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Financial Data Aggregation

Multi-Sourced Aggregation

Be the Primary Financial Institution

Account aggregation is valuable for the simple reason that it enables users to see all their accounts in one place. Once this happens, your users have less and less of a reason to sign into your competitors’ digital banking portals. Just like that, you’ve made the move to be their primary financial institution.

What Aggregation Does For You

  • Positions you as the primary financial institution for your users
  • Builds engagement by providing users with multiple reasons to come to your site
  • Opens the way for you to see what your competitors are up to
  • Lays the foundation for users to see their full financial picture

Here's How We Can Help:

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.


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.


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 Data Aggregation PDF