Financial Management Made Easy with Kuboon
Covering the full spectrum of global financial services
One Platform-Many Solutions
Transactions History
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Real-time Balances
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Expense Categorization
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Transactions Details
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Merchant Calculations
Income Verification
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Real-time deposits
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Income Categorization
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Income Details
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Income Risk Calculations
ACH Details
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Account Owner
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Routing Number
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Account Number
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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/solutions
Payroll
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
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 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. 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 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, 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.
Income and Expense Management
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 Calculations
Do you need help with getting open banking solutions up and running for your business? Get in touch today
Hotline
801-406-3099
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