Bank Account Aggregation Software
You can’t fully invest in your customers when you only see half of their financial picture. By pulling in account info from multiple bank accounts, credit cards, investments, mortgages, rewards, and more, your customers will know where they stand. And you’ll be optimally positioned to help them move forward.
Data from over 17,000 global sources includes accounts from large institutions and local credit unions alike.
With aggregated data from loans, credit cards, investment accounts, and other accounts, you can get the most complete financial picture.
Easy Account Linking
FastLink makes it simple for your users to link all of their accounts, wherever they reside.
A complete picture of all accounts and balances can remind users what actions they need to take.
With all their account information at their fingertips, consumers can gain control and increase peace of mind.
Info from all financial accounts offers valuable insights that can drive opportunities to give your users the best financial advice.
Enriched Account Aggregation from Open Banking APIs
The UK’s new Open Banking directive enables consumers to share their account data online with authorised third parties, opening the door to innovative new FinTech products and services utilising enriched aggregated transaction data. Open Finance is the next step, giving consumers the ability to share access to all of their financial data online, including savings accounts, mortgages, 401Ks, bills, payroll data, insurance, and more. Envesnet | Yodlee can help you leverage enriched aggregated account data from open banking APIs to power your innovative financial wellness solutions and make the most of growing open banking and open finance opportunities.
Knowledge and Know-How
Browse our eBooks, data sheets, white papers, and more to find out how you can use aggregated account info for deeper customer connections.