categorised this year
around the world
Westpac Banking Corporation (Westpac) was founded in 1817 and was the first bank established in Australia. Westpac Group's portfolio of financial services brands and businesses is focused on a common purpose - delighting 11.8 million customers and helping them achieve their financial goals.
Westpac Online Banking offers a range of enhanced features to help the customer bank with ease. Using eWise Money Manager through their online banking solution, customers can view their accounts with other banks and institutions in one place - including eBay, PayPal, rewards schemes, store cards, loans and mortgages.
RAMS offers Australians a genuine financial services alternative by making it simple and real. RAMS has a range of everyday financial products including home loans, online savings and transaction accounts and can assist with home and contents insurance, and mortgage protection insurance.
RAMS offers its customers the RAMS Mobile App based on eWise Money Manager. Rather than logging into separate mobile apps and websites, Account Hub lets the user view their account balances from available institutions each time they securely log in via myRAMS Mobile app. One dashboard view for all accounts: available financial institutions, telecommunication providers and frequent flyer loyalty programs.
Firstmac Limited is 100% Australian owned with 35 years of experience in home and investment loans. Firstmac manages about $6 billion in mortgages and $150 million in cash investments through offices in Sydney, Melbourne, Brisbane and Singapore. Firstmac uses smart online technology and highly-trained local support staff based in an award-winning Australian call centre. It is dedicated to bringing simple, affordable and innovative financial products to market, underpinned by a lengthy track record of success and a pedigree in prime, mortgage-insured, residential home loans.
MogoPlus is an Australian technology company that develops a range of software applications for the financial services market. The company offers two products based on eWise Money Manager:
>>> MOGO+, a powerful tool that enables users to access their accounts; check account balances on one screen; use various account services such as transfers, payments, direct debits, and statements.
>>> MOGOcheck, a Software-as-a-Service solution for eAuthentication.
Ping An is the first financial conglomerate established in China with insurance as its core business together with a diverse range of businesses including securities, trust, banking, asset management and enterprise annuity. Founded in 1988, the Shenzhen-headquartered Group has listed its shares on the Hong Kong Stock Exchange since June 2004, and on the Shanghai Stock Exchange since March 2007, under the name of “Ping An”.
Using eWise Money Manager, Ping An One is the first online financial management service in China to provide customers with a single sign-on to over 50 online institutions including popular online banking sites, security and insurance accounts, third-party payments, airlines and email accounts.
MoneySmart was founded in 2009 with the simple aim to help Singaporeans make better financial decisions through a suite of useful tools and interesting content. With multiple banks and financial institutions pushing countless products out to consumers in the market today, navigating one's way can be a major challenge, even for the experienced consumer. By aggregating and consolidating product information to a single platform for comparison that's personalized to the unique consumer profile, MoneySmart has put the power back into their hands. Whether it's a loan, insurance or credit card, MoneySmart makes information easy to understand and products easy to apply for - all in one place.
Established in 2012, Moneysoft is an independent Australian Fintech company. Moneysoft provides an innovative Personal Financial Management tool to the financial services industry and has been specifically designed for banks, financial advice dealer groups, independent financial advisers, finance brokers and superannuation funds to offer their clients a digital Money Management tool.
Moneysoft required an Account Aggregation solution that ensured security and privacy for their clients.
Moneysoft received feedback regarding the privacy and security of their data collection and personal information storage, which led Moneysoft to look for a second data aggregation partner.
eWise’s approach to data privacy and security is the alternative solution to suit Moneysoft customers’ demand. eWise’s market leading financial data aggregation service has been seamlessly integrated into the existing Moneysoft platform, meaning that customers have a choice in data aggregation method, broader financial institution coverage, and a user-friendly, enterprise-class Personal Financial Management tool, all in one.
Moneysoft is launching the first model platform in the Australian market that provides a choice of two integrated financial data aggregation partners.
