Win Your Competitor's
Most Profitable Account Holders

MX users are 2.5x more profitable.
Learn how advocacy, technology, and data make this possible.

4 Steps to Win Account Holders

Step 1: Commit to Advocacy

As you build a culture of advocacy and financial literacy, you will solidify the long-term relationships you need to thrive in the digital age.

Download the Banker’s Guide to Digital Advocacy

  • See survey results from 500+ U.S. consumers
  • Learn why advocacy is critical to your top-line revenue
Download Now

Step 2: Launch Digital Money Management

Digital money management (DMM) gives account holders an incentive to add all their accounts, laying the foundation for you to access your competitors’ data.

Download the MX Business Case

  • Understand how DMM retains your most profitable account holders
  • Learn about Moneyhawks, who bring in an average of $6,200 per year
Download Now

Step 3: Analyze the Data

As account holders add all their accounts, you’ll see who has mortgages, auto loans, credit cards, and more with your competitors.

Download the Insight & Target Case Study

  • Learn how MX clients have used Insight
  • See how Target can bring you a 25% unique click-through rate
Download Now

Step 4: Take Action

Whether you’re a financial institution or a digital banking provider, MX has the tools and technology you need to win business from your competitors. Hear what some of our current partners have to say about working with MX and use the form below to request our 4 Step Process to Winning Your Competitors’ Most Profitable Account Holders.

Fill out this form to receive your 4 step action plan