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Become the indispensable
financial partner for your customers.

Deepen relationships.

Increase your bottom line.

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Link was born as the result of a glaring need.

Local financial institutions want to better the financial wellness of their customers. It is in their DNA. In order to truly do so, you need to understand a customer's full financial picture. To date, this has been elusive.

Customers are looking for an easy way to digest their full financial picture and for a way to help accelerate progress toward their goals.

Link satisfies the needs of both.




This is one of those amazing situations where everyone wins. Your customers get a tool to help them stay financially fit. You get to understand their full financial picture and offer them expanded solutions and services that will help them on their journey.

Value to Customers

Assistance From a Trusted Source

Local financial institutions are viewed as trusted organizations by customers and a solution that is promoted by them will be viewed favorably when linking external account information.

Consolidated View of Finances

Customers will be able to view their entire financial picture in one place which will provide them with a crystal-clear picture of their spending habits, recurring transactions, debts, and investments.

Free Insights

Easy to digest hyper-personalized insights offered for free will draw customer interest.

Value to Financial Institutions

Truly Understand Your Customers

Understand the full breadth of your customers’ financial relationships with other institutions including product terms, pricing details, spending data, income, and cash/ investment balances.

Increase Depth of Relationship
with Customers

Leverage the data collected to offer products and services that are hyper-personalized to the customer and will quantitatively help them toward their financial goals.

Deepen Trust

Be the institution that helps them in a meaningful way on their financial journey.

Change Customer Perception

Provide the type of market leading fintech solution that customers may not typically associate with local financial institutions.


Deepen relationships.

Increase your bottom line.

Link is a co-branded solution that has been designed to provide customized financial wellness insight to customers while increasing the opportunity for a financial institution to deepen their relationship.

The App

The Financial Wellness Solution Your Customers Have Been Waiting For


Create Targets

We provide the tool and tracking mechanism for customers to execute their financial plans. Here they state what their specific monthly Investments & Savings, Debt Repayment, and Spending goals are.

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Link Accounts

We leverage marketing leading open-banking technology that allows customers to pull in all of their different financial services relationships. This is critical in order to provide a comprehensive picture.



Monitor Progress & Activity

The primary landing page is an easy to digest dashboard that illustrates their progress against their goals. There are multiple different screens that visualize their data in different ways in order to provide the customer with the insights they need to better understand their behaviors and progress.

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Accelerate Progress

The application will analyze all of the customer's linked product details and spending habits. To the extent that the customer could quantitatively benefit from a product the sponsoring financial institution offers it will highlight the product and specify the benefit in an easy to understand hyper-personalized way.

It will also offer behavioral suggestions and insights that may help them make better financial decisions.

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