MXinsights Essentials Overview

  • Updated

MXinsights is an actionable intelligence platform that enables you to gain more value from your data, power the best experiences, and improve engagement so your consumers can become financially strong. MXinsights delivers a combination of personal financial management, predictive financial guidance, and financial wellness capabilities that translate data into actionable insights.

MXinsights Essentials is a limited version of MXinsights that offers less functionality and connectivity, but still provides a visual experience. 

Included Features

  • Artificial intelligence technology to analyze an end user’s financial data to find, prioritize, and deliver personalized insights.
  • A limited selection of insight cards or beats that offer suggestions and education based on an end-user’s financial data.
  • An end-user marketing tool that enables targeted and personalized marketing campaigns and automated messaging campaigns based on client-defined criteria.
  • Personalized messaging and suggestions via insights based on end-user financial data.

Included Services

  • MX Platform: A set of systems and resources which allow MX to process and store financial data for a financial institution or fintech partner. The Platform includes 1 MB of data storage per user. Additional data storage above 1MB will be charged on a monthly basis, as applicable.
  • Data aggregation: Connect to a financial institutions and gather financial data about users. 
  • Data enhancement: Enhance data by cleansing and classifying raw transactional data to turn it into simple human-readable descriptions using over 100 categories.

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