Taking Personalized Digital Banking to the Next Level: How to Drive Engagement and Value


February 27, 2024


Mike Dawson, Director, Product Management Digital at Finastra

Todd Whitcher, VP Partner Growth and Sales

Steve Giannotti, Senior Solutions Consultant

The majority of consumers expect their financial provider to know them. But that means more than just knowing their ZIP code, FICO score, or income. Unique individuals with unique needs want — and demand — a personalized money experience, not generic account updates and reminders.

Finastra partners with MX to provide engaging money management features as part of the Finastra Fusion digital banking platform, including MX Personal Financial Management (PFM) and Insights. These tools translate consumer financial data into actionable intelligence to deliver personalized experiences, drive consumer engagement, and support financial wellness.


Watch this webinar and demo to learn how to:

  • Drive engagement and strengthen relationships with data-driven insights and money management experiences
  • Unlock financial data to create actionable and intuitive experiences that drive better outcomes
  • Leverage MX PFM and Insights to deliver timely, relevant guidance to help consumers reach their financial goals

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Explore how MX can help you get the most from financial data and build better money experiences for consumers.