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MX

Financial intelligence platform for institutions and fintechs

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MX is a financial intelligence platform that connects to, verifies and enriches consumer financial data for banks, credit unions, fintechs and businesses. It addresses the gap between holding raw transaction data and being able to act on it, helping organizations analyze consumer behavior, surface insights and deliver personalized money experiences inside their own digital channels.

The platform includes account aggregation, instant account verification, data access, data enhancement, investment data, customer analytics, financial insights, a financial AI assistant, personal financial management and mobile banking. It supports OAuth connections, direct deposit switching, account opening and funding, and loan origination and underwriting workflows. Security features include U.S.-only data storage, encryption in transit and at rest, 24/7 monitoring, fraud mitigation support, and SOC 2 Type II and PCI DSS certifications.

MX is built for financial institutions, fintechs and businesses that want to connect to consumer accounts, verify account ownership and balances, and use financial data for analytics, engagement and growth. The pages describe demos and early access for the financial AI assistant, but do not specify free plans, trials, editions or pricing models.

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