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Access Softek Partners with Plaid to Deliver a Streamlined Digital Banking Experience with Enhanced Account Management

Press Release

Chicago, IL, May 8, 2024 – Access Softek, a leading provider of omnichannel digital banking solutions, has announced a strategic partnership with Plaid, a data network powering the tools millions of people rely on to manage their finances. This collaboration empowers financial institutions with secure and efficient account integration capabilities through Plaid’s industry-leading technology.

Plaid’s innovative platform enables users to securely connect their bank accounts to various applications and services. By integrating Plaid within Access Softek’s digital banking solutions, financial institutions can offer their customers a more streamlined and user-friendly experience with several key benefits:

  • Unified Financial Overview: Members gain a holistic view of their finances through a dedicated account management page within Access Digital. This page securely integrates external account balances from financial institutions connected via Plaid, providing a consolidated view alongside their existing accounts.
  • Enhanced Transaction Management: Access Softek’s expanded Plaid integration goes beyond balances to include comprehensive transaction history. This allows members to effortlessly track all their financial activity in one place, fostering better financial management and user satisfaction.
  • Streamlined External Transfers: Members can use Plaid to instantaneously connect to their external accounts and then can proceed without delay to initiate incoming/outgoing external transfers. This eliminates the need for a slow, manual process for members along with a lot of unnecessary money movement. Plaid boasts instant connectivity with over 90% of US financial institutions, ensuring a seamless experience for the majority of users.

“We are thrilled to partner with Plaid to provide our clients with a best-in-class account integration solution that offers these significant advantages to their members,” said Anna Khalzova, VP of Strategic Relationships at Access Softek. “Plaid’s technology aligns perfectly with our commitment to delivering innovative and secure digital banking experiences. This partnership empowers financial institutions to simplify account management and financial well-being for their customers, all while bringing their members’ financial data under one roof. This consolidated view strengthens relationships and allows institutions to better understand member needs for products and solutions.”

Important considerations for enabling external transfers via Plaid:

  • Member consent is required to share necessary external account information with Plaid for facilitating transfers.
  • The member’s financial institution may also need to approve information sharing for external transfers to be functional. In cases where information sharing is not authorized, members can still utilize traditional microdeposit-based linking methods offered by their institution (if available).

Looking Ahead:

Access Softek is committed to leveraging the full potential of Plaid’s innovative solutions to continuously enhance the member experience within Access Digital.

About Access Softek

Access Softek is a leading provider of omnichannel digital banking solutions, empowering financial institutions to deliver exceptional customer experiences. Access Digital, created by Access Softek, is a comprehensive suite of solutions designed to meet the evolving needs of modern banking. Access Softek is committed to innovation and industry-first solutions, partnering with clients to achieve their strategic goals.

About Plaid

Plaid is a data network that connects applications with users’ bank accounts. The company’s technology enables a secure and efficient way for users to manage their finances across various applications. Plaid empowers financial institutions and fintech companies to deliver a new wave of financial services.


Anna Khalzova, VP of Strategic Relationships

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