Fintech Sandbox Integrations

Amazon Web Services (AWS) is a global leader in cloud computing, providing the broadest and deepest set of cloud capabilities on the market. From compute and storage to advanced analytics, AI, and agentic automation, AWS enables organizations to build, scale, and transform their businesses. Enterprises rely on AWS for secure, compliant infrastructure while startups leverage it to launch quickly and innovate without heavy upfront costs. The platform’s extensive service catalog includes solutions for machine learning (Amazon SageMaker), serverless computing (AWS Lambda), global content delivery (Amazon CloudFront), and managed databases (Amazon DynamoDB). With the launch of Amazon Q Developer and AWS Transform, AWS is also pioneering the next wave of agentic AI and modernization technologies. Its infrastructure spans 120 availability zones in 38 regions, with expansion plans into Saudi Arabia, Chile, and Europe’s Sovereign Cloud, guaranteeing unmatched global reach. Customers benefit from real-time scalability, security trusted by the world’s largest enterprises, and automation that streamlines complex operations. AWS is also home to the largest global partner network, marketplace, and developer community, making adoption easier and more collaborative. Training, certifications, and digital courses further support workforce upskilling in cloud and AI. Backed by years of operational expertise and constant innovation, AWS continues to redefine how the world builds and runs technology in the cloud era.

Plaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over12,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.

Nasdaq Metrio serves as a sustainability reporting platform designed to assist businesses regardless of their progress in the ESG landscape. By integrating thorough data gathering, monitoring, and management with precise emissions assessments and verification, it creates a robust solution for sustainability reporting. Furthermore, it boasts an extensive repository of metrics sourced from multiple rating and ranking frameworks, along with regulatory organizations, ensuring that all information is cross-referenced, de-duplicated, and made clear, accompanied by helpful guidance notes for users. This makes it an invaluable tool for organizations aiming to enhance their sustainability practices and compliance efforts.

Boss Insights offers an unparalleled gateway to the financial data of business clients through a single interface that integrates various services, including accounting, banking, commerce, payroll, and taxation (such as Quickbooks, Stripe, and SalesForce). This innovative solution is utilized by fintech companies and neobanks to achieve remarkable improvements, including a 60% boost in automation, fully automated scoring, a 51% acceleration in funding processes, and a fivefold increase in the speed of renewals. The efficiency gained through this integration not only streamlines operations but also enhances decision-making capabilities for financial institutions.

Whether you need comprehensive wealth management or guidance on planning for retirement, our services are tailored to assist you throughout your financial journey. We provide a variety of advantages, such as no account fees, commission-free trading, and no minimum balance requirements for account openings, which enhance the potential of your investments. You will benefit from intuitive tools and the latest insights from our knowledgeable team. Grasping your current financial status is crucial, so make use of our assessment tool to evaluate your readiness for retirement and pinpoint areas that need attention. Our cost-effective robo-advisory services deliver expert investment management, accommodating both fully digital investments and hybrid arrangements that include access to advisors when needed. You will be paired with a dedicated advisor who will offer personalized advice aimed at optimizing and protecting your wealth. Furthermore, you can subscribe to our weekly newsletter for expert analysis on market trends, investment tactics, and personal finance strategies that can empower your financial choices. In addition, our team is committed to ensuring that you navigate the complexities of your financial future with confidence and clarity, providing you with the necessary support every step of the way.

We provide tailored data solutions that optimize your workflow, powerful analytics that drive exceptional performance, and insights that grant important perspectives. FactSet serves over 6,000 organizations within the financial sector, assisting them in addressing critical challenges such as minimizing technology costs, creating efficient workflows, mitigating risks, and implementing robust data governance throughout their operations. With a network of more than 160,000 investment professionals depending on our comprehensive data feeds, desktop analytics, web and mobile tools, as well as dedicated client support, we transform the way they discover, assess, and capitalize on market opportunities. Our unwavering commitment to quality ensures that clients are consistently prepared to maneuver through the intricate dynamics of their respective industries, ultimately fostering a proactive approach to their strategic initiatives. Additionally, our innovative solutions adapt to the evolving demands of the market, reinforcing our position as a leader in financial analytics.

