Seamless Implementation

MXinsights and MXwellness seamlessly integrate into your Q2 cPFM digital experience. The Accelerator Program’s one-to-many integration allows you to quickly deploy these tools and increase your speed-to-market.

account overview

Provide Personalized Guidance

JD Power reported that 83% of consumers are interested in receiving advice from their primary financial institution, but only 29% say they have received such assistance. MXinsights and MXwellness allow you to easily provide personalized and automated advice that help users improve their financial wellness.

monthly savings

Key Benefits

payment icon

Accelerate speed to market

security icon

Offer personalized customer experiences

cost icon

Drive customer engagement

cost icon

Guide users to financial wellness

cost icon

Increase linked external accounts

How It Works

Behavioral Data to Personalized Insights

MXinsights uses AI and machine learning to take cleansed financial data and create insights that protect, guide, and inform your customers of potential anomalies and opportunities.

financial health

Behavior-based Financial Health Scores

MXwellness scores participant’s financial health based on their actual spending, saving, and borrowing behaviors and gives them a personalized roadmap to improve their financial wellness.

spending behaviors waldo's financial strength summary

Ready to Chat?

Request Demo