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Why Connect
Here's why you should connect to America's #1 best-selling personal finance and accounting software packages:
Remain Competitive: Over 5,600 financial institutions are connected to Quicken and/or QuickBooks via OFX.
Coveted Customer Base: Quicken and QuickBooks users are better educated and more affluent than average customers.
Trusted Brands: Quicken and QuickBooks maintain their respective positions atop the software marketplace year after year.
Retain Customers: Make it easy for customers to download balances and transactions for checking, savings, money market, line of credit, investment, and credit card accounts.
Proven: 90% of the top 150 banks deposits are connected to Quicken and/or QuickBooks via OFX.
Trusted Brands
Quicken QuickBooks
Quicken enjoys over 70% retail market share in personal finance software.
More people have purchase Quicken than all other personal finance software packages combined.
Quicken is the #2 selling software title of all time, behind only TurboTax (also developed by Intuit).
7 out of top 10 brokerages are connected to Quicken via OFX.
Over 3000 financial institutions are connected to QuickBooks via OFX.
QuickBooks enjoys 85% retail market share in small business accouting software.
4 out of 5 accountants recommend QuickBooks to their small business clients.
Retain Customers
Improve customer satisfaction and retention
No manual data entry: Once set up, the customer can download all their transactions right into Quicken or QuickBooks.
Automatically reconcile data: Complete transaction and balance information makes categorization and account reconciliation easy.
No duplicate transactions: A special transaction-matching algorithm prevents duplicate transactions.
Easier to use: Files may be automatically opened directly from the financial institution Web site – no more searching for saved files.
Automatic account setup: The first time that customers initiate a download from your financial institution Web site, Quicken and QuickBooks will set up their accounts for them—with their data already up to date.
Decrease support costs
The proven stability of OFX means fewer support calls than other transaction download methods such as screen-scraping.
Free Quicken and QuickBooks software is available for support staff.
Customized Quicken and QuickBooks training is available for support staff.
Cross-sell to important customers
Links from within Quicken and QuickBooks direct customers to FI's online banking application.
Proven
48 of America's 50 largest financial institutions connect to Quicken and/or QuickBooks.
Thousands of participating financial institutions maintain connectivity year after year resulting in an attrition rate of less than 2%!
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