What types of financial accounts can I link to Kuboon?

Kuboon can link to most major financial institutions, including banks, credit unions, and investment accounts. This allows you to see all of your financial information in one place and manage your finances more effectively.

How does Kuboon protect my financial information?

Kuboon takes security very seriously and employs the latest encryption technologies to protect your financial information. We use secure servers and firewalls to prevent unauthorized access and continuously monitor our systems for potential threats.

How does Kuboon verify my identity?

Kuboon uses advanced identity verification software to ensure that you are who you say you are. This can help prevent fraud and protect your financial information. Kuboon may ask you to provide personal information and documents to verify your identity.

How can Kuboon help me save money?

By providing detailed insights into your spending habits, Kuboon can help you identify areas where you can save money, such as by reducing unnecessary expenses or finding better deals on products and services. Additionally, Kuboon can help you track your progress toward your financial goals and stay on top of your finances.

Financial Management Made Easy with Kuboon

Covering the full spectrum of global financial services

One Platform-Many Solutions

Transactions History

Real-time Balances
Expense Categorization
Transactions Details
Merchant Calculations

Income Verification

Real-time deposits
Income Categorization
Income Details
Income Risk Calculations

ACH Details

Account Owner
Routing Number
Account Number
Account Owner Address

Bank PDF Statements

Kuboon is an Open Banking Platform that provides the trusted framework to connect banks, fintechs and technical providers with simple and secure technology/bank account statement and solutions

Payroll

payroll service provider In this day and age, organizations want to know everything about their customers in a safe, fast, and reliable source. Kuboon ability to be an all-inclusive source to know your customers is unparallel in the market.

ID Verification

identity verification solutions In this day and age, organizations want to know everything about their customers in a safe, fast, and reliable source. Kuboon ability to be an all-inclusive source to know your customers is unparallel in the market.

Our Expertise

Kuboon services help you maximize your integrated financial management software solutions; providing one view for all of your needs.

Open Banking

Open banking helps you move, manage and make more of your money. Opt-in to a world of secure apps and services for more clarity and control over your finances. We provide the trusted framework to connect banks, fintechs and technical providers with simple and secure technology

Dual source Banking data

Dual banking system refers to the parallel state and federal banking systems that co-exist in the United States. Kuboon investigates the dynamic relationship among diversification, competition and bank performance using dual banking system.it can help banks meet regulatory requirements and protect against financial crime.

Consumer Lending:

Make things easy for your lending customers through Kuboon Consumer Lending Solutions. Give your customers a better lending experience. consumer loans Sending and resending information over and over can be frustrating. Erase this customer pain point and increase their loyalty in the process.

SMB Lending

Small business lending has exploded over the last few years and lenders are needing an all-in-one solution to help monitor and lend accordingly. Adding small business loans multiple accounts from various institutions and more gives you a complete insight into their business financials.

Integrated Financial Intelligence

A powerful integration with no development required. Access all the financial data you need right in your CRM without any additional developer or IT work. It’s as simple as integrate and done. Realizing FIM can effectively improve the level and effect of enterprise financial management

Bring financial data into your CRM

You organize everything else you need to know about clients in your CRM, so why not their finances? Bring identity verification, banking data, real time finance data and payroll data into your CRM with simple integration. You may track your clients with the help of this service & come up with new plans

KYC; Know your Customer

In this day and age, organizations want to know everything about their customers in a safe, fast, and reliable source. Kuboon ability to be an all-inclusive source to know your customers is unparallel in the market. Find out how KYC enables you to confirm a client's identity & identify their risk factors and risk management

Income and Expense Management

Automated income verification Kuboon teaches you how to create budget, what sources of income and expenses to include, what resources to utilize and how much money is recommended to spend on each budget area. Real-time deposits Income Categorization Income Details Income Risk identification

Do you need help with getting open banking solutions up and running for your business? Get in touch today

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801-406-3099

Info@kuboon.com

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