In an era dominated by piles of FinTech apps offering a myriad of financial services, how people manage their money has undergone a radical transformation. No longer confined to a single bank for all financial needs, money is now dispersed across various sources, thanks to the rise of embedded finance, open banking, and Banking-as-a-Service platforms. In fact, statistics show that 73% of FinTech users hop between 2 and 5 tools and platforms for their different financial needs.
This shift, while offering unprecedented flexibility, has also created a significant challenge for consumers and small-business owners alike. The fragmentation of services makes it increasingly difficult to track, comprehend, manage, and optimize one’s finances.
As individuals and businesses navigate this complex financial landscape, there is a growing demand for integrated solutions that can streamline and consolidate these disparate financial tools. Enter the era of financial aggregators and comprehensive personal finance management apps. These platforms serve as centralized hubs, allowing users to link and monitor various accounts, investments, and transactions from different sources in one unified interface.
Sequence, the world’s first financial router, has emerged to bridge the gap and empower users to take control of their financial destinies.
A Comprehensive Visual View of One’s Finances
Sequence’s mission is to give people the ability to visualize one’s money comprehensively. The platform consolidates all financial elements, including bank accounts, credit cards, savings funds, investments, and more, into one easily accessible place.
Through an intuitive and dynamic UI money map, users can seamlessly view and control the distribution of their finances across multiple apps and platforms. This holistic approach to financial visualization sets Sequence apart, offering users a clear and concise overview of their monetary landscape.
What’s more, users can create powerful automations driven by smart rules and IF statements. These automations serve as financial assistants, boosting savings, optimizing finances, and automatically moving money based on predefined criteria such as dates, balance status, and more. The result is a streamlined financial management experience that not only saves time but also ensures that users are making the most of their money.
Financial Strategies Made Easy
What truly distinguishes Sequence from other personal finance platforms is its actionable nature. Unlike platforms that merely provide insights, Sequence empowers users to execute their financial strategies directly from the platform. This capability makes it easier for individuals and businesses to stay on top of their finances and proactively work towards their financial goals. Whether it’s moving money between accounts, setting up automatic transfers, or making investment decisions, Sequence puts the power in the hands of the user.
A key component of Sequence’s offering is its financial router, which taps into the robust capabilities of traditional banking. The onboarding process begins with a thorough Know Your Customer (KYC) check for individuals or a Know Your Business (KYB) check for businesses. This meticulous process ensures compliance with all FDIC and federal requirements, providing users with the peace of mind that their money is not only in capable hands but also fully insured. Moreover, Sequence prioritizes the security of personal information and data, employing stringent measures to safeguard user privacy.
A Beacon of Simplicity and Control
In a financial landscape that often feels overwhelming and complex, Sequence emerges as a beacon of simplicity and control. By offering a comprehensive visualization of finances, powerful automation features, and the ability to take direct action, Sequence is transforming the way individuals and businesses manage their money. The platform’s commitment to compliance and security further reinforces its position as a trustworthy ally in the ever-evolving world of FinTech. As the financial maze continues to expand, Sequence stands ready to guide users through the complexities, helping them navigate with confidence towards their financial goals.