Learn more about how to handle your clients’ most common questions on data aggregation.
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Your eMoney Best Practices
Hi First Name,
Data aggregation is the foundation of your clients’ experiences with eMoney. So as clients become more mindful of data security, or run into Connections issues, are you prepared to alleviate their concerns?
Learn more about how to handle your clients’ most common questions on data aggregation, so you can keep them connected as we lead the industry in transitioning to API-based aggregation – a more secure and stable means of aggregating data.
Safe and Responsible Data Aggregation
Learn more about our data aggregation operations, security, and how to address you clients' questions around the recent investor FINRA alert on the risks of data aggregation.
How to Keep Clients Connected
As the industry begins to transition away from screen scraping clients’ account data, what can you do to ensure your clients have a smooth connections experience?