OFX Server

SAFIRA OFX Server is an OFX gateway specifically targeted at integrating Personal Finance Management Software with online banking systems. It is a fast to market, risk-free, low cost solution for real-time exchange of financial information.

Rich functionality

By deploying this gateway, banks allow their tech-savvy Internet Banking customers to easily and effectively manage their finances combining the power and functionality of personal finance software with the convenience of online banking. Your customers will be able to:

Synchronize balance and transaction information for all types of accounts:

  • Current accounts
  • Savings accounts
  • Credit Card accounts
    Manage stock portfolios

SAFIRA OFX Server is a comprehensive solution for banks already offering an Internet Banking service and looking to broaden their support/service channel offering to include standards-based support for integrating with Personal Financial Management software, such as Microsoft Money.

Full Service

For a totally turnkey solution SAFIRA offers an integrated set of services together with SAFIRA OFX Software Licensing comprised of:

  • Integration services provided by a team of Engineers and Analysts experienced in integrating with FI Line-of-Business systems
  • ”Microsoft Money Certified Partner” process assistance supports the formalities and testing in certifying your OFX implementation
  • 24x7 ServiceDesk and system support service option
Flexible Integration Options

On-line integration with transactional middleware platforms supporting alternative channels ensures full synchronization of information between your current Internet Banking channel and what your customer sees on its PFM software.

Batch integration provides the most straightforward approach for organizations not currently deploying an Internet Banking offering nor a standards-based integration Middleware.

The OFX Server supports data replication from any OLEDB-aware source, such as DB2. For these organizations, SAFIRA OFX Server coupled with an offer of OFX compliant PFM software is an excellent opportunity for establishing a very cost-effective Internet Banking presence.

© 2018 SAFIRA - Consultadoria em Informática, S.A., a Portuguese entity and a member firm of the KPMG network of independent
member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.