LifeCounts is a standalone, secure and private online service that enables users to more easily access and manage their financial lives.
We partner with financial institutions, universities and employers to broaden an organization's technology offering and to make LifeCounts more readily accessible to customers, members, students and employees.
With a simple, one-time setup, LifeCounts users can securely link and view their financial accounts in one place. Proactive, real-time and easy-to-understand notifications about spending and savings behavior empower users to make meaningful adjustments to their finances.
For Financial Institutions
As a financial institution's relationship with its customers and members becomes an increasingly digital interaction, the technology an institution provides has become a critical differentiator.
The LifeCounts experience augments a financial institution's existing technological offering and provides new revenue opportunities, turning the traditional technology cost-center into a modern technology profit-center.
For Universities
College is an opportunity for students to explore new ideas and interests. It also serves as the first time that many students are interacting with and managing their finances. LifeCounts allows students to explore financial literacy using their own accounts, instead sifting through case studies or abstract concepts.
Many of today's students are graduating without a solid financial literacy footing and the majority wish they learned more about budgeting and the importance of saving before entering the workforce. LifeCounts is a real-word, effective, low-maintenance and low-cost initiative that saves university partners from creating financial literacy curriculum.
For Employers
We seek partners who are interested in making the LifeCounts service available to their employees. Effective personal financial management has a cascading effect across an individual's entire life, including their employment situation. By providing LifeCounts to their staff, employers can send a message to their organization indicating how strongly they advocate sound financial health.
We have developed, maintained and continued to expand an in-house network of financial account connectivity across many institutions.
Proprietary Account Aggregation Technology
Our secure account aggregation network serves to power account linking functionality for the LifeCounts projects, and it is offered to other organizations for powering their financial technology needs.
Authenticated partner organizations can access our private aggregation network for functions such as account and transaction linking and account validation.
We offer a variety of consulting services to banks, credit unions, other financial institutions and finance-related enterprises, ranging from technology assessment and advisory to customized technology builds.
Specialized Consulting from FinTech Professionals
We provide consulting and technology development spanning traditional online banking, mobile banking, financial data security and compliance, alerting, personal financial management, fraud detection, data insights and intelligence, among other facets.