FinApp: Account Summary
Get the Full Financial Picture
In order to gain greater control over their money, consumers need all of their financial information at their fingertips. By seeing their banking accounts, credit cards, investments, mortgages, and rewards around the world all in one place, consumers can increase their control and peace of mind.
FinApp: Account Summary
Key Features
User-Friendly Interface
Innovative UI guides the user to add accounts
View Balances
View balances from all accounts by banking, credit card, investments, and other categories
Empower Customers
Empower users with the ability to access their full financial picture of accounts
Assets & Liabilities
User has ability to see a balance, including assets and liabilities, across all financial accounts
Upsell
Increase opportunity to engage in additional service offerings
How it Works
Account Summary Benefits for Institutions and Innovators
Financial institutions and innovators can also benefit from a view of customer balances across all financial accounts.