Question: Can you recommend a platform that connects users with a wide range of financial products and services?

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Engine

If you're looking for a platform that connects users with a broad range of financial products and services, Engine is another good option. Engine is an embedded financial marketplace that connects users with more than 1,000 financial institutions, providing a broad range of products such as loans, credit cards, savings, auto insurance and financial wellness management tools. The platform is good for precision matching and personalization, and for use cases like user acquisition, customer lifetime value optimization, and detailed analytics for transparency and control.

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Plaid

Another good option is Plaid, a data network and payments platform that securely connects users' financial data to a wide range of apps and services. Plaid offers features such as payment initiation, real-time balance verification, and 24 months of categorized transaction data. It has global coverage and supports a wide range of financial use cases, including personal finance, business finance, lending, and banking & wealth management.

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Envestnet | Yodlee

Envestnet | Yodlee is another good option, with a financial data aggregation platform that taps into more than 17,000 global data sources. It can provide deep insights into customers' financial lives through alternative credit data, AI-powered financial experiences, transaction data enrichment and financial data APIs. The platform is bank-level secure and supports a range of use cases, including retail banking, credit and lending, and wealth management.

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Fintopia

If you're looking for a fintech platform that uses big data and AI to deliver personalized financial products, check out Fintopia. Fintopia offers personalized financial products to new citizens, small business owners, farmers and others through digital credit platforms. With 133 million registered users worldwide and $44.87 billion cumulative transaction volume, it's designed to promote financial inclusion and make financial services more equitable and accessible.

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Kairos Financial

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Public

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Perfios

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Allfunds

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Finnhub

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MeridianLink

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Nova Credit

Combines 26 alternative data sources for comprehensive credit risk assessment, income verification, and portfolio risk reduction, enabling confident lending decisions.

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Zactor Tech

Get personalized insights and actionable advice to manage savings, goals, and retirement with comprehensive analytics and AI-driven recommendations.

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Trading Central

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Pluto

Get instant AI responses to investment questions, backed by real-time market data and intelligent summaries from over 40 sources, to make informed decisions.

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Canua

Consolidate and track financial accounts, investments, and taxes in one place, automating data collection and categorization for a clear financial overview.

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FinChat

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Hearsay Systems

Streamline financial services client engagement with compliant digital channels, lead generation, and sales optimization, while ensuring regulatory compliance.

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Alpaca

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TradeSmith

Make data-driven investment decisions with automated alerts, risk assessment tools, and quantitative analysis to balance portfolios and manage risk.

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Carta

Streamline equity management, compensation, and venture capital operations with real-time market intelligence and automated back-office workflows.

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Flybits

Create contextually relevant and personalized experiences at scale, leveraging data to drive trust and revenue growth in banking and financial services.