MX and other data aggregators are analyzed in a podcast by fintech online publication Tearsheet.
Kony and MX Team Up to Empower Banks and Credit Unions to Help Consumers Gain Greater Insight into their Financial Health
Announces First Joint Customer – CommonWealth One Federal Credit Union
Forbes contributor Ron Shevlin, in his recent column "The Artificial Intelligence Gap Between Megabanks, Community Banks And Credit Unions," had this to say about MX:
“I wouldn't be surprised to see a firm like MX stepping into the void to help smaller banks and credit unions."
Watch the inspiring story of former-refugees-turned-interns Omar and Abdullah, and our MX engineering team who discovered their amazing potential. Story by @KSL5TV and @KSLsampenrod hashtagengineershashtaginternshashtagrefugees
Data is Powerful, But Not Banking’s ‘Silver Bullet’ -- article in The Financial Brand by Don MacDonald
Despite all of the hype, customer data and advanced analytics are not capable of solving all customer experience challenges. There are hurdles for financial institutions, including quality of data and constraints of systems, budgets and skill-sets. But overcoming those hurdles is not an option anymore.
Credit Union Journal reporter Melissa Angell wrote about our news yesterday that "MX data empowers Lake Michigan Credit Union members to improve their financial lives."
MX is now providing members of Lake Michigan Credit Union (LMCU) the ability to take control of their finances and track their progress towards financial well-being. See the full press release here and below.
The MX Engineering team was featured in a detailed video presentation shown at the Gartner Catalyst 2018 conference -- explaining the uniqueness of MX's flat organizational structure in engineering.
TechTarget Associate Site Editor Brian Holak wrote about that feature presentation in "A look inside MX's flat organizational structure," 31 Aug 2018, SearchCIO.
Jane Barratt, Chief Advocacy Officer at MX, visited the CUbroadcast Studio Lounge at Money 20/20 2018 in Las Vegas to share her thoughts on the data-innovation ROI story for today's credit unions.
Nummo has selected MX to aggregate all user account data as well as pull in transactions to allow its thousands of customers to invest their money in the way that is best for their financial future. See the full press release here and below.
The Women Tech Council is holding its first 3x3 Connections event — a new series focused specifically on expanding networks for women and men.
Data-driven disruption in banking: Will you be a leader? Or will you be left behind?
Lehi company on a mission to “empower the world to be financially strong” recognized with three awards
Halloween at MX is no laughing matter -- almost everyone dressed up today and had a blast. A sampling: a giant squid; Lara Croft (Tomb Raider); Tony Stark holding Peter Parker in a jar (Infinity War): a CTO Brandon Dewitt look-a-like; and MX Marketing's UFO Crash Site (below). MXers took our Halloween fun seriously!
Ent Credit Union’s Money Insight, powered by MX, is now being offered free within Ent’s online banking and mobile app – to the 300,000 members of Colorado’s leading credit union.
See the full press release here.
Leading Upstate New York banker gains invaluable insight into customers with MX, to better serve them with the right message and product at the right time
Our new MX Director of Information Security Dan Jones was interviewed by Bankrate for an article on why people continue to use fintech apps -- even while they say they're concerned about privacy.
Chief Technology Officer Brandon Dewitt and the MX Engineering team were highlighted in a video shown at the recent Gartner Catalyst conference -- a result of Gartner VP of Research Danny Brian coming to MX in May to document the uniqueness of MX Engineering. TechTarget's online publication SearchCIO.com reported on the conference, and the spotlight of MX:
"Other companies take even more clever approaches to showing top talent how special they are. When Money Desktop, a maker of next-gen personal finance tools, wanted difficult-to-find software engineers it put up billboards that could only be solved by the best and brightest software minds – that sent a definite message that the company was not just looking for anyone, but only for those that are a cut above and it appreciate their unique talent."
