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Financial Wellness

MX helps financial providers deliver automated financial wellness and personal financial management tools that drive engagement, loyalty, and better outcomes. Help consumers feel confident in their financial journey with intuitive, personalized, and proactive tools and insights.

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Why Financial Wellness Matters

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How MX Helps

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Deliver personalized insights and recommendations to help consumers better manage spending, create budgets, increase savings, and pay down debt

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Protect, guide, and inform consumers with AI-driven, predictive insights that make it easy for them to take action to reach their financial goals

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Enable consumers to connect external accounts in a few simple steps and gain a more complete picture of their finances

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Increase speed-to-market for financial institutions and fintechs with customizable widgets and out-of-the-box insights

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Drive healthy financial behaviors and financial literacy with proven results and award-winning PFM solutions

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Help consumers easily organize, track, and interact with their finances with automated spending categories and enhanced transaction data

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    A Better Way to Manage Money

  • MX simplifies personal financial management (PFM) for consumers from connecting all their accounts in one place, to best-in-class digital money management capabilities, to proactive, personalized financial insights.

  • Real-Time, Data-Driven Insights

  • MX delivers embedded insights supported by artificial intelligence and machine learning to protect, inform, and guide consumers with personalized guidance, offers, and recommendations based on behaviors and financial data.

  • Trusted Connectivity for Financial Accounts

  • MX’s account aggregation solutions enable consumers to easily connect and view all of their financial accounts in one place — and give financial providers full visibility into consumer financial data to better meet their needs.

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Learn More about the Value of Personalized Money Experiences

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Leading Companies and Partners Build with MX

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Ready to Get Started?

Learn more about how MX can improve your customer’s journey, uncover growth opportunities, and help you innovate faster.