Enable your customers to easily onboard by connecting and verifying their financial accounts. Generate a holistic view of their finances to provide financial advice and leverage capabilities such as roundups and automated payments for micro-investments.
Verify account ownership and move customers through the onboarding process in real-time
Identify specific transactions to round up and invest amounts into investment portfolios
Ongoing view of your customers’ financial position across banks & super funds
The Basiq platform provides access to data and insights to optimise the wealth & investing experience, enabling you to focus on creating unique value for your customers
Improve success of account creation by connecting bank accounts and verifying account details such as Name, BSB, Account number and Account opening date. Remove the need to perform micro deposits to verify accounts.
Calculate round-ups on everyday transactions and automatically transfer these amounts to investment platforms. Know when salary hits an account and enable auto-sweeps to take a % or set amount to transfer.
Confirm account ownership and analyse source of funds to perform due diligence on where a person’s income is coming from. Isolate regular salary and flag irregular deposits or transfers.
Read more“We’re an investing platform, and we want to harness data to remove the typical barriers or friction in the investing process, be it avoiding insufficient funds or speeding up the process. If people want to invest and know they have the money, then we want to make sure they can do that as easily as possible”
Nick Nicolaides, Founder
Years of experience in accessing and driving insights from financial data through RESTFUL and fully documented APIs.
Helped over 3.4m consumers share their data on the platform with over 1m data requests per day.
Recognised as a provider of Open Banking services by the ACCC as an Accredited Data Recipient under the CDR.
Accelerate development with Basiq’s developer starter kits, best practice quick start guides and API documentation.
A single integration to plug in to the Basiq platform to access data and insights services.
A dedicated local support team that ensures smooth implementation, continuous support and fast response times.
Get in touch with one of our team members or create an account