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Money Management

Personalized. Intelligent. Proactive.

A Better Way to Manage Money

Budget Tools
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Personal finance management has become increasingly complex… consumers juggle managing money across multiple financial accounts in a way that fits their lifestyle. Consumers want their financial providers to proactively help them better manage their finances.

MX makes money management easier with a seamless experience that enables a 360-degree view of finances in a single platform and proactive, personalized financial insights.

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Consumers can take charge of their finances with insights into their financial behaviors, trends, and needs, driving improved financial wellness.


Consumers can bring together all of their accounts into a single view and see their financial data in an easy-to-understand format for better money management.


MX delivers behavior-based, automated insights with actionable recommendations to guide and protect consumers on their financial journey.


Organizations gain greater insights into consumer needs, enabled by powerful data connections, to drive product innovations and improvements to meet the specific needs and situations of consumers personal lives.

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Why MX

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Awarded Finovate Best in Class Honors 8 Times

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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 takes the worry out of money management for consumers.

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