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 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

AllData Connect

Consumers are using a wide range of third-party applications to meet their financial needs. AllData Connect from Fiserv offers banks and credit unions the highest level of security and transparency around account aggregation processes.

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.

Do Not Sell My Personal Data

Large Enterprise

Small Business

The Power of Local Small Business Data

Bank

Credit Union

Large Financial Institution

CFPB Open Banking Rules are Coming Soon: Four Actions to Take Now

Fintech

Finxact: The Platform for Banking, Fintech and Embedded Finance

Public Sector

Salt River Project offered customers a fast, secure way to pay bills in cash

Software Providers and ISVs

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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