Leading Financial Intelligence Platform
Convert financial data to growth in deposits, loans, cards and wellness
Turn your digital channels into growth channels
Most Financial Institutions have the data. Very few have the intelligence to act on it.
Raw data won't tell you who's about to leave, who's opening accounts at competitors, or who's ready for the next product. That gap is where deposits, loans, and card spend are lost.
Deposits Leave
A member reroutes their paycheck and you find out after the balance is gone.
Loans go elsewhere
The signals that someone's ready to borrow sit in your data but your competitor gets to them first.
Cards go cold
Spend drifts to another card weeks before the interchange drop shows up.
Financial Institutions Grow on MX
Your desired growth, within your desired market, powered by one intelligence platform
One platform. Four ways to grow. Built to move the metrics that matter.
Pick the metric you need to move. MX brings the platform to move it.
Featured Customer Studies
Case Study
Financial wellness drove 4x increase in savings balances
By pairing data aggregation and AI with real-time personalized insights, OneUnited Bank deepened engagement and helped customers build balances.
"By utilizing data aggregation and artificial intelligence to provide real-time personalized financial insights, OneUnited Bank and MX are fulfilling the promise of economic growth that comes from creating a more financially literate society."
Kevin Cohee, Chairman & CEO, OneUnited Bank
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Case Study
Data-driven marketing drives 10% lift in loans
BECU used enhanced data to make its outbound marketing relevant and timely, surfacing borrowing intent and lifting loan application volume.
"Not only are we getting the results we hoped for, such as incremental lift on application volume, but these email campaigns are increasing engagement with our members overall."
Brian Knollenberg, VP, Digital Marketing & Analytics, BECU
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Case Study
Mobile drives growth in deposits and account openings
Central Pacific Bank embedded MX-powered direct deposit switching into its mobile app, turning paycheck movement into a repeatable growth motion.
"We embedded our direct deposit switch into the mobile app, and the results have been unbelievable. The day we put it on a mobile device, we had 60 conversions in the first week."
Jason Lazzerini, EVP & Chief Digital Officer, Central Pacific Bank
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Case Study
Data-driven insight increases card usage and issuance
Evansville Teachers FCU used MX Insight & Target to spot card-ready members and move spend back on-us, multiplying balance transfers and new-card acceptance.
"It's a testament to the information that we're able to get out of Insight & Target, and it's so very important to the service, to use that data to help our members, save them money, and move them toward our products and services."
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Turn everyday financial data into compounding growth.
Connect to it, understand it, and encourage users to act on it. Engagement is the fuel that turns data into growth.
Request a Demo1
Aggregate
Start with complete financial visibility.
Unify external accounts, payroll, and competitor data into a single, verified source of truth.
2
Enhance
Turn data into intelligence.
Segment and score account holders on behavior, predicting who's ready to move, borrow, or deepen their relationship before the moment passes.
3
Guide
Guidance at the Right Moment.
Deliver data-driven personalized recommendations right where members already are.
4
Grow
Compound it into Growth.
Enable users to act on financial guidance directly in the experience where the data supports their decision.
Start with data you can act on.
Talk to MX about the shared data foundation that makes every product, team, and AI initiative more accurate.
Research the industry runs on.
Research
Financial Health in an Age of Tension
Blog
Paycheck to Paycheck: The Reality Facing Most Americans
Most Americans still live paycheck to paycheck. Here's what the data shows, and how FIs can help.
Research
The Engagement Effect
Stronger engagement drives stronger financial wellness, and the data shows how the two reinforce each other.
Webinar
2026 Financial Industry Predictions
Blog
The Untapped Competitive Advantage of Open Banking
Sharing data out isn't a compliance cost, it's the fastest path to primacy. Open banking, done right, compounds into loyalty.
Research
Crossing the Chasm Between Consumer Demand and Mobile Experiences
Consumers expect more from mobile than most apps deliver. Here's the gap, and how to close it.
Blog
From Stability to Security: The Hierarchy Shaping Behavior
Consumers move through a hierarchy of financial needs. Knowing where they are is how you serve them.
Blog
Where Progress Meets Pressure: The State of Open Banking in the U.S.
Webinar
Your Greatest Growth Engine: Your Mobile Experience
Blog
Why Connection Is the Greatest Strength in Banking
Case Study
Top Bank Drives a 20% Lift in Direct Deposit Switching
Blog
When Fraud Looks Like Trust
When fraud wears the face of trust, consumers lose. Seeing what flows through the pipe is how you stop it.
Central Pacific Bank
37x more direct deposit switches in six months. 50% lift in mobile account openings. By identifying and targeting inactive customers, they're seeing strong growth in direct deposit switches and deposit account openings.
Jason Lazzerini, Central Pacific Bank
MX Trust Center
Security and Compliance, Verified
SOC 2 Type II
Independently audited controls for security and availability
PCI DSS
Card data handled to payment-industry standards.
Soc 3
CA public report you can read without an NDA
CCPA
Aligned with California consumer-privacy rules.
GDPR
Aligned with EU data-protection requirements.
