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Simplify and speed up customisation with Mastercard’s new customise connect editor

Published: 8 November 2024

Mastercard Open Banking is transforming the way businesses tailor customer experiences with the launch of Customise Connect, a no-code editor that makes customising Connect experiences faster, simpler and fully in your control. Available through the Client Hub portal, this powerful new tool allows clients to easily personalise their Connect experiences without needing to rely on Mastercard’s support teams.

Customise connect: Empowering businesses to optimise their customer journeys

Customise Connect puts clients in the driver’s seat, offering an intuitive, self-service interface that allows clients to adjust key elements of the Connect experience—whether for testing or production—using just one simple editor. With real-time validation, businesses can quickly iterate and deploy updates, enhancing the way their customers securely link accounts. 

Now, businesses can manage their Connect experiences independently, from onboarding new experiences to fine-tuning existing ones, all without the need for extensive technical knowledge. It’s all about giving clients the ability to quickly adapt and scale their offerings based on customer needs.

Key customisation features

  • Branding flexibility: Customise Connect makes it easy to adjust the look and feel of the Connect experience to match your brand identity. Upload logos, match accent colours and ensure seamless integration with the rest of your user interface for a consistent experience. 
  • Financial institution customisation: Clients can tailor the financial institutions displayed to end-users, ensuring that they see the banks they’re most likely to use. With the ability to customise up to 8 FIs, businesses can simplify authentication by presenting the most relevant options. 
  • Streamlined account selection: Whether your customers are selecting one or multiple accounts, Customise Connect allows you to refine the experience by controlling which account types are available for selection. This is especially useful in payment-focused experiences, where you may only want to show checking or payment accounts. 
  • Real-time testing & validation: With the ability to make changes on-the-fly, businesses can validate their customisations in real time, reducing the need for lengthy testing periods and ensuring smooth deployment.

Seamless integration into your workflow

Customise Connect is integrated directly into the Client Hub portal, making it easy to manage all your settings in one place. For more technical users, access it through Mastercard Developers to incorporate it into your existing projects. Whether you’re adjusting a live production experience or testing new options, the process is quick, simple and completely within your control.

Learn more

For a full walkthrough of how to use Customise Connect, visit Mastercard Developers for detailed documentation or watch the quick demo video below to see the tool in action. 

With Customise Connect, Mastercard Open Banking empowers businesses to create better and tailored customer experiences on their terms.

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