Insights, updates, and best practices for financial data exchange.
How Finerty went from a marketing site and an unfinished Figma journey to an AI-native Open Finance platform — thirty microservices on Azure Kubernetes, agentic AI in the advisor and client journeys, and the final stretch of ISO 27001 — in ten months.
Exploring how Open Finance regulation sits at the centre of the advice industry's next major transformation - unlocking the data infrastructure required for accurate, scalable, and genuinely client-centric financial advice.
How Open Banking regulation laid the groundwork for Open Finance, and what the evolution means for consumers, advisors, and financial institutions.
A comprehensive overview of Open Finance - extending the principles of Open Banking to all major financial products including pensions, investments, insurance, and debt.
How Open Finance will transform financial advice by replacing manual processes with live, permissioned data access - saving time, reducing errors, and improving client outcomes.
As Ireland awaits a comprehensive Open Finance legislative framework, practical innovation in financial account access is already in motion-driven by real-world broker and client needs.
How technology-enabled advice journeys build trust, improve conversion rates, and meet the expectations of modern clients who demand seamless digital experiences.
As Open Finance expands data sharing across financial ecosystems, security becomes the critical foundation that enables innovation while protecting clients, institutions, and the broader financial system from emerging threats.
Clients are gaining unprecedented control over their financial lives through Open Finance-accessing personalized services, better products, and holistic financial management that was previously available only to the wealthy.
Financial advisors are leveraging Open Finance to deliver hyper-personalized advice by accessing comprehensive client financial data across institutions-creating a new standard for fiduciary excellence and client outcomes.
How advisors and institutions can prepare for Open Finance regulation as the UK, EU, and other regions finalise their frameworks - and why early movers will have the advantage.
Introducing the Finerty blog - your source for financial data exchange insights and updates.
