customers through personalized nudges and micro-actions. The system can automatically redirect freed funds into the bank's own savings, fund, or investment products, creating measurable AUM growth without new product launches. Delivered as an embedded SaaS solution, Perkly integrates quickly through APIs, provides configurable coaching modules, and includes a live analytics dashboard for banks to track behavioral impact, customer engagement, and financial wellbeing outcomes.
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FAQs
If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.
Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
