When you lack a unified view of personal finances

Money Management, powered by MX, provides users with a holistic view of their finances, aggregating internal and external accounts in a single dashboard. 

Customers can monitor their balances and transactions from multiple financial institutions, giving banks and credit unions the ability to identify cross-sell opportunities.  

Money management tools can help users track transactions, categorize spending and improve their financial health. Results include financial literacy, debt reduction and optimized spending. 

As users actively engage with these tools to manage their finances, they build stronger relationships with their financial institutions, leading to increased trust and long-term loyalty. For financial institutions, this heightened engagement translates into valuable insight and new revenue opportunities. 

Money Management Customer Analytics allows the financial institution to analyze spending behavior and transaction patterns to better understand the customer needs and offer targeted products like loans, credit cards and investment accounts.  

• Full financial picture, link internal and external accounts in one place
• Financial education, offers tips and strategies to improve money management 
• Detect unusual spending, duplicate transactions and upcoming payments with automated alerts and notifications (MX Insights)
• Interactive tools of spending habits and financial trends for predictive financial planning (MX Insights)
• Marketing and customer segmentation tools to help target users with relevant products (MX Customer Analytics)
• Advanced reporting and analytics dashboard with deep financial insights - 24+ on demand dashboards available (MX Customer Analytics)