MX Insights

Real-Time Financial Insights

Dynamic. Personalized. Predictive.
MX Insights uses machine learning to generate a personalized feed of financial insights that provides users with relevant and timely recommendations to improve their financial wellness.

Features & Benefits

Retain and Grow Deposits

Due to increased competition and macroeconomic conditions, fierce deposit wars have erupted. Retain and grow deposits by delivering digital banking experiences that improve financial wellbeing.

MX Client Results:

  • 2x higher savings balance
  • 2.5x more likely to open new products and services
  • 3X more likely to open a savings account

Offer Differentiated and Personalized Experiences

Drive customer acquisition and retention with innovative tools that personalize and simplify the money experience.

Drive Customer Engagement

Build loyalty and engagement by surfacing personalized, proactive insights that focus on the specific needs and situation of the user's financial life.

MX Client Results:

  • 50% increase in logins
  • 20% of users aggregate their accounts

Guide Users to Financial Wellness

Become a trusted advisor to your customers by surfacing behavior based, automated insights that provide proactive alerts to take action.

MX Client Results:

  • 14% increase in savings balances

Inform, Guide, Protect

  • Inform: Educate with proactive updates and notifications on things users should keep an eye out for.
  • Guide: Provide personalized offers and recommendations to keep finances moving in the right direction.
  • Protect: Analyze finances to identify anomalies or potential fraud.

Accelerate Speed to Market

Increase speed-to-market and quickly deploy in weeks—not months—by leveraging the Q2 integration to MX's fast-growing library of ~80 personalized insights.