Personal Financial Management for Consumers
AllData Retail empowers your customers to unlock the door to their complete financial picture. AllData is the industry's leading account aggregation service. Thousands of banks, other financial institutions and providers of emerging financial applications leverage AllData to boost the value of their offering. By offering AllData to your customers, you give them convenient access to a complete, real-time view of their finances from within your online banking portal.
This comprehensive view provides the insight they need to uncover new financial opportunities and increases their ability to make well-informed financial decisions. The ability to share all held-away account data with their financial advisor results in better financial guidance.
Built on industry-leading technology, AllData accesses financial information from more than 12,000 sources on a daily basis. AllData also features seamless integration with existing applications and user interfaces and offers an interactive view that brings investors' entire financial portfolios to life.
Key Features
The Widest and Deepest Coverage Available – Delivers access to more than 12,000 data sources, including banking, investment, retirement, insurance, credit card, mortgages and loans.
Unmatched Security – Leverages the same technology that is used by the world's leading financial institutions to safeguard Internet banking websites to protect personal information, including usernames, passwords, and account and transaction data.
Superior, Reliable Data – Supplies detailed and accurate data that is updated daily in real time, ensuring data integrity that investors can count on.
Engaging Experience – Provides a complete view of personal financial holdings, as well as interactive tools, enabling investors to monitor portfolio performance, review assets, track goal planning and progress and access financial news and analysis.
Benefits
- Position your institution at the core of your customers' financial lives
- Gain insight into customers' held-away assets
- Increase engagement and loyalty
- Deliver more personalized financial guidance
- Cross-sell additional financial products
- Convenient access to a complete portfolio view
- Enhanced ability to track performance of finances
- Increased ability to make well-informed financial decisions
