List of Perfios Analyse Customers
Bengaluru, 560030,
India
Since 2010, our global team of researchers has been studying Perfios Analyse customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Perfios Analyse for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Perfios Analyse for Intelligent Document Processing include: HDFC Bank, a India based Banking and Financial Services organisation with 214521 employees and revenues of $23.22 billion, Edelweiss Financial Services India, a India based Banking and Financial Services organisation with 5826 employees and revenues of $1.06 billion, Karur Vysya Bank(KVB)], a India based Banking and Financial Services organisation with 8889 employees and revenues of $581.0 million, InCred Financial Services, a India based Banking and Financial Services organisation with 1638 employees and revenues of $110.0 million and many others.
Contact us if you need a completed and verified list of companies using Perfios Analyse, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Perfios Analyse customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Edelweiss Financial Services India | Banking and Financial Services | 5826 | $1.1B | India | Perfios Software | Perfios Analyse | Intelligent Document Processing | 2021 | n/a |
In 2021 Edelweiss Financial Services Limited deployed Perfios Analyse as a component of its Intelligent Document Processing stack. Perfios Analyse was embedded to provide structured extraction and document intelligence for the firm’s loan origination workflows and related underwriting processes.
The implementation was scoped to integrate Perfios Analyse directly into the company Loan Origination System, supporting the B2B sales application used by frontline sales and credit teams. Operational coverage included sales intake, credit assessment, and downstream loan lifecycle handoffs, with deployments and operations managed within Edelweiss India.
Functionally the deployment emphasized document ingestion, optical character recognition and data extraction, and field mapping into LOS data models, aligning outputs to credit decisioning and KYC and AML verification steps. Perfios Analyse outputs were normalized and delivered in JSON payloads, supporting application-level business logic and REST API endpoints already in use by Edelweiss application teams.
Integrations included the stated Perfios-BSA integration within the LOS platform, and coordination with the LOS to LMS integration for loan lifecycle continuity. Governance and operational control were led by an OutSystems administrator and internal development teams, who managed API-based integrations, production deployments, incident management workflows, audit readiness and business continuity planning activities.
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HDFC Bank | Banking and Financial Services | 214521 | $23.2B | India | Perfios Software | Perfios Analyse | Intelligent Document Processing | 2022 | n/a |
In 2022, HDFC Bank deployed Perfios Analyse to introduce Intelligent Document Processing into credit assessment and underwriting workflows. The deployment targeted automated bank statement analysis and financial document ingestion to support customer turnover analysis, assessment of debtors and creditors, and preparation of credit assessment memoranda used for eligibility decisions.
Perfios Analyse was configured to ingest customer bank statements and extract transaction level data that fed repayment schedules and cash flow signals used by credit officers. The implementation emphasized document parsing, transaction categorization, and structured output to populate financial review artifacts and case documentation required for sanctioning.
The Perfios Analyse instance operated alongside core loan systems, integrating data flows with Finone and Oracle Flexcube for statement of account reconciliation and repayment schedule validation. Operational coverage included credit teams based in Noida, coordination with Customer Relationship Managers and operations teams for sanctioning and disbursement workflows, and interaction with regional credit centers for lead management and follow up.
Governance changes centered on embedding Perfios Analyse outputs into the CAM preparation and sanctioning process, with process handoffs defined between credit analysts, RACs, and operations to ensure timely disbursements. The implementation supported downstream activities such as DSA empanelment and vendor follow up by providing standardized financial document extracts to sales and business development stakeholders.
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InCred Financial Services | Banking and Financial Services | 1638 | $110M | India | Perfios Software | Perfios Analyse | Intelligent Document Processing | 2020 | n/a |
In 2020, InCred Financial Services implemented Perfios Analyse as an Intelligent Document Processing solution to standardize and automate document handling within its credit and product technology workflows. The deployment emphasized automated bank statement parsing, reflecting InCred feedback that Perfios’ Bank Statement Analyzer capability was particularly valuable for their operations. Perfios Analyse is referenced explicitly as the application delivering this capability.
The implementation focused on document ingestion and extraction modules typical of Intelligent Document Processing, including optical character recognition, transaction-level data extraction, format classification, and validation workflows that normalize statement data into structured outputs. Configuration work centered on statement format templates and rules for transaction categorization, complemented by machine-assisted parsing to reduce manual review. These modules supported downstream credit assessment and underwriting decisioning processes by producing consistent, machine-readable financial datasets.
Governance and operational adoption were led through product and technology channels, with ongoing reliance on Perfios Analyse reported by senior leadership. InCred’s Ex Chief Product and Technology Officer, Mr Rahul Bhargava, described the Bank Statement Analyzer as incredibly valuable and expressed confidence that Perfios will continue to innovate and introduce additional solutions, while InCred continues to rely on current Perfios products.
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Karur Vysya Bank(KVB)] | Banking and Financial Services | 8889 | $581M | India | Perfios Software | Perfios Analyse | Intelligent Document Processing | 2019 | n/a |
In 2019, Karur Vysya Bank(KVB) deployed Perfios Analyse to augment credit underwriting workflows. Perfios Analyse is an Intelligent Document Processing solution that was implemented to automate document ingestion and extract structured financial data used in loan assessment.
The implementation was configured to parse and normalize multiple document types including bank statements, Form 16, payslips, ITR filings, GSTR returns, Form 26AS and valuation reports. Perfios Analyse was used to extract transactional cashflow data and line items from profit and loss accounts and balance sheets, enabling automated computation of standard credit ratios such as leverage, current ratio, debt equity and debt service coverage where parsed data supported those calculations.
Operationally the application was embedded in credit underwriting for housing loans, loan against property and unsecured business loans, supporting salaried applicants and SEP/SENP segments. Credit managers used Perfios Analyse outputs alongside manual review and bureau data, handling high ticket cases up to Rs 15 crores with an average ticket size around Rs 5 crores, and processing volumes reported as approximately 35 to 40 DSA sourced cases per month and 3 to 4 branch cases per day.
Governance integrated Perfios Analyse outputs into existing underwriting checklists and verification steps, with manager level credit officers incorporating extracted statement analytics into income validation, P&L and balance sheet review, and collateral evaluation. The solution functioned as a document-to-data layer feeding established manual decisioning processes, improving consistency of statement verification without replacing the bank's credit appraisal controls.
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