Finicity B2B Case Studies & Customer Successes

Finicity enables a financial data-sharing ecosystem that is secure, inclusive and innovative. Through its real-time financial data aggregation and insights platform, Finicity provides solutions for financial management, payments and credit decisioning. It is also leading the development and promotion of industry standards. The company has developed more than 16,000 bank integrations, with the vast majority through connections that provide access to formatted bank data, improving information access and accuracy.

Featured Companies

Finicity B2B Case Studies & Customer Successes

Case Studies

1-800Accountant achieves seamless, real-time bookkeeping and secure client data access with Finicity

How paying rent helped one couple get their dream home

Emburse achieves secure, real-time automated expense management and business growth with Finicity

Experian achieves credit-score boosts for millions of consumers with Finicity's open banking platform

Guaranteed Rate’s behind-the-scenes tech means better service, lower costs

A Seamless Digital Mortgage Experience with Affordable Income and Employment Verifications

Jet Surety is powering accurate bond vetting and reduced fraud with data from Mastercard Open Banking

Mostra Coffee secures rapid access to capital and opens a second San Diego shop with Finicity

How this spa entrepreneur is harnessing the power of her own data to grow

Nova Credit - Customer Case Study

Prosperity Home Mortgage, LLC doubles loan processing and boosts digital verification adoption from 5% to 50% with Finicity

Quicken - Customer Case Study

Synergy One Lending achieves frictionless, near‑instant mortgage approvals with Finicity

Tomo Mortgage - Customer Case Study

TomoCredit achieves expanded credit access for immigrants and credit‑invisible consumers with Finicity's open banking platform

Waterstone Mortgage achieves faster, more seamless mortgage approvals with Finicity digital verification

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