Simplified, Automated, Embeddable Financial Management

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The average consumer maintains 5-10 different relationships with financial organizations across multiple platforms, making it hard to manage their finances. Financial institutions, such as JP Morgan Chase, have found that consumers—especially Gen Z and Millenials— want a variety of money management tools to access information about their finances and make more informed decisions about their money and financial goals.

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MX product solution

With Digital Money Management, you can help your customers bring all of their financial information together making it easy to track, manage, and connect all of their various money movements and actions.

Increase logins and customer engagement

Increase customer adoption and create stickier experiences by making it easy for customers to view all of their account information in one place including all accounts, transactions, and balances.


Remind customers of upcoming subscriptions

Use MX Financial Insights to help customers stay on top of their finances. These smart, data-driven insights automatically detect subscriptions, monthly costs, the yearly total for each subscription, and notifies users of any increase or decrease in monthly costs.

Increase Engagement by Understanding Customers

M&T partnered with MX to help their customers stay on top of their cash flow as the global pandemic impacted their lives. In four months, M&T Bank saw:

Increased Adoption with Deeper Integrations

Without pouring additional money into marketing efforts, Affinity Federal Credit Union increased engagement, improved member insights, and enhanced member experience.

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Learn more about how to enable automated financial management.

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