EZBOB GLOSSARY

Open Finance

What is Open Finance?

Open Finance is an extension of Open Banking, enabling the secure sharing of financial data across a broader range of financial services and products. While Open Banking focuses primarily on bank account data, Open Finance expands this access to include mortgages, savings, insurance, pensions, and investments. By leveraging open finance APIs, financial data can be shared with trusted third-party providers, enabling tailored solutions for consumers and businesses.

Key Principles of Open Finance

  1. Data Ownership and Control: Customers retain ownership of their data and decide who can access it.
  2. Consent-Driven: Data sharing is authorized only with explicit consent from the customer.
  3. Interoperability: Seamless integration across platforms and providers is powered by open finance ecosystems and robust APIs.
  4. Innovation: Open Finance drives innovation by empowering fintechs, banks, and businesses to deliver better financial solutions.

How Open Finance Works

Open Finance operates through secure APIs that connect financial institutions, third-party providers, and end users. These APIs allow the exchange of customer data—always with consent—creating an interconnected open finance platform. This infrastructure enables businesses to build innovative products, such as enhanced lending solutions, personalized financial advice, or streamlined payment experiences.

Benefits of Open Finance

  • Improved Financial Inclusion: Provides access to financial products for underserved segments.
  • Enhanced User Experience: Personalized financial services based on real-time data.
  • Innovation and Competition: Encourages new players to create better, more efficient financial solutions.
  • Business Growth: Companies can leverage Open Finance to enhance customer insights and optimize their offerings.

For more on how embedded financial solutions are transforming businesses.