Financial Wellness Done Right

Empower Consumers. Grow Engagement and Deposits.

Request Demo
hero background gradienthero handhero phone
hero phone

MX’s Financial Wellness solution provides key tools to help consumers better understand their finances and make smarter financial decisions — and opens the door to deeper engagement and deposit growth.

By combining personalized financial management with relevant insights and recommended actions, MX can help you implement an engaging, growth-focused digital banking experience.

How MX’s Financial Wellness Solution Compares

Legacy tools cover most of the bases with basic web and mobile tools like budgeting, goals, and cash flow monitoring. But, customer engagement requires going beyond the basics. If you want to ensure your tools not only encourage smart financial decisions but lead to an increase in deposits and primacy for your institution, MX’s Financial Wellness solution gives you and your consumers the complete financial wellness package.

Request Demo
mx comparison

Smarter Money Management Tools with MX

Personal Financial Management

MX delivers a single dashboard where consumers can go beyond managing basic budgets and goals — enabling them to monitor their net worth, track spending trends, and stay engaged and attentive to their ever-changing finances. Everyone manages finances differently, but that shouldn’t limit the tools your institution makes available. This all-in-one financial management experience ensures each consumer has what they need to manage their finances — all at their fingertips.

Learn More
product image

Insights

Customers need relevant, personalized insights and experiences that push them to take action and keep them coming back for more. Remove barriers and encourage action by surfacing important alerts to consumers that are personalized and actionable based on their cleansed and enriched transaction data. With more than 80 dynamic insights covering everything from over spending to under saving — and everything in between, you can become a trusted partner to consumers and help them take their next action.

Learn More
product image

Direct Deposit Switch and Set Up

Outdated tactics and clunky processes make it too hard for customers to switch their direct deposit, leaving money on the table and creating high abandonment rates. Instead of waiting for consumers to manually adjust their direct deposit on their own time, MX uncovers external accounts and deposit relationships so you can target the right customers with personalized offers that drive real results. Plus, streamline the switching process with an embedded experience that makes switching deposits simple and friction-free.

Learn More
product image
bg blockcta bg

Ready to Get Started?

Learn more about how MX can improve your customer's journey, uncover growth opportunities, and help you innovate faster.

Request Demo