Excerpt: "In a survey of hundreds of financial institutions, MX, a data focused fintech serving some 1800 credit unions and banks, asked them if they believed they were making efficient use of their data. 92% said no, according to MX CMO Don MacDonald. He added that many credit unions, when asked why they found themselves in that predicament, responded that they did not know how to get started."
"We're all in on data analytics and that's the core of what we're trying to do. We continue to push every single day to get even further with the right relationships with third-party companies, like MX and FIS. With that kind of effort, we can create a similar understanding with our customers’ needs just as well as the larger banks." --Corey LeBlanc, chief technology officer and vice president at Origin Bank in Ruston, La., as quoted in American Banker, "Small banks need big data to maintain customer service edge," Aug. 21, 2018
With the help of MX, BBVA Compass has improved its mobile app by providing insight on spending habits to its consumers.
BBVA has connected to MX through its APIs to separate a user’s transaction data into distinct categories.
One of our MX senior engineers, Ryan Moore, will be a featured speaker at React Rally, Aug. 16-17 in Salt Lake City, a two day single track conference for developers of all backgrounds using Facebook's React.js, React Native, and related tools.
Ryan will be speaking about a core application programming interface (API) of the React Library -- Component Lifecycle Methods. In addition to discussing best practices, Ryan will be debuting an original experimental music composition that serves as a live “musicalization” of a real-time React component’s life cycle!
More more information about React, visit www.reactrally.com.
As part of our ongoing effort to cater to the well being of our MX families, while continuing to cultivate the growth of STEM in our community, MX is excited to announce it is hosting the four-day (Aug. 7 to 10) CodeChangers STEM Summer camp, starting today!
For kids ages 8 to 18, the Utah-based CodeChangers organization provides a "unique technology education experience with an on-line, self-paced program that is easy to use and carefully mixed with hands-on activities designed to help inspire creativity and connection to real-world projects. MX is hosting the camp this week on the first floor of our offices at 3401 N. Thanksgiving Way in Lehi.
MX has named Ben Holzman as its new Chief Operating Officer. With nearly 25 years of experience in high-tech management positions, Holzman's previous companies include Bain Capital Ventures, Iron Mountain, ObserveIT and Rapid7. Holzman served as managing director at Bain Capital Ventures, where he co-built the enterprise software practice.
"As alternative apps and fintechs make progress on mobile payments and digital finance, banks will need to turn to third parties and partnerships to stay relevant, writes Paul Wilmore, chief marketing officer of Barclays U.S. consumer business..."
"... With growing interest in products with convenient features like ... MX’s data visualization and budgeting solutions ... partnering up with third-party players has become top of mind for many banks." @PaymentsSource Read the full article. By Paul Wilmore, Chief Marketing Officer, U.S. consumer business, Barclays
MX engineer Rosie Thomas was quoted in an article in Skillcrush: The Hard Refresh: "4 Key Things You Need to Know About Ruby on Rails"
Today MX announced that fintech provider Questis has switched to MX for its financial data aggregation needs. With MX, participants with access to the Questis platform can see all of their finances in one place in a clear, organized, visual manner. Read the full press release here or below.
Our new double-decker MX trade show booth premiered in May at the Financial Brand Forum. It was the talk of the show! In case you don't get to walk through it at future trade shows (e.g. Money20/20 in Las Vegas), here's a short video -- thanks to our booth tour guide (and MX trade show Ms. Do Everything), Kaleigh.
MX is a proud sponsor of the Dave & Cheryl Rose Classic, this Monday, May 21, 2018, at the Alpine Country Club, in support of The Primary Children’s and Families’ Cancer Research Center at Huntsman Cancer Institute.
Don MacDonald, Chief Marketing Officer at MX, is speaking at the industry’s fastest-growing annual conference, The Financial Brand Forum, today in Las Vegas, about the future of banking. Read the press release here.
In a May 1 story in American Banker ("With chatbots, Mercantile aims to be virtual teller, financial coach") by Mary Wisniewski, MX customer Mercantile Bank of Michigan explains how happy they are with their PFM (personal financial management) provider, MX.
