Built to safeguard all vulnerable customers

Enhance your offering to your clients whilst complying with, and surpassing, regulatory guidelines all through a single platform solution.
Understand your customers 

Vulnerability Score

One vulnerability score to help anyone understand their customers at a single glance. 
Represented by a score ranging between 0 - 10, Kalgera automatically calculates a customer’s vulnerability based on transaction history and picking up on behavioural patterns.

Anyone in your team can take a look at a customer’s profile and understand their current financial position. This allows any firm to implement timely actions that will result in positive outcomes benefitting all parties.
In practice

Event and transaction breakdown

Analyses your customers transactions using proprietary neuroscience-based deep-learning-models.
Within weeks of receiving data, Kalgera can analyse and propose smarter ways of supporting your customers through times of vulnerability. 

Empower your teams to offer and provide the right product, at the right time. Transactions are intuitively categorised so that anyone can easily understand and action-on vulnerability events, plus, delve into more detailed breakdowns related to each customer.
Meet regulation

High level company vulnerability

Improve relationships with your customers and offer the right support.
Kalgera's Vulnerability API can help any institution meet regulatory standards, understand its customers and offer the right support all whilst improving relationships with its client base.

Anyone can see a holistic view of their whole customer-base, be alerted to trends within their batch of customers and prioritise where to take action first.
Sean Tyrer
CEO, Money Carer Foundation
"The impact of Kalgera's technology on our processes is indescribable. It's more than just a tool; it's a beacon of hope for our clients who can feel safer knowing they are being protected."
We have been using Fundezy for the last 4 years and their certified auditors and customer support are best in the industry.
Kathryn Murphy
CFP, Goldenprofits
We have been using Fundezy for the last 4 years and their certified auditors and customer support are best in the industry.
Kathryn Murphy
CFP, Goldenprofits
We have been using Fundezy for the last 4 years and their certified auditors and customer support are best in the industry.
Kathryn Murphy
CFP, Goldenprofits
We have been using Fundezy for the last 4 years and their certified auditors and customer support are best in the industry.
Kathryn Murphy
CFP, Goldenprofits

Let’s talk

If you want to work with us, speak to us for press and speaking opportunities or comment, then please do get in touch.