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Account Holder Advocacy

Aim for Long-Term Gains

True Advocacy = Long-term Loyalty

When you make a real difference in the financial lives of your users, their love for your brand grows. These users are not only more likely to stay with you for decades, but they’re also more likely to recommend your brand to their friends and family, resulting in direct profit.

Advocacy in Action

  • Educate your users on the principles of values-based budgeting
  • Walk them through all the basics (including debt management and goals)
  • Present users with interactive content from a financial professional
  • Give them access to engaging instructional content

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.


Download the Account Holder Advocacy PDF