MX Product Updates

Providing you with the latest updates on how MX is helping you enhance the Money Experience

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Recent Updates

MoneyMap Release Notes — Connections — October 19, 2021

10/19/2021

Enhancements Connections widget redesign We're adding design and flow improvements to our Connections widget (which is like Connect, but also includes features for managing existing members and accounts, rather than just creating them). There will be a refreshed design, tighter integration with the Connect widget,

Data Aggregation

Personal Finance Management

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Connect Release Notes — October, 19 2021

10/19/2021

Enhancements Improved look and feel throughout Connect Over the next several months, we'll be rolling out multiple improvements to the look and feel of things throughout Connect. While it's been a lot of work on our end, these changes aren't major — rather, they're subtle

Data Aggregation

Financial Data API

Account & Identity Verification

Personal Finance Management

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Marketing Hub release notes — August 10, 2021

08/10/2021

Marketing Hub now offers 10 pre-built audience templates to help clients quickly target groups of customers: Customers with high interest external credit cards Customers with external credit cards but no internal credit cards Customers with external credit cards with high balances Customers with external checking

Targeted Marketing

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MoneyMap release notes — July 7, 2021

07/07/2021

The MoneyMap goals widget has been redesigned to better comply with accessibility standards: Instead of a timeline, savings and debt goals are now in a list format. The new design is compatible with screen readers in all supported browsers. The modernized look will also improve

Personal Finance Management

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Connect Release Notes — July 6, 2021

07/06/2021

ENHANCEMENTS Creating duplicate members is prohibited by the MX platform. Until now, Connect has displayed an error message when users try to create a duplicate member (meaning any member that belongs to the same user, same institution, with the same username). That's definitely useful, but

Data Aggregation

Personal Finance Management

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Analytics Suite release notes - June 14, 2021

06/14/2021

Several changes have been made to dashboards within Analytics Suite: In all dashboards, you will now be able to customize the time period on each chart to filter what information you see. Some charts in the Observe tab of the MX platform have been recreated

Analytics

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MoneyMap release notes — April 16, 2021

04/16/2021

Starting Aug. 17, MX will no longer provide support for Internet Explorer 11. The browser was released in 2013, and it no longer makes sense to fix bugs specific to it. Starting in early June, MoneyMap users on Internet Explorer 11 will see a message

Personal Finance Management

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Connect release notes — April 14, 2021

04/14/2021

Enhancements MX has put in place a disclosure notice that allows users to easily see what data is shared and with whom, giving them the information needed to manage, approve, or revoke access if necessary.  The new disclosure notice offers consumers transparency within the account

Data Aggregation

Personal Finance Management

Financial Data API

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MoneyMap release notes — March 22, 2021

03/22/2021

Re-opening accounts For a long time, our Connections widget has offered the ability for end users to mark an account as closed. This means that when an end user knows that one of their accounts is closed — like a paid-off loan or an old

Personal Finance Management

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MoneyMap release notes — March 15, 2021

03/15/2021

In the spending section of MoneyMap, the default view is changing from showing the last 30 days of a user's spending to showing the current month. The average user thinks about spending on a monthly basis, due to timing of paychecks and bills, so this

Personal Finance Management

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MoneyMap release notes - Feb. 3, 2021

02/03/2021

In MoneyMap, users will be able to see certain transactions in the “Other” tab. Previously, transactions categorized as transfers were not visible in the spending widget because they were not spending or income. Because some clients have access to only the spending widget, their users

Personal Finance Management

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Connect release notes — December 2, 2020

12/02/2020

Connect enhancements The views of several steps users see in Connect have new designs, which will be added throughout December. The user’s experience will be similar, while behind-the-scenes code has been simplified and organized to help with future development. These enhancements apply only to the

Data Aggregation

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Connect release notes — Oct. 14, 2020

10/14/2020

Connect enhancements Users will see a new consent form when they sign into Connect, starting in 90 days. The consent form will explain how the financial institution works with MX to manage their data and will include details such as how the app works and

Data Aggregation

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Connect release notes — September 11, 2020

09/11/2020

The Connect sign-in screen now has a back arrow in the top left, so users can return to a previous screen. This will improve consistency and accessibility for users. We’ve enhanced our ability to do A/B testing of product features at MX and are actively

Data Aggregation

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MoneyMap product update — September 8, 2020

09/08/2020

MX is now performing A/B testing in MoneyMap so, without any effort on their part, clients can boost engagement. An adaptive user interface will offer A/B testing of design and text, with the winner of each test determined by statistical significance to eliminate the possibility

Personal Finance Management

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Pulse release notes — August 27, 2020

08/27/2020

Pulse enhancements We have made improvements to the Pulse feed so, instead of some beats expiring, they will remain in the feed and continue to flow with the rest of the beats. These are the beats that will no longer expire: User Feedback Deposit Aggregate

Personal Finance Management

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Connect release notes — July 22, 2020

07/22/2020

Enhancements When searching for financial institutions to add to their accounts, users will see some changes in Connect, powered by behind-the-scenes refinement: The dividers between each listed account have been removed. Highlighting has changed when hovering/selecting an institution. These are a few of the technical

Financial Data API

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