Personalized. Intelligent. Proactive.

A Better Way to Manage Money

Managing finances is messy and getting PFM right is hard.

Personal finance management (PFM) has become increasingly complex as consumers juggle managing money across multiple financial accounts in a way that fits their lifestyle. Consumers want their financial providers to proactively help them better manage their finances.

MX simplifies personal financial management 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.

Empowering

Consumers can take charge of their finances with insights into their financial behaviors, trends, and needs, driving improved financial wellness.

Frictionless

Enabled by powerful data connections, consumers can bring together all of their accounts into a single view and see their financial data in an easy-to-understand format for better money management.

Personalized

The Manage Money dashboard is a fully-configurable, yet unified experience, featuring the MX PFM tools like Budgets, Goals, Net Worth, and more that meet consumers wherever they are in their financial wellness journey.

Future-Proof

Organizations gain greater insights into consumer needs to drive product innovations and improvements to meet the specific needs and situations of consumers’ personal lives.