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Financial Insights

Dynamic. Personalized. Predictive.

Real-Time Financial Insights

Financial Insights
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Duplicate Payment

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Spending Comparisons

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Savings Opportunities

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Consumers expect personalized insights from their providers…

...to help them manage their finances. Yet, many financial institutions and fintechs still struggle to deliver actionable insights and recommendations.

MX uses artificial intelligence and machine learning to create insights based on cleansed financial data that protect, guide, and inform your customers to financial wellness.

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Consumers get clear, actionable transaction data with industry-leading data cleansing and categorization.


Consumers can dive deeper into their financial data with dynamic, 3D insights and recommendations such as duplicate payment tracking, spend comparisons, and savings opportunities.


MX generates insights automatically, giving consumers tailored guidance that doesn't require them to do any heavy lifting.


Organizations can deliver real-time, predictive guidance based on consumer behaviors to improve financial wellness.

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Why MX

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Fast-growing library of approximately 100 personalized beats

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Demonstrated 25% increase in savings deposits over 6 months


Providers see 30% increase in financial health scores over 12 weeks


Proven results show 2X higher savings balances

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Automated and Intelligent Money Experiences

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See a Demo

Learn more about how MX delivers personalized financial insights.

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