Are you taking full advantage of cloud-based personal finance tools? With the surge in personal finance technology, how valuable can those tools be if you cannot access them seamlessly across devices? Accessibility is one of the few common threads shared by technology platforms. As populations become more mobile and the number of devices we use […]
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In the UK, when selling financial services, lenders and financial advisors need to know if a customer can actually afford the product. Whether it’s a loan or investment product, Castlight Financial provides credit and financial information about a particular customer, and paints their complete financial picture through aggregated data.
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