MX

Customer Engagement

MX helps financial institutions, fintechs, and businesses understand and do more with financial data.

A leading financial-data platform that turns raw financial data into actionable intelligence for deposits, loans, and lifetime value.

• Founded: 2010
• Headquarters: Lehi, UT, USA
• Ownership: Private (late-stage)
• Funding / valuation: ~$300M+; Series C $100M (2019)
• Serves: Both + fintechs — All tiers
• Notable customers: 2,000+ FI and fintech partners
• Core integrations: Broad API
• Capabilities: Connectivity; Data Enhancement; Financial Insights; Personal Financial Management; Mobile Banking; Instant Account Verifications

Compliance watch-outs

When FI data powers targeted offers, targeting and content together create fair-lending and UDAAP considerations worth reviewing.

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