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Account Summary

Automatically provide consumers with an engaging view of their full financial picture
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FinApp: Account Summary

Get the Full Financial Picture

In order to gain greater control over their money, consumers need all of their financial information at their fingertips. By seeing their banking accounts, credit cards, investments, mortgages, and rewards around the world all in one place, consumers can increase their control and peace of mind.

 

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FinApp: Account Summary

Key Features

User-Friendly Interface

Innovative UI guides the user to add accounts

View Balances

View balances from all accounts by banking, credit card, investments, and other categories

 

Empower Customers

Empower users with the ability to access their full financial picture of accounts

Assets & Liabilities

User has ability to see a balance, including assets and liabilities, across all financial accounts

Upsell

Increase opportunity to engage in additional service offerings

Insights and Advice

Explore our collection of white papers, eBooks, case studies and more, all full of actionable advice and invaluable insights. 

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How it Works
 

Account Summary Benefits for Institutions and Innovators

Financial institutions and innovators can also benefit from a view of customer balances across all financial accounts. 

  • Understand liabilities
  • Full view of assets
  • Cross-sell products
  • See upsell opportunities