2023年8月23日

| Yodlee贏得金融谘詢行業,悉尼金融軟件公司Moneysoft打開開放銀行業的數據提要的行業領先的客戶約定的軟件,使用超過250金融顧問,抵押貸款經紀人和金錢教練在澳大利亞。Moneysoft正在與認證數據接收者Envestnet®| Yodlee®下開放銀行數據的訪問澳大利亞的消費者數據正確(CDR)。在沒有額外成本,消費者和他們的專業顧問將受益於生活信息進入Moneysoft通過開放銀行業個人金融管理工具的安全api。金融顧問,這使得收集客戶信息的過程更加精簡高效,準確和及時的數據直接來自開放銀行業提要,由CDR的可撤銷的同意過程和隱私規則。Moneysoft,首席執行官喬恩·肖說,“作為一個創新技術公司專注於行業受到高度監管的金融服務建議,Moneysoft興奮使這個行業領先的轉向開放銀行作為主要的信息來源。開放銀行業的數據收集和共享是一個由政府管製的方法是安全的,可靠的和標準化。此外,它支持使用電子銀行賬戶數據建立端到端交付客戶旅程,實時解決問題,幫助澳大利亞人預算,建立財富和為他們的退休儲蓄。“在應對政府最近宣布養老基金應該發揮核心作用在提供金融建議,許多基金正準備擴大其成員建議服務。首席執行官迪麥格拉思退休和退休金方案鏈接集團說,“養老基金曆來謹慎的風險與基於網絡的數據共享的方法。這種積極的舉動Moneysoft使用開放銀行刪除這些資金的一個主要障礙。它允許他們采用一種創新的技術解決方案,支持交付高質量的財務建議,所以澳大利亞人可以有信心在他們的退休的結果。“Moneysoft軟件有其必要的關注金融健康的財富將現金流管理和跟蹤。 The starting point is to understand the consumer’s income and expenditure patterns, assets and liabilities. This requires access to bank transactions, which are run through an analytics program to generate insights. Tim Poskitt, A/NZ Country Manager at Envestnet | Yodlee , said, “Financial advice is a great use case for open banking data and analytics. We are delighted to be working with Moneysoft to support proactive innovation for the financial advice industry, including advice provided by superannuation funds to their members. Technology that interfaces with open banking can support advisers to become more efficient in data management and streamline the delivery of their client services.” The Moneysoft and Envestnet | Yodlee teams collaborated to arrive at an innovative combination of CDR Representative and Trusted Adviser models to support Moneysoft’s B2B2C business model. In this solution, the consumer consents to the Moneysoft platform collecting open banking data as a CDR Representative. Then it is shared with their professional adviser as a Trusted Adviser. “Thanks to Envestnet | Yodlee, Moneysoft has brought to market a great solution for consumers and their financial advisers to access open banking data at no extra cost,” said Shaw. Join our Newsletter: