Lower barriers to entry, more alternatives for customers, and less friction to switch financial providers make offering a seamless online and mobile experience critical to your digital strategy.
MX gives your customers a simple yet comprehensive digital banking experience — from frictionless onboarding and tools that make financial management effortless to new technologies that keep you ahead of the competition.
Decrease dropoff in account opening process
Aggregate transactions from external accounts
Analyze accounts for opportunities to grow market share
Engage with automated financial wellness solutions
Simplify the onboarding process by giving customers an easy way to fund new accounts while reducing drop-off rates. Our modern connectivity uses tokenized OAuth connections, making it easy for your customers to quickly and securely connect with external financial accounts.
Account Verification
Make it easy for your customers to bring their financial data together in one place. You can then take the clean and usable data, including added fields such as categories, merchant logos, and locations, and pull it into your different tools and systems. Power solutions such as lending, automating financial wellness, planning, payments, and much more. Aggregated accounts can also power analytics that surface market opportunities and insights for how to retain customers and grow share of wallet.
Account Aggregation
Data Enhancement
Give customers simple tools for financial wellness — from predictive alerts and a personalized financial health score to holistic and automated budget creation and tracking. With our data-driven solutions, you can help customers take control of their finances without requiring them to do any heavy lifting.
Personal Financial Management
“We see tremendous value in offering Personal Finance, not only for our customers but for the bank as well. We are incorporating it into our in-branch customers’ experience and onboarding program to help drive adoption and better understand our customers’ relationships with other institutions.”
Integrate new technologies and improve your speed-to-market, helping you stay ahead of the competition. Quickly implement our award-winning UI, or use our data to build custom solutions, offering connected money experiences that reduce friction, increase customer satisfaction, and improve your customers’ financial strength..
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Want to learn more about how you can use MX in your digital banking solution?