Happy Know Your Customers Day! How well do you know your customers? MX’s Director of CX Operations and Client Voice, Erin Caldwell shares guiding principles for financial institutions to know their customers better: https://lnkd.in/gyF6bHSx
MX
Financial Services
Lehi, Utah 47,285 followers
The top financial institutions and fintechs use MX to reliably connect to financial accounts and act on financial data.
About us
MX Technologies, Inc. is a leader in actionable intelligence, enabling financial providers and consumers to do more with financial data. MX provides end-to-end solutions for financial institutions and fintechs to connect to, understand, and act on customers’ financial data.
- Website
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https://www.mx.com/
External link for MX
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Lehi, Utah
- Type
- Privately Held
- Founded
- 2010
- Specialties
- Financial Management, Banking, Software, Financial Data, data aggregation, data enhancement, data cleansing, money experience, connectivity, Fintech, SaaS, API, Instant Account Verification, financial industry, financial institutions, B2B, open finance, open banking, engineering, analytics, credit unions, technology, data privacy, data, consumer data, intelligence, Personal Financial Management, mobile banking, Personalized Marketing, startup, metadata, bank connectivity, data feed, RESTful APIs, OAuth, Responsive Web, community banks, Digital Transformation , data security, network, customer advocacy, consumer advocacy, user experience, customer retention, Data Analysis, financial health, financial wellness, risk mitigation, Financial Data API, open banking connections, machine learning, Bank Credentials, and raw data
Locations
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Primary
Get directions
Lehi, Utah 84043, US
Employees at MX
Updates
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AI. Fraud. Open Banking. The Great Generational Wealth Transfer. What’s on the horizon for the financial services industry in 2026? Join us next week for a deep dive into our top predictions for this year — so you can make the most of opportunities for growth and engagement. Register here: https://lnkd.in/gtc5pSHb
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Financial institutions have the responsibility to center their strategies around supporting financial wellness. Check out our cheat sheet for improving your consumers' financial lives. ✅ Learn more: https://lnkd.in/gT_5TYy8
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We sat down with Jason Mikula from Fintech Business Weekly to find out his hot take on the industry. 🔥 🎤 The only rule is there are no rules. Industry regulations are moving at their own speed — with uncertainty as a top trend. Watch his full breakdown (along with his book recommendation) below ⬇️ #FintechReads
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Which innovations are you focusing on in 2026? Whether it’s stablecoin, AI, Open Banking, or something else, your long-term success in the financial industry hinges on one essential thing: data. Learn more about how data can help you achieve long-term success: https://lnkd.in/gDTnVfKa
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Did you catch us on Alex Johnson’s Fintech Takes newsletter today? 👀 This year, we will be sharing monthly Data Takes with key data stories impacting the industry. Today’s spotlight: the negative impact that gambling has on financial health. 🎲 Don’t miss the next MX Data Takes by subscribing here: https://fintechtakes.com/
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The new year brings more opportunities for financial institutions to get their PFM right. Hear from Billy Gast, MX’s Senior Director of Product about ways to stand out. 👇 👇 👇
What resolutions do you have for your financial institution this year? If you’re trying to boost financial wellness for your customers, PFM is one of the best places to start. Here are my top 3 suggestions for how financial institutions can get PFM right:
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2026 is your year to raise the bar on customer satisfaction — since this plays a pivotal role in your success as a financial institution. 🙌 Here are today’s key lessons for boosting satisfaction: 1. Reputation, security, and quality are key drivers of trust 2. Digital experiences matter, but they must feel effortless 3. Convenience still shapes the experience 4. One size does not fit every customer Learn more in our blog: https://lnkd.in/gqECPpiH
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