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...
Account aggregation is the process of gathering multiple financial accounts' data so users can see every account and transaction in one place. Aggregation Method...
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...
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...
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...
The dashboards in this section include Financial Health and Spending Behavior. Each dashboard has charts that give you insights into your customers’ financial ha...
The dashboards in this section include MXpfm, MXmobile, and MXinsights. Each dashboard has charts that give you insights into your customers’ engagement with yo...
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...
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 ...
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...
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...
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...
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...
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...
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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...
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, ...
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