BEST-IN-CLASS Capabilities

AllData Aggregation for Wealth Management


Gain insights into clients' financial health, improve decision making and generate sales opportunities with AllData® Aggregation from Fiserv.

KEY FEATURES

  • Networ connectivity icon

    Add AllData Aggregation to any platform and easily integrating the data you need with any new or existing application using REST APIs, regardless of the underlying technology platform.

  • End to end icon

    Get real-time information on clients’ transactions, assets, liabilities and financial histories.

  • Trusted sources icon

    Access a wealth of information provided by 20 million daily transactions imported from thousands of unique data sources.

  • Data stack icon

    Rely on exceptional data coverage and reliability with regular data quality checks from a provider that has been in the data aggregation business for over 15 years.

  • Security icon

    Leverage the same technology used by the world's leading financial institutions, protect customer information and access real-time data to help identify fraud.

Data to drive personalized service


01

Increase loyalty and satisfaction with an unparalleled blended data environment for any application.


02

Improve decision speed and develop tailored customer experiences based on up-to-date consumer financial data.


03

Reduce the risk of error and provide a better client experience with 95% coverage and an industry best-in-class 98% success rate.


04

Get a holistic, end-to-end view of clients’ finances with extensive account type coverage.


05

Attack fraud with insight into real-time account data and balance verifications

See how fintechs are using data aggregation to develop new use cases.

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Learn more from client stories

 

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DECISIONLOGIC

Using data aggregation to facilitate real-time account verification

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When you have customers online who need a financial decision, data accuracy and technology that works in real-time is paramount.

David Evans

President and CEO
DecisionLogic

Use Cases 

Learn about our data aggregation capabilities
 

AllData Aggregation

Real-time API that delivers actionable consumer data from over 20 million daily imported transactions.

VerifyNowTM

A solution to reduce fraud by verifying bank account ownership, status and consumer identity in real-time.

AllData Connect

A secure portal where customers can consent to share their financial data for third-party application activity.

AllData PFM

A complete view of consumer finances across all online accounts at multiple financial institutions.

Discover insights related to data aggregation for wealth management

VIDEO
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Data aggregation: reliability, security and connections

Explore how to secure access to 18,000 consumer financial data sources to enable faster, more accurate decision making.
infographic
Abstract image of financial graph

Data aggregation enhances financial well-being

See how consumers and businesses can use data to promote financial wellness.

Ready to get started?

Contact us to find out more