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What we do

  • Customer Intake
  • Model Building
  • Data Dividends

Data Products

  • KYC Certificate
  • KYB Certificate
  • Confirmed Fraud Attribute List
  • Known Bad Actor List
View All

Platform

  • Query API
  • Index Microservice
  • Furnish API
  • Collect SDK
  • Documentation
NewsWhy 100+ community banks backed SOLO

BY INDUSTRY

  • Fintechs
  • Sponsor Banks
  • Banks
  • AI Builders

BY USE CASE

  • Identity Verification
  • Fraud Prevention / BSA & AML
  • Financial Assessment
  • Ongoing Monitoring

Case Study

The Conversion Scorecard: How SOLO Optimizes Conversion Across the Industry

Output:Pre-Filled UISteps Skipped

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  • Company
  • Blog
  • Templates
  • Data P&L
Georgina M.Founder & CEO

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How SOLO works

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SOLO’s Open Banking Network

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CUSTOMER INTAKE

Reusable onboarding data for the entire financial ecosystem.

The only onboarding that improves speed and unit economics through governed reuse.

  • Book a consultation
  • Developer Docs
Coastal community bank
Choice Bank
keeta
Emprise Bank logo
dr bank grey logo

How SOLO runs customer intake, step by step.

Two ways to use SOLO.

Run intake

A front-end SDK you can embed or link to.

Enables banks and fintechs with an end-to-end onboarding experience inside their own product. Acts as your consent-driven, customer-facing layer for data collection, configuration, retrieval, and resolution.

Compatible with:

+90
CollectSDK

Reuse data

A headless API query to never start from 0.

Ideal for teams using their own front end or orchestration layers. SOLO's QueryAPI reads your policy and retrieves verified, customer-consented data matches in real time.

Compatible with:

+90
QueryAPI
Use casesImpactHow it worksCase studiesModules
Now viewing:

Where collaborative intake makes an impact.

View templates

Account Opening

Breeze-through experience for customers.

output:

  • KYC Certificate
  • fraud Check

Replace repetitive workflows with reusable network memory.

  • Book a consultation
  • Customer Intake
  • Data Dividends
  • Model Building
  • Query API
  • Index Microservice
  • Collect SDK
  • Furnish API
  • Documentation
  • Company
  • Blog
  • Templates
  • KYC Certificates
  • KYB Certificates
  • Confirmed Fraud Attributes List
  • Known Bad Actor List
  • Fintechs
  • Sponsor Banks
  • Banks
  • AI Builders
  • Account Opening & Onboarding
  • Fraud Prevention / BSA & AML
  • Financial Assessment
  • Terms of Service
  • Privacy Policy
  • Trust Center

© SOLO FINANCE INC. 2026

Products

  • Customer Intake
  • Data Dividends
  • Model Building

Platform

  • Query API
  • Index Microservice
  • Collect SDK
  • Furnish API
  • Documentation

Resources

  • Company
  • Blog
  • Templates

Templates

  • KYC Certificates
  • KYB Certificates
  • Confirmed Fraud Attributes List
  • Known Bad Actor List

Solutions

  • Fintechs
  • Sponsor Banks
  • Banks
  • AI Builders
  • Account Opening & Onboarding
  • Fraud Prevention / BSA & AML
  • Financial Assessment

Legal

  • Terms of Service
  • Privacy Policy
  • Trust Center

Servicing & Monitoring

Stay in sync as customer data changes.

output:

  • attribute updates
  • change alerts

Identity Verification

Reusable identity, built for compliance.

output:

  • KYC CERTIFICATE
  • Attribute updates

Credit & Lending

Faster credit decisions, fully governed.

output:

  • VERIFIED INCOME
  • Verified Financials

Why teams switch to SOLO.

01

Conversion driven revenue lift while removing duplicate checks.

02

Auto-fill applications with customer-consented verified network data.

03

Your policy determines data matches. No vendor lock-in.

04

Built-in consent, verification, adverse action, and dispute handling.

Run intake from policy to reuse.

Define your policy
01

Set rules for source, freshness, and verification standards.

02

SOLO returns only what meets your policy requirements.

03

Request consent and collect new data. Customers correct if needed.

04

Furnish new data for reuse. What you collect becomes a data asset.

Real world results.

View cases
stats

Business Bank Account Conversion Scores Improve by 55%

  • Output:
  • Ownership
  • KYB Verification
stats

The Conversion Scorecard: Optimizing Conversion Across the Industry

  • Output:
  • Pre-Filled UI
  • Steps Skipped
stats

Conversion Improvements on Consumer Onboarding

  • Output:
  • Income
  • KYC Verification

The building blocks of collaborative intake.

Customer 360
01

Unify identity, financial, and behavioral data into a single, lineage-backed profile.

02

Build workflows by connecting data sources, certificates, and vendors.

03

Automatically resolve gaps and monitor data changes over time.

04

Issue trusted, lineage-backed records reusable across workflows and institutions.

Where collaborative intake makes an impact.

View templates

Account Opening

Pre-fill your own onboarding UX with network data and verifications.

output:

  • Verified Identity
  • Fraud Check

Bad Actor Screening

Top of funnel query filters out bad actors before KYC'ing.

output:

  • Fraud Check
  • Verified Identity

Decision Engine Data

Fill gaps with data and verification work that meets your policy.

output:

  • Verified income
  • Credit attributes

Refresh Data

Subscribe to attributes for verified updates, without re-running checks.

output:

  • Change notifications
  • KYC updates

Why teams switch to SOLO.

01

Lower verification costs by reusing data and removing duplicate checks.

02

Auto-fill applications with verified network data to reduce friction and boost completion.

03

Set your data standards and enforce them across workflows. No vendor dependency.

04

Built-in consent, verification, adverse action, and dispute handling.

Query the network for data that already qualifies.

Define workflows & policy
01

Set rules for what data qualifies and how queries are handled.

02

Return attributes that already meet your policy from the network.

03

Route requests to collect and correct data as needed.

04

Push change events when data is updated to keep records current.

Real world results.

View cases
stats

The building blocks of collaborative intake.

Customer 360
01

Unifies identity, financial, and behavioral data into a single, lineage-backed profile.

02

(Available when SOLO runs intake) Build workflows by connecting data sources, certificates, and vendors.

03

(Available when SOLO runs intake) Automatically resolve gaps and monitor data changes over time.

04

(Available when SOLO runs intake) Issue trusted, lineage-backed records reusable across workflows and institutions.

The Conversion Scorecard: Optimizing Conversion Across the Industry

  • Output:
  • Pre-Filled UI
  • Steps Skipped
stats

Business Bank Account Conversion Scores Improve by 55%

  • Output:
  • Ownership
  • KYB Verification
stats

Conversion Improvements on Consumer Onboarding

  • Output:
  • Income
  • KYC Verification