Built for secure, real-time financial operations
Financial Connectors provide a reliable integration layer that connects core financial systems, keeps data up to date in real time, and enforces enterprise-grade security and access controls across all financial workflows.
Deep financial system connectivity
Connect directly with core banking, payments, wealth management, and compliance platforms through pre-built integrations designed for complex financial environments.
Real-time financial updates
Access up-to-date, real-time financial information, ensuring workflows and decisions are always based on current data.
Enterprise-grade security and access control
All connections follow strict security standards, with controlled access, permission enforcement, and audit-ready operations across regulated financial systems.
Connector Capabilities
Enterprise-grade integrations across your entire financial ecosystem
Payments
Connect PayPal, Stripe, MasterCard, Visa API, and other payment networks for automated payouts, collections, and transaction processing.
Financial CRM
Integrate systems like WealthBox, Salesforce, Advyzon, and Advisor Engine to unify client profiles, portfolios, and advisory workflows.
Open Banking
Connect Plaid, Yodlee, and similar providers to access bank accounts, balances, transactions, and financial data securely.
KYC / AML
Integrate LexisNexis, Alloy, ID.me, Onfido, Incode, Jumio, and Socure for verification, identity checks, and risk/compliance workflows.
Core Banking
Connect FIS Core Banking, Fiserv DNA, Fiserv Signature, Fiserv Premier, and Mambu to access real-time banking operations with full auditability.
Wealth Management
Integrate BlackRock Aladdin, Charles River IMS, SimCorp Dimension, Orion Advisor, and Black Diamond to enable portfolio insights and wealth operations.
A secure integration layer that unifies financial data for agents and workflows.
How It Works
Connect Financial Systems Using Pre-Built Connectors
Securely connect all financial systems through Cuva's expanding library of pre-built financial connectors.
Build Knowledge Base
Connected financial data is ingested, structured, and enriched into unified Knowledge Systems — powering agents and downstream automation.
Automate Workflows
Use connected financial data to power secure, scalable automation across your enterprise workflows. Agents use normalized data to automate onboarding, reporting, payments, reconciliation, compliance checks, and other financial workflows.
Workflows Powered by Financial Connectors
Wealth Management Workflows
- •Portfolio onboarding and data aggregation
- •Risk, compliance, and suitability checks
- •Reporting, IPS validation, and financial planning workflows
Supply Chain Finance Workflows
- •Supplier onboarding and verification
- •Invoice validation and risk checks
- •Payment, settlement, and financing workflows
Payments & Treasury Workflows
- •Vendor payouts and disbursements
- •Cross-border payments
- •Treasury movements and reconciliation
Banking Workflows
- •Account onboarding and verification
- •Balance and transaction sync
- •Automated compliance and operational workflows
Power end-to-end financial operations with unified data
Cuva enables automated workflows across financial systems, delivering faster processes and better decision-making.
Benefits
- Unified financial intelligence
- Fast, accurate automation
- Reduced manual data handling
- Strong compliance alignment
Financial-grade security and reliability
Ready to Connect Your Financial Systems?
Explore our connector ecosystem or talk to our team about your integration needs.