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FinStrong Case Study: Park Sterling Bank

Click here for the PDF version of this case study.

 

Park Sterling, a bank with branches in North Carolina, South Carolina, Georgia and Virginia more than $3.3 billion in assets, has successfully rolled out an innovative financial education course for internal employees and partner companies.

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[Webinar] The Morality and Mechanics of Using Data in Financial Services

Financial services is currently undergoing a major shift, and data is at its center. But how should you be using data? How do you pick the right provider? How do you find the time and resources to make the shift to a data-centered culture?

Topics: Webinars
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[Webinar] Turning Internal Data Into Revenue

Financial institutions are ignoring their most powerful tool: their own internal data. This data is packed with competitor insights, potential threats, and low-hanging fruit.

Topics: Webinars
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Maximizing Money Management

Check out the new features available to institutions through the new partnership between FIS & MX. 

Topics: Webinars
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BECU App Powered By MX Earns Recognition

BECU's app, powered by MX, received recognition from both the Financial Brand and MagnifyMoney in December. BECU appeared as the most improved app in MagnifyMoney's third annual Mobile Banking App Study, which compiles the iOS and Android banking app ratings from over 100 of the biggest credit unions and banks.

Topics: Case Studies
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Money Movement And Money Management Features Delight Users

Read the whole case study here.

Topics: Case Studies
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How Users of Data-driven Money Management Increase Profitability

Read the whole case study here.

Users of Data-driven Money Management Increase Savings By 20% Over Four Months

Topics: Case Studies
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FinSmart: Hyperpersonalized Advocacy for Account Holders

Brennan Knotts, Product Lead at MX, introduced FinSmart in our most recent webinar, which you can watch here. (Brennan's section starts at 26:15.)

Topics: Marketing
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How MX Supports Our Clients and Partners

Our core mission at MX is to build financially strong citizens through data-driven advocacy.

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Personalized Coaching And Advice: The Future Of Digital Money Management

New research reveals that consumers are hungry for advice to help manage and improve their financial health but a hesitance to aggregate accounts could reduce the usefulness of the insights generated by financial institutions. Javelin finds that while 46% of bank PFM users are willing to provide passwords to their primary FI for aggregation of external accounts, only 17% of non-users would be willing to do so. “The ability to deliver personalized insight and advice hinges on compiling a complete picture of a customer’s finances: deposit accounts, credit cards and loans, and investments, including those held at secondary FIs,” writes Javelin in its April report Digital Money Management in 2016: Moving Beyond Fits And Starts. “But gathering this data requires customers to share their login and passwords, a model that FIs oppose innately.”

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