Analytics Suite

  • 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...