We've got you covered. If you're new to MX, these guides will help you get up to speed!
Team Guides
Get to know the good folks at MX who will help you have a successful launch, reach goals, and support your customers.
Delivery Team Guide
When you purchase MX products, they are not ready to implement right off the truck. There is quite a bit of technical configuration that needs to happen based on your unique environment, set up, and vision for what you would like to achieve with our products.
Start learningTechOps Team Guide
Take a look at the resources and help that you and your end-users will receive from the MX TechOps support team.
Start learningCatalyst Team Guide
Using data to drive better, more personalized customer experiences is new for so many within our industry. Learn how Catalyst, MX’s professional services team can assist you for data analysis, consulting, and actionable recommendations to realize measurable ROI.
Start learningClient Strategy Consultant (CSC) Team Guide
Now that you are live with your MX products here’s how we will form our strategic partnership.
Start learningLearning Guides
Learn how to use your new digital banking tools and how to help your customers.
MXinsights Learning Guide
An introduction to MXinsights in 5 minutes, or longer if you have the time.
Start learningMXpfm (MoneyMap) Learning Guide
Learn the ins and outs of MoneyMap in 5 minutes… or longer if you have the time.
Start learningFostering Customer Adoption
Help your customers understand the benefits of using your new tool by learning how to talk to them about it with confidence.
Start learningSupport in Levels
Take a quick look at all of your new support resources. Then, get comfortable using them by completing a few challenges.
Start learningQuick Start Guides
Get a quick introduction to MX products.
Client Dashboard Quick Start Guide
Learn how to use some of the most common features in Client Dashboard.
Get StartedMXinsights Quick Start Guide
Learn how to use some of the most common features in MXinsights.
Get Started
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