Account Aggregation
by MX · Open banking and CDR · Lehi, UT, United States
Enables consumers to connect and view all financial accounts in one place with reliable, lasting connections.
What Account Aggregation does
- Connect financial accounts across institutions
- View multiple accounts in single interface
- Tokenized access preventing connection breaks
- Support for demand deposit accounts in U.S. and Canada
- 75%+ direct connections with financial providers
- Redundant connectivity for non-direct connections
- Account owner identity verification
- Transaction history access
What Account Aggregation is used for
- Retain customers by providing primary financial destination
- Increase multi-product adoption
- Build customer trust through visibility
Who Account Aggregation is for
- Banks
- Credit unions
- Fintechs
About MX
Financial data platform for account aggregation, verification, analytics and consumer engagement.
MX in the vendor registry: its products, features and similar vendors.
Also by MX
- Instant Account Verifications: Provides instant account detail, ownership and balance information to streamline account opening and reduce abandonment.
- Data Enhancement: Cleanses and normalizes financial transaction data into categorized and consistent data for analytics and digital experiences.
- Investment Data: Aggregates and normalizes external brokerage and retirement account holdings alongside financial institution data.
- Customer Analytics: Provides complete account view and analyzes consumer financial data and behavior to drive personalization and growth.
- Financial Insights: Delivers actionable, data-driven insights and personalized financial guidance surfaced through preferred consumer channels.
- Financial AI Assistant: Provides AI-powered conversational interface for consumers to ask about their money using real permissioned financial data.
More in this category: Open banking and CDR software.
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