MX Financial Data
MX is rated the #1 Financial Data Platform. Convert Your Data into More Deposits, Loans, and Lifetime Value. Build stronger financial relationships with the right message at the…
Overview
MX is a financial data platform that helps banks, credit unions, and fintech companies turn customer financial data into growth by aggregating, cleaning, and activating it across their products. Its account aggregation technology unifies external accounts, payroll, and competitor data into a single verified view, while transaction enhancement converts raw, messy data into clean, categorized information suitable for analytics and personalization. MX also offers instant account verification for faster account opening, a financial AI assistant that lets consumers query their money in plain language, and personal financial management tools for budgeting and saving guidance. The company serves institutions such as US Bank, Discover, BECU, and Synovus, reporting client outcomes like increased deposit switches and higher loan conversion, and holds SOC 2, PCI DSS, GDPR, and CCPA compliance certifications.
Details
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