Our
Platform
We're proud of what we've built so we like to show it off. Check out some of our features here.
Holistic account management
In addition to the accounts they hold with your institution, members can connect, see and manage their external accounts all in one place, making your solution a one-stop-shop for their finances, and you at the center of it all.
Comprehensive payment options
Take the aggregate account experience a step further by empowering your customers to manage all their payments in one single place. Whether they’re chipping away at an auto loan, paying a bill or just a friend back from lunch, members can quickly and securely make the following types of payments without leaving your app:
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ACH
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Internal "On-Us"
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Bill Pay
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P2P
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Wires
Embedded wellness tools
Help members easily understand the long-term effects of their day-to-day payment decisions:
“If I paid more on my auto loan, how much interest would I save?”
“If I only make the minimum payment, when will I be debt-free?”
By providing answers to the real-life questions your members face every day, they’ll be one step closer to financial peace of mind on their wellness journey.
FutureLook™
Too many banking tools focus on past spending that can’t be changed. FutureLook™ gives your members a glimpse into their financial future by painting a clear, easy-to-read forecast of their future account balance based on the choices and decisions they are making today.
Analytics That Drive Action
Project Finance uses data pertaining to goals, demographics, financial status and external accounts to create a complete financial profile. We in turn offer bespoke recommendations to drive better decision making and money management.
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Harness the power of analytics to understand customer activity within your banking solution, and enjoy the competitive advantage of third-party external account data. Make data-driven decisions to market relevant services to members, shape your roadmap, craft successful messaging and more.
A banking experience designed to grow with you
We know your needs are unique and will evolve. Our flexible open system and modular approach enables our team and yours to implement new custom features and enhancements, ensuring your solution remains on the cutting edge. No developers? No problem. We’ll collaborate with your team to bring your feature to life.