Give your customers another alternative to managing their money

Many of your customers use PC-based financial management systems like QuickBooks® or Quicken® products. Open the lines of communication between these systems and your customers’ account information with DirectLine OFX. This solution enables you to provide a value-added, high-demand financial management service for your customers while increasing fee income for your bank.

DirectLine™ OFX – Interactive Internet banking solution for PC-based financial management systems

DirectLine OFX enables retail and commercial customers that use PC-based financial management systems to securely access the bank’s host computer and interact with their accounts online utilizing two-way communication to download or upload account and financial information directly to their financial management solutions. This interactive Internet banking solution utilizes industry-certified Open Financial Exchange (OFX) standards and protocols, and supports QuickBooks® and Quicken® products. DirectLine OFX enables banks to expand their electronic offerings with a high-demand financial management service and generate new fee income opportunities based on information access and usage. This solution establishes a new customer communication channel and enhances customer loyalty, service, and self-sufficiency.

Click on the links below for additional information:

Read a detailed overview of this product
Download a brochure now
Attend a FREE live interactive product demonstration
Request a recorded demonstration

Turn your customers’ heads! Ask us about our FREE creative concepts for professional marketing materials available to help you market this product to your customers.