Connectivity

  • What is a member?

    A member is an object on the MX platform that represents a connection between a user and an institution. For example, when an end-user of your app goes to connec...

  • What is Account Aggregation?

    Account aggregation is the process of gathering multiple financial accounts' data so users can see every account and transaction in one place. Aggregation Method...

  • Verification and Identity Flowchart

    The flowchart and steps below walk you through a simplified version of the process behind running a verification through the Connect widget, as well as the proce...

  • Analytics Suite Overview

    With so much data at your fingertips, the Analytics Suite keeps you from getting bogged down in data, so you can see how your customers are engaging with your pr...

  • Overview Dashboard

    The Overview Dashboard provides a high level view of client adoption and activity. Here you will find 7 simple charts to give you a quick glance into your soluti...

  • Customer Intel

    The dashboards in this section include Financial Health and Spending Behavior. Each dashboard has charts that give you insights into your customers’ financial ha...

  • Platform Engagement

    The dashboards in this section include MXpfm, MXmobile, and MXinsights. Each dashboard has charts that give you insights into your customers’ engagement with yo...

  • Analytics Suite & Marketing Hub User Role Permissions

      To manage team members and roles: In Analytics Suite/Marketing Hub, click the setting icon in the top right of the window and select Settings.  Select the Man...

  • Marketing Hub Overview

    Once you've identified opportunities to keep money inside your institution with Discovered Accounts and you've analyzed user behavior with Analytics Suite, it's ...

  • Audiences Overview

    An audience is the specific group of users to whom you will direct your campaign. You can — and should — build a specific audience for each new campaign.   Watch...

  • Using Pre-built Audiences

      Pre-Built Audiences give you 10 suggested audiences, developed based on user feedback, for building a marketing campaign. To use Pre-Built Audiences:  Log in...

  • Create an Audience

    The audience builder is a complex tool that uses conditions, groups, and logical operators to help you identify groups of users. As you add conditions, only user...

  • Audience Actions

    Within Marketing Hub, you can edit, export, duplicate, target, or delete each audience with the help of the actions menu. Click the menu button ••• to the ri...

  • Audience Conditions

    Conditions allow you to set parameters to target a narrow set of users who you think will engage with your campaign. A condition defines whether users are includ...

See all 16 articles

  • Reporting API Implementation Guide

    This guide outlines what you must provide to MX to start using the Reporting API. The Reporting API enables you to track changes for all your users’ data held on...

  • Reporting API FAQ

    The MX Reporting API enables a partner to programmatically pull MX's data into their system on a per-client basis. This data is requested by providing the date, ...