The finance sector has long been known for its hesitance to embrace innovation and move away from conventional methods of operation, but we aim to accelerate this evolution. Our goal is to empower the trailblazers who are shaping the future of finance by leveraging advanced data technologies. This involves automating the data supply chain with state-of-the-art infrastructure and machine learning capabilities, providing high-quality data through innovative tools tailored for developers and engineers, and ensuring that this data reaches those who are ready to disrupt the status quo. If you are on the verge of creating something groundbreaking, we are here to support your journey—discover what it means to be #PoweredbyIntrinio. Our Equity Data packages offer a vast array of US company fundamentals and stock market information that caters to various business needs and financial capacities. Additionally, our Options service provides fast, straightforward, real-time stock option pricing data, enabling users to harness Intrinio's robust infrastructure to access precise options data without the expenses and delays associated with direct OPRA connections. Furthermore, Intrinio offers a thorough global set of consensus ESG ratings developed by CSRHub, allowing you to enhance your expertise in ESG, compare your firm's ratings against competitors, and furnish your clients with the vital ESG information they require. In this fast-evolving landscape, we are committed to ensuring that you have the tools and data necessary to stay ahead.

Gain immediate insight into every Trade and Quote taking place in the United States while seamlessly accessing extensive historical tick data via our powerful APIs. With our premium subscriptions, you can enjoy unrestricted access to our stock data APIs, eliminating any limitations on queries per minute or daily call volumes. Our market data platform delivers exceptionally low-latency real-time information with an average response time of just 20 milliseconds, allowing you to stay ahead of many competitors. The robust Snapshot APIs enable you to effortlessly assess the entire market and pinpoint the top gainers and losers of the day. Additionally, our aggregates APIs provide flexibility by allowing data requests across any time frame, whether it's a minute, several minutes, or up to 16 days; the options are virtually limitless. By sourcing stock data directly, you can streamline your costs without the need for intermediaries, ultimately saving both time and financial resources. Dive into the vast possibilities of market data and empower your decision-making with assurance and clarity. In this way, you can navigate the complexities of trading with enhanced confidence and precision.

Dow Jones Risk & Compliance is a worldwide leader in delivering top-tier risk data, online software solutions, and adaptable due-diligence services aimed at aiding organizations in navigating risks and fulfilling regulatory obligations related to financial crime, third-party risk management, international trade, and sanctions. Drawing from the trusted legacy of a prominent newsroom, Dow Jones Risk & Compliance merges the insights of a diverse team of multilingual researchers with the expertise of renowned data scientists, technologists, and analysts to deliver practical compliance content. Our offerings have been developed collaboratively with top legal and political experts, including former regulators, ensuring our clients can uphold uniformity across their global operations and teams. This collaborative effort not only enhances our solutions but also reinforces our commitment to supporting clients in achieving compliance excellence worldwide.

Discover new opportunities, navigate the ups and downs of the market, and deliver exceptional client experiences by harnessing the power of Morningstar's tools. Elevate client engagement through access to a leading source of in-depth investment analysis. Enable thoughtful investment assessments and communicate your insights effectively with adaptable technology enriched by Morningstar’s investment expertise. Cater to the unique needs of investors with tailored portfolios and indices that reflect a forward-thinking approach. In a time when shifting consumer demands and enhanced service experiences are pivotal to business models, Morningstar equips you to deliver personalized solutions at scale. Explore innovative tactics to grow your practice by attracting new clients, fostering deeper connections with existing ones, and maximizing customer lifetime value. By leveraging Morningstar, you can gain a competitive advantage, crafting investments, analytical tools, and persuasive narratives based on high-quality investment data. Utilizing these assets not only strengthens client relationships but also paves the way for sustained growth in your practice, ensuring that you remain at the forefront of the industry. In this dynamic landscape, the ability to adapt and respond to changing market conditions is more crucial than ever.

