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OFX Gateway™


An Internet banking solution for PC-based financial management systems

OFX Gateway enables retail and commercial members that use PC-based financial management systems to securely exchange information with your credit union. This technology uses industry-certified Open Financial Exchange (OFX) standards and protocols, and supports products such as QuickBooks® and Quicken®. OFX Gateway enables credit unions to expand electronic offerings with a high-demand financial management service and generate new fee income opportunities based on information access and usage. It enhances customer loyalty, service, and self-sufficiency.

Core compatibility: Episys®

What It Does

  • Enables members who use PC-based financial management systems to securely access their credit union accounts to exchange information. 
  • Supports the leading PC-based financial management solutions including QuickBooks and Quicken products.
  • Uses industry-certified Open Financial Exchange (OFX) standards and protocols.
  • Provides full integration with Episys core processing.

What It Does For You

  • Enables credit unions to expand their electronic offerings with a value-added, high-demand financial management service.
  • Supports both individual and commercial members with immediate access to current financial information.
  • Increases member self-sufficiency.
  • Generates new fee income opportunities based on information access and usage.
  • Enhances member loyalty and service.
  • Increases member convenience and control over accounts and financial management.
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  • Product Briefs
    OFX Gateway

    An Internet banking solution for PC-based financial management systems



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2016
Jack Henry & Associates, Inc. ®