Improve Financial Wellness with Data-Driven Solutions

industry challenge

Regardless of where people fall on the socio-economic spectrum, most are still not great at managing finances. Financial tools still require too much time and effort for most people to successfully manage their finances.

MX Solution

MX's data-driven and automated solutions help users take control of their finances without requiring them to do any of the heavy lifting. Our tools work with every person’s needs and fit seamlessly into their lifestyle.

Customers Who Use MX for Financial Wellness

MX in the Financial Wellness Journey

Help customers organize, simplify, and interact with their finances

Protect, guide, and inform customers with AI-driven insights

Empower, nurture, and strengthen customers’ financial lives

Increase speed-to-market

Financial Wellness Tools That Work Harder So You Can Work Smarter

Help customers organize, simplify, and interact with their finances

Give your customers an intuitive way to see all their finances in one place with a holistic approach to automated budget creation and tracking, helping them make better financial decisions in real-time. Our solution will securely integrate into your product, providing customers with a seamless experience for viewing all financial information in a single platform.

Personal financial management

Protect, guide, and inform customers with AI-driven insights

Reliable insights depend on reliable connectivity. Once your customers easily and quickly connect all their financial accounts in your product, you’ll be able to proactively alert them to overdrafts, subscription changes, duplicate charges, and much more. Build trust and help customers avoid adverse financial incidents with personalized, predictive financial insights and alerts surfaced through a highly engaging, feed-style UI.

MX insights

Innovate faster than the competition

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.

Personal financial management