A single source of truth for
financial data
powered by Open Finance
Capture consent, automate data requests, and access real-time financial insights across banking, pensions, investments, insurance, and debt.
Financial data shouldn't slow advice or product sales
Today, financial advisors and institutions spend countless hours manually requesting, chasing, and rekeying information that already exists digitally across the financial ecosystem.
Current Processes
- Letters of Authority
- Change of Agency requests
- Pension transfers
- Data collection
Still Handled Through
- PDFs
- Emails
- Fragmented workflows
Resulting In
- Delays
- Errors
- Rising operational costs
- Poor client experience
As regulation and client expectations evolve, these manual processes simply don't scale.
Unlocking the power of Open Finance
for Financial Professionals and Institutions
Finerty is an Open Banking and Open Finance interoperability platform that delivers a single source of truth for financial data.
Our platform captures consumer consent and automates third-party data requests in real time — directly with financial institutions. We aggregate, analyse, and enrich this data to deliver accurate, actionable insights through a secure API or embedded workflows.
The Result?
Faster onboarding
Better advice
Lower operational cost
Improved client experience
Automated, consent-driven data access
Secure consumer authorisation through compliant digital consent journeys.
Real-time requests issued directly to providers
Data requests sent instantly to financial institutions without manual intervention.
Aggregated financial picture
Complete view across products and institutions in one unified platform.
Secure API connectivity
Modular integration with existing technology stacks and workflows.
How It Works
Simple 3-step flow
Capture consent
Consumers securely authorise their advisor to access their financial data through a digital, compliant consent journey.
Connect & request
Finerty issues real-time data requests directly to financial institutions.
Aggregate & enrich
Data is aggregated, analysed, and enriched to provide actionable insights and a complete financial overview — ready for KYC, suitability, planning, underwriting, and ongoing review.
Designed to deliver real impact
2hrs
Saved per data request
20,000x
Faster access to financial data
60%
Higher win rates using Finerty
Customer Feedback
Here's what industry leaders are saying after seeing the product in action
"I'm in love with the product"
"When can we get set up? We need it yesterday"
"This is badly needed — we've been outsourcing this task overseas for years"
"I have 12 employees doing this job every day. The team churn is relentless & we would prefer to allocate their focus to work on our higher value tasks"
"It's easy to use, like an Apple version"
"It's refreshing to see tech built by people who actually understand what we need"
"This solves a genuine pain point for the industry"
Preparing for Open Finance
Open Finance will soon extend the principles of Open Banking across pensions, investments, insurance, debt, and asset management.
As regulation evolves across the UK, EU, and globally, firms that modernise their data infrastructure early will be best positioned to compete — delivering faster, more transparent, and more personalised financial services.
At Finerty, we are focused on enabling this transition and supporting our customers and the industry as we unlock the power of Open Finance.
Ready to Transform Your
Data Exchange?
See how Finerty can simplify Open Finance connectivity between your institution and the advisers you work with.