Products
- Core Access data from the leading financial platforms used by your business customers via one platform
- Visualize View data and determine performance trends in a simple and easy to consume format
- Link Embed a white-labelled link to allow SMEs to seamlessly connect their data within minutes
- Sync Offer automatic updates to your business customers’ financial software

Docs

Pre-population

Streamline onboarding by pre-populating your customers’ financial information

Saves time

Allowing your small business customers to pre-populate applications using the data found in their financial systems saves valuable time and leaves a positive impression

Improves conversion

Removing friction from your onboarding process and making it quick and easy to get started improves conversion rates

Increases accuracy

Automating the process of accessing your small business customers’ data ensures the information you receive is completely accurate and free from human errors

Clients using this solution

Insurance

Tradelock offer customers a seamless onboarding journey by allowing them to pre-populate their financial information

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