SafeConnect

SafeConnect is our FCA regulated solution for UK non-regulated customers.

What does this mean for me?

  • Yapily will set up the connections to your chosen Institutions for you
  • You will need to display SafeConnect as the regulated entity that is requesting your customers financial data or initiating a payment
  • You will not have access to the Yapily Dashboard

What are the use cases?

Account Information Services (AIS) UX for Non-Agent clients.

You do NOT intend to display the PSU's financial data obtained via the Yapily API.

Examples: Affordability Assessment, Loan decisions.

Account Information Services (AIS) UX for Agent clients.

You do intend to display the PSU's financial data obtained via the Yapily API.

Examples: Personal Finance Management, Account aggregation solution.

Payment Initiation Services (PIS) UX 3rd-party client services. (Non-Agent)

You initiate payment functionality from the PSUs bank account via the Yapily API.

Examples: Single, Regular or Scheduled payment creation from within client solution.

The PSU wishes to cancel any consent previously granted to SafeConnect via the client solution(s).

What branding should I display?

We have put together a set of UX guidelines for SafeConnect customers.

View SafeConnect UX Guidelines.