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

How MX Helps

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

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

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

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

Create a unified money management solution for consumers with the Manage Money dashboard and embedded dashboard cards that can be incorporated throughout their digital banking experience

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

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Explore Solutions

A Better Way to Manage Money

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

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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.

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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.

Learn More about Account Aggregation