Problem

Obtaining a holistic view of customers' financial health is difficult when they accounts are spread across multiple financial institutions.

Solution

FinBit easily gathers financial data from multiple sources and enriches data through our categorization engine to help you coach customers for financial wellness.

KEY BENEFITS

Access to Comprehensive Data

Leverage a huge number of data sources comprised of an unparalleled breadth, depth, and variety of financial accounts

Powered by Financial Insights

New and advanced AI-driven techniques enable the identification of actionable patterns across massive data sets

Secure

Rest assured and rely on our leading financial industry practices for security, risk, and compliance management

HOW IT WORKS

HOW IT WORKS

Select a Financial Institution

Consumers can select their financial insitution from the popular sites list or by searching based on a keyword

Verify Login Information

Consumers can provide the site login credentials. If required consumers are asked to provide additional authentication input.

Viewing Accounts

The details of accounts gathered are displayed. Consumers may choose to add other accounts.

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