Migrated customers
55K+
Industry
Financial planning
Market
United States
APIs Used
OAuth
Accounts & Transactions (Ledger Services)
THE PROBLEM
Screen scraping has its issues
eMoney was using screen scraping—an outmoded technique to gather customer information—and that produced a number of faulty connections. As a result, their client services and data support teams often had to mop things up, spending needless hours on the phone and managing tickets.
THE SOLUTION
There’s a Citi API for that
Now eMoney is in the process of implementing Citi APIs across the board for more efficient and dependable aggregation. That not only ensures more reliable customer connections, it also increases security and cuts down on customer service calls—so eMoney can focus on what’s next, not what’s broken.
Here’s how Citi upgraded aggregation on the eMoney platform
Added security
End-users are no longer required to share log-in credentials, so they’re less vulnerable to hackers. They also have greater control of their data, with the ability to opt out at any time.
Increased reliability
With fewer connection breakdowns, there are fewer customer service tickets. That helps eMoney save on the bottom line and focus on what matters.
Improved experiences
Financial advisors and their clients can now enjoy accurate, timely account information that helps them concentrate on wealth management.
Together we’ve produced a better, more secure client experience while decreasing the number of broken connections and the resources needed to fix them.
See how other companies have transformed their business through the power of Citi APIs.
- Rewards
After integrating the Pay with Points API, HKTV Mall saw a significant increase in customer speed and loyalty.
- Accounts
Now Intuit can provide reliable data access to millions of customers through their suite of financial apps and our APIs.
- Cards
- Accounts
Qantas launched their first Premium and Platinum credit cards, plus a new app, giving their customers financial control and top-tier benefits.