Our product team was featured in Utah Valley BusinessQ magazine in 2016 with five things you didn't know about product design. Still very relevant today, here's an edited version of that story:
SURREY, BC—(Marketwired - January 25, 2018) - Coast Capital Savings took another step towards its goal of becoming Canada's premier digital credit union with the launch of a next-generation personal financial management (PFM) solution, developed by financial technology leader MX Technologies, the credit union announced today.
WILMINGTON, Del., Oct. 17, 2017 /PRNewswire/ -- Barclays' consumer business in the United States took another innovative step in growing its direct consumer bank with the launch of its My Personal Bank tool.
Southington, Connecticut — COCC, a provider of core banking as well as online and mobile banking for financial institutions in the northeastern United States, has launched a preferred partnership with MX, a fintech company that enables data for better banking. The partnership includes a reseller agreement, which brings the state of the art data analytics and digital money management of MX to COCC clients.
CEDAR PARK, Texas, April 13, 2017 — IBT, a developer of powerful and scalable applications and data management solutions for financial institutions, today announced a new partnership with MX, one of the world's fastest-growing fintech providers, to bring unified financial data and intuitive money management tools to its platform.
MX will deliver cleansed and categorized transaction data that makes spending behavior easier to interpret, along with redundant, reliable multi-source aggregation that paints a comprehensive financial picture for customers across their accounts. MX's award-winning user interface further assists customers in formulating budgets, analyzing their spending, paying down debts and assessing net worth.
The partnership will also provide IBT clients with access to MX's Insight & Target, an analytics & marketing engine allowing financial institutions to identify their customers' external accounts — mortgages, auto loans, credit cards — and compete for that business through superior offers.
"Given our focus on helping community financial institutions expand their reach and outperform the competition, working with MX made a great deal of sense," said IBT CEO Mark Dittman. "These types of digital tools not only cement customer loyalty but also allow their institutions to grow share of wallet."
IBT has become a go-to provider of banking software for community financial institutions, recently expanding into the Midwest and Southeast. Given its rapid growth and an alignment of values, MX was eager to complement IBT's digital banking solutions.
"Giving community financial institutions the type of digital tools that both enable their customers' financial well-being and allow them to compete against larger institutions, IBT is positioned for success," said MX Founder and CEO Ryan Caldwell. "We look forward to working together."
IBT is a true partner that strengthens relationships and enhances customer retention. IBT's Core processing with i2Suite is the right way to do business for you and your customers, reducing costs, improving efficiencies and enhancing compliance. i2Suite is a powerful and scalable solution that exemplifies the next generation of core processing and data management solutions. For more information, please visit IBTapps.com.
MX is the world leader in unified financial data, enabling financial institutions and fintech providers to collect, refine and present actionable data that empowers the world to become financially strong. Founded in 2010, MX is one of the fastest growing fintech providers, partnering with more than 1,000 financial institutions and 35 digital banking providers. For more information, visit www.mx.com.
Creative Administrator, IBT
MX Public Relations
CHARLOTTE, N.C., April 10, 2017 — Zenmonics, a global technology services and product company serving the banking and financial technology market, today announced a new partnership with MX, one of the world's fastest-growing fintech providers, to bring unified financial data and intuitive money management tools to its digital transformation platform, channelUNITED®. The companies announced the partnership in conjunction with delivery to a shared top-100 financial institution.
MYINSIGHT Allows Users To View All Accounts In One Place, Budget, Set Goals And More
VACAVILLE, Calif., March 9, 2017 — Travis Credit Union, the 14th largest credit union in California with $2.8 billion in assets, has once again demonstrated its strong commitment to its 189,000 members by offering digital money management tools powered by MX. On September 15 Travis CU launched MYINSIGHT, a digital money management tool allowing members to see all of their accounts in one place, visualize budgets, track spending, set goals and prioritize the paydown of debts.