ATTOM Cloud is built to support a wide range of applications and industries, offering users immediate access to comprehensive national real estate datasets through our user-friendly public cloud platform. The premium property information we provide is unmatched in the market, and our advanced real estate data licensing solution guarantees that you receive the critical data you need precisely when required. As a centralized and efficient resource for property data, we enable seamless integration with original-context data, all available at your convenience. The ATTOM Cloud data delivery system stands out as the fastest way to acquire customized property data that is both easy to navigate and requires no additional infrastructure. You can sign up for a free trial within minutes, allowing you to experience ATTOM Cloud and gather property data for five chosen counties. This is an excellent opportunity to see firsthand how ATTOM empowers clients in developing industry-specific solutions more swiftly, thereby improving their time-to-market and offering a substantial edge in the competitive landscape. By tapping into our extensive data assets, businesses are equipped to refine their strategies, leading to more efficient decision-making processes. Ultimately, leveraging ATTOM Cloud can transform how organizations operate in the real estate sector.

Argyle is recognized as the leading provider of direct access to real-time information on income and employment. By leveraging Argyle’s offerings, companies can enhance pivotal processes, including income and employment verification, managing deposits, accelerating wage payments, and supporting loan repayments, which all contribute to developing more effective systems, reducing risks, and fostering business expansion. The organization primarily serves industries such as mortgage lending, background checks, personal finance, and banking, while also reaching out to the gig economy. Consequently, Argyle significantly impacts the evolution of operations within these sectors, driving innovation and efficiency. This transformative influence positions Argyle as an essential partner in the modern financial landscape.

The TagniFi Console functions as an intuitive yet powerful search engine, allowing users to swiftly access an extensive 3 billion financial data points within seconds. Moreover, the TagniFi Excel Add-In effortlessly connects your Excel models to a remarkable 2 billion financial data points hosted on the TagniFi platform. This integration streamlines the automation of diverse analyses, such as discounted cash flows, public and transaction comparisons, segment assessments, footnote reviews, interest rates, and beyond. Utilizing TagniFi's advanced financial data technology offers a cost-effective, all-encompassing solution tailored to boost the efficiency of the business valuation process. Users can conveniently search for public companies using the TagniFi Console by entering their valuation date and ticker symbols directly into Excel to perform a guideline public company method. In addition, the console supports the exploration of both public and private M&A transactions, enabling quick transaction comparisons by inserting the Deal ID straight into your Excel model. You also have the ability to compute forward multiples for your guideline public company method based on your designated valuation date, with forecasts provided for essential financial metrics such as revenue, EBITDA, and EPS. Furthermore, the extensive features of TagniFi empower financial professionals to conduct thorough analyses and make well-informed decisions with unprecedented efficiency. With such comprehensive capabilities, it's clear that TagniFi is designed to meet the evolving needs of today's financial landscape.

Petal serves as a comprehensive toolkit designed to accelerate the development of Phoenix web applications, providing a variety of pre-designed and adaptable components along with templates. It boasts over 100 open-source HEEX components that are styled with Tailwind CSS, allowing developers to swiftly build user interfaces with minimal design work. In addition, Petal Pro is a powerful Phoenix boilerplate featuring essential tools like social logins, multi-tenancy capabilities, styled components, and integrations with Oban for background tasks and Stripe for subscription management. By focusing on rapid development, scalability, and ease of maintenance, Petal allows developers to dedicate their efforts to creating unique features rather than getting mired in repetitive boilerplate code. Furthermore, it includes a Figma UI kit to enhance collaboration between designers and developers, ensuring a seamless workflow. Utilizing Petal can significantly boost developers' productivity, reduce the time needed for application development, and lead to the delivery of high-quality applications in a much more efficient manner. This holistic approach not only simplifies the development journey but also cultivates a more dynamic and innovative atmosphere for teams tackling intricate projects, ultimately paving the way for enhanced creativity and problem-solving.

