Question: Can you recommend a platform that securely connects to users' bank accounts and provides meaningful insights for financial services?

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MX

MX lets financial institutions, fintechs and their customers connect financial accounts, discover insights and create personalized money experiences. The service securely aggregates and verifies financial data, adds context and offers a range of use cases including account opening, customer intelligence, digital banking and financial wellness. With more than 13,000 connections to financial institutions and more than 170 billion transactions per day, MX is designed to be secure and compliant, with a wealth of documentation and APIs to make integration easier.

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Plaid

Another strong contender is Plaid, which securely links customers' financial data to a broad range of apps and services. It offers services like payment initiation, categorized transaction data going back 24 months, real-time balance verification and identity verification. Plaid covers a range of financial use cases including personal finance, business finance, lending and banking and wealth management, and offers a free plan with live API calls and premium support to make integration easier.

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Flinks

Flinks provides a full financial data infrastructure that securely links customers' bank accounts and turns raw transaction data into usable insights. Its main services include Connect for secure access, Enrich for data transformation and Outbound for open banking programs. Flinks is used for digital banking, payments and wealth management, so it's a good option if you need to integrate financial data into a variety of apps.

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Envestnet | Yodlee

For a broader range of financial data aggregation, Envestnet | Yodlee has access to more than 17,000 data sources around the world, giving you a deeper understanding of customers' financial lives. The service includes alternative credit data, AI-powered financial experiences and customizable financial applications. It's good for retail banking, credit and lending, and financial wellness. Envestnet | Yodlee is bank-level secure and compliant with industry regulations, and can be integrated into existing infrastructure.

Additional AI Projects

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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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Digits

Automates accounting tasks, providing rapid monthly close, instant reports, and live financial insights, enabling businesses to make more informed decisions.

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Basis Theory

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IBM Security Trusteer

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Nasdaq Verafin

Combines machine learning and consortium analytics to detect unusual payment patterns, strengthen security, and improve efficiency in financial crime management.

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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.

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Zamp

Achieve real-time cash visibility, automate optimization, and intelligent reconciliation to maximize working capital and make data-driven financial decisions.

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Prove

Verify identities with just a phone, reducing friction and fraud, and onboard consumers up to 79% faster with pre-populated application forms.

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nudata Security

Combines behavioral biometrics, device insights, and trusted network data to identify legitimate users and flag high-risk accounts in real-time, ensuring seamless security.

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Transmit Security

Unify identity technology stacks, centralize decision-making, and automate customer journeys to reduce risk and improve digital onboarding experiences.

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OneSpan

Securely digitize agreements and transactions with passwordless authentication, digital identity verification, and eSignature solutions, ensuring compliance and customer satisfaction.

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Cardlytics

Unlock precise purchase intelligence to inform targeted advertising and drive measurable sales impact.

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Microblink

Automates document-based workflows with trusted identity verification, supporting 2,500+ documents from 140+ countries, and enabling seamless global expansion.

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FinChat

Combines institutional-quality financial data with advanced analytics and conversational AI to accelerate investment research, providing consistent rigor and detail.

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Allfunds

Unlocks access to the world's largest fund distribution network, providing cutting-edge wealth management tools, data analytics, and AI-driven insights into market trends and investor behavior.

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Intapp

Automates deal management, compliance, and time capture, and provides AI-driven insights, recommendations, and content generation to boost productivity and growth.

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Fintool

Accurately answers complex financial questions by analyzing SEC filings, earnings calls, and conference transcripts, providing pinpoint insights for informed investment decisions.

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MeridianLink

Comprehensive digital lending platform offering configurable tools for loan origination, mortgage lending, and deposit account opening to transform financial institutions' lending processes.