Compare Pocket Plan vs Floify vs Nordigen

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Pocket Plan 2 Financial Services	Floify 48 Financial Services	Nordigen 17 Financial Services
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	Crozscore 93% what is this? User Happiness: 96% Press Buzz: 49% User Trend: interest falling	Crozscore 90% what is this? User Happiness: 98% Press Buzz: 46% User Trend: interest falling
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About Pocket Plan Build your financial plan in minutes. Connect with professionals to help you reach your goals. Pocket Plan is a done for you Financial Model that provides a custom financial plan in minutes. Get your free plan by simply connecting your bank, insurance and investment accounts on our secure platform. Once your accounts are connected you can view custom reports like: - Net Worth - Cash Flow - Investment - Monte Carlo - Social Security - Estate - Insurance Pocket Plan allows you to have greater control over your financial information. It gives you professional grade reports that you can share with our network of professionals like: - Financial Advisors - CPAs - Estate Planning Attorneys - Mortgage Bankers - Life Insurance Specialists	About Floify Designed for loan originators and mortgage professionals, Floify is the mortgage industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Request a free demo today - plans start at $29/month!	About Nordigen Nordigen is an open banking (Transaction Data API) platform with a suite of products that helps companies in building financial applications which can interact with bank accounts and automatically gain insights to add value to the data. With just one API call you can identify basic identity information or get a detailed income overview for that person, including data points like projected income and income stability. Our platform helps banks, lenders and fintechs to develop apps that easily sync with customers bank account data, speed up the customers onboarding process, verify your customer identity, use cleansed data from bank statements to make informed decisions. Our clients are Banks, Lenders, Fintechs and companies from other industries who use Nordigen to make improvements in risk assessment of borrowers, check the amount of income, verify identity, improve customer onboarding and different other use cases. One of our clients is BigBank, who is a lender in several European countries, with Nordigen has improved their bank statement analysis speed one hundred times. By using Nordigen API, other companies have successfully increased their lending volumes, increased loan acceptance rates, overall efficiency and revenue. Benefits Overview of the Nordigen products: Transaction Categorisation High-quality data Transaction Categorisation engine can recognize 150+ income and expense transaction categories. Precise transaction categorisation provides data teams with high-quality data for analytics. The output is easily customisable, allowing it to be tailored for specific internal or regulatory requirements. Account Aggregation All-in-one integration for advanced customer journey Data Aggregation is the mechanism by which users provide their consent for us to retrieve their banking information on your behalf. It is a hosted web UI (widget) that allows a user to search for their financial institution, select it, provide consent to share the data you require, and then log in with their credentials - allowing us to fetch their data. Nordigen does not provide proprietary aggregation services but we partner with multiple global data aggregation companies which allow us to offer global coverage. KYC Simple procedure to reduce fraud KYC makes use of open banking data to verify identities. Customers’ information can be retrieved easily, allowing you to save time on identity checks.Gain additional information about customers, such as geolocation for more thorough customer identification. Income Insights Evaluate thin-file customers Income Insights accurately identify income sources. The income definition can be easily tailored to suit different requirements. Use it to assess the information beyond a credit report, thus understanding the true creditworthiness of your customers. Loans Insights Loans Insights allow identifying all incoming and outgoing loan payments, including loans not registered at credit bureaus. Scoring Insights Credit scores Built from transaction data, credit scores are proven to be highly predictive and stable over time. Credit scores can be tailored for optimising both approval rates and default rates. Marketing Insights Customer segmentation Identify which client segment your customers belong to based on their transaction data. Marketing insights distinguish 10 customers segments that help you target your clients with relevant and timely offers. Customer transaction data contains valuable information about the brands they consume. When properly categorised, these insights can help financial institutions target them with relevant and timely brand offers. Nordigen's Marketing Insights distinguish numerous brand affiliations. Risk Insights Recognize high-risk behaviour Risk Insights help to assess the information beyond a credit report, thus understanding the true creditworthiness of your customers.When combined with other data sources, Risk Insights can help to optimize approval and default rates, and other scoring metrics. Identify behaviours that are often regarded as risky and use this information to improve your scoring models.
