BEST-IN-CLASS Capabilities

AllData PFM

Become the financial hub customers rely on to monitor and manage their cash flow, investments, spending, budget and savings goals while integrating into your existing digital products for a seamless consumer experience.

KEY FEATURES

Budget wizard

Enable users to create a budget in minutes. AllData^® PFM from Fiserv automatically tracks spending for each category, helping users adhere to their budget.
Balance and transaction alerts

Monetize aggregation by attracting new deposits, cross-selling services and increasing retention.
Data and analysis tools

Give customers a consolidated view of assets and liabilities. Charts, graphs and advanced search capabilities enable filtered reports for targeted transaction monitoring.
Customizable expense categorization

Categorize transactions automatically, based on user preference and built-in rules, enabling them to manage activity. Notify users when they are approaching a spending limit by category.
Subscription management

Customers can now have visibility into their recurring subscriptions, along with payment schedules and amounts, to take control of their finances.

Consumer data drives engagement

Provide value to new and existing customers looking for easy access to a complete view of their financial picture.

Gain insight into customers' external accounts and better understand their financial habits.

Increase engagement and loyalty with a solution that helps people understand and better manage their financial lives.

Deliver more personalized financial guidance and cross-sell additional products.

Grow relationships, gain competitive advantage and cross-sell products

Use Cases

Learn about our data aggregation and verification solutions

AllData Aggregation

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

AllData Advisor^®

Consolidated view of client assets and liabilities that leads to stronger relationships for wealth management advisors.

AllData Connect

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

VerifyNow^TM

Verify account ownership in real time to prevent fraud and lower risk, without affecting the user experience.

Discover insights related to data aggregation

FACT SHEET

Tax preparations with AllData PFM

The value in having all accounts on a single financial management dashboard is clear. The same information can help with tax preparation.

ARTICLE

Three keys to data aggregation success

Financial institutions and technology firms have several choices for aggregating data. Learn how to implement it.

FACT SHEET

AllData PFM Subscription Management

Many consumers spend hundreds of dollars each month on unused subscriptions. An easy-to-use widget that displays recurring subscriptions by category can help people with money management.

Large Enterprise

Small Business

For consumers, it’s all about the experience^℠: Four relevant consumer spending trends

Bank

Credit Union

Large Financial Institution

Everything, everywhere, all at once: That’s what accountholders expect from digital banking

Fintech

Understanding programmable payments: Helping consumers manage payment choices

Public Sector

48% of Gen Z and millennials used in-person bill payment in the past 30 days

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AllData PFM

Become the financial hub customers rely on to monitor and manage their cash flow, investments, spending, budget and savings goals while integrating into your existing digital products for a seamless consumer experience.

Consumer data drives engagement