Money Management
Unleashing your customer’s financial destiny
Uncovering income and spending patterns to offer bespoke financial products and services
Access multiple accounts from one connection
Consumers and businesses are experiencing financial difficulty. And with a lack of visibility, across multiple accounts, Personal Finance Management (PFM) providers struggle to offer the relevant products and services.
Yapily enables PFM providers to build solutions to suit a customer's lifestyle or business stage. Using one seamless connection, Yapily fetches categorised data from multiple accounts which empowers businesses to respond to customer needs in real-time. Harnessing these powerful insights, providers have an elegant and innovative solution to improve financial wellbeing by encouraging customers to save or manage debt.
Built and designed for Open Banking
Real-time bank connectivity to power your budgeting and money management applications
Improving access to financial services
Access to account information allows your business to offer faster, smarter and affordable products for customers
Deep-learning categorisation
Using transaction data to uncover valuable insight including spend patterns, sources of income, debt and identity verification
Seamless, branded user experience
Yapily powers business applications behind the scenes and is invisible to the consumer
Trusted and secure
We use data to continuously improve performance, service and experience without ever compromising on security or selling clients’ data
How it works
Integrate with Yapily
A single integration to Yapily gives access to thousands of bank connections - all of which are meticulously tested and support Open Banking standards.
Access secure and trusted financial data
Users are taken through a seamless journey to select and give consent to share account information and initiate single, recurring and domestic payments.
Unlock customer data to reveal valuable insight
Categorised transactions provide actionable insights into financial history, spending patterns and income behaviours allowing you to better serve your customers
