Rimbal enable individuals to access their bank account information and securely share it with their financial adviser, so their financial adviser can deliver better, more personalised services particularly in-relation to the ‘fact-find’ process and understanding the circumstances of the client.

The long-term opportunity with Open Banking and AIS will be to enhance what financial advisers are already doing for their clients as part of a holistic financial planning practice by improving the robustness and availability of data, the efficiency for obtaining the information and the user experience for all stakeholders leading to better client outcomes and lower risk.

rimbal.com

Registration details

  • Regulated company name
    Rimbal Systems Limited
  • Provider type
    Third party provider

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