EDI Gateway is recognized as Canada's leading EDI Outsourcing Center, providing a wide array of EDI solutions to enterprises across North America. Founded in 1993, this organization specializes in enabling the electronic transfer of business documents and transactions within the supply chain, which facilitates a seamless and economical transition from conventional paper methods to digital commerce. The company boasts a team of partners with profound knowledge in retail supply chain optimization, positioning EDI Gateway to adeptly integrate various systems, such as ERP solutions like Microsoft Dynamics, SAP, and B1, alongside WMS, e-commerce platforms, TMS, Azure, Integrated Document Management, and Business Intelligence. This versatility makes them an ideal partner for businesses seeking to improve their operational effectiveness. Furthermore, EDI Gateway's dedication to innovation and exceptional customer service has fortified its standing in the market, empowering clients to refine their workflows and foster growth. By continuously adapting to the evolving technological landscape, EDI Gateway ensures that its clients remain competitive in an increasingly digital world.

Core business operations such as credit evaluations, customer onboarding, and debt collection can become unnecessarily complicated and slow if teams that interact with customers rely on separate systems with fragmented data. BusinessConnect, built on the Force.com platform, simplifies and accelerates the processes of collections and credit management by automating routine tasks and decisions, while bringing together various functions like account acquisition, management, and recovery into one cohesive cloud-based platform. This integration enables businesses to enhance their sales processes, expedite customer onboarding, and maintain vigilant oversight of potential financial risks within their customer portfolios. For those interested in discovering the extensive benefits that BusinessConnect provides, downloading our product sheet is highly recommended. By integrating seamlessly with Salesforce, BusinessConnect™ transforms the credit management sector, fostering a more efficient and less burdensome approach compared to conventional methods, ultimately allowing businesses to thrive in a competitive market.

Envestnet | Yodlee emerges as a leading platform in data aggregation and analytics, significantly improving the financial experiences of consumers through innovative products and services specifically crafted for over 1,400 financial institutions and FinTech companies, including 16 of the largest 20 banks in the United States. We are pioneering a transformation in financial applications and services by offering all-encompassing solutions aimed at wealth managers, banks, merchants, and more. Uncover the ways in which we can support your path to growth. Our powerful data aggregation platform enables financial institutions and FinTechs to deliver better financial results for their customers. We are committed to upholding industry-leading standards for data security, ensuring compliance with regulations, and safeguarding privacy. Stay informed with insights from Bill Crager about Envestnet's steadfast dedication to purposeful initiatives. Furthermore, delve into our vast array of white papers, on-demand webinars, eBooks, case studies, and additional resources, all brimming with essential product details and actionable advice designed to empower your success in the financial arena. Through our collaboration, we can ignite innovation and elevate the standards of financial services, making a substantial impact on the industry.

The inflexibility and expense of traditional market data infrastructure are no longer viable. Solutions involving on-premise technology, reliance on a single vendor, and direct data connections are outdated. Xignite's Market Data Management Solution enables businesses to decouple their internal systems from various data sources, effectively eliminating the burden of maintaining expensive legacy infrastructures. As the first market data platform designed natively for AWS, the Xignite Market Data Cloud stands out in the industry. Currently, we hold the distinction of being an AWS Advanced Technology Partner with a Financial Services Competency. With over ten years of expertise in cloud-based market data solutions, Xignite has become the trusted choice for leading capital markets and financial services organizations aiming to transition to cloud technologies. The Xignite Market Data Cloud serves as a comprehensive platform that integrates market data management with financial data usage, all seamlessly provided through the cloud. This innovative approach not only enhances efficiency but also ensures organizations can adapt to the evolving demands of the financial landscape.

