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Old fashioned vs. modern day finance: APIs and future-proofing finance

Written by Sarah Bruegger | Oct 18, 2023 12:00:00 PM

The financial services industry has undergone massive changes and what worked in the past may not work in today's digital, API-driven era.

Traditional banking: closed off and limited

For many decades, banks operated in closed-off silos with limited options for customers. You could open a current or savings account, apply for a loan or credit card and not much else. Features we now take for granted, like online banking and mobile apps, didn't exist.

Everything was done in person at physical bank branches and this closed-off approach limited what banks could offer customers. There was no aggregation of financial data from different institutions and customers had no holistic view of their finances.

Modern banking: open and connected

Now, with customer consent, banks can securely share customer data with authorised third-party providers via APIs to revolutionise the banking experience offered to consumers. By aggregating information from different institutions to get a 360-degree view of their financial lives, customers are empowered with more freedom and control of their finances.

The biggest benefits of this open, API-driven approach include:

  • Access to innovative new products and services from fintechs and third parties. Banks can partner with fintechs to offer features for budgeting, financial wellbeing, lending and more.
  • Ability to share financial data securely with third parties of the customer's choice via APIs. This enables highly personalised services.
  • 24/7 access to financial data and new digital banking options through mobile apps and the web. No need to visit physical branches.
  • Better consumer control over privacy and financial data sharing. Customers must consent before banks share their information.
  • Increased competition drives further innovation and improved customer experiences.

The role of APIs in revolutionising financial services

APIs, or application programming interfaces, power financial service innovations under the hood, allowing different software systems and apps to communicate with one another and share data seamlessly. 

But what exactly are the benefits of leveraging APIs in financial services?

Faster app and service development. Banks can quickly create new digital offerings by leveraging APIs to integrate with third-party apps and services. No need to build from scratch.

Improved data sharing between financial institutions. Banks can securely and reliably share authorised customer data with other institutions through APIs. This leads to a more connected financial system.

Enhanced customer experiences. APIs enable banks to provide omnichannel experiences with consistent data across web, mobile and third-party apps.

Greater transparency and control for consumers. Customers must authorise exactly what data is shared through APIs and can revoke access.

As you can see, APIs are integral to modernising financial services. They make secure data sharing possible and allow banks to not only maximise the value of their own internal data but also collaborate with third parties to build innovative new services faster than ever before.

Financial API use cases and products

Now that we've covered the basics of financial services and APIs, let's take a look at some real-world use case examples. 

What types of products and services can banks offer through open APIs?

  • Personal financial management apps: These apps aggregate financial data from different accounts to provide spending insights, budgeting, financial planning and more.
  • Account transfers and payments: Instant, low-cost account-to-account transfers and payments leveraging either internal and/or open banking APIs.
  • Enhanced lending: Banks can use transaction data to assess consumer creditworthiness in real-time for loan pre-approvals or referrals.
  • Identity and security: Security APIs can allow consumers to validate identity or authorise payments through their bank, ensuring the protection of both privacy and data..
  • Financial advice: Investment and wealth management apps powered by data from multiple financial accounts.
  • Account switching services: switching bank accounts is easier than ever, with optimised financial APIs facilitating data portability between institutions.
  • Expense management: Apps for tracking business or travel expenses by syncing card and bank account data through open APIs.

These are just a handful of examples of the game-changing services enabled and the possibilities are truly endless as more banks open up access and collaborate with innovative fintech partners.

The benefits of modern financial services

Contemporary financial services institutions aim to put greater financial control back in the hands of consumers. Benefits of modernising financial services include:

  • Greater transparency: Consumers get a complete view of finances across accounts and institutions. No more financial ’blind spots.’
  • More choices: APIs foster more competition and innovation, leading to more financial products and services to choose from.
  • Improved financial health: The insights from personal financial management apps empower better budgeting, saving and investing habits.
  • Money saved: Comparison shopping and switching banks is more accessible, helping consumers save on fees and earn higher interest rates.
  • Enhanced security: Customers may authenticate account to account payments using biometric identifiers such as their fingerprint or face.
  • Convenience: Key tasks like loan applications and account openings may be completed instantly online by leveraging laser-accurate, real-time data.

The future of financial services

With banks, fintechs and financial institutions looking to modernise their service offerings, there's new opportunity for innovation across multiple finance verticals – expanding beyond just banking to other areas like investments, insurance, pensions, mortgages and more.

The competition and added transparency of financial services continues to empower consumers with more tailored, cost-effective financial products.

So how can your organisation benefit from the ever-evolving nature of financial services?

Embracing APIs when future-proofing

Exciting times lie ahead as more institutions open up access and fintechs unleash creative new services. 

Consumers worldwide will reap rewards like never before through better products, lower costs and convenience.

Constant financial innovations and the availability of robust, powerful and customisable APIs are crucial to designing the next generation of profoundly improved, customer-centric financial experiences.

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