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Personal Financial Management

Personalized. Intelligent. Proactive.

A Better Way to Manage Money

Budget Tools
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Personal finance management has become increasingly complex…

…as 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 simplifies personal financial management (PFM) for consumers from connecting all their accounts in one place, to best-in-class digital money management capabilities, to 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.


Enabled by powerful data connections, 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.


Companies can become a trusted advisor to consumers with behavior-based, automated insights to guide and protect consumers on their financial journey.


Organizations gain greater insights into consumer needs 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


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

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Demonstrated 25% increase in savings deposits over 6 months


Proven results show 2X higher savings balances

See a Demo

Learn more about how MX takes the worry out of money management for consumers.

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