The team at Benzinga delivers timely and significant news along with essential financial insights for investors. By leveraging our unique content and a strong network of collaborators, Benzinga provides a wide array of financial information, encompassing both conventional metrics and alternative datasets. Our news and databases are invaluable resources for leading online brokerage firms and data aggregators globally. Prioritizing exceptional quality, speed, and relevance, Benzinga's financial data and news are developed with expertise rooted in both journalism and financial market experience, all delivered in a clear and approachable format. Our coverage includes a diverse array of subjects such as earnings reports and options activity, ensuring that we spotlight information capable of majorly impacting market dynamics. We also offer multiple channels focused on the latest developments, empowering your firm to take advantage of trading opportunities as they emerge and stay ahead in a fast-paced financial landscape. Through our commitment to innovation and accessibility, we aim to enhance the investing experience for all our clients.

MSCI Real Estate Enterprise Analytics delivers in-depth global market and portfolio perspectives designed specifically for your viewpoint on real estate investments, allowing for a thorough evaluation of both your overall portfolio performance and management strategies. This powerful tool, accessible through the MSCI Real Estate Analytics Portal, spans a variety of analytical levels, from broad portfolio fund overviews to granular asset-specific data. Users can utilize features such as the portfolio and query builder to concentrate on evaluating the performance of specific sectors, segments, or assets, performing analyses on customized portfolios, and reviewing selected time periods. Furthermore, Enterprise Analytics creates a cohesive communication platform for C-Suite leaders, research teams, risk management, and investor relations, promoting synergy across your organization. This collaborative support aids in everything from strategic planning and capital acquisition to portfolio construction and performance evaluation, ultimately assisting you in making educated decisions regarding future investments. The ability to tailor analyses not only deepens strategic insights but also ensures that all parties involved can effectively synchronize their goals and expectations, fostering a more unified approach to real estate investment strategies. In today's dynamic market, leveraging such tools is essential for staying ahead of trends and optimizing portfolio success.

Raw data can be likened to an uncut diamond, necessitating extensive processing and refinement to reveal its intrinsic value. The EY Cloud Data IQ platform has been specifically designed to address this necessity; it serves as a subscription-based analytical tool that caters to wealth and asset management companies, empowering them to utilize data effectively to improve their offerings for investors, regulators, and the overall market. Hosted in the cloud and managed by EY, this platform utilizes advanced visualizations and Artificial Intelligence (AI) to provide organizations with a thorough, real-time view of customer interactions, intuitive client reporting, and detailed management insights. Additionally, it effectively merges both structured and unstructured data sources, including social media contributions, audio, and video streams, into a singular, reliable, and transparent repository for users. This capability not only enhances the depth of insights that firms can obtain but also fosters more informed decision-making founded on a wider array of data inputs. Ultimately, the platform stands as a vital tool for organizations aiming to navigate the complexities of the modern data landscape.

Improving customer outreach is essential for fostering meaningful connections with clients, as well as refining the telecom order process and restoring confidence in phone communications. By ensuring compliance with regulations and reducing SPAM mis-tagging, we can significantly increase answer rates. Presenting verified business information during calls and online inquiries can further reassure customers of our credibility. Moreover, leveraging our extensive experience in serving global carriers allows us to enhance connectivity efficiently. It is critical to optimize the effectiveness and timing of outbound enterprise communications to align with customer preferences, thereby maximizing engagement. Upholding a consistent brand identity and trustworthy business information is key to maintaining consumer confidence. Additionally, effective management of telecom phone and subscriber data plays a crucial role in boosting overall user experience security and trust. Streamlined orchestration of network orders will improve deployment practices, enabling the better provision of communication and connectivity services and ultimately leading to higher levels of customer satisfaction. This comprehensive approach not only enhances operational efficiency but also solidifies the brand's reputation in the competitive telecom landscape.

