
About MX
MX is a financial data platform for banks, credit unions and fintech companies. It turns transaction and account data into insights that help institutions understand customers and act on them.
What it does
MX connects to consumer financial data and provides account aggregation, verification and enhancement services. Institutions can use the data for customer analytics, personalized messages and financial wellness features. The company also offers MX Max, an early access product where consumers can ask about their money in plain language and act on the answer.
Key features
- Account aggregation and instant account verification
- Customer analytics and complete account views
- Financial insights from transaction data
- Financial wellness tools
- Mobile banking and data access services
Who it's for
MX suits banks, credit unions and fintech companies that want to grow deposits, loans and card use through their existing digital channels. Product and marketing teams that use customer data to shape offers will find the most value in it.
Pricing and good to know
Access is requested through a demo or an early access form. Data connections depend on the financial providers involved and on each consumer's permission. Check that the services you need are available in your region before you start a project.
Highlights
- Aggregates accounts and verifies bank details
- Shows customer account views and analytics
- Turns transaction data into insights
- Provides financial wellness tools
- Offers an early access assistant for consumers












