Customers using our solutions
Better data. Better decisions.
We put the ‘personal’ back into finances with data direct from customer bank accounts to improve and simplify their financial lives. A better view of their finances for better financial outcomes.
Our data services that power personal financial management:
Account History
Statements
Transactions
Key benefits
Cleaned, categorized and aggregated account data— providing consumers insights to improve their finances.
- Increase consumer financial literacy so customers can build wealth and pay down debt more easily.
- Consolidate data from all accounts in one place to build wealth by tracking and managing portfolios.
- Insights and analytics for wealth managers or data for robo-advisors.
- Populate accounts and budgets with up to 24 months of high-quality data.
Connect for a better experience
Consumers easily permission data from their bank accounts with Connect. We do the rest, delivering the financial data you need to enhance your customer’s new financial experience.
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The best data and insights
Learn more about our Manage solution set
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The best connections
Our open banking platform covers 95% of direct deposit accounts in the U.S.
Certain open banking solutions are provided by Finicity, a Mastercard company.