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.