Simplify the Process of Linking Accounts
In order to get a holistic view of financial accounts and make full use of a financial app or banking service, users are often forced to endure a tedious onboarding and add-account process. But there’s now a way to simplify and speed the process. With Envestnet®| Yodlee® FastLink, consumers can securely link accounts from financial institutions from around the world – including checking, savings, credit cards, investments, mortgage, rewards, bills and more, in seconds.
Whether on a desktop, tablet, or mobile device, FastLink makes it easy for consumers to view and manage their finances, in one place. You can rest assured that your users will have access to the most comprehensive list of institutions around the world. And with help tools along the way, the onboarding process couldn’t be easier.
The behavioral UI design guides users through identifying, verifying and linking accounts in a secure process. Because consumers use their online banking credentials instead of routing numbers, onboarding is intuitive and quick.
- Behavioral UI navigates users through the process to add accounts securely
- Responsive across desktop, tablet, and mobile channels
- Ability to allow users to easily identify, verify, and link accounts seamlessly to ease onboarding
- Ability to add multiple accounts from different sites in one session