Exact Data emerges as a leading provider of tailored mailing lists designed for both individual consumers and businesses looking to enhance their marketing strategies. By leveraging an extensive database sourced from over 2,000 unique origins, the platform guarantees accuracy and up-to-date information, enabling organizations to pinpoint their ideal audience for successful marketing campaigns. The company's offerings include not only consumer and business lists but also specialized segments targeting industries such as healthcare, real estate, and automotive. Moreover, Exact Data extends its services to include data enrichment, licensing, and lead generation, which equip marketers with the tools necessary to improve their outreach methods through personalized email, direct mail, and telemarketing initiatives. This comprehensive strategy ensures that clients can maximize their marketing effectiveness and achieve superior outcomes, ultimately fostering stronger connections with their target audiences. As a result, businesses working with Exact Data are well-positioned to stay ahead in the competitive marketing landscape.

Revamp your Investor Relations website into a platform that is not only FAST and EASY but also fully aligned with SEC and SEO regulations by leveraging Kaleidoscope’s cutting-edge IR Widget/API solutions. With a rich history spanning over two decades, we have successfully built trust among more than 4,000 corporate websites worldwide, providing dependable real-time access to compliance data. By incorporating our tools, you can actively engage investors and analysts on your website, ensuring you maintain oversight of all aspects of your corporate communications, including sending real-time Alerts to potential visitors. Our API and Widget solutions are trusted by top IR partners and are compatible with all US Stock Exchanges! Our extensive offerings feature SEC filings, real-time stock tickers, detailed historical stock charts with customizable overlays, press releases that include image support, a ROI calculator, historical price lookups, dividends charts, analyst coverage, earnings call transcripts, and so much more. Furthermore, our sandbox feature allows for comprehensive testing before deployment, making our solutions particularly suitable for those with budget constraints, DIY enthusiasts, website redesign efforts, and international issuers facing dual registration hurdles. Experience a significant enhancement in your corporate website's functionality while ensuring compliance with our expertly crafted solutions, designed to meet the evolving needs of modern investors.

At Kensho, we leverage the outstanding data provided by S&P Global to develop, implement, and research advanced AI and machine learning tools that support data-driven decision-making. Our specialization encompasses a wide range of capabilities, including deep learning for speech processing, transcription, advanced visualizations, entity recognition, innovative search functionalities, and an AI-powered research platform, which enables our team to extract meaningful insights from complex data. The solutions we craft not only enhance the operations of S&P Global but also deliver cutting-edge tools and services to their clients. Our team consists of a diverse and passionate group of engineers and researchers who excel at analytical thinking and are committed to solving problems effectively. Members of our team come from esteemed organizations like Google, Apple, Facebook, as well as the U.S. Intelligence Community, Wall Street, and notable academic institutions. We thrive on addressing intricate challenges with ingenuity, agility, and precision. Together, we take pride in our individual achievements as well as the collaborative environment we have cultivated and the extraordinary results we achieve as a unified group. Our unwavering dedication to innovation and excellence propels our mission ever forward, as we continue to push the boundaries of possibility in our field.

Embrace a sustainable future by prioritizing eco-friendly shopping habits and leveraging AI technology for efficient reporting and benchmarking of your sustainability initiatives. Our platform is equipped with the foundational technology needed for a wide range of sustainability applications, ensuring you have everything necessary for your data, methodologies, and tools. Additionally, it boasts digitally-native features and a modular design, enabling you to choose from our extensive sustainability technology toolkit. Whether you're aiming to develop a fully-customizable and comprehensive sustainability tech solution or simply need a specific data point for compliance, Clarity AI empowers you to evaluate, analyze, and report on crucial metrics for your needs with both precision and ease. Seamlessly integrating into your current workflows through an API or our web application, Clarity AI stands out as the only adaptable and scalable end-to-end SaaS solution designed to tackle any sustainability challenge you face. With our cutting-edge technology, organizations can not only fulfill compliance demands but also enhance their sustainability strategies more effectively than ever before, paving the way for a greener tomorrow. Ultimately, our commitment to innovation ensures that you can stay ahead in the evolving landscape of sustainability.