Data Analytics

See internal and external data

Insight contains nearly 100 pre-loaded interactive visualizations that show data such as interest rates, engagement, account types and more. It’s the simplest way to understand your users and how to position yourself against your competitors.

Know what your competitors are up to

It works like this. When users add their internal and external accounts into the MX platform you get instant access to collective user data about your competitors.

Instantly understand complex data

You don’t need a degree in statistics to understand Insight. Every chart is clean and alluringly readable; every datapoint can be exported straight to Excel. Simple is good.

Enable smart marketing

You’ll know where your users have car loans, mortgages, checking accounts, and you can use that info to fine-tune your marketing campaigns against those specific competitors.

Understand Your Account Holders

With Insight you’ll be able to quickly analyze the data you need to make key marketing decisions. You won’t have to wait around for weeks for internal reports. You’ll see daily snapshots of user activity. Even better, you’ll see anonymized and aggregate data from your competitors’ accounts and will be able to use that data to out-market those competitors.

Nearly 100 pre-loaded interactive visualizations

You can sort, order, and drill into any data point you like. Here are a smattering of the visualizations included with Insight:

  • Total users over time
  • Logins by month
  • Accounts per user
  • Users with direct deposit
  • Total transaction volume
  • External mortgages by interest rate
  • Average balance per checking account
  • Total users with mortgages
  • Active mobile users by month
  • Logins per active user
It's about providing smart data, intelligent data to the end user, and MoneyDesktop is there.
Jim Simpson SVP, CTO at City Bank
Cohesive Integration

Insight connects directly to your core banking, creating a cohesive integration experience.


You can figure out Insight in just a few minutes, and you don’t need expertise in statistics to do it.


Insight gives you the information you need to created adaptive, customer-centric offers.


Be the first financial institution in your region to get Insight, and you’ll be the first to get the inside scoop on your competitors. Use that information to craft compelling strategies to better serve current and potential users — and win market share.

If you don’t get there first, your competitors gladly will. They’ll peer under your hood, and they won’t ask permission.


Target lets marketing executives put Insight to use. Create segments based on Insight’s datasets, deploy adaptive offers, and start tracking a campaign in under five minutes with absolutely no assistance from IT. Learn More