Life & Pension Providers
Finerty is an innovative fintech leveraging Open Banking and Open Finance to deliver a single source of truth API and interoperability for financial data.
Streamline Your Operations
Our digital platform captures automated consumer consent and automates third-party data requests and instructions regarding their pensions, investments, banking, savings, insurances and debt.
Requests are issued in real time directly to financial institutions, eliminating delays and manual processes.
We aggregate, analyse, and enrich financial data to generate accurate, actionable insights for financial advisors and financial institutions - supporting faster KYC, suitability, financial planning & assessment processes.
Data Types We Handle
Platform Benefits
Automated Consumer Consent
Our digital platform captures automated consumer consent and automates third-party data requests and instructions.
Real-Time Data Exchange
Requests are issued in real time directly to financial institutions, eliminating delays and manual processes.
Actionable Insights
We aggregate, analyse, and enrich financial data to generate accurate, actionable insights - supporting faster KYC, suitability, financial planning & assessment processes.
Workflow Management
Our platform provides a means for operational teams to manage their workflow and respond to requests directly from intermediary brokerages and consumers.
Flexible Integration
We support single tenancy arrangements, grey label options, and embedded integration to existing customer-facing technology and employee benefits platforms.
Bespoke API Solutions
Clients can make bespoke requests for API interoperability with their existing technology stack.
Operational Workflow Management
Our platform provides a means for operational teams to manage their workflow and respond to requests directly from intermediary brokerages and consumers.
- Single tenancy arrangements
- Grey label options
- Embedded integration to existing technology
- Employee benefits platform integration
20,000x
Faster Data Access
Ready to Modernise Your
Data Operations?
See how Finerty can help you streamline operations and better serve your customers.
Request Demo