
FinGoal Insights
By FinGoal
Service
Working together, we can launch services on the Constellation platform — and take credit unions further than ever.
Get in TouchThe best way for credit unions to serve their members is to present a comprehensive picture of their financial outlook. Being able to show a holistic view enables more relevant and impactful insights and recommendations for action. However, the industry doesn’t offer an economical way to share a member’s financial and personal information securely and easily among service providers.
Enable a member to link an off-bank account in one service, built by one developer. Make this same data available for that member to share in other services built by other developers. And of course, the data is made available to the credit unions. All this aggregated data is instantaneous, integrated and cost efficient on Constellation’s Digital Banking Platform.
The User Experience:
– Option to link accounts is available in credit union account menu
– Members user permission the accounts they would like to connect in their digital experience
– The credit union and associated fintechs within their digital experience gain access to the accounts permissioned
– Now all of these services are enabled with more holistic profiles of the member
Working together, we can launch services on the Constellation platform — and take credit unions further than ever.
Get in Touch