Open Banking update: New “Share with Broker” button
It's now easier for your clients to complete the Open Banking process!
You told us that some clients were getting stuck after connecting their bank accounts - not realising they needed to click “I’m done connecting banks” to complete the process. This meant brokers were seeing the Open Banking status as “In Progress” even when clients thought they were done.
NextGen has now made this clearer. Clients will now see a “Share with Broker” button when they’ve finished linking their accounts.
What this means for you:
If a client says they’ve completed Open Banking, but you still see “In Progress”, just remind them to click “Share with Broker”. Once they do, you’ll get access right away.
Here’s a quick look at what the new “Share with Broker” step looks like:
For more information, please visit the Frollo Open Banking FAQ's
