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Financial Institutions

Data is power. Help your customers plug in.

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What makes us different

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Ensure customer protection

Your customers may ask us to send consumer-permissioned data to you. As a bank, the U.S. Office of the Comptroller of the Currency (OCC) suggests you have a responsibility to ensure consumer protections when working with data aggregators—even if there isn’t a formal agreement.

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We couldn't agree more

We’re happy to help you do your due diligence to assess risk and manage the benefits and protections that our aggregation gives your customers. We’ve made it easy: Simply submit the form and we’ll send prepared materials for your review along with a due diligence guide, plus provide a representative to help you with any other items your team may need to get started.

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No one is more connected to financial institutions

If your customers have to jump through hoops, they’re more likely to jump ship. Make it easy to use their favorite financial apps via a secure and trusted open banking platform. With our industry-leading data aggregation solutions, connections to financial institutions and the most direct access agreements with banks, no one comes close to the kind of access and control we provide.

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We’ve got you and your customers’ backs

We’re here to support you and the secure transmission of your customers’ data. Whether that’s with direct API integration, or by ensuring compliance with requirements of data aggregators, we’re all about creating great customer experiences powered by clean and accurate data.

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Need to connect?

To help protect sensitive customer data, let us help address any issues you may have and introduce you to a representative to help.