Case Study: Planner Bee (customer) achieves seamless, secure access to users' financial data with Salt Edge (solution provider)

Salt Edge helps Planner Bee’s users get easy access to their financial data

Planner Bee, a Singapore-based pocket financial planning app, needed secure, compliant access to users’ banking data and broad institution coverage so it could pull savings, investments, spending and insurance into a single dashboard. To meet that challenge, Planner Bee partnered with Salt Edge and adopted Salt Edge’s open banking platform and security standards to seamlessly connect users to their personal banking data.

Using Salt Edge’s open banking gateway, Planner Bee gained fast access to a wide network of banks — including HSBC, DBS, Standard Chartered, Maybank and OCBC — and Salt Edge’s global integrations (5,800+ financial institutions across 60+ countries). Salt Edge’s solution enabled automated account syncing from day one, expanded bank support across ASEAN, and delivered consolidated, secure financial dashboards to Planner Bee’s users without costly manual onboarding.

Planner Bee

Cherie Wang

Chief Executive Officer