Features 2-Factor Authentication API Batch Permissions & Access Customer Management Data Export Data Import External Integrations Multi-Currency Multi-User Notifications BitCoin PayPal Stripe	Features 2-Factor Authentication API Batch Permissions & Access Customer Management Data Export Data Import External Integrations Multi-Currency Multi-User Notifications BitCoin PayPal Stripe	Features 2-Factor Authentication API Batch Permissions & Access Customer Management Data Export Data Import External Integrations Multi-Currency Multi-User Notifications BitCoin PayPal Stripe
Summary Personal Financial Plan Monte Carlo Real Time Investment Data Connect with Advisors Print Net Worth Report	Summary Integrations with more than 50 credit reporting agencies, 5 LOS providers, and 3 eSignature/disclosure vendors Automated email/text status updates for borrowers, real estate agents, and partners Intuitive document portal with unlimited storage Mobile optimized, customizable, and embeddable interview-style 1003 mortgage application	Summary Transaction Categorisation Calculate income stability, regularity and trend. Depicting tendencies and estimations of overall liabilities Calculate the probability of a customer to default on a loan, based on patterns identified in the transaction data. Generate data points that are associated with high-risk behavior, using bank account data. KYC Account Aggregation
	Pricing Enterprise Fully customized to meet the unique needs of your mortgage business. Included in plan: Secure Borrower Portal Status and Milestone Updates via Email and Smartphone Apps Mobile Apps for Android and Apple Devices Borrower eConsent White-labeled Templates Unlimited Storage Customizable, Online 1003 Application with Authorization to Pull Credit and Consent for eSignature Custom Fields, Layouts, and Business Rules Progressive Web Apps Realtor/Referral Partner Portal On-demand Pre-Approval Letters SMS/Text Notifications Custom HTML Email Signature Suite of Productivity Integrations Automated Asset and Income Verification Company Dashboard Team $250.00 1 user(s) / month Included in plan: Secure Borrower Portal Status and Milestone Updates via Email and Smartphone Apps Mobile Apps for Android and Apple Devices Borrower eConsent White-labeled Templates Unlimited Storage Customizable, Online 1003 Application with Authorization to Pull Credit and Consent for eSignature Custom Fields, Layouts, and Business Rules Progressive Web Apps Realtor/Referral Partner Portal On-demand Pre-Approval Letters SMS/Text Notifications Custom HTML Email Signature Suite of Productivity Integrations Automated Asset and Income Verification Company Dashboard Business $79.00 1 user(s) / month Included in plan: Secure Borrower Portal Status and Milestone Updates via Email and Smartphone Apps Mobile Apps for Android and Apple Devices Borrower eConsent White-labeled Templates Unlimited Storage	Pricing Self-Service $57.00 per 100 file uploads Included in plan: Account Aggregation Transaction Categorisation Income Insights Loan Insights KYC Risk Insights API integration Enterprise pricing Included in plan: Account Aggregation Transaction Categorisation Income Insights Loan Insights KYC Credit Scoring Risk Insights API integration Credit Scoring User management and roles Integration assistance Premium support Enterprise-level SLA
FAQs What are some applications this service is commonly used in tandem with? E-Money Redtail Does this service offer an API? No What platforms does this service support? Web App - data connected through Plaid Does this service offer guides, tutorials and or customer support? Yes Does this service offer multi-user capability (e.g. teams)? Yes - user can invite a partner or financial professional to view their profile Does this service integrate with any other apps? Apple I Google What is this service generally used for? Gather and organize financial data Who are the main user groups of this service? Business owners, pre-retirees and investors Financial advisors, life insurance agents, CPAs, enrolled agents, attorneys and estate planners	FAQs Who are the main user groups of this service? Loan originators and other mortgage professionals. What is this service generally used for? Streamlining the mortgage origination process.	FAQs No FAQs associated with this application.
Vendor Information Founded: - Based in: - Employees: - Likes: Followers:	Vendor Information Founded: - Based in: - Employees: - Likes: Followers: 670	Vendor Information Founded: - Based in: - Employees: - Likes: Followers: 716
Other Who uses Pocket Plan Personal Desktop Platforms: Web App Languages: English Regional Restrictions: No restrictions.	Other Who uses Floify Personal Freelance Startups Agencies Enterprises Desktop Platforms: Web App Windows Macintosh Mobile Platforms: iOS Android Languages: English Regional Restrictions: No restrictions.	Other Who uses Nordigen Startups SMEs Enterprises Languages: English Regional Restrictions: No restrictions.