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Case Study: Pioneer Bank and FIS

With the Personal Finance solution from FIS, Pioneer Bank gained the customer insights they needed to better target and serve their customers with the right message and product at the right time.

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MX Content Collection

The MX content collection contains all the information you need to know about the MX product suite, our internal teams and our guiding philosophy.

See MX videos here, and see the latest content here.

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KIVA Group and MX Help AFCU Delight Members with Intuitive Mobile Banking App

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SAN ANTONIO and LEHI, Utah (PRWEB) January 30, 2018 — KIVA Group, a premier, omnichannel CEM/CRM software provider to banks and credit unions, and MX, the world leader in unified financial data, announced today that America First Credit Union (AFCU) successfully deployed the companies’ leading-edge technologies to power its mobile banking application. With the Helios cross-platform framework from MX and KIVA’s open integration middleware, AFCU is providing a feature-rich, user-friendly mobile experience that’s earning high praise from its members.

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How to Use PFM to Monitor Your Bank Accounts After a Data Breach

If you regularly follow the news, chances are that you've seen story after story about data breaches.

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Evansville Teachers FCU: 6x Balances Transferred, 3x More Credit Cards

Evansville Teachers Federal Credit Union (ETFCU) has always believed in a “people helping people” philosophy. As such, they’ve invested in digital money management (DMM) for years with the intent of improving their members’ financial well-being and maintaining user loyalty in the process.

In 2016, ETFCU learned that their digital money management product would be migrated to the MX platform. Since they’d seen good results with their prior DMM product, ETFCU was excited for the migration and the additional functionality they would gain with the new Money Management solution powered by MX.

They ended up being the first client to make this particular migration, and the results were impressive. Within two months, ETFCU saw a five-fold increase in total aggregated accounts and reached a 41% adoption rate with 21% of total Money Management users aggregating their accounts.

ETFCU was also able to put their money management product to better use by integrating it directly into the mobile experience (something they were unable to do until they integrated with MX). This opened up Money Management features to a range of mobile-first members and increased the appeal of the mobile experience at ETFCU, improving the likelihood that these users will stay loyal to the credit union.

In addition, ETFCU integrated the MX Insight & Target platform along with Discovered Accounts, resulting in a dramatic return on investment. For example, they used the fresh data gathered from Money Management to re-run a credit card campaign and brought in six times more balances transferred and three times more new credit cards than they had brought in previously — all because they were able to create hyper-personalized offers that got real results.

“It’s a testament to the information that we’re able to get out of Insight & Target,” Meaghan Elpers, VP of Operations said, “and it’s so very important to the service, to use that data to help our members, save them money, and move them toward our products and services.”

Finally, the migration to MX exceeded expectations. “We were preparing for an uptick in call volume and complaints after we made the switch,” Elpers said, “but the implementation was seamless.” She added, “We didn’t really see an increase in call volume, which is a testament to the usability of this financial tool.”

“We’re very happy with the MX experience,” Elpers said. “We want to live our philosophy of ‘people helping people,’ and MX and NCR’s Digital Insight solution allows us to do that. We can offer products and services to our members that save them money. We can compete with the big banks now that we have the data to gain insights into our members’ financial picture and really help them. Money Management and Insight & Target has allowed us to do that.”


“It’s a testament to the information that we’re able to get out of Insight & Target. And it’s so very important to the service, to use that data to help our members, save them money, and move them toward our products and services.” - Meagan Elpers, VP of Operations

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UCCU Case Study: 28 percent adoption in three months

Utah Community Credit Union — UCCU successfully launched innovative Digital Money Manager by MX

Click here to read the PDF version of this case study.

When UCCU chose Q2 as a digital banking provider, they were excited at the prospect of integrating MX products directly into their online experience. They knew that an MX integration would give their members guidance in managing their finances, resulting in greater loyalty and an improved ability to attract new members.

Because they were already familiar with the benefits that MX would provide their users, UCCU knew they wanted to do a major promotion in launching the product. Brad Norton, SVP of Marketing at UCCU, created internal marketing materials and also leveraged MX for video assets to increase engagement from day one.

Norton said, “We didn’t want to bury this product in any way. Instead, we wanted to put it front and center — showing our members what they could accomplish with it, getting them to really envision how this can inspire smart decisions, and help change their financial habits for the better.”

The promotion paid off. Within three months, 28 percent of UCCU members had adopted digital money management, and 17 percent of those users had added external accounts at an average of 4.1 accounts each. This means that these users are signing into UCCU to view all their finances in one place (and, by implication, becoming less and less likely to sign into UCCU’s competitors to do so). As a result, UCCU is quickly proving themselves as the primary financial institution in their region.

Norton added, “From integration to launch and beyond, we’ve been very pleased with the experience of working with MX. We couldn’t be happier with the fact that so many of our members have started getting their financial lives in order. This partnership brings us exactly what we’re looking to deliver to our members & we are really excited about it.”

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BECU Case Study: 18 Months on Helios

Read the PDF version of this case study here.

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Data-Driven Money Management Brings Solid Revenue

The debate about personal financial management (PFM) continues to evolve, and last week it took a notable step forward.

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AFCU Case Study: Helios


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Case Study: Travis Credit Union Adoption Numbers

Click here to read the PDF version of this case study.

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