Welcome to Edge Connect 2.0!

We’re excited to roll out Edge Connect 2.0, a significant enhancement to our current bank connection experience. This release is designed to improve connection success rates, reduce friction for new and returning users, and offer greater flexibility for integration and customization.

Edge Connect 2.0 brings expanded vendor coverage—introducing new partners like MX—and gives us the ability to route connections through the most reliable provider based on performance. It also introduces a smoother path for returning users, allowing them to reconnect through pre-verified sessions, cutting down on unnecessary steps and friction in the flow.

In addition to improved user flows, Edge Connect 2.0 enhances the detail available in callback activity, giving teams more insight into connection outcomes and behavior. These upgrades set the stage for faster onboarding, smarter vendor routing, and a more transparent integration experience.

Now Vs. Then:

Behaviors	Connect 1.0 (Legacy)	Connect 2.0	Additional Features
Return user flow	Not available	Available*	Will be available soon
Front-end recording	Not available	Available	Front-end recording available for more streamlined troubleshooting if you reach out to the Edge product support team
Enhanced callback reporting	Not available	Available
Routing to banks via a specific aggregator	Not available	Available	Routing will be through a preferred vendor vs. a generic waterfall
Widget size and feel	Not available	Available	Customers will have the flexibility of adjusting the sizing of the iFrame

Customizations:

Features	Connect 1.0 (Legacy)	Connect 2.0	Additional Features
Co-branding / logo	Not available	Available	Adding logo to widget; button colors etc.
Blocking Financial Institutions	Partially available	Available
Blocking routing number	Not available	Available	Blocking a specific routing number for a bank
Blocking users from selecting another bank	Partially available	Available	New capabilities include permanently removing the "This is not my bank" URL
Terms and conditions	Partially available	Available
Support information	Available	Available
Featured institutions list	Not available	Available	Customers will be able to display the local and more widely used banks per portfolio
Embedded e-mail template	Available	Available	Portal users can send IBV magic links to end users directly