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Account Holder Acquisition

Win New Account Holders

Lower the Barrier to Entry

Account holders today are eager for convenience. They'd prefer not to go into a branch, even to open a new account. What if there were a way to start a relationship with potential account holders — a way that was as simple as downloading an app?

How to Win New Account Holders

  • Offer an app that potential account holders can use
  • Gain insights about these users as they experience the app for themselves
  • Use insights to offer hyper-personalized rewards, incentivizing them to open an account with you
  • Become the central financial hub for your end users, amplifying loyalty and market share

Here's How We Can Help:

Cross-Platform Framework

Helios is the simplest way to give users a seamless digital experience across desktop, phone, and tablet. This way you reduce maintenance costs while simultaneously increasing user loyalty.


Data-Driven Money Management

MoneyDesktop is a data-driven money management tool that securely integrates into digital banking products and enables users to take control of their finances. Budgeting, account aggregation, auto-categorization, and debt management are just a few of the tools that increase user loyalty and drive profitable growth.


API & Multi-Sourced Aggregation

Unlike most APIs, MX's multi-sourced aggregation allows us to ensure that users have reliable, real-time account information despite broken connections that hinder other providers. Your users stay happy, and you stand apart from your competition.


Financial Analytics

Insight by MX allows you to quickly and effectively analyze complex data sets. With 100+ pre-load charts, it's the simplest way to understand your users and how to position yourself against your competitors.


Financial Marketing

Target by MX lets you create segments, deploy adaptive offers, and start tracking a campaign in under five minutes with absolutely no assistance from IT. It’s all about using the data from Insight to place the right offer in front of the right account holders at the right time (resulting in bottom line growth).


Retain Profitable Account Holders

Your account holders want a personalized, convenient experience. With MX you will exceed their expectations and make them happy.

What bank customers want

Download the Account Holder Acquisition PDf