Digital Finance Platform -- 2

Background

Boodle is a New Zealand based fin-tech company using the changes in Consumer Data Right (CDR) legislation to let our clients access and analyse all of their financial, account, transaction, and consumer data.

Boodle will work with a global leader in data aggregation, Envestnet | Yodlee (Yodlee), for data aggregation and analytics.

The benefit of partnering with Yodlee is to use Yodlee’s APIs to avoid any unnecessary crossover or duplication whilst delivering the front-end functionality required.

Purpose
To build a phone/device and browser-based application to interact with the Yodlee / Envestnet data aggregation and analytics APIs for retail transaction enrichment.

Platform Requirements:
Build and maintain a database of consumer profiles, categorised based on data provided.

App Requirements:
Provide an interface to customers data, showing alerts and information about the data available. This data needs to be presented in a simple but informative way. UX is key to driving adoption.

Legislative Requirements:
A minimum of SOC2 compliance is required.