“”
Brandon Dewitt

Brandon Dewitt

MX Co-Founder & CTO

Matthew McConaughey

Catching the Greenlights in Life and Your Career

Matthew Mcconaughey
American Actor

Brandon Dewitt

Vision for 2021 and Beyond

Brandon Dewitt
MX Co-Founder & CTO

Take the 2021 Vision Diagnostic

Do you have the foundations in place to help your customers not only survive but thrive in 2021 and beyond?

Take this free diagnostic for a customized assessment of your organization’s readiness, measured against five areas of success: Consumer Experience, Data Utilization Strategy, Customer-Centric Marketing, Operational Effectiveness, and Culture and Alignment.

As part of this diagnostic, we’ll provide you with a report that breaks down your organization’s strengths and areas for improvement. The report will provide a good baseline of your current state as well as a few recommendations to accelerate your growth and get you on the right track to reach your 2021 goals.

Which best describes you?

Financial Institution
Fintech
Payments
Lending
Financial Wellness or Financial Management
Neobank
Other

Consumer Experiences

Data Utilization Strategy

Customer-Centric Marketing

Operational Effectiveness

Culture and Alignment

Please rate your financial institution on a scale of 1-5 (5 being the highest) on each of the statements below.

1 2 3 4 5

We actively use customer feedback to drive continuous improvement

We use a holistic view of our customers’ information to promote offers and products that strengthen their financial status

Our mobile app experience is simple, intuitive, and highly engaging among customers

Our on-boarding process is quick, simple, and intuitive

We provide customers with the visibility and tools to better manage and engage with their finances

We deliver a unified omnichannel experience to our customers that is seamless across our mobile and other digital channels

1 2 3 4 5

We have a clear classification system of our customers’ transaction data i.e. bill pay, direct deposit, fees, and more

We use analytics to understand customer behavior trends

Our customers’ account transaction descriptions are easy to understand and analyze

We make it easy for customers to understand and interact with their financial information

We break down and categorize customers’ financial information into transaction feeds, so they can manage their money more easily

We make our data easily accessible and actionable across departments

1 2 3 4 5

Our organization has the capability to distribute customer messages effectively through various channels

We use data to target customers based on their financial needs and engagement on our platform

The quality of our data makes it easier to provide personal messaging to customers

We can easily access customers financial data

Our organization provides a variety of relevant, timely, and useful messages to customers — beyond just product sales

We have developed precise personas for current customers (generated from sufficient data)

1 2 3 4 5

We have defined systems of records and relationships representative of business processes

Our core operating systems and programs support and encourage iterative and innovative thinking

The customer information throughout our institution is connected, making information easy to maintain and access within the organization

Customer support teams, regardless of front office or back office, are empowered to improve their daily processes for efficiency and customer experience

Our back office operational processes are designed with the customer experience in mind

Interaction between the front office and back office is frictionless and optimizes the customer experience and interactions

1 2 3 4 5

We have implemented programs that develop our current employees’ competency around understanding and acting on customer data

Teams collaborate across business silos to enhance customer and employee experiences

Our organization is aligned when it comes to customer-centric initiatives and goals

Our organization has defined metrics and key performance indicators (KPIs) to measure success across the organization

1 2 3 4 5

We actively use customer feedback to drive continuous improvement

We use a holistic view of our customers’ information to promote offers and products that strengthen their financial status

We have a mobile-first strategy that seamlessly aligns with our online and branch experience

We give customers self-guided financial tools that send proactive alerts and notifications, ensuring they’re always on top of their financial lives

We provide customers with the tools to track spending, set budgets, and connect all their financial accounts in one place

Our mobile app experience is simple, intuitive, and highly engaging among customers

Our onboarding process is quick, simple, and intuitive

1 2 3 4 5

We have a clear classification system of our customers’ transaction types, including bill pay, direct deposit, and fees

We use analytics to understand customer behavior trends

Our customers’ account transaction descriptions are easy for them to understand and read

We make it easy for customers to understand and interact with their financial information

We break down and categorize customers’ financial information into transaction feeds, so they can manage their money more easily

We make our data easily accessible and actionable across departments

1 2 3 4 5

Our institution has the capability to distribute customer messages effectively through various channels

We use data to target customers based on where they are in their financial journey

The quality of our data makes it easier to provide personal messaging to customers

We have easy access to our data

Our institution provides a variety of relevant, timely, and useful messages to customers — beyond just product sales

We have developed precise personas for current customers (generated from sufficient data)

1 2 3 4 5

We have defined systems of records and relationships representative of business processes

Our core operating systems and programs support and encourage iterative and innovative thinking

The customer information throughout our institution is connected, making information easy to maintain and access within the organization

Customer support teams, regardless of front office or back office, are empowered to improve their daily processes for efficiency and customer experience

Our back office operational processes are designed with the customer experience in mind

Interaction between the front office and back office is frictionless and optimizes the customer experience and interactions

1 2 3 4 5

We have implemented programs that develop our current employees’ competency around understanding and acting on customer data

Teams collaborate across business silos to enhance customer and employee experiences

Our organization is aligned when it comes to customer-centric initiatives and goals

Our organization has defined metrics and key performance indicators (KPIs) to measure success across the organization

Congratulations on completing the diagnostic!

Let us know your email and we’ll show you your report

Please provide a score for each question

Bring your vision to life

Learn more about how MX products and solutions can help your organization make your 2021 goals and strategy a reality.

Thank you.
An MX representative will contact you shortly.