Intuit’s data aggregation and transaction categorization services power market-leading financial management tools Mint.com, Quicken and FinanceWorks to over 10 million customers across 18,000 financial services organizations. Intuit can do the same for your financial management offering so your customers stay, buy more and tell others.
More Coverage For a Complete Financial Picture
- Ten million customers across 18,000
financial services organizations
- All account types, including Banking,
Brokerage, Rewards and Retirement
- Multiple financial attributes available
from external accounts and foreign
lending institutions
Intelligent Insights
For Targeted Cross-selling
- Smarter categorization based on merchant location, historical spending and user preferences
- Customizable rules-based data mining on internal and external account activity
- Marketing best practices to drive active use for higher retention
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Unparalleled Expertise
- 15+ years OFX connectivity and data aggregation experiences
- Fully flexible APIs using Web Services and Open Source standards
- Self-healing technologies keep error rates below 1%
- Three highly secure aggregation methods: HTML Harvesting, OFX/QFX downloads and Direct Connect
- Pioneered integration of tax and financial management (TurboTax Online)
- Market-leading financial management offerings Mint.com, Quicken, QuickBooks and FinanceWorks
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Cross-Sell Products and Services
Based on rules and
data acquired from internal
and external accounts
- APR and Interest Rates
- Available Credit
- Balances
- Finance Charges
- Margin Accounts
- Minimum Payment Due
- Positions
- Past Payment History
- Premiums
- Surrender Value
- Vested Balances
Intuit Financial Services
helps financial institutions
optimize their profitability by
continuously innovating how
consumers and businesses
manage their money. The
company’s growing portfolio
of on-demand software
solutions and business
consulting services are based
on three decades of deep
customer insights inspired by
Intuit innovation that creates
better money outcomes for
financial services organizations
and those they serve.
For more information,
visit ifs.intuit.com
Security
Intuit ensures the highest levels of security to
meet or exceed financial industry standards.
We adhere to SAS 70 Type II and Visa
Payment Card Industry (PCI) compliance.
Intuit also supports several Multi-Factor
Authentication (MFA) techniques by working
with vendors like RSA and the Open Financial
Exchange (OFX), of which Intuit is a founding
member, to meet your compliance and
security requirements.
Personally Identifiable Information: All Intuit
products use the security protocols specified in
the Open Financial Exchange (OFX) standard
to communicate over the Internet. We protect
customer’s data by encrypting any personally
identifiable customer information when stored
on Intuit servers or hosting providers. Sensitive
PII data includes Account Numbers, Bank
Account Numbers, Tax Identification Number
(Tax ID), Date of Birth and Social Security
Number.
Support
Intuit’s dedicated data services support team will assist in all facets of your aggregation
implementation and ongoing use. You also gain access to tools and services to partner with us
on developing new data channels that promote your offerings.
- Self-help tools that let you monitor system and script health
- On-demand system for requesting new data sources and real time data extracts of financial institution channel data
- Cycle time for script fixes less than 24 hours
- Dedicated professional services team available to assist with customer and technical support issues.
