Transforming Data into Growth
Explore MX’s latest innovations that help you harness data to drive deposit growth, customer acquisition, and more.
Growth isn’t your biggest challenge — it’s how you use your data to power growth.
Financial institutions have more data than ever, but making it actionable and turning it into real results isn’t easy. MX helps financial institutions transform data into intelligence, engagement, and action that drives growth and outcomes for you and your customers.
Direct Deposit
Grow Deposits by 40X
Our new Direct Deposit solution helps financial institutions identify consumers that don’t have a direct deposit set up — or have one with another institution. And, it enables them to deliver tailored messaging and personalized offers that encourage setups or switches. Plus, setting up or switching a direct deposit is easy for consumers with our seamless, guided experience.
In less than 2 weeks, Global Credit Union saw more than 300 deposit switches, leading to a 40x increase in deposit growth.
Data Enhancement
Our latest updates to Data Enhancement deliver:
- Improved merchant coverage now recognizes 738,000+ businesses — and counting — for better transaction identification, fewer mystery charges, and more accurate insights
- Expanded geolocation capabilities, including state-specific categorization for smarter segmentation and deeper visibility into spending behaviors
- New Repeating Transactions API to automatically detect recurring transactions like bills, subscriptions, and direct deposits
Financial Wellness
General availability of the re-imagined Manage Money Dashboard is here, offering:
- New look and feel to simplify how consumers engage with financial management tools
- Fully-configurable financial management experiences
- A redesigned Cash Flow view that calculates a consumer’s estimated cash balance based on current account balances, expected income, and planned expenses
- Embedded Insights for more guidance, offers, and recommended next-best actions to take
- Dashboard cards that can be incorporated throughout the digital banking experience to improve awareness and engagement
Data Access
Tap into new dashboards and analytics to better track where your customers share data in real time, including:
- Live dashboard to instantly track, visualize, and optimize events with a live event log, smart filters, insights, and webhook alerts
- Customer trends with reports showing current connections and changes over time, plus easy export options for deeper analysis
Innovating Across the Full MX Platform
Messaging Campaign Builder
Launch more impactful campaigns faster and easier with a selection of pre-designed images to choose from, a new secondary call to action button, and support for all three Insights widget sizes.
Connectivity Speed and Reliability Enhancements
Improve the speed and reliability of your connections with streamlined processes for unified product ordering and data fulfillment, more actionable error handling to diagnose and resolve connectivity issues quickly, and additional OAuth connections.
Direct Hubspot and Salesforce Integrations
Automatically export audience segments to HubSpot and Salesforce from MX’s Customer Analytics, ensuring marketing efforts stay timely and relevant. By simplifying marketing workflows, Customer Analytics enables more targeted campaigns and enhances engagement with enriched data.
Greater Control and Insight with Connectivity
Track a consumer’s complete journey through the Connect Widget, filter institutions by country code in the Connect Widget and Platform API, and save time with OAuth connections — now automatically refreshed for member connections.
Mobile Device Management and Security
Enhance your mobile app’s security with new enhancements to the MX mobile platform including device management for consumers to register and manage device access, embedded FDIC logos to ensure compliance with FDIC Ruling 328, and enhanced app security that reduces load times for functionality.
Discovered Accounts Insight
Empower consumers by identifying discovered accounts via a consumer’s institution-managed transactions and encouraging them to aggregate them to gain greater visibility into their finances.
Ready to Get Started?
Request a demo to learn more about how these innovations can help your organization.
