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1-800Accountant
Dave Savoy
1-800Accountant
Finicity
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.
Case Studies
Showing 16 Finicity Customer Success Stories
How paying rent helped one couple get their dream home
Churchill Mortgage
Eddie Gonzalez
Vice President of Underwriting
Emburse Supports Business Growth with Expense Management Solutions Powered by Real-time Data
Emburse
Ted Power
Chief Product Officer
Experian Boosts Millions of Consumers Credit Scores with Open Banking
Experian
Jeff Softley
President of Direct-to-Consumer
Guaranteed Rate’s behind-the-scenes tech means better service, lower costs
Guaranteed Rate
Brad Lando
Senior Vice President of Strategic Development
A Seamless Digital Mortgage Experience with Affordable Income and Employment Verifications
Intercoastal Mortgage
Josh Cilman
Executive Vice President
Jet Surety is powering accurate bond vetting and reduced fraud with data from Mastercard Open Banking
Jet Surety
David Gonsalves
Chief Underwriter Officer
How open banking is giving a San Diego coffee roastery the jolt of capital to thrive
Mostra Coffee
Sam Magtanong
Mostra Coffee
How this spa entrepreneur is harnessing the power of her own data to grow
Nav
Nick Guerrieri
Vice President of Marketing
Nova Credit - Customer Case Study
Nova Credit
Prosperity Home Mortgage Delivers Digital Mortgage Experiences with a Personal Touch
Prosperity Home Mortgage, LLC
Justin Messer
Quicken - Customer Case Study
Quicken
Kristen Dillard
Vice President of Product Management
How Digitization Can Enable the Human Side of Mortgage Lending
Synergy One Lending
Fannie Mae
Synergy One Lending
Tomo Mortgage - Customer Case Study
Tomo Mortgage
Carey Schwaber Armstrong
Co-Founder and Chief Operating Officer
This MBA student is building a way to give immigrants credit where credit is due
TomoCredit
Kristy Kim
Founder
A Faster, More Seamless Mortgage Approval Process With Finicity Digital Verification
Waterstone Mortgage
Dirk Helferich
Waterstone Mortgage
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