Smart Data.
Smarter Marketing.

Get the data-driven insights you need to grow your share of wallet by targeting customers with relevant offers when they’re ready to purchase. We’ll help you gain a deep understanding of your customers, so you can be more precise with your marketing message:

Get an AI-Driven PFM

Gain Actionable Insights

Create Targeted Offers

See how a reinvented PFM along with Discovered Accounts can boost your success by up to 28%

Personal Financial Management

Break Tradition. Build Tomorrow.

The traditional PFM solution will no longer cut it—so we reinvented it. Our Digital Money Management solution combines advanced aggregation and AI-driven technology with an award-winning UI, for a truly modern banking experience.

Stay relevant with tech-savvy customers by giving them a digital way to manage their finances. Now you can strengthen engagement with customers you already know, boost adoption among new users, and drastically increase ROI and brand loyalty.

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Data Analytics

From Insight to Foresight

Put real-time data into action and gain a 360-degree view of your customers’ financial life—from their buying patterns and spending habits to their long-term financial goals. With Insights, you can see where your customers like to bank, what types of accounts they have, and when they’re actively considering an offer, so you can perfectly align your product message with their current and future needs.

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Travis Credit Union Case Study

Mountain America Credit Union partnered with MX to transform their online banking platform into a central financial hub for account holders. The results were incredible:

16.3

active sessions per users on average

700,000+

visits to the DMM’s spending wheel

8,000

users adding external accounts

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Data Targeted Marketing

Turn personalization into Profit

Create personalized messaging and offers that reach your customers with the right information at the right time—every time. Target makes it easy to segment audiences by group and campaigns by type, so you can deliver highly relevant marketing experiences that convert at every touchpoint.

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BECU Case Study

See how BECU increased customer engagement with alerts by 10x, and adoption rate more than 20x in just a few months.

10X

customer engagement

20X

more adoption rate

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Get Up and Running in Less than 30 Days
Ask for a demo today.