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.
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