Question: I need a platform that securely connects financial data and provides actionable insights to improve customer experiences.

If you're looking for a platform to securely connect financial data and provide actionable insights to enhance customer experiences, MX stands out as a strong option. MX empowers financial institutions and fintechs to connect financial accounts, uncover insights, and build personalized money experiences. It securely links and verifies financial data, enriches it with context, and enables businesses to create personalized financial experiences that drive engagement and growth. With over 13,000 connections to financial institutions and handling more than 170 billion transactions daily, MX ensures security and compliance while providing extensive APIs and support for easy integration.

Another robust solution is Plaid, a data network and payments platform that securely connects users' financial data to a wide array of apps and services. Plaid offers features like payment initiation, access to 24 months of categorized transaction data, real-time balance verification, and easy setup for direct debits and payouts. This platform supports various financial use cases, including personal finances, business finances, lending, and banking & wealth, with global coverage in Europe and North America. Plaid's APIs are designed for easy integration, and it provides detailed documentation and developer resources to ensure a seamless integration experience.

For those needing a comprehensive financial data aggregation platform, Envestnet | Yodlee offers a broad range of products and APIs to financial institutions and fintech companies. With access to over 17,000 global data sources, it provides deep insights into customers' financial lives, including alternative credit data, AI-powered financial experiences, and transaction data enrichment. The platform is bank-level secure and adheres to industry regulations, making it easy to integrate into existing infrastructure and drive growth while maintaining customer satisfaction.

Lastly, if you're also interested in a broader customer experience management platform, Qualtrics combines AI-driven insights to turn data into personalized experiences across customer, employee, and market research. It offers products like Customer Experience, Employee Experience, and Strategy & Research, which can help streamline care journeys, improve employee engagement, and optimize research. With enterprise-grade compliance and security, Qualtrics helps businesses unlock their data potential and drive growth.