List of Bank APIs

Question

Is there a list anywhere of which banks offer APIs? I work with high net worth clients, so I'd like to avoid reaching out and causing confusion at the custodian unnecessarily.

Also will I need extra permissions with the custodian to establish an API? What are things I should ask in my intro email to expedite the process?

BrandonB · Answer

Hi @Tryan

If you are interested in testing out the Intelligence Suite with the click and drag PDF parsing capabilities, there should be an Account Executive and Solutions Engineer that are assigned to your company who can get you a trial key to test this functionality. That way you won't need to use a bunch of complex regular expressions to parse out the data that you need. If you don't know who these folks are you can send me a private message and I'll get you in contact.

Tryan · Answer

Thank you @BrandonB. I am working with a couple custodians now to get set up and will keep you posted as the process continues.

Is it possible to get an Alteryx rep to help out with workflow creation? I'm new to the system and worry that uniformly codifying a PDF Parse may be beyond my abilities.

BrandonB · Answer

Hi @Tryan

This part of the instructions highlights how you get the API key

Alteryx can also ingest data from a SFTP which many companies use as a location to dump files. This could be a potential alternative for organizations that don't have an API available.

You should also take a look at the Alteryx Intelligence Suite which has PDF parsing capabilities: https://www.alteryx.com/products/alteryx-platform/intelligence-suite