Open Finance
Interoperability
Finerty is a provider of Open Banking and Open Finance interoperability, delivering a single source of truth API for financial data.
20,000x
faster access to financial data than traditional methods
What Our Platform Does
Our platform captures consumer consent and automates third-party data requests 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. Our aggregated financial picture of a client or entity supports the KYC, suitability, financial planning & assessment processes.
Finerty removes manual workflows, enables frictionless customer onboarding and ongoing maintenance, and ensures secure, real-time data exchange.
Data Types We Handle
Platform Capabilities
Our modular platform is adaptable to suit a variety of customers and use cases.
Consumer Consent Management
Capture and manage consumer consent through a compliant digital journey. Our platform ensures all data requests are properly authorised.
Real-Time Data Requests
Issue automated requests directly to financial institutions regarding pensions, investments, banking, savings, insurances and debt.
Data Aggregation & Enrichment
We aggregate, analyse, and enrich financial data to generate accurate, actionable insights for financial advisors and institutions.
Secure API Connectivity
Open Banking API connectivity to Financial Institutions with enterprise-grade security and compliance.
Complete Financial Picture
Our aggregated financial picture of a client or entity supports KYC, suitability, financial planning & assessment processes.
Corporate Data Insights
API connectivity to Company Registration and Annual Accounts Office for automated data insights regarding Corporate Entity & Company Shareholder clients.
Integration Options
We support multiple deployment and integration models to suit your needs.
Single Tenancy
Dedicated instance of Finerty for your organisation with complete data isolation and customisation options.
Grey Label / White Label
Brand the platform as your own while leveraging our powerful Open Finance infrastructure.
Embedded Integration
Seamlessly integrate Finerty into your existing customer-facing technology and employee benefits platforms.
Bespoke API
Custom API interoperability designed to work with your existing technology stack.
Extensive API Connectivity
Open Banking Connectivity
API connectivity to Financial Institutions
Corporate Registry Integration
API connectivity to Company Registration and Annual Accounts Office
Cashflow Categorisation
Automated cashflow categorisation to support cash flow analysis and financial planning
Ready to Transform Your
Financial Data Operations?
See how Finerty can help you deliver faster, more accurate financial services.