Financial AI Assistant
by MX · CRM and customer experience · Lehi, UT, United States
Provides AI-powered conversational interface for consumers to ask about their money using real permissioned financial data.
What Financial AI Assistant does
- Plain language money queries
- Real permissioned data access
- In-app experience delivery
- Consumer action capabilities based on answers
What Financial AI Assistant is used for
- Move financial relationships to AI channel
- Provide consumer money guidance
- Enable consumer money actions
Who Financial AI Assistant is for
- Fintechs
- Banks
- Credit unions
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
- Account Aggregation: Enables consumers to connect and view all financial accounts in one place with reliable, lasting connections.
- 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.
More in this category: CRM and customer experience software for financial services.
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