Personal Financial Management
by MX · Digital banking · Lehi, UT, United States
Delivers data-driven guidance and tools to help consumers spend smarter, save more and expand their relationship.
What Personal Financial Management does
- Spending guidance
- Savings recommendations
- Personal financial data analysis
- Money management tools
- Consumer engagement tools
What Personal Financial Management is used for
- Help consumers spend wisely
- Help consumers save more
- Prepare consumers to borrow
- Increase consumer control of finances
- Expand multi-product relationships
Who Personal Financial Management is for
- Banks
- Credit unions
- Fintechs
About MX
Financial data platform for account aggregation, verification, analytics and consumer engagement.
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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: Digital banking platforms.
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