Insights

  • Financial Feed Overview

    Financial Feed keeps a pulse on a user's finances by offering insights that protect, guide, and inform their financial wellbeing. Every time they login, they’ll ...

  • Dynamic Insights

    What are Dynamic Insights? There are two types of insights: static, and dynamic (sometimes called "sampled"). Static insights use the data that is available when...

  • Insight Library

    Insights coming soon Check back soon to see what's coming in future releases. All Currently Available Insights Card name Released 529 Deposit Q1 2022 5...

  • Insights that Protect

    MXinsights engages users with a personalized, AI-driven feed of notifications that inform, guide, and protect their financial well-being. This article describes ...

  • Insights that Guide

    MXinsights engages users with a personalized, AI-driven feed of notifications that inform, guide, and protect their financial well-being. This article describes ...

  • Insights that Inform

    MXinsights engages users with a personalized, AI-driven feed of notifications that inform, guide, and protect their financial well-being. This article describes ...

  • Insight Customization Options

    This article outlines the customizable options available for the Financial Feed. MX uses backend configuration tools to customize the Financial Feed and its insi...

  • Taking Action in Insights

    Insights protect, inform, and guide users by providing actionable details that connect users to digital financial management experiences. Many insights that appe...

  • Mini Widget Basics

    Parts of this article may contain a projected roadmap and is for informational purposes only. It is not a binding commitment by MX, and you should not rely on it...

  • Financial Feed Account Controls

    Your users may not want every one of their connected accounts to generate insights in the financial feed. You can enable the Account Controls feature to allow us...