Dynamic. Personalized. Predictive.

Real-Time Financial Insights

Request Demo

Spending Comparisons

Duplicate Payment

Savings Opportunities

Generic experiences and impersonal financial advice can ruin a customer relationship.

Consumers expect personalized insights from their providers to help them manage their finances. Yet many financial institutions and fintechs struggle to deliver actionable, relevant insights and recommendations that meet consumers where they are and where they want to go.

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.

Insightful

Consumers can dive deeper into their financial data with dynamic insights and recommendations such as duplicate payment tracking, spend comparisons, and savings opportunities.

Proactive

Companies can become a trusted advisor to support financial wellness and deliver behavior-based, automated insights that proactively alert customers to take action.

Differentiated

Businesses can drive product innovations and improvements with greater insights into consumer needs, enabled by powerful data connections. Each insight revolves around the specific needs and situations of consumers’ personal lives.

Embedded

Organizations can surface insights dynamically within their digital and mobile banking solutions to deliver valuable guidance to consumers when and how they engage.