Growing concerns around privacy protection and security pushed the group to look for a second data aggregation partner to ensure current and future clients were able to select a model which they were fully comfortable with.
HSBC is one of the world's largest banking and financial services organisations. The bank looks after the needs of over 52 million customers, across 74 countries and territories, every major economy in Europe, Asia-Pacific, the Americas, the Middle East and Africa.
HSBC's Digital Life services on the Internet and HSBC's Digital Life app on mobile and tablet allow customers to manage their finances wherever they are.
These tools make it easy to monitor your spending patterns, set new savings goals and keep track of your financial progress online or via our app.
The Yorkshire Building Society has been bringing savers and borrowers together for the last 150 years. YBS is the second largest building society in the UK with its headquarters in Bradford, West Yorkshire, England. With assets of approximately £33 billion, YBS services 3.5 million members.
We are pleased to offer our valued customers the benefit of securely viewing and managing their financial life through a single application. With this new service, customers will instantly have access to a comprehensive view of all their online accounts so they can make informed financial decisions, save time and save money.
Black Swan Financial Management Limited is a UK regional independent financial advisor firm, focusing on private client financial planning and investment management. Black Swan has an open door policy, providing advice to a broad range of clients. The business is focused on achieving positive client outcomes with the advice process based upon expenditure modelling and cash flow forecasting. It utilises a range of innovative and robust technology solutions that enables the advisor to deliver a repeatable client experience and robust advice process.
Black Swan Financial Management launched AssetHub, a service providing an open suite of financial planning tools that enable financially minded individuals to create a personal financial plan and engage with their savings and investment assets and achieve long term financial security. AssetHub is dedicated to self-directed investors.
The eWise Money Manager solution provides a valuable service that we expect will appeal to prospective users and increase AssetHub website traffic. By utilising eWise expertise to integrate our cash flow model and website, the end user experience will be seamless and intuitive. With their patented “digital safe” technology and commitment to providing consumers with a secure and private place to manage their finances, we believe eWise is uniquely placed to support our business strategy long-term.
First Direct is a leading UK bank providing both telephone and online banking services to 1.27m customers. First Direct offers a full range of personal banking products including their award winning current account, savings, cards, mortgages, loans and insurance.
First Direct introduced Internet Banking Plus using eWise Money Manager as a simple way for customers to view all their money - wherever it is. Internet Banking Plus brings together first direct and non-first direct financial accounts in one place - giving a full picture of the customer's financial world.
First Direct is renowned for its customer service and innovation, so we are delighted to use eWise’s account aggregation software to deliver Internet Banking plus. People are adopting online financial services at a fast pace and Internet Banking plus makes managing money online easier than ever.
Wealth Help was launched in 2013 to re-invent the world of financial advice. Founded by Mark Brooks and Stuart Bailey, WealthHelp aim to become the first choice for people who are serious about taking control of the their money and achieving the goals they want in life. Wealth Help Ltd is an appointed representative of Intrinsic Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority in the United Kingdom.
Wealth Help is using Money Manager service as their primary digital engagement channel, enabling customers to access their portfolio and gain greater insight into their finances. The Personal Financial Management features allow Wealth Help clients to analyse their spending, set and manage budgets and understand their future cash-flow needs. Money Manager was deployed in the Cloud.
Dean is based in Singapore and has over twenty years’ experience in the financial services industry, initially with Westpac and most recently in global roles with international vendors. Dean is an expert on customer management, online and mobile strategies and has worked extensively with retail banks globally.
Allan started his career as a Software Engineer and for the past 5 years has been leading and growing development teams in the online banking and internet advertising space. Allan is a founding member of Developers Connect, a non-proﬁt organisation that promotes local technology talent in the Philippines.
As a global business we serve financial institutions and digital innovators through offices in 6 countries - Australia, Philippines, Singapore, Switzerland, UK and USA.
We are a company committed to building the best possible products and we know that starts with a world class team of engineers, financial experts, product managers, sales and marketers.