BIRMINGHAM, Ala., Dec. 12, 2016 — EPL, Inc., (EPL) a leading software development company serving credit unions nationwide, today announced a new partnership with MX, one of the world's fastest-growing fintech providers, to bring unified financial data and intuitive money management tools to its online banking platform.
BBVA Compass reports that its "digital efforts got a double vote of confidence from independent research firm Javelin Strategy & Research, which gave the bank's online platform top nods alongside five other banks for Financial Management and Money Movement capabilities in its inaugural Online Banking Scorecard."
SILICON SLOPES, Utah, Nov. 10, 2016 — Tyfone, the leading provider of secure digital banking solutions, announced today that it has partnered with MX to bring unified financial data and intuitive money management tools to Tyfone's award-winning suite of secure digital banking solutions, which include mobile and online banking, bill pay, P2P payments and other key digital banking functions. MX will supply industry leading cleansing, categorization and classification capabilities, easily distinguishing transactions by merchant, spending category and type (bill pay, ACH, POS, direct deposit). Financial institutions using Tyfone's secure digital banking solutions, which include some of the largest credit unions in the country, will also benefit from MX's award-winning user interface and redundant, reliable, multi-source aggregation enabling users to obtain a full view of their accounts and better manage their finances.
PIEtech℠, Inc., the creator of the industry’s leading financial planning software, MoneyGuidePro®, today unveiled a new integration with MX to deepen the availability of aggregation for MoneyGuidePro® subscribers and add personal financial management (PFM) functionality via the client portal.
Armed with a holistic view of an investor's finances, advisors will be better equipped to provide advice to clients while enhancing their compliance procedures ahead of upcoming DOL regulation
SILICON SLOPES, Utah, Sept. 27, 2016 — Visions Federal Credit Union, headquartered in Endwell, NY, announced today that it has signed with MX to provide industry leading money management tools for users of its new mobile application, My MoneyGuide, available for free download to its 180,000 members in the iTunes and Google Play app stores.
MX Achieves Innovation Milestone, Becomes First Company To Win Finovate Best of Show Six Times
SILICON SLOPES, Utah, September 12, 2016 — MX became the first six-time Best of Show winner at Finovate, a demo-based conference aimed at helping financial services brands identify the most innovative financial technology companies. Finovate held its 10th anniversary show Sept 8-9 in New York City, drawing over 1600 attendees. On the basis of demo quality and the potential impact of its innovation, audience members selected MX as one of six winners, joining AutoGravity, Backbase, Clinc, Swych and Trusona.
NCR Partners with MX to Launch Data-Driven Money Management Solution for Financial Institutions
NCR Money Management integrates consumers’ full financial picture throughout digital banking experiences for easy access
AUSTIN, Texas (August 1, 2016) — Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of secure, cloud-based virtual banking solutions for regional and community financial institutions, in partnership with MX, a pioneer in data-driven money management, today announced the release of its newest digital banking product, Q2 Contextual Personal Financial Management (PFM), an embedded banking experience that provides comprehensive and actionable financial insights to consumers.
United Way of Utah County visited MX HQ to present our Founder & CEO, Ryan Caldwell, with a gift for supporting local efforts to increase children literacy rates in our community.
Having eclipsed 2.5 million users, MX appears for the first time as a featured vendor in Forrester's Vendor Landscape: Pick The Right Digital Money Management Technologies. The March 17 report advises FIs to deeply integrate money management capabilities into digital banking and look for a partner who understands their business objectives rather than just a technical fit.
Partnership brings MX’s data-driven money management platform together with The Homeownership Preservation Foundation to empower individual financial strength
Pick a job you love, and you’ll never work a day in your life. What might sound like a quote from a commencement speech or something from an inspirational calendar actually rings true for School of Information Technology alum Brandon Dewitt ’05.
From Crisis to Clarity: How FinTech firms are shaking up the finance world by putting customers first
[Repost from Marvel]
It’s no surprise that in the wake of the banking crisis a new breed of financial startups, known as ‘FinTech’, have emerged and now threaten to topple the traditional systems and the institutions that uphold them. Technology sits at the heart of FinTech firms, but so does a dedication to, and respect for, consumers. Unlike big banks, these startups are making waves by putting people first and building new products and platforms around their needs.
Last week a small MX team headed down to local university, Brigham Young University, for a coding event for students. Our MX team was able to interact with a small group of students from the Computer Science program. Our MX Engineering team spent a few hours with students talking through process for an event that will surely leave a lasting impression. With pizza for fuel, the students went to work writing a program to drive the Roomba. With many worthy attempts by the students, we had five winners take home prizes!
Meet Luke Schunk, our new front-end apprentice. Luke was born and raised in SLC and studied neuroscience at the USC in Los Angeles. After graduation he worked for an ad agency in Downtown LA doing graphic design. He recently moved back to Utah after deciding to pursue development which is what led him to MX. We are excited to have him on the MX team!
This past Wednesday, Feb. 3rd, the Women Tech Council hosted their first Talent Innovation Summit: Top Companies for Women in Tech. This half-day event brought thought leaders together to solve the challenge of “How do we hire more women in tech?" The benefits are obvious - integrating women at all levels of a tech organization equals better solutions, products, and bottom line results.
SILICON SLOPES, Utah, Jan. 26, 2016 -- MX, the fintech company that enables banks and credit unions to win their competitor's most profitable account holders, has appointed Don MacDonald as its first Chief Marketing Officer. MacDonald will lead MX’s overall marketing and branding efforts and will be instrumental in developing their digital money management, data and analytics and customer acquisition product marketing strategies.
We were honored to win the 2015 BAI Innovation Showcase with our presentation demoing Helios and WideNet this past October, besting 20 other participating organizations!
Last week, MX was recognized by the Salt Lake Tribune as one of the Top Workplaces along the Wasatch Front for small business.
LINCOLN, Neb. (November 13, 2015) – Automated Systems, Inc. (ASI), a leading provider of reliable and innovative native banking products, today announced a new partnership with MX to continue creating increasingly advanced financial technology. Working in tandem with MX, a fintech company that makes it possible for banks and credit unions to win their competitor’s most profitable account holders, ASI has seamlessly integrated MX’s Insight and Target products into their online banking platform. The MX tools allow for prompt analysis of complex banking data and the deployment of adaptive campaigns.
Proven SaaS sales leader brings powerful experience to fast-growing tech company
SILICON SLOPES, Utah, Nov. 11, 2015 — MX, a fintech company that makes it possible for banks and credit unions to win their competitor’s most profitable account holders, announced its newest member of the executive team, Eric Fearday. Fearday will serve as the executive vice president of worldwide sales and partnerships focused on accelerating business growth with tactical operational precision.
The first two weeks of my apprenticeship at MX were like getting in a car that I'd never been in before. The last two months have been like someone pushed the 'little red button.' Ever seen Men in Black?
Silicon Slopes interviewed our Founder & CEO, Ryan Caldwell for their podcast. Listen for Ryan's thoughts on how fintech startups are accelerating innovation in the financial industry and how MX enables banks and credit unions to achieve record breaking growth by winning their competitor's most profitable account holders.
I can't remember the last time I wanted something this badly. A company that I had my eye on for a long time, MX, was offering a brand-new program geared towards newer engineers: an apprenticeship. I currently working as a developer for another company, but I knew that working with MX would help me take my skills to another level. I had to apply.
MX launched its core Digital Money Management (DMM)solution, MoneyDesktop, in October 2010 and, in just five years, has become one of the fastest growing fintech companies and the DMM provider of choice to more than 550 banks and credit unions. MX is committed to building online and mobile financial software that entices consumers to increase their financial intelligence through a user experience that makes money management feel natural, simple and gratifying. As the industry is disrupted at a rapid pace, MX is committed to keeping financial institutions relevant and on the forefront of innovation.
For the past year, Andrew Lewin worked on MX’s technical support team. But Lewin wanted more career opportunities, so he taught himself how to code via online training courses. To make the switch and gain on-the-job training, he gave up his full-time support job and joined MX’s first developer apprenticeship program.
With dates planned it was time to get some applications for the apprenticeship. How should someone apply to the apprenticeship? How would we know which candidates best fit our criteria of being self-motivated to learn new things and tackle hard problems? Who would bother applying in the first place?
Fintech Industry Legend Pete Kight Joins MX Team as Key Advisor and Board Member While Also Investing $4M
SILICON SLOPES, Utah, Sept. 21, 2015 /PRNewswire/ -- MX, a fintech company that makes it possible for banks and credit unions to win their competitor's most profitable account holders, announced that Pete Kight, founder and sole CEO of the electronic bill pay pioneer CheckFree, has joined the MX team as a close advisor to MX's founder and CEO, Ryan Caldwell. As a further indication of his commitment to MX and its mission, Kight also joins the board of directors and has made a significant personal investment in the business.
VSoft Partners with MX to Integrate Digital Money Management, Data Analytics, Marketing Platform into Latest IRIS™ Omni-channel Platform
September 16, 2015 09:05 AM Eastern Daylight Time
I can still remember the day when an executive at Mountain America CU approached me about a big idea. He was well aware of the fact eight out 10 people identify money as a significant source of stress in their lives and that regardless of income 70% of Americans live paycheck to paycheck. He wanted to do something about it.
Lehi is adding over 350,000-square-feet of new office space, the equivalent of six White Houses. With more and more companies announcing headquarters and offices in Lehi, the area is quickly becoming a hotspot for technology.
Investment increases MX’s total funding to $50 million to further enable its online banking, mobile banking and financial institution partners.
Developed by MX in conjunction with our industry-leading digital banking partners, the Helios cross-platform framework enables financial institutions to release a banking app on any device — including Apple Watch.
But if banks really want to dial in on millennials, they should use data to find the best prospects.
“If you can get someone’s home address and where they went to school, those are pretty good indicators of where they are going,” Schaus said.
Ryan Caldwell is on a corporate culture kick, to be sure. But can you blame him? He’s CEO of MX, a fintech company that tripled in revenue last year and has outpaced well-established companies like Mint.com, Yodlee and Geezeo.
Silicon Slopes, UT (February 18, 2015)—FPS GOLD is excited to announce its new partnership with MX to provide a fully-integrated digital money management (DMM) option for FPS GOLD online and mobile banking users. Using the MX Data API, FPS GOLD will integrate the award-winning DMM functionality directly into their eBanking system. Access to DMM will allow FPS GOLD users to aggregate all their financial accounts, view every transaction across all their accounts, view spending trends and set financial goals – all in one place, on any device.
MX's founder and CEO, Ryan Caldwell was recognized by StartSLC as the Utah Founder of the Year. Caldwell was one of sixteen individuals and companies recognized on Saturday evening at the Utah Startup Awards event.
Provo, Utah is best known as the home of Brigham Young University. But according to recent reports, it’s also widely known as a great place to invest in new businesses. Provo ranked above bigger cities like Philadelphia in terms of venture capital invested, with local businesses raising more than $460 million in 2014. Provo is also one of three cities with Google Fiber.
More and more Utah companies are investing in the process of quickly and efficiently analyzing enormous amounts of data, with many of them — MX, Domo, Insidesales — taking full advantage of the benefits.
In the past, Personal Financial Management (PFM) has been delivered as an ‘add on’ service, providing consumers with budgeting tools to organize and manage their money. While many solutions did a good job of categorization of expenses and some even provided great visual representations of activity, the solutions fell short of expectations from a customer experience perspective.
At Fall Finovate 2014, MX/MoneyDesktop’s founder and CEO Ryan Caldwell presented Helios, the new cross-platform digital banking framework that is deployable on any device from any plan. At The New York Hilton Midtown, a record-setting crowd of 1500 attendees joined the conference to watch as 70 companies unveiled their latest and greatest financial technology. It might seem easy to create disruption in banking, an industry that has been around for decades but only recently started using technology. But technologists need to go further to create game-changing services and products. Caldwell’s framework is decisively disruptive in that it enables financial institutions, credit unions and other partners to code only once –and still deploy to every single platform. It is not HTML5 but is a fully immersive native code that cuts 90% of development costs out of creating a real rich mobile tablet, phablet, desktop, laptop experiences.
The survey results are not to be lightly dismissed. "We need to do a better job of educating our children about the pros and cons of compound interest and how time is money," says Michael Keeler a certified financial planner with GFS & Associates. The sooner they start saving, even small amounts, the better.
Most presenters were pretty straightforward—two or three people running through scripts, demonstrating software by filling in blocks on web pages, all put up on screens for attendees to see. Many of these were effective simply because of the perceived quality and usefulness of each given product, as evidenced by the seven Best in Show winners.
Last week we attended Finovate Fall in New York City, an event dedicated to showcasing the most innovative FinTech firms. Of the 70 presenters, there was a clear trend towards biometrics and loyalty programme products and services. Personally I was not surprised to see a substantial amount of offerings falling into these categories, given the current state of the financial services market.
Provo-based digital banking software firm MoneyDesktop is no longer Provo-based, nor called MoneyDesktop. The company has changed its name to MX. The change of location is coming in 2015, when MX moves to a new location in Lehi (currently under construction).
Loud applause went to MX (aka MoneyDesktop) which won a Best of Show from Finovate for its new personal financial management tools that aim to deliver a cross-platform experience with an app that looks similar as users move from device to device. MX also, in a big innovation, gives a credit union the ability to let non-members download and use its branded version of the MX app, thus providing a new member recruitment hook.
Ryan Caldwell, CEO & Founder of MX, recently appeared on Breaking Banks, the leading fintech radio show exploring how banking is rapidly being disrupted and how context and digital are becoming the new drivers of banking experiences.
And finally MoneyDesktop rebranded as MX and broadened its product suite to offer PFM to even prospective customers of banks. The product, called WideNet, part of the new Helios suite, will be marketed locally — the example used by Craig Jaynes, director of marketing, was in movie theaters in ads before the main show — and ask users to download an app showing the benefits the bank or credit union can offer. MoneyDesktop’s UX is eye-popping and the best in the business, but it’s challenging to get users to download apps and actually use them.
Malauzai Software and MX offer new solutions that achieve a seamless experience across online, mobile, and tablet.
Two new products and company rebrand announced by perennial Finovate favorite
New York City, Sept 23, 2014 — MX (formerly MoneyDesktop), a financial technology provider that enables omnichannel banking for banks and credit unions, announced a company rebrand and two new products: a digital banking application named Helios and a customer acquisition tool named WideNet.
For credit unions, the day’s most compelling offering was MX, a company better known as MoneyDesktop. At Finovate declared its new name, as well as debuting a new offering it claimed would mobilize personal financial management tools across multiple platforms (such as Apple’s iOS, Google’s Android and Amazon’s Fire) in a way that will give a user a coherent, seamless display as he or she navigates from platform to platform.
Then, MX announced it is becoming MX, and launching two new products,Helios and WideNet:
Fintech leader MoneyDesktop has announced a strategic partnership with iQuantifi, the first virtual financial advisor to provide comprehensive planning advice. The partnership is designed to make it even easier for iQuantifi users to get a comprehensive and personalized financial plan.
Established tech hub Thanksgiving Park gains fast-growing tech startup from proving grounds of Provo
Expert engineer and experienced entrepreneur named first-ever CTO at MoneyDesktop
PROVO, Utah, July 23, 2014 —MoneyDesktop, leading provider of digital banking-based personal financial management (PFM) products to banks and credit unions, announced vice president of engineering, Brandon Dewitt, as chief technology officer, effective immediately.
Top-Tier Sales Executive Prepares to Propel Fast-Growing Tech Company and Supercharge Sales Efforts