Account Aggregation

Account Aggregation, all
the accounts with a single API.

Access to clients’ financial data is key to anticipate customer needs and deliver new financial services or offer better conditions to existing services your clients get from other banks.

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Stay at the center
of your clients’ financial data

Your clients’ goal is to build their net worth and become financially independent.
To do so they need to see the whole picture. How can you provide meaningful financial advice if you are only looking at a portion of a bigger picture?

Main Features

Epiphany Account Aggregation value proposition:

Exposes a single API
to abstract the different implementation

Instant account verification and management of
consent renew

Income
estimation

Collect data from multiple
banks/different standards
through simple adapters

Additional Epiphany Account Aggregation features:

Not enough?

EPIPHANY ACCOUNT AGGREGATION IS ALSO INTEGRABLE WITH EXTERNAL SYSTEM (AS PFM, ETC) THROUGH MESSAGE NOTIFICATION.

Benefits for your clients:

Single view across cards (credit/pre-paid), e-wallets, etc.
All account balances and transaction history across
multiple bank accounts
A more comprehensive view of your clients spending habits

Benefits for you:

• Easy to Integrate into your existing Mobile Bank App
• No extra layer between you and your clients’ data
• Understand your clients’ risk profile

Support

H24 Remote
Support

Epiphany provides remote support H24. The support is initiated by Customer call to a dedicated phone number or by system alert sent by the monitoring and automation.

Q

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