MX is building a branded financial AI assistant, able to answer consumer's questions, use real permissioned data, leverage MX's financial intelligence platform, and drive measurable growth.
25 years ago, when you wanted to check your balance, you went into a branch.
Then you logged into your desktop computer.
Then that engagement shifted to mobile.
No one announced those shifts, they just happened, and looking back, every one of them feels obvious.
Every era of banking has been defined by where the customer decided to show up. That change is happening again, this time it's AI.
MX's new AI Assistant is not a bolt-on chat bot. It turns data and intelligence into a live conversation that becomes a new opportunity for growth.
The financial AI assistant tool is in development, so it does not have its own results yet. What it runs on does. These platform results show you what the data and intelligence this solution runs on can deliver.
More direct deposit switches and a 50% lift in mobile account openings. The assistant uses the same intelligence required to reach these consumers and drive growth.
More logins per month after opening MX’s data-driven financial wellness tools to all customers, with tool access up 5x. The assistant is a new front door to that same engagement.
Consumers who engage with the MX platform hold 10x higher checking balances and log in 3x more. This new assistant delivers the same data-driven insight responsible for this lift.
In plain language, inside your branded app, about their real money: spending, saving, a loan, a goal.
Highly configurable so that your brand, your voice, and your product recommendations set the rails.
MX tools compute the real figures from the consumer's permissioned data. The model delivers them, it never invents them.
The answer ends with a next step for the consumer inside your app turning a conversation into a growing relationship.
Join the early-access cohort.
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Consumers expect more from mobile than most apps deliver.
What consumers care about is shifting fast. Here's what the latest MX research shows.
Stronger engagement drives stronger financial wellness, and the data shows how the two reinforce each other.
A confident answer is not a correct one. Real, connected data is what grounds financial AI.
Consumers move through a hierarchy of financial needs. Knowing where they are is how you serve them.
When fraud wears the face of trust, consumers lose. Seeing what flows through the pipe is how you stop it.
Independently audited controls for security and availability
Card data handled to payment-industry standards.
CA public report you can read without an NDA
Aligned with California consumer-privacy rules.
Aligned with EU data-protection requirements.
