Effi has enhanced the way clients provide bank statements via forms—offering a more seamless and intuitive experience.

🎥 Here's a quick feature walkthrough video!

What’s New?

We've simplified the process by removing unnecessary steps. Now, when a client is prompted to submit bank statements:

• They’re automatically redirected to either Talefin or Illion, based on your platform’s configuration.

• The traditional bank statement upload option has been removed, ensuring faster and more secure open banking connections.

Key Improvements

• Simplified flow—Clients go directly to Talefin or Illion with just one click.

• Smarter logic—Effi detects your chosen provider and redirects automatically.

• Faster turnaround—fewer steps, less friction.

• Secure connections only—no manual uploads needed; data is collected via secure open banking channels.

   

How It Works

1. The client reaches the Bank Statement section in the form.

   

    

2. After accepting the terms and conditions, they’re redirected to Talefin or Illion.

   

3. The client selects their bank and logs in using the same credentials they would use on the bank’s website (not via mobile apps). Bank statement data is securely retrieved and synced into the lead’s profile.

   

Already Live!

This update is now live on all supported platforms. No action is needed on your part.

If you have questions, please reach out to support@effi.com.au.