Flinks and SideDrawer forge a wealthtech alliance

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    “Our mission from day one has been to provide the most secure, engaging platform for professionals and their customers to collaborate with,” said Ali Qureshi, Co-Founder and Chief Revenue Officer of SideDrawer. “The integration of Flinks’ data connectivity feature into SideDrawer will further accelerate data ingestion, streamline the end customer experience, and enable SideDrawer professionals to get started with their work product and generate revenue faster.”

    Aside from the promising secure collaboration throughout the entire customer loyalty process – from new customer acquisition to ongoing planning to general customer loyalty – the platform offers workflows such as information requests that can help professionals reduce their time spent on document management by up to 60% and customer loyalty to increase and protect customer data protection.

    “We regularly receive feedback from our professional customers that their customers appreciate the organized collection and availability of their most important documents that are the result of working together on our platform,” said Qureshi. “The integration of Flinks ensures that the planning approach is complete and holistic, and allows customers to use these statements for other purposes – including accountants, bookkeepers, bankers and lawyers if necessary.”
    “SideDrawer provides a shining example of open banking innovation by changing the way consumers share sensitive financial information with the professionals they trust,” said Brock Leong, director of Global Partnerships for Flinks. “SideDrawer enables the direct transfer of deals over a secure and efficient channel.”

    SideDrawer professional users will be able to use Flinks’ data aggregation feature from January 2022.

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