Solution introduction

Financial Wellness Solutions make it easy to give personalized advice and financial coaching

Give Consumers Financial Guidance

Comprised of the leading Financial Data Platform, AI-powered FinApp series, and APIs, our solutions enable Financial Service Providers to coach consumers toward financial wellness.

Access to the Best, Most Comprehensive DataLeverage over 17,000 global data sources comprised of an unparalleled breadth, depth, and variety of financial accounts.

Powered by Personalized Financial Insights
New and advanced AI-driven techniques enable the identification of actionable patterns across massive data sets.

Delivered Through Conversational AI
Deliver financial wellness guidance on any device, across major interfaces like Amazon Alexa, Apple Siri, and Google Assistant.

Bank-Level Security
Rest assured and rely on our leading financial industry practices for security, risk